Tired: Software. Wired: Cloud data centers
Today: AWS and Google put the capital expenditures pedal to the metal as demand for enterprise AI surges, OpenAI ramps up its enterprise attack, and the latest enterprise moves.
Chip companies have invested billions in Israeli manufacturing and design facilities over the past decade, and they've continued that push over the last six months. A unique talent base and a rich history of tech innovation drew them in, but the region's instability looms over that decision.