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.
18 h ago 9 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.
18 h ago 9 8
CXMT files $9.8B IPO: China's memory push seeks a public balance sheet at cycle peak
CXMT aims for a $9.8 billion IPO. China lists its memory at the peak of the HBM/DRAM cycle, continuing the thread opened with the previous fundraising.
18 h ago 7 8
CXMT Raises $8.5B: China Lists Its Memory at the Peak of the Shortage
Largest semiconductor IPO ever in China. The timing is no coincidence: DRAM is the rare resource of the AI era, and Beijing is turning scarcity into capital.
Jul 14, 2026 at 22:32 10 6
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
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 8 9
Kimi × Agricultural Bank of China × Amex: the first AI-native credit card
Moonshot AI (Kimi) partners with Agricultural Bank of China and American Express to launch a credit card whose interface, customer relationship, and scoring are powered by a Chinese LLM. This is the first time a Chinese LLM has been placed at the heart of a major banking product.
Jul 11, 2026 at 17:19 9 10