TSMC raises 2026 revenue forecast again: AI demand continues to set the baseline
TSMC raises its 2026 forecasts again, driven by AI demand. The compute crunch is no longer a hypothesis: it's the new pricing baseline.
17 h ago 9 9
Energy IPOs surge as investors hunt for ways to play the AI boom
Ars Technica documents a wave of IPOs in the energy sector, driven by investors looking to board the AI train without buying Nvidia at its current multiples. The energy proxy becomes the favorite derivative trade - a clear end-of-cycle signal.
yesterday 8 8
SoftBank, Sony and Honda lock in Japan's AI stack with Nvidia at the center
Nikkei Asia documents the alignment of SoftBank, Sony, and Honda on a common Japanese AI stack, powered by Nvidia. After Toyota (Woven City), Fujitsu, and Yaskawa, the consumer trio completes the circle: Nvidia becomes the OS of the Japanese industry.
yesterday 8 8
TSMC's fifth consecutive record Q2: the compute crunch has become the new normal
TSMC is set to post a fifth consecutive record Q2 profit. Records used to be a surprise; five in a row means the AI compute pinch is no longer a spike, it is the operating regime.
yesterday 9 8
Anthropic files for an October IPO: the lab that made caution its selling point tests public markets
Anthropic is preparing a US listing as early as October, according to Tech in Asia. The number nobody has yet: at what price the "safety-first" narrative sells to public investors when OpenAI still sets the tempo.
yesterday 9 8
Trend Micro partners with Anthropic and OpenAI to tackle the Korean security market
Trend Micro is pushing a security offering in Korea backed by its partnerships with Anthropic and OpenAI. The real signal is not the geography: it's the strategy of inserting provider models through the sector integrator.
Jul 15, 2026 at 12:34 12 7
Anthropic provides its user manual for scaling agents: layers, tokens, reliable execution
Two engineers from Anthropic publish field lessons: for an agent that needs to scale, it's no longer the model that limits, but the harness. Three pillars: layers, budget, execution.
Jul 15, 2026 at 12:34 7 5
TSMC raises its prices on mature nodes starting January 2027
The cheap silicon floor is rising: AI demand on advanced nodes spills over to older processes.
Jul 15, 2026 at 10:14 13 10
Hassabis proposes an AI FINRA - 30 days before each release
An independent standardization body, funded by the industry, that would inspect models before their release. The proposal is serious. So are its blind spots.
Jul 14, 2026 at 22:32 9 8
Eight jailbreaks, the entire industry, almost no response
A researcher documents eight techniques that bypass the safeguards of ChatGPT, Claude, Gemini, Llama, Grok, Qwen, and the like. The most worrying aspect isn't the vulnerability—it's the silence that followed the disclosure.
Jul 14, 2026 at 22:30 8 8
ByteDance Seedream 5.0 Pro - the first Chinese image model that plays in the big leagues
Pandaily publishes an in-depth hands-on review of Seedream 5.0 Pro. It finally includes useful benchmarks, failure cases, and a position in the landscape.
Jul 11, 2026 at 17:19 12 6
"It works, don't touch it" - the most dangerous phrase in tech in 2026
A viral post is making waves among CTOs: the old wisdom "if it ain't broke, don't fix it" has become the best enemy of survival in the agentic era.
Jul 11, 2026 at 17:15 13 10