- 4d ago
Taiwan exports hit record $96.76 billion in October as AI demand lifts TSMC sales
Taiwan's exports passed $90 billion in October for the first time, and TSMC's revenue rose 59.7% from a year earlier. Both results point to strong demand for AI infrastructure and the chips that power it.
- 5d ago
Anthropic's seven co-founders sell $1.75bn of stock as IPO nears pricing on 18 November
Orders for Anthropic's share sale have reached several times the shares on offer, and pricing is set for 18 November at a valuation that could top the $1.4tn ceiling the company set on 10 November.
- Nov 3
Nvidia orders cloud partners to sell at least 51% of services to non-Chinese clients
Nvidia has told cloud partners that at least 51% of their services must go to non-Chinese companies, according to a Financial Times report published on 3 November 2026. The verbal rule covers new contracts worldwide and leaves existing leasing agreements untouched.
- Oct 28
Fed holds rates at 3.75-4% with two dissents for a hike, Wall Street ends higher
The Federal Reserve kept its benchmark rate at 3.75-4% on 28 October, with two committee members voting for a hike. September CPI inflation reached 3.7%, and Alphabet shares swung after a weak quarterly report.
- Oct 15
Apple and Nvidia each gave $25 million to Trump's ballroom, donor list obtained by Washington Post
The list shows $333 million in private donations, including at least $77 million from anonymous donors, and Trump's own name does not appear on it.
- Oct 15
TSMC posts sixth straight record quarterly profit on AI chip demand
Taiwan Semiconductor Manufacturing Co. reported net profit of NT$763.1 billion for July to September, up about 69 percent from a year earlier and above analyst forecasts. The company also guided fourth-quarter revenue to $52.3 billion to $54.3 billion.
- Oct 12
Microsoft unveils Maia 300 AI chip, could deploy more than a million in 2027
Microsoft's third-generation custom AI chip uses TSMC 2-nanometer technology in its central processor and is set to roll out in multi-gigawatt deployments starting in 2027.
- Oct 8
Donald Trump to award Elon Musk and tech executives National Medal of Science
President Donald Trump will present the National Medal of Science to Elon Musk and fellow technology leaders in Washington on 8 October 2026, following their reconciliation after a 2025 budgetary dispute.
- Oct 7
Microsoft and Nvidia unveil Surface Laptop Ultra with RTX Spark chip and $2,599 starting price
Announced in San Francisco, the device runs AI models locally with up to 128 GB of unified memory, with United States deliveries scheduled to begin on 16 October.
- Oct 7
Google opens SynthID Detector to the public to verify AI-generated images, audio, and video
Google made its SynthID Detector tool freely available on Wednesday, allowing users to check whether images, audio, and video contain digital watermarks embedded by AI tools from Google, OpenAI, Nvidia, and Kakao.
- Oct 6
Nasdaq hits record 27,477 as Ray Dalio warns US debt could trigger 2029 crisis
Wall Street tech shares pushed the Nasdaq to a record 27,477.31 on Monday, even as 10-year Treasury yields topped 5.3% and Bridgewater founder Ray Dalio warned that mounting federal debt risks a fiscal crisis by 2029.
