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Fortune

Sharon Goldman

TSMC’s $65B AI factories are rising in Phoenix. But Route 66 towns know how quickly boom turns to bust

TSMC Route 66 Phoenix United States Arizona Semiconductor Nvidia

Drone view of American car driving in a straight road at the California desert (Credit: Getty Images)

Welcome to Eye on AI! In today’s edition: Apple eyes AI-powered Safari amid looming shift away from Google...Nvidia’s CEO Jensen Huang warns of a ‘tremendous loss’ if U.S. firms lose access to China’s $50 billion AI market...CrowdStrike to lay off 5% of staff, citing AI as a "force multiplier"

You can witness Phoenix, Arizona’s shape-shift into an AI powerhouse by looking out the car window while cruising Loop 303 off of Interstate 17, north of the city’s downtown. That’s how I first laid eyes on the colossal semiconductor plant from Taiwan Semiconductor Company (TSMC) last week after escaping the fast-paced AI news cycle for some Southwest style R&R.

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