TSMC Is the Real Bottleneck, Data Centers Bypass the Grid, & DeepSeek's Training Breakthrough

TSMC admits silicon is the bottleneck, behind-the-meter generation becomes table stakes, and DeepSeek publishes the framework for R2

TSMC Admits It Underinvested and Now Everyone Pays the Price

TSMC reported blockbuster earnings, but the most important part of the earnings call was CEO C.C. Wei admitting that silicon from TSMC is the bottleneck limiting AI growth.

Wei said one of his customers’ customers told him directly: “Silicon from TSMC is a bottleneck, and asked me not to pay att…