| Mobile Web

Search results for Moody's

Industry

S&P says foundries can withstand AI investment slowdown, Asia-Pacific semiconductors more defensive

Asia-Pacific semiconductor foundries can absorb a bigger shock than other tech hardware segments even if AI investment slows, an S&P Global Ratings analysis showed. S&P assessed four core sectors under downside scenarios, including hyperscalers cutting capex and AI project delays caused by infrastructure bottlenecks. It ranked foundries as the most resilient, citing business models and advanced-process competitiveness. Memory makers could be more sensitive to a faster-than-expected peak in AI demand, it said.

AI & Enterprise

Power supply crunch hits U.S. AI industry after data centers are built

A surge in AI data center construction in the United States is making power supply the biggest obstacle for new projects. Data centers can be built quickly, but additions to power plants and transmission networks are lagging, creating a need for large extra investment. Moody’s estimates about $110 billion is required for new generation to meet demand, with annual consumption projected to reach 426 TWh by 2030. Some regions have paused new projects or tightened rules.

Crypto

New Hampshire rejects bitcoin-backed bond proposal

New Hampshire has rejected a plan to issue $100 million of bitcoin-backed bonds, a proposal that would have created what backers described as the world’s first bitcoin-collateralised municipal bond. The state’s Executive Council voted 3-2 to block the plan after it cleared a Moody’s credit-rating process. Opponents cited cryptocurrency volatility and concerns that the state would legitimise such transactions. Supporters argued bitcoin is established and said the structure would not shift risk to taxpayers.