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
Wiz launches an urban forecasting AI model - China urbanizes forecasting
A Chinese company, Wiz, publishes an AI forecasting model at the city level: traffic, energy, air. Focus on "planning" rather than public use - a sign of maturity in an under-the-radar segment.
Jul 12, 2026 at 11:15 7 10
Japan Inc. raises full-year profit forecast 14% - and the driver is AI chips, not domestic demand
Japanese companies are collectively upgrading earnings guidance as global AI capital expenditure flows through the upstream supply chain—semiconductors, manufacturing equipment, and materials.
yesterday 9 9
China's BEST fusion reactor targets first electricity by 2030 - the artificial sun race has a new timeline
China's BEST compact fusion device is targeting commercial electricity generation before 2030. If it ships anything close to on schedule, fusion stops being a "30 years away" story—and the geopolitics of energy sovereignty get complicated fast.
Aug 14, 2026 at 18:58 11 11
Hyperscalers' natural gas bet may become their next stranded asset
New long-range energy forecasts suggest data center operators who locked in gas infrastructure are now exposed to the same demand-collapse risk as legacy fossil fuel investors.
Aug 14, 2026 at 18:57 3 5
DeepMind's WeatherNext buys forecasters an extra day on hurricane tracks
AI-based weather prediction just cleared its highest operational bar: WeatherNext consistently outperforms the ECMWF ensemble on cyclone forecasting—and the meteorologists who doubted it are now convinced.
Aug 9, 2026 at 00:56 9 10
Sequoia leads a $1B round in Valar Atomics: Nuclear energy enters AI funding
Sequoia Capital co-leads a $1 billion equity round in Valar Atomics, a nuclear energy startup. Signal: Tech venture capital is beginning to directly fund the energy layer that AI data centers will consume.
Aug 4, 2026 at 12:01 16 14