CapEx budget
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 29, 2026 by Rory O'Driscoll · across every show →
Everything said about CapEx budget, oldest first
Jan 29, 2026 bullish
O'Driscoll: TSMC raising CapEx budget to $50B amid infinite AI demand
“They just did their earnings call, and the comment was, you know, basically, demand for compute is effectively infinite right now, and they're raising their capex. Remember, these are not kind of, these are folks who say, I'm going to spend fifty billion dolla…”