TSMC adds $100 billion to Arizona buildout after Q2 beat
TSMC plans at least four more Arizona facilities as AI-related chip demand lifts revenue and prompts a higher 2026 capex plan.
By Dominic Okoye 2 months agoStaff Writer
Dominic Okoye
Dominic writes across the desks, with a focus on the numbers stories: revenue milestones, layoffs, and market share shifts.
Latest from Dominic Okoye
xAI sues Grok user accused of generating child abuse imagery
Elon Musk’s AI company is trying to put legal responsibility for alleged Grok-generated abuse images on a South Carolina defendant...
By Dominic Okoye 2 months ago
Forrester says AI costs are set to show up in software bills
Forrester expects software and data budgets to rise as AI vendors move more services to usage-based pricing and pass infrastructur...
By Dominic Okoye 2 months ago
Hyperion Robotics raises $7.4 million for construction microfactories
The Finnish company plans to open a UK factory and expand its Forge platform, with valuation, revenue and headcount undisclosed.
By Dominic Okoye 2 months ago
AI pilots are running into margin pressure and governance gaps
Executives from Box, Forestay, Naboo and Dust said AI rollouts are being slowed by cost control, trust and unclear ownership.
By Dominic Okoye 2 months ago
Wells Fargo adds AI chat tool for financial advisers
The bank says AI Teammate connects advisers and support staff to Advisor Gateway, but did not disclose costs, vendors or measured...
By Dominic Okoye 2 months ago
theCUBE Research puts Nvidia’s AI networking strategy under scrutiny
A new analysis argues networking, not just GPU count, is becoming a binding constraint for enterprise AI factories.
By Dominic Okoye 2 months ago
FCC chair moves to scrap national TV station ownership cap
Brendan Carr wants to replace the 39% broadcast ownership limit with deal-by-deal reviews, a shift critics say the FCC lacks autho...
By Dominic Okoye 2 months ago
Nvidia frames Spectrum-X as open Ethernet while defending AI network edge
Nvidia’s networking chief said agentic inference makes networking part of AI compute, while theCUBE Research flagged unresolved lo...
By Dominic Okoye 2 months ago
Intel expands Google Cloud deal to use Gemini in chip development
Intel plans to deploy Gemini Enterprise across its workforce and use Google Cloud capacity for silicon simulations, with no deal v...
By Dominic Okoye 2 months ago
Judge blocks visa policy aimed at moderation researchers
A federal judge paused State Department enforcement while a tech research coalition pursues First Amendment claims against the Tru...
By Dominic Okoye 2 months ago
T-Mobile says plan migration wrongly removed some free-line credits
The carrier says technical problems affected a small number of accounts as it retires older plans and raises some longtime custome...
By Dominic Okoye 2 months ago