Semiconductor CEOs: ex-US demand more than sufficient if US buildout slows
inductionheads · x · 2026-11-05
Citing conversations with several large semiconductor and infrastructure CEOs, the consensus is that even if the US AI buildout slows, demand outside the US is more than sufficient and forecasts remain intact — datacenter location is now fungible.
More from Venture
- Citrini cut AI hardware exposure from >50% to <10% in June, before the semi rout — citrini · 2026-11-05
- Bittensor subnet to release ChronoLLM-16B, claiming lead in point-in-time financial LLMs — const_reborn · 2026-11-05
- Priors adds best-quote routing for stock tokens via Rialto, with MCP access for agents — econoar · 2026-11-05
- Legal tech runs on decade cycles: from $66M in 2012 to $458M in 2013 to today's AI wave — jkubicki · 2026-11-05
- Foxconn targets 50% of global AI server market, up from ~40% today — Beth_Kindig · 2026-11-05
- Even cutting forecasted data center growth by 60% leaves Nvidia supply constrained — robleclerc · 2026-11-05