Intel guides to $16.8B in Q3: AI demand finally seen in revenue
An atypical high guidance for Intel - a sign that AI PC + Gaudi + foundry demand is starting to take off, but the rebound on margins remains to be confirmed.
1 h ago 7 9
AI Kill Switch Act: Lieu and Moran forge the first real federal red button
A bipartisan bill (D-CA + R-TX) would let DHS, DNI and Commerce order frontier models shut down or throttled. Thresholds: ≥$500M in AI revenue or ≥$100M in training compute. Fines up to $20M per day.
16 h ago 8 8
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.
Jul 17, 2026 at 09:20 12 9
Zhipu crosses the $100 million revenue mark: the commercialization of the Chinese frontier enters the numbers
Zhipu would generate $1 billion in annual revenue according to leaks. First Chinese frontier lab with measurable commercial traction at this scale.
Jul 17, 2026 at 09:19 29 8
LTM (India): $150M in AI revenue for the quarter, the IT services shift accelerates
Indian IT services firm LTM reveals an AI run rate of $150M/quarter, 12% of revenue - and AI growth outpacing the core. A separate disclosure is the real signal: AI is emerging from the line diluted in large deals.
Jul 14, 2026 at 15:44 30 8
TSMC: June revenue +68% - compute-crunch has a very strong pulse
TSMC reports a 68% year-over-year increase in June 2026 revenue. The message is clear: AI compute demand is neither satisfied nor capped in the short term.
Jul 13, 2026 at 17:27 3 10