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NEWSHardware

TSMC reports $46.72 billion quarter, with 2nm at 8% of wafer revenue

TSMC reported third-quarter 2026 revenue of US$46.72 billion on October 15, up 41.2 percent from a year earlier and 16.2 percent from the previous quarter. Its official earnings release also puts 2-nanometer shipments at 8 percent of total wafer revenue. That figure measures revenue share, not the percentage of physical wafers produced.

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NEWSPolicy

Anthropic opens Singapore office and signs government AI cooperation MOU

Anthropic announced on October 14, 2026 that it opened an office in Singapore and signed a Memorandum of Understanding with the Ministry of Digital Development and Information. The company says this is its fifth office in Asia-Pacific. The MOU describes cooperation, not an enacted law or a blanket approval of every AI use.

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NEWSAI & Technology

AMD agrees to acquire World Labs in $8.2 billion all-stock deal

AMD says it signed a definitive agreement to acquire Fei-Fei Li's spatial-AI research company World Labs in an all-stock transaction valued at about $8.2 billion. Li is expected to become AMD's executive vice president and chief scientist after closing. The deal is not complete; AMD expects it to close by the end of 2026, subject to approvals and customary conditions.

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NEWSDeals & Buying Guides

T-Mobile Clears iPhone 17 Inventory with Free Promos

T-Mobile launched aggressive promotional tiers giving away base iPhone 17 models to clear warehouse inventory ahead of Friday's iPhone 18 Pro pre-order opening. The promotion provides an attractive entry point for buyers looking for recent hardware without paying flagship prices.

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NEWSBig Tech & Antitrust Regulation

DOJ Launches Antitrust Investigation Into NVIDIA's $20B Groq Deal

The US Department of Justice issued formal civil investigative demands regarding NVIDIA's $20 billion Groq licensing transaction, investigating whether NVIDIA is foreclosing competition in LPU inference chips. Regulators are examining whether the licensing structure was designed to bypass traditional Hart-Scott-Rodino merger review thresholds while neutralizing a key hardware challenger.

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NEWSBig Tech & Enterprise Cloud Silicon

Qualcomm Lands $60 Billion Custom Silicon & Optics Deal with AWS

Qualcomm secured a massive $60 billion custom silicon and 16T optical transceiver contract with Amazon Web Services, backed by a $4 billion warrant. The deal represents a major push into hyperscale cloud infrastructure, directly challenging NVIDIA's dominance in optical interconnects and inference accelerators.

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NEWSAI & Foundation Models (Open Weights)

Mistral Raises €3 Billion to Champion Sovereign Open-Weights

French AI lab Mistral announced a €3 billion funding round to advance sovereign European open-weight foundation models, alongside releasing its Mistral Vibe terminal coding agent. The round positions Mistral as Europe's primary open-weights champion following NVIDIA's Hugging Face buyout.

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NEWSDeals & Buying Guides

Final 17-Hour Countdown to Apple Pre-Orders

Apple Store and carrier pre-order portals open at 5:00 AM PDT (7:00 AM CDT) on Friday, September 11. Buyers aiming for launch-day delivery on September 18 are advised to stage shopping carts and pre-approve card authorization today. Carrier portals will face high initial traffic as buyers attempt to lock in trade-in allowances.

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NEWSTech Hardware & Silicon

NVIDIA Invests $3.5B in Custom Silicon and On-Device Edge AI

NVIDIA announced a $3.5 billion initiative to expand custom silicon and edge AI deployments in partnership with MediaTek. The collaboration focuses on integrating high-efficiency ARM CPU cores with specialized Blackwell and Vera Rubin graphical execution architectures for edge appliances. The strategic investment aims to maintain NVIDIA's platform moat across consumer hardware, automotive cockpits, and on-premises robotics systems.

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NEWSBig Tech Megadeals & AI Infrastructure

NVIDIA Announces Acquisition of Hugging Face for $13 Billion

NVIDIA officially announced an agreement to acquire open-source AI platform Hugging Face for $13 billion in cash and stock. By integrating the world's preeminent open model registry directly with its CUDA, TensorRT-LLM, and NIM distribution pipelines, NVIDIA secures end-to-end control from silicon hardware to developer model discovery. NVIDIA pledged that Hugging Face Hub APIs and multi-backend hardware support will remain open and vendor-neutral.

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