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thenextweb
TSMC posted record $40 billion revenue. Its stock fell 4%. Investors are no longer buying the AI spending story on faith.

TSMC posted record second-quarter revenue of over $40 billion, up 36% year on year, with net income rising 77%. The result should have been a triumph. Instead, shares fell 4%, dragging the Nasdaq 100 down 1.4% on Thursday and compounding losses from the day before. The problem was not the earnings but the spending. TSMC […]
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OpenAI's recent chip deals heap more pressure on TSMC
OpenAI's recent chip deals heap more pressure on TSMC

<p>In recent weeks, OpenAI has signed blockbuster deals <a target="_blank" class="link" href="https://www.engadget.com/ai/openai-agrees-to-buy-tens-of-billions-worth- [...]

Match Score: 297.01

TSMC is investing an additional $100 billion into semiconductor manufacturing in the US
TSMC is investing an additional $100 billion into semiconductor manufacturi

<p>Taiwan Semiconductor Manufacturing Company (TSMC), the world&#39;s top semiconductor manufacturer, has pledged to invest another $100 billion over the next four years to boost advanced se [...]

Match Score: 76.31

venturebeat
Anthropic says it hit a $30 billion revenue run rate after 'crazy'

<p><a href="https://www.darioamodei.com/">Dario Amodei</a> is not the kind of CEO who talks loosely about numbers. The Anthropic co-founder and chief executive, a former VP [...]

Match Score: 76.15

venturebeat
Cerebras stock nearly doubles on day one as AI chipmaker hits $100 billion

<p><a href="https://www.cerebras.ai/">Cerebras Systems</a>, the Silicon Valley chipmaker that built the world&#x27;s largest commercial AI processor, erupted onto the N [...]

Match Score: 69.70

TSMC shows off 1.4nm chip tech that will appear in future iPhones and other devices
TSMC shows off 1.4nm chip tech that will appear in future iPhones and other

<p>In case you&#39;re wondering how Moore&#39;s Law is doing, Taiwan Semiconductor Manufacturing Corp. (TSMC) just <a data-i13n="cpos:1;pos:1" href="https://www.busines [...]

Match Score: 63.78

venturebeat
Microsoft and OpenAI gut their exclusive deal, freeing OpenAI to sell on AW

<p><a href="https://www.microsoft.com/en-us">Microsoft</a> and <a href="https://openai.com/">OpenAI</a> on Monday announced a sweeping overhaul of the [...]

Match Score: 61.82

Trump administration official says some CHIPS Act companies won't need to give up equity
Trump administration official says some CHIPS Act companies won't need

<p>Last week, the Trump administration said it might <a data-i13n="cpos:1;pos:1" href="https://www.engadget.com/big-tech/trumps-administration-may-look-to-buy-a-stake-in-intel- [...]

Match Score: 59.00

venturebeat
Gong launches ‘Mission Andromeda’ with AI sales coaching, chatbot and o

<p><a href="https://www.gong.io/">Gong</a>, the revenue intelligence company that has spent a decade turning recorded sales calls into data, today launched what it calls &l [...]

Match Score: 55.67

venturebeat
Gong study: Sales teams using AI generate 77% more revenue per rep

<p>The debate over whether artificial intelligence belongs in the corporate boardroom appears to be over — at least for the people responsible for generating revenue.</p><p>Seven i [...]

Match Score: 54.02