Post #11319 by sleepydragon on the Berkshire Hathaway board

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)

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All these capx spending on AIs , chips etc, only means one thing to me: huge need of more electricity.

I think i read TSM use 50+%of taiwan’s total electricity . When there was an earthquake and taiwan is short of electricity, they gave priority to TSM.

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