Topic
compute
July 14, 2026 · Cloud & infrastructure
TSMC posts a record quarter on AI demand: $39.6 billion in revenue, up 36 percent
Taiwan Semiconductor Manufacturing Company reported record second-quarter revenue of roughly $39.6 billion, 36 percent higher than a year earlier, driven almost entirely by demand for AI processors.
June 28, 2026 · Cloud & infrastructure
Google throttles Meta’s Gemini access: compute, not intelligence, is the bottleneck now
Google has restricted Meta's access to its Gemini models because demand exceeded available compute capacity, according to press reports. When one tech giant rations another, the scarcity is structural.