AI chip spending is projected to reach $1.6 trillion by 2030. Nvidia's market cap growth at 50% YES to be the largest company by July 31.

TSMC reports a 68% revenue surge in June 2026 driven by AI chip demand. Microsoft largest company by market cap on December 31 at 0.7% YES.

AI chip spending is projected to reach $1.6 trillion by 2030. Nvidia's market cap growth at 50% YES to be the largest company by July 31.

TSMC highlights AI as a key driver of data center CPU demand. Nvidia as largest company by market cap on July 31 at 50% YES.

TSMC will invest an additional $100 billion in Arizona, expecting robust AI demand. The company raised its capital spending forecast significantly for the current year. This…