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TSMC rejects ASML’s newest chip machines, citing high costs
Taiwan Semiconductor Manufacturing Co. (TSMC) will not adopt ASML’s latest High-NA extreme ultraviolet (EUV) lithography machines for its upcoming A13 node....
Google and Nvidia lead Pentagon deals, integrating AI into classified networks
The Pentagon reached agreements Friday with seven major technology companies to integrate artificial intelligence into classified networks. Partners include...
Samsung warns of worsening chip shortage, as AI orders reach 2027
Samsung Electronics reported a record quarterly profit of approximately $31.8 billion for Q1. The company’s semiconductor division saw operating income jump...
SEMI Wafer Shipments Surge 13%, Fueled by AI Data Center Demand
The SEMI Silicon Manufacturers Group (SMG) reported that worldwide silicon wafer shipments reached 3,275 million square inches (MSI) in Q1 2026. This volume...
NVIDIA releases Nemotron 3 Nano Omni, targeting enterprise AI efficiency
NVIDIA released Nemotron 3 Nano Omni, a 30-billion-parameter open-source AI model. This system processes text, images, video, and audio within a single unified...
TSMC Exits Arm Holdings for $231 Million, Signaling Stretched Chip Valuations
TSMC sold its remaining stake in British chip designer Arm Holdings for approximately $231 million. Its subsidiary, TSMC Partners, offloaded 1.11 million...
TSMC exits Arm Holdings, selling final stake for $231 million
Taiwan Semiconductor Manufacturing Co (TSMC) sold its remaining stake in chip designer Arm Holdings. A company filing on Wednesday confirmed the...
Amazon expands OpenAI partnership for AI agents, challenging Microsoft
Amazon expanded its partnership with OpenAI to co-develop a new AI agent platform on Amazon Web Services (AWS). OpenAI CEO Sam Altman announced the...
Microsoft, Alphabet, Amazon, and Meta report, facing AI cost scrutiny
Microsoft, Alphabet, Amazon, and Meta report quarterly earnings after today's market close. These results test a sector pressured by high artificial...
OpenAI misses growth targets, dragging down AI and chip stocks
AI and semiconductor stocks plummeted on April 28, 2026. OpenAI missed its internal targets for revenue and user acquisition. These reports sparked investor...
OpenAI misses growth targets, dragging down Nvidia and tech sector
OpenAI missed internal targets for weekly user acquisition and revenue, according to the Wall Street Journal. This report fueled industry concerns regarding...
OpenAI misses internal growth targets, triggering broad sell-off in AI stocks
A Wall Street Journal report on April 28, 2026, revealed OpenAI missed its internal revenue and user acquisition targets. CFO Sarah Friar questioned the...
OpenAI misses growth targets, triggering a broad technology stock sell-off
OpenAI missed internal targets for revenue and user growth according to The Wall Street Journal. CFO Sarah Friar warned that slowing growth threatens the...
Google Starts $15 Billion India AI Hub, Supporting National Digital Vision
Google began construction on a major AI hub in Visakhapatnam, India. This project initiates a $15 billion investment in the country. Google plans to deploy...
Google, Meta, and TikTok face 2.25% Australian levy, forcing news payments
The Australian government released draft legislation for a News Bargaining Incentive targeting large digital platforms. The proposal imposes a 2.25% levy on...
🔴 VGT is trading 2% down today as Oracle slides ahead of Microsoft and Meta earnings
VGT is trading 2% down today as Oracle slides and Nasdaq futures slip ahead of key earnings reports from Microsoft and Meta. • Oracle (ORCL) fell 4.2% in...
Microsoft ends OpenAI exclusivity, easing antitrust pressure and IPO path
Microsoft and OpenAI restructured their strategic partnership to remove Microsoft’s exclusive rights to sell OpenAI technology. OpenAI may now sell products...
Microsoft ends OpenAI exclusivity, launching ChatGPT models on Amazon AWS
Microsoft ended its exclusive cloud rights to OpenAI technology in a major partnership restructuring. The new agreement permits OpenAI to sell models and...
China Orders Meta to Unwind Manus AI Deal, Citing National Security
The National Development and Reform Commission ordered Meta Platforms Inc. to unwind its acquisition of artificial intelligence startup Manus. This unexpected...
China Blocks Meta's Manus Deal to Prevent AI Tech Transfer
The National Development and Reform Commission (NDRC) blocked Meta Platforms’ acquisition of artificial intelligence startup Manus. Beijing issued the decision...