2024-12-26
New York Times
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Electricians are flocking to regions around the US to build data centers, as AI shapes up to be an economy-bending force that creates boom towns
The rural region is changing fast as electricians from around the country plug the tech industry's new, giant data centers into its ample power supply. X: @scottlincicome and @barbariancap . Forums: S...
2021-12-27
Wall Street Journal
While unable to meet analog chip demand, Texas Instruments hesitates to expand production capacity because of the industry's history of boom and bust cycles
Even in digital age, analog chips such as those made in Texas are essential, and they are in short supply Tweets: @aparanjape , @pastynome , @jbathgate , and @scottlincicome Tweets: Amit Paranjape / @...
2021-06-21
Wall Street Journal
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Analysts say the dominance of TSMC, which makes ~92% of the world's most sophisticated chips and 60% of chips used in cars, poses risks to the global economy
an industry that happens to be one of the world's most critical. A deep-dive on how it happened, and what it all means. @yoyominnie @StephanieAYang @asafitch https://www.wsj.com/... Scott Lincicome / ...
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