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Anthropic targets gigantic $26 billion in revenue by the end of 2026 — eye-watering sum is more than double OpenAI’s projected 2025 earnings
Claude AI developer, Anthropic, has released its revenue targets for the next couple of years, and they are nothing if not ambitious. Following an estimation of just $4 billion in 2025 in July, it’s now claiming it will hit $9 billion annualized revenue by the end of the year, and as much as $26 billion…
The state of Intel: What the company’s $5 billion deal with Nvidia could mean for the floundering chipmaker — Investments, capex, and the beating heart of x86
The news was as baffling as it was big: On September 18, Nvidia and Intel announced a collaboration to co-develop multiple generations of data center and PC products. As part of the deal, Nvidia said it would purchase $5 billion of stock in the troubled tech firm. Intel was so dominant in the 1990s that…
“Rather Than Investing $10 Billion Into A Mega Fab In One City, We Could Build Smaller, Decentralised Fabs Across The Country” – Raja Manickam, iVP Semiconductor
– Advertisement – Amid a global reset in semiconductor strategy, India’s clean-slate advantage lies in frugal innovation, chiplet architecture, and agile microfabs. With no legacy constraints, we havethe freedom to shape the future rather than imitate the past. Raja Manickam, Founder and CEO iVP Semiconductor “There is an Indian in every chip,” I often say,…
TSMC’s quarterly sales hit a record $30 billion — contract chipmaker plans over 15 new fabs to meet still-growing AI demand
TSMC on Thursday reported its strongest quarter ever, posting a revenue of $30 billion for the second quarter of 2025, citing strong demand for AI processors. The foundry expects demand for AI applications to grow in the coming years, so it is plotting a rather unprecedented expansion plan that involves building 15 new fabs over…
Nvidia’s Arm chips rapidly gain share in server market as AI booms — Nvidia’s Arm-powered GB200 servers surge as market reaches a record $95 billion in the first quarter
The global server market experienced an unprecedented surge to nearly $100 billion in the first quarter as companies heavily invested in AI-related infrastructure, according to IDC, and ‘accelerated’ servers running Arm-based processors comprise one of the most rapidly growing categories, with Arm-powered server shipments rising 70% this year. It appears that the vast majority of…
Samsung delays $44 billion Texas chip fab — sources say completion halted because ‘there are no customers’
Samsung is reportedly delaying the launch of its Taylor, Texas, fab, citing difficulties in securing customers for its output. Sources told Nikkei Asia that even if the South Korean chipmaker brings in the necessary equipment to produce chips at the new plant, the company cannot do anything with them due to the lack of demand….
Tariffs could increase tech prices by up to 70% and reduce GDP by $69 billion according to CTA report
The export tariffs enacted in April are expected to raise retail prices by 11% to 70% across different categories, cut consumer spending by $123 billion annually, and shrink U.S. economic output by $69 billion, according to a report by Trade Partnership Worldwide (TPW), published by the Consumer Technology Association (CTA) on Wednesday. There are a…
1 billion reasons to protect your identity online
Corporate data breaches are a gateway to identity fraud, but they’re not the only one. Here’s a lowdown on how your personal data could be stolen – and how to make sure it isn’t. 08 Apr 2025 • , 5 min. read Data breaches are a growing threat to companies and a nightmare for their…
The Supreme Court Doesn’t Seem Eager to Axe This $9 Billion Broadband Subsidy
Digital divide advocates can breathe a tentative sigh of relief, as the Supreme Court appeared reluctant to dismantle the Universal Service Fund (USF), a program that spends close to $9 billion a year to help low-income and rural Americans access phone and internet service, as well as schools, libraries and hospitals. The conservative non-profit Consumers’…
TSMC expands investments in the U.S. to $165 billion with new fabs and R&D center: A closer look
On Monday, TSMC announced plans to invest $100 billion in expanding its U.S. manufacturing capacity. The funds will go toward three additional fabs, two advanced packaging plants, and a major R&D facility. We spoke with the company to learn more about its plans and some additional details. The extra $100 billion investment adds to TSMC’s…