Monday, 19 January 2026

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📈 Data to start your week

Silicon détente ↑ Revenue-compute curves ↑ Texas sun beats coal ↑

Azeem Azhar and Hannah Petrovic

Jan 19

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Hi all,

Here’s your Monday round-up of data driving conversations this week in less than 250 words.

Let’s go!

Silicon détente ↑ The US and Taiwan signed the largest chip reshoring deal in history, $500 billion in US-bound capital plus tariff cuts for Taiwan.
AI lifts TSMC ↑ The chip giant posted a record Q4 profit of $16 billion, up 35% YoY, with high-performance computing making up 58% of total revenue.
Revenue follows compute ↑ OpenAI shared that compute scaled ~3x YoY from 2023 through 2025, while annualized revenue climbed from $2 billion to $20 billion – a near 1:1 correlation. It’s to be seen if this is a durable law or a boom artifact.