TSMC’s June revenue surged 68% year-over-year, defying seasonal dips and proving AI demand is accelerating—not slowing. Meta’s massive expansion of its Louisiana data center signals continued AI infrastructure investment, fueling demand for specialized services like those from Comfort Systems USA, which is now facing year-long lead times and sold-out orders as data centers adopt liquid cooling to handle chip heat. The AI boom is driving deep, durable investment across the entire supply chain.

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