6 Technical Logs Found
TSMC reported Q1 2026 revenue of $35.7 billion, smashing forecasts. March alone rose 45.2%. Every Nvidia GPU, Apple chip, and AMD data centre accelerator runs through TSMC's fabs. Here is what the record means, why TSMC controls the AI economy
Andy Jassy's April 9, 2026 shareholder letter reveals AWS AI revenue hit $15B run rate in Q1, Amazon's custom chip division (Trainium, Graviton, Nitro) generates $20B+ annually, Trainium3 is already sold out. 'Virtually all AI has been done on Nvidia chips — a new shift has started.'
The US and Iran agreed a two-week ceasefire on April 9, 2026, sending Dow futures up 1,000+ points and oil tumbling. For the tech industry, the implications run deeper than markets: semiconductor supply chains, helium availability, AI data center energy costs
Vucense Audit: ARM's move to sell AGI CPUs for data centers to Meta and OpenAI reshapes who controls the 2026 AI infrastructure stack.
Broadcom and TSMC have issued AI chip supply warnings. We analyse how concentrated manufacturing threatens global AI sovereignty and what it means in 2026.
Apple, Tenstorrent, and Groq are challenging NVIDIA's dominance. We analyse who is leading the custom AI chip race and what it means for sovereign computing.
