UBS: TSMC's 'Surprise CapEx Hike' Reinforces Confidence In AI Supply Chain

Inside The Race To Fix America's Gas Pipelines Amid AI Center Boom Authored by Autumn Spredemann via The Epoch Times, Beneath the hills of Appalachia lies the nation's largest natural gas-producing basin, yet many of the pipelines needed to move this vital resource are operating near capacity. A worker on the production floor at Pioneer Pipe in Marietta, Ohio, on Oct. 25, 2016. Replacing aging gas pipelines is critical to preventing leaks, spills, and explosions. Spencer Platt/Getty Images Meanwhile, demand for electricity is growing faster than it has in years. Data centers accounted...

Toward Dual-Use Deterrence On The Moon Authored by Rick Fisher via The Epoch Times, As the United States pursues its goal of sending astronauts to the moon starting in 2028 to start building lunar bases—and China pursues its goal of sending its people to the moon by 2029 or 2030, also to start building lunar bases—it is necessary to consider a lunar political-military stability based on dual-use technologies. Concern that China could behave aggressively on the moon is justified based on its behavior on Earth: an unwillingness to recognize the territory of...

QatarEnergy Plans Rapid LNG Production Restart As Hormuz Reopens Qatar shut the world's largest LNG facility early in the U.S.-Iran war after Iranian Shahed one-way attack drones struck critical energy infrastructure, triggering chaos across global gas markets, just as the Hormuz maritime chokepoint was shuttered. Now, with a U.S.-Iran peace deal set to formally reopen the waterway by Friday, there is encouraging news on the supply side: According to Bloomberg News, Qatar is preparing to rapidly restart LNG production, a move that could help ease the global supply crunch and accelerate...