Global semiconductor sales hit $146.8B in July up 6.4% in one month and 135.1% from a year earlier. It was the 17th straight monthly gain. AI demand is not only lifting chip prices; it is pulling the whole supply chain into an unusually steep expansion.
Data-centre IPO candidates are entering a tougher market as investors scrutinise capex, customer concentration and returns more closely. AI demand is enormous, but public markets are beginning to ask the harder question: what economics sit behind all that infrastructure?
https://t.co/s2hRTvoL35
Factories worldwide had 4.66 million industrial robots operating in 2024, up 9% in one year. Another 542,000 were installed during the year.
Automation is no longer a niche capital project. It is becoming standard production infrastructure.
AI is moving straight into the oilfield. TotalEnergies and Mistral AI will invest more than โฌ100 million over three years to build proprietary frontier models using decades of geoscience data, targeting better exploration and longer life for existing fields.
https://t.co/HVP6aLC35O