Companies
TSMC has announced plans to build semiconductor manufacturing facilities in Texas, with its Austin fab representing a significant investment in domestic chip production capacity.
May 12, 2026
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Three Deals, One Thesis: The Capital Stack Is Buying Electrons Now
Microsoft, Amazon, Alphabet, Meta, and Oracle are planning $700 billion-plus in 2026 capex, but HBM and advanced packaging at TSMC are tight, and AI now consumes most global DRAM production.
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Chevron
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Cedar Rapids, IA
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Crusoe
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Calpine
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Brian Kemp
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ERCOT
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