Semiconductors

Tagged stories

AI

The Data Centre Is a Chip Buyer Before It Is a Power Buyer

The constraint on the AI buildout has been described as electricity for two years. The nearer one is a procurement queue for hardware whose price and availability are now set by trade policy rather than by fabrication.

By Priya Natarajan · 5 hours ago

Business

The Credit Expires in December. The Tariff Has No Published Scope

One policy pays you to break ground before the year ends. The other may raise the price of the equipment you would break ground with, and has not yet said by how much or on what. Waiting is the only move that answers both.

By Cory Chamberlain · 7 hours ago