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Mizuho Securities Asia has raised its forecast for TSMC's monthly CoWoS packaging capacity to 140,000 units by 2026, up from a previous estimate of 120,000 units. The firm also raised its 2027 outlook to between 190,000 and 200,000 units per month, compared to its earlier range of 170,000 to 180,000 units. The upward revision is driven by a sharply upgraded outlook for AI-driven server CPU demand.
The article examines Oracle’s financial risk amid the AI infrastructure boom, noting that building data centers requires massive capital. It contrasts Oracle’s significant debt load with Microsoft’s strong balance sheet, which is better positioned for heavy spending. The piece questions whether the potential returns from AI investments justify the risk posed by Oracle’s leverage. No specific debt figures or financial metrics are provided in the excerpt.
Caterpillar (NYSE:CAT) has been added to the Russell Top 50 Index, which tracks America's largest companies by market cap. The move follows a record order backlog tied to power generation projects for AI data centers. Caterpillar supplies engines and turbines for such large-scale infrastructure, including the Chevron Microsoft power initiative for AI data centers.
OpenAI may release its upcoming GPT-5.6 model in controlled stages rather than a single launch. The body content suggests a phased rollout but provides no further details.