Why TSMC grew four times faster than its foundry rivals in 2025 — price hikes, vertical integration, and commanding technology lead pay dividends

That lopsided split isn’t a one-quarter anomaly or a function of a single product cycle, but instead reflects three massive advantages held by TSMC.
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Nvidia’s own DLSS 5 announcement video gets taken down by YouTube in Italy due to a copyright strike — local TV channel sent a copyright strike to every YouTube video for using the trailer it used for its own broadcast

YouTube’s AI moderator acted on an errant DMCA takedown, affecting nearly every video that contained clips of the DLSS 5 trailer, including Nvidia’s own YouTube video.
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UK confirms drone-killing DragonFire laser weapon for Royal Navy destroyers by 2027 —laser downs 400mph high‑speed drones, costs $13 per shot

The UK Ministry of Defence has confirmed that the DragonFire high-energy laser weapon will be installed on Royal Navy Type 45 destroyers by 2027, five years ahead of the original schedule.
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Iran threatens ‘complete and utter annihilation’ of OpenAI’s $30B Stargate AI data center in Abu Dhabi — regime posts video with satellite imagery of ChatGPT-maker’s premier 1GW data center

IRGC spokesperson threatens the “complete and utter annihilation” of U.S. and Israeli facilities. Singles out the $30bn Stargate AI data center.
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Researchers train living rat neurons to perform real-time AI computations — experiments could pave the way for new brain-machine interfaces

Japanese researchers trained cultured rat cortical neurons to autonomously generate complex temporal signals using a real-time machine learning framework.
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Sequoia Capital shares founder’s 1977 memo for investing in Apple — initial $600,000 investment is worth $26.4 billion today, firm said it was ‘tough to do this deal’

The VC firm shared its founder’s notes on Apple recognizing the company’s potential while also doubting its management team.
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LinkedIn is spying on you, according to a new ‘BrowserGate’ security report — scripts stealthily scan visitors’ browsers for over 6,000 Chrome extensions and harvest hardware data

LinkedIn is understood to inject a JavaScript fingerprinting script on every page load that probes visitors’ browsers for 6,236 installed Chrome extensions and collects detailed device telemetry.
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Iranian missile blitz takes down AWS data centers in Bahrain and Dubai — Amazon reportedly declares “hard down” status for multiple zones

Internal company communications indicate that multiple zones at AWS Bahrain and Dubai are “hard down,” with no timeline for service restoration.
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Half of planned US data center builds have been delayed or canceled, growth limited by shortages of power infrastructure and parts from China — the AI build-out flips the breakers

As cloud giants plan to spend $650 billion on AI infrastructure this year, the availability of power infrastructure components has become a significant obstacle to deploying AI data centers.
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Memory will consume 30% of hyperscaler AI data center spending this year, a 4X increase over 2023 — Nvidia gets preferential supply terms well below standard market rates, says analyst firm

SemiAnalysis estimates on Thursday that memory will account for roughly 30% of total hyperscaler capex in calendar year 2026.
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