TSMC Answers Overbuilding Fears With More Fabs
TSMC posted a sixth straight record quarter, said AI demand still exceeds supply, and answered overbuilding fears with higher capex and nearly 20 new fabs.
Ideas. Implications. A clearer view.Briefs
Briefs
Short reports on the people and companies shaping AI.
Cathie Wood Sells Meta, Buys It Back
ARK sold Meta into the Muse Wonder launch, then bought it back the next day at a higher price, chasing the stock in both directions.
FTC Wants OpenAI and Anthropic Incident Files
The FTC subpoenaed OpenAI and Anthropic for the incident files the labs had published as research, including AI agents breaking into outside systems.
Gates Readies His Own AI Safety Push
Bill Gates plans a personal AI safety push for mandatory rules, possibly with his own money, at odds with the White House's voluntary approach.
Amazon Launches Two Bee AI Recorders
Amazon launched two Bee recorders, a $75 bracelet and a $100 phone attachment, that capture everything nearby; in-person consent relies on an LED.
ByteDance Seed Builds an AI Safety Team
ByteDance Seed set up a standalone AI safety team hiring 10 researchers, but has not said its budget or whether it can stop a launch.
Mistral and CERN Plan a Physics Model
CERN and Mistral signed a nonbinding statement of intent to build a Large Physics Model for collider data, with no timeline, budget or contract yet.
Cathie Wood Opens OpenAI, Locks the Exit
Cathie Wood put ARK's Venture Fund on Ethereum for $500, but OpenAI and Anthropic are a small slice and withdrawals stay quarterly and capped.
ByteDance Nears MediaTek Deal for AI Chips
Barred from Nvidia's best chips, ByteDance is in advanced talks to buy custom AI chips from MediaTek, designed to stay under US export limits.
Larry Ellison Backs Hollywood With Oracle Shares
Larry Ellison is backing Skydance's debt-heavy Warner takeover with Oracle shares down over 50%, so bond investors now price both companies as one Ellison risk.