TSMC's N3 logic wafer capacity has become one of the AI industry's biggest constraints, which could push customers to explore greater foundry diversification — TSMC N3 Wafer Shortages, Memory Constraints, Datacenter Bottlenecks, Supply Chain Wars Winner — Ivan Chiam, Myron Xie, Ray Wang, and 3 others
An interview with SemiAnalysis CEO Dylan Patel on logic, memory, and power bottlenecks in scaling AI compute, Nvidia securing TSMC N3 allocation early, and more — Plus, why an H100 is worth more today than 3 years ago — Dylan Patel, founder of SemiAnalysis, provides a deep dive …
Banking, manufacturing, and other EU businesses warn “tech sovereignty” could hit profits and competitiveness as Brussels aims to cut reliance on US tech giants — Companies argue that ‘tech sovereignty’ drive could hit profits and undermine continent's competitiveness
Uber is relaunching a robotaxi service with Hyundai-backed Motional in Las Vegas; the service will initially have a safety driver behind the wheel — Uber Technologies Inc. is relaunching a robotaxi service with the Hyundai Motor Co.-backed company Motional in Las Vegas …
STMicro plans to retrain workers and deploy humanoid robots in its older chip plants for repetitive and physically demanding tasks, aiming to avoid closures — STMicroelectronics (STMPA.PA) unveiled plans on Thursday to retrain workers and deploy robots in its older chip manufacturing plants …
Sources: HSBC and Standard Chartered are set to be among the first licensed stablecoin issuers in Hong Kong, as the city pushes to become a crypto hub — HSBC Holdings Plc and Standard Chartered Plc are set to be among the first licensed stablecoin issuers in Hong Kong …
IDS and ADRN study: 11 African governments spent $2B+ on Chinese-built surveillance tech that recognizes faces and monitors movements; Nigeria spent $470M — Countries across the continent have spent more than $2bn on Chinese tracking technology that is not ‘necessary or proportionate’, new report finds
Microsoft is pushing for more Africans to adopt its AI tools as it competes with DeepSeek: training 3M people, partnering with telecom MTN to sell 365, and more — Microsoft Corp. is making a push for more Africans to adopt its artificial-intelligence tools as the US tech giant competes …
Inside OpenAI's race to catch up with Claude Code, based on interviews with 30+ sources; a source says Codex had $1B+ in annualized revenue by January's end — Why is the biggest name in AI late to the AI coding revolution? — Sam Altman sits with his legs pretzeled in an office chair, staring deeply into the ceiling.
Nintendo's stock jumps 8%+, its steepest climb since April 2025, after Pokémon Pokopia, a Switch 2 exclusive released on March 5, sold out at major US retailers — Nintendo Co. shares gained as much as 10.5% in their steepest climb since April as the surprise success …
Pentagon official Emil Michael says Anthropic's lawsuit is an “expected reaction” and “I don't think there's a scenario where this gets resolved in that way” — A top Pentagon official sees little chance of resuming negotiations with Anthropic PBC over military use …
Kalshi partners with XP, Brazil's largest brokerage firm with 4.8M active clients in December 2025, to list event contracts, its first international expansion — Prediction market platform Kalshi Inc. is expanding outside the US for the first time, partnering with Brazil's XP Inc. to list event contracts.
Sources: Chinese AI circuit board maker Victory Giant plans a Hong Kong IPO as soon as April that may raise $2B+; Chinese regulators approved the IPO last week — Victory Giant Technology (Huizhou) Co., a Chinese maker of printed circuit boards, is preparing for a Hong Kong listing …
A look at countries that moved to ban social media for kids in recent months, including Australia, Denmark, France, Germany, Greece, Malaysia, Spain, Indonesia — Over the past few months, several countries have announced plans to restrict social media access for children and teens.
Israel-based ZyG, which is building an agentic OS to help scale DTC e-commerce brands, raised a $58M seed co-led by Bessemer, Viola Ventures, and Lightspeed — When it comes to product innovation, global brands have an enormous advantage over smaller companies thanks to their massive scale …
Financial Times : Sources: Nvidia signs leases worth up to $50B for Hut 8's planned 1GW data center in Texas, hosting hundreds of tho...
