TSMC just posted record-breaking profits — a signal that the AI boom isn’t slowing down.
Behind it lies a complex web of trillion-dollar partnerships: OpenAI, Nvidia, Oracle, and SoftBank are reshaping the economics of computing itself.
In this week’s Inside Taiwan, I unpack how:
TSMC’s record profits reflect the AI infrastructure supercycle.
OpenAI’s trillion-dollar funding web reveals a new model of ecosystem finance.
U.S.–China negotiations over rare earths could tilt the balance of global AI supply chains.
🎧 Listen: The Trillion-Dollar AI Buildout: Inside TSMC’s Record-Breaking Profits and OpenAI’s Funding Web
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