Keep pulling the thread on Bloomberg Tech.
NVIDIA has delivered accelerated computing systems based on the new Vera Rubin platform to major AI companies.
TSMC plans to raise its chipmaking prices by as much as 10% starting in 2027.
TSMC's planned price increases will affect both advanced AI chips and more mature semiconductors, impacting customers like NVIDIA, Apple, Amazon, and Alphabet.
TSMC is building chip manufacturing facilities in other countries, including the United States, as part of a change to its business model.
The United States and China plan to hold talks on AI ahead of President Xi's trip to the U.S. in September.
Anthropic and OpenAI have accused Chinese companies, including Moonshot and Deepseek, of using distillation to copy their AI technology.
The increasing efficiency of AI models is a bullish indicator for overall AI infrastructure demand, as the total demand for AI is growing faster than it can be reliably serviced.
China is intervening in its stock market to support technology stocks after a period of heavy selling.
Hyperscalers' capital expenditures are consuming approximately 100% of their operating cash flows, which are nearing a total of $1 trillion.
A federal judge has ordered a temporary pause on the merger between Paramount and Warner Bros. Discovery due to potential antitrust violations.
The United States has no interest in peace talks with Iran until Iran is willing to engage in a meaningful way.
Iranian-backed Houthi rebels have threatened to institute an immediate maritime blockade against Saudi Arabia.