January 15, 2026

TSMC’s 20% AI Boost Fuels Tech Spending 01/15/26

2 minutes

Key Stories:

Taiwan Semiconductor, the world’s biggest contract chip manufacturer, just provided a significant positive outlook for the artificial intelligence investment story. The company projects its revenue will likely climb by about 20%, a direct result of soaring AI demand from its major clients. These clients include prominent AI hyperscalers like Microsoft, Alphabet, Amazon, and Oracle, as well as megacap tech giants such as Meta Platforms. Goldman Sachs analysts estimate these companies alone are set to invest another $527 billion into infrastructure projects this year. Investors will be watching how this massive spending translates into continued growth for the semiconductor sector. Read more

Shifting focus to another tech stalwart, IBM has shown a strong start to the year, gaining approximately 2.35% year-to-date as of Wednesday afternoon, January 14th. This performance has notably outpaced the broader S&P 500 ETF, or SPY, which was up 1.74% over the same period. All eyes are now on IBM’s preliminary release date for its Q4 2025 earnings report, scheduled for January 28th. The market will be looking closely at these results for insights into the company’s enterprise AI initiatives and its overall growth trajectory in the competitive tech landscape. Read more

And underscoring the enormous infrastructure demands of the AI revolution, Rio Tinto, the global mining giant, announced a significant deal. The company will supply copper, extracted from an Arizona mine, to Amazon.com for use in the tech behemoth’s artificial intelligence data centers. This partnership highlights the intense scramble within the AI industry to secure critical minerals like copper, which are essential for wiring, cables, and circuit boards. Analysts forecast AI sector growth could boost global copper demand by a staggering 50% by 2040. However, warnings about potential supply shortages are creating a rush for access, making deals like this crucial for future AI expansion. Read more

Keywords: AI, AI Data Centers, AI Infrastructure, Alphabet, Amazon, Chip Manufacturing, Copper, Critical Minerals, Earnings Report, Goldman Sachs, IBM, Meta Platforms, Microsoft, Mining, Oracle, Q4 2025, Revenue Growth, Rio Tinto, SPY, Semiconductors, Stock Performance, Supply Chain, TSMC, Tech Sector

The post TSMC’s 20% AI Boost Fuels Tech Spending 01/15/26 first appeared on Rapid Money Radio.

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