Sourced report
Source9 months ago
TSMC says AI demand is “endless” after record Q4 earnings
Amid fears of bubble, world's top chipmaker TSMC says customers just keep asking for more. ...
2 min briefingRead signal →
Category Archive
AI Infrastructure
21 premium articles in this collection
Sourced report
Source9 months ago
Wikipedia signs AI training deals with Microsoft, Meta, and Amazon
Wikimedia Enterprise signs Microsoft, Meta, Amazon, Perplexity, and Mistral AI to paid deals. ...
1 min briefingRead signal →
Sourced report
Source9 months ago
Microsoft vows to cover full power costs for energy-hungry AI data centers
Company responds to community concerns over electricity bills and water use. ...
1 min briefingRead signal →
Sourced report
Source9 months ago
From prophet to product: How AI came back down to earth in 2025
In a year where lofty promises collided with inconvenient research, would-be oracles became software tools. ...
2 min briefingRead signal →
Sourced report
Source10 months ago
Microsoft drops AI sales targets in half after salespeople miss their quotas
Report: Microsoft declared "the era of AI agents" in May, but enterprise customers aren't buying. ...
1 min briefingRead signal →
Sourced report
Source10 months ago
After nearly 30 years, Crucial will stop selling RAM to consumers
Micron cites AI data center demand as reason for killing DIY upgrade brand. ...
1 min briefingRead signal →
Sourced report
Source11 months ago
Google tells employees it must double capacity every 6 months to meet AI demand
Google's AI infrastructure chief tells staff it needs thousandfold capacity increase in 5 years. ...
1 min briefingRead signal →
Sourced report
Source11 months ago
Tech giants pour billions into Anthropic as circular AI investments roll on
ChatGPT competitor secures billions from Microsoft and Nvidia in deal to use cloud services and chips. ...
1 min briefingRead signal →
Sourced report
Source11 months ago
Google CEO: If an AI bubble pops, no one is getting out clean
Sundar Pichai says no company is immune if AI bubble bursts, echoing dotcom fears. ...
1 min briefingRead signal →
Sourced report
Source11 months ago
Meta’s star AI scientist Yann LeCun plans to leave for own startup
AI pioneer reportedly frustrated with Meta's shift from research to rapid product releases. ...
2 min briefingRead signal →
Sourced report
Source11 months ago
Google says project on famous crab-covered island is about cables, not combat
Tech giant denies building secret AI data center, says focus is subsea infrastructure. ...
1 min briefingRead signal →
Sourced report
Source11 months ago
ChatGPT maker reportedly eyes $1 trillion IPO despite major quarterly losses
It could be "one of the biggest IPOs of all time," according to Reuters. ...
2 min briefingRead signal →
