The AI spending boom isn’t slowing down anytime soon. |
There’s a mad rush to upgrade data centers. That means replacing old servers with the newest chips from Nvidia and Advanced Micro. |
The Urban Gold Lab is turning this electronic waste into ounces of gold and silver. And I just got back from a site visit to see exactly how this works. |
Here’s a link for details on this Pre-IPO situation. |
There's been a lot of noise lately about whether the AI spending wave is finally starting to slow down. |
This week, Taiwan Semiconductor (NYSE: TSM) confirmed that there’s unstoppable demand for AI compute. |
TSMC reported first-quarter revenue growth of 40.6% — beating the top end of its own guidance — and raised its full-year growth forecast to above 30%. CEO C.C. Wei kept his assessment short and direct: |
"AI-related demand continues to be extremely robust." |
That quote matters more than it might seem. |
TSMC isn't an AI company in the conventional sense. It doesn't design chips. It manufactures them — for Nvidia, Apple, AMD, Google, Amazon, and virtually every other company that matters in semiconductors. That means Wei sees demand signals from two directions simultaneously: the chip designers placing orders, and the cloud hyperscalers buying chips from those designers. |
When Wei says the business looks good, he's not speculating. He's reporting what his customers are telling him about their customers. |
That's a meaningful signal heading into big tech earnings season. Microsoft, Google, Amazon, and Meta Platforms all report later this month. Based on what TSMC is seeing, their AI infrastructure commentary is likely to be upbeat — and the market seems to be pricing that in already. |
Nvidia is up roughly 20% since late March. Microsoft — the laggard among mega-caps this year — is up 18%. The Nasdaq has gained 16% over the same stretch. |
But here's what I think is the more important part of the TSMC story. |
The AI buildout narrative has always had a missing piece: enterprise adoption. Massive capital expenditures from hyperscalers only justify themselves long-term if business customers actually start consuming AI at scale — and paying real money for it. |
That transition appears to be happening right now. |
· Anthropic's annualized revenue has been growing explosively. The company just shifted enterprise customers to consumption-based pricing — meaning customers pay for what they actually use, not a flat subscription. |
· Uber's CTO recently disclosed the company maxed out its entire annual AI budget just a few months into 2026. |
· LinkedIn is seeing surging usage of a new and expensive AI agent. |
TSMC's numbers confirm the infrastructure side of the trade remains intact. Enterprise adoption data suggests the demand side is starting to inflect. |
For investors, this is the setup that matters: the AI cycle isn't peaking. It's broadening. |
Demand for AI chips is booming. Tawian Semi is benefitting from that huge growth. And Nvidia remains one of my favorite stocks to profit from the AI buildout. |
Yet one tiny company is profiting from the AI boom in a very unusual way. |
It’s actually a private company that’s preparing to go public later this year. Right now, investors can scoop up Pre-IPO shares for less than $5. |
Go here for details – I’m personally investing in the deal. |
Ian Wyatt
Editor, Daily Profit |
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