TSMC pledges another $100bn for US fabs: the compute pinch is now foreign policy
A second $100 bn tranche on top of Arizona. TSMC is now restructuring its US roadmap around AI accelerators - and Washington politics.
yesterday 8 8
Windows GDID: Microsoft confirms an unremovable hardware identifier
A Microsoft confirmation, revealed in an FBI court case, describes a persistent machine identifier across reinstallations and without opt-out. The political surface is larger than the technical surface.
Jul 15, 2026 at 19:28 8 9
Age verification EU: the "wallet" requires Android or iOS - a political rail disguised as a spec
The EU wallet age verification spec de facto requires an official mobile OS. Cryptographic security versus interoperability - but the European identity rail is being set in concrete with a foreign OS duopoly as a dependency.
Jul 14, 2026 at 15:44 9 8