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TSMC Forecast Lifts Peers on Robust AI Demand | Bloomberg Tech

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January 15, 2026

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss TSMC’s strong earnings and forecast, a sign that demand related to AI remains robust. Plus, OpenAI strikes a $10 billion deal with Cerebras for compute, and hunts for hardware partners across data centers and consumer devices. And New York City Mayor Zohran Mamdani sues a delivery tech company, accusing it of breaking local worker-protection laws.

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TSMC Forecast Lifts Peers on Robust AI Demand

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Bloombergs Caroline HydeEd LudlowPlus OpenAIBloomberg TechnologyBloomberg Podcasts ListenFollow Bloomberg PodcastsTwitter VisitTSMC Forecast Lifts Peers

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TSMC Forecast Lifts Peers on Robust AI Demand | Bloomberg Tech · Bloomberg Podcasts · Sentinel