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IMF warns that leveraged funding for AI infrastructure build-outs could trigger a debt-driven market risk Policy change
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TLDRocket
16 October 2026
AI infrastructure kept the spotlight today, and it wasn’t just abstract “compute demand.” TSMC posted a record profit for its sixth straight quarter—Q3 net income up 68.7% to 763 billion New Taiwan dollars (about $24 billion)—and also moved the needle on Elon Musk’s planned Terafab chip factory by setting conditions that the facility be run by TSMC, tightening the control question that will determine how quickly new capacity can actually feed cutting-edge models.
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