TSMC Blowout Q4 Starts A Chain Reaction — CoreWeave, Nebius Lead The FOMO Flood
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TSMC's impressive Q4 earnings report signals strong and growing AI demand, with a 35% net profit increase. This validates the business models of neocloud providers like CoreWeave and Nebius, ensuring they can meet their multibillion-dollar backlogs. TSMC's increased capex for 2026 indicates ongoing long-term orders for AI chips, alleviating fears of an AI bubble. With a gross margin of 62.3%, TSMC demonstrates significant profitability, suggesting that supply, not demand, is the primary growth constraint for CoreWeave and Nebius.
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