Bloomberg Tech TSMC Forecast Lifts Peers on Robust AI Demand
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Jan 15, 2026 Mehdi Pariyavi, CEO of the International Data Center Authority, shares insights on data center development and energy demands. He discusses how AI demand is straining memory suppliers and the challenges of workforce, water, and connectivity in data centers. Mehdi also advocates for on-site power solutions, including nuclear and small modular reactors, as viable long-term strategies. This conversation sheds light on the complexities of powering the tech of tomorrow amid growing global needs.
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TSMC's Massive Bet On AI Chips
- TSMC plans up to $56 billion CapEx and forecasts ~30% revenue growth, signaling sustained AI-driven chip demand.
- CEO CC Wei warned that mismanaged investment could lead to a "big disaster" for TSMC if deployed carelessly.
Pursue OpenAI Hardware Partnerships
- OpenAI issued U.S. RFPs to secure components for data centers, robotics, and consumer devices to shore up local supply chains.
- Companies should position U.S. manufacturing and component capabilities to win OpenAI hardware partnerships.
OpenAI's Big Compute Deal With Cerebras
- OpenAI signed a multi-year deal with Cerebras for 750 megawatts worth over $10 billion to expand compute capacity.
- The deal positions Cerebras as a potential competitor to NVIDIA as it seeks a large capital raise and market credibility.