#Demand

The Leixlip program is brownfield, self-funded, and tied to demand Intel says it can't meet.

Data center construction is facing many challenges, and among them is a shortage of skilled hands.

xAI is renting huge amounts of GPU capacity to Anthropic and Google. Financial engineering ahead of the SpaceX IPO, a real compute shortage, or a genuine datacentre advantage? Probably all three.

TSMC says it does not have enough capacity to handle all the demand from AI hyperscalers, with CEO C.C. Wei saying that it will take a long time before it can match customer demand.…

The Numbers Are In: PCB Demand Is Accelerating The Global Electronics Association just...

Apollo's Torsten Sløk finds zero evidence in ADP data that AI destroys jobs. Instead the spending surge creates demand for specialists, lifts wages and stokes inflation via a modern Jevons paradox.…

China's May factory surveys diverged sharply. The private RatingDog PMI beat forecasts at 51.8 while the official NBS reading flattened at 50.0. Smaller exporters showed resilience even as larger producers faced softening demand and rising costs.…

Joi AI's viral push to hire $2,000-a-month masturbation consultants for NSFW model training drew over 100,000 applicants. The episode spotlights how human data collection powers AI while data centers drive explosive electricity demand projected to nearly…

India’s oil demand growth this year could tumble to its lowest level since the pandemic as the fallout from the Middle East conflict saps fuel consumption in the world’s third-biggest crude importer.

A gauge of demand for Australian government bonds due in seven years surged at auction Wednesday as investors increasingly bet the Reserve Bank’s tightening cycle is nearing an end.

Global equities advanced to new highs as demand for artificial-intelligence stocks intensified, cementing the sector’s role as the market’s main driver.

China's manufacturing sector contracted in May, with the official PMI falling to 49.5 from 50.4, slipping below the expansion threshold for the first time since December.…

Oil prices face mounting pressure as ExxonMobil and Chevron warn of weakening demand, unusually low inventories, and operational challenges at key refineries.…

SemiAnalysis argues N3 chip demand far exceeds consensus accelerator models, implying a structural silicon shortage not priced by markets.

Industrial growth in Manesar and Jhajjar is reshaping NCR’s housing market, with manufacturing jobs and global investments driving demand for homes near workplaces.

Perplexity is sending out Mac Minis for people to test its new Personal Computer technology with.