TSMC’s U.S. Wager Grows as Taiwan Clears $44 Billion and 2nm Targets Rise
The approvals keep coming in bigger than the ones before. Taiwan’s Ministry of Economic Affairs said on September 28 that it has cleared $44 billion in Taiwanese investment into the…
OpenAI Points Most of Its Research at GPT-7 and Beyond
The remark was a matter-of-fact accounting of where the money and the minds are going. Boris Power, the head of applied research at OpenAI, said on September 27 that 80%…
Anthropic’s Amodei Joins Trump for a Private Dinner Ahead of an IPO
Dario Amodei arrived at the White House on the evening of September 27 for a dinner with no other guests at the table. The co-founder and chief executive of Anthropic…
Nvidia’s Answer to Rogue AI Agents: a Sandbox and a Watchdog
Nvidia’s pitch for the new wave of AI agents is not another model. It is a pair of machines meant to stand between an agent and the damage it can…
Three AI Rivals Agree on a Name for a Safety Standards Body
Google, OpenAI and Anthropic compete for the same engineers, the same data centers, and the same customers. On the question of how their frontier models should be policed, the three…
A Researcher Turned Meta’s Muse Into a Backdoor
In the weeks since Meta released Muse, its new personal AI assistant for the Mac, the company has sold the product on the strength of its access. Muse can read…
Infineon’s $1.44 Billion Thai Chip Plant Opens This Week
The concrete is poured and the cleanrooms are sealed. On Thursday, the German chipmaker Infineon Technologies will switch on a new semiconductor plant in Thailand, a factory it has spent…
OpenAI’s Agents Hit a UN Data Site With 16,000 Requests
Rowan Howard-Jones noticed the traffic before he understood what it was. The security researcher said that between April and June, automated agents from OpenAI made more than 16,000 scans of…
Anthropic’s Chief Economist Says AI’s Payoff Is Years Away
Peter McIlroy has spent his career explaining that new technology shows up in the productivity numbers later than its backers promise. As chief economist at Anthropic, he now has to…
Samsung and SK Hynix Turn to Light for the Next Bottleneck
For two years, the race in AI semiconductors was about a single number: how many calculations a chip could perform per second. An analysis published in South Korea on September…
