Microsoft introduces MAI-Base-2, a 2.8 trillion-parameter AI model, claiming major training efficiency gains as it expands its independent AI strategy.
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Intel beat quarterly expectations as AI infrastructure spending boosted demand for its data center processors and foundry business, signaling broader growth beyond GPUs.
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TSMC reportedly plans chip manufacturing price increases of up to 10% in 2027 as rising costs and global expansion reshape semiconductor production.
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Intel is reportedly using ASML’s High-NA EUV technology to produce Panther Lake chips, marking a key test of its advanced manufacturing comeback.
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Trump says Apple will work with Intel on US chip production, a potential foundry win that could shift Apple’s supply chain options and US chip strategy.
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Microsoft reportedly limited internal use of Claude Fable 5 while legal teams review Anthropic’s 30-day data-retention policy.
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Last week, the US government announced $2 billion in investments in quantum computing companies, allocating $100 million each to a range of startups in exchange for equity in the companies. Those could be make-or-break investments for many companies that are likely years away from a product that could see widespread use. But a member of the US Congress is now arguing that those deals are illegal, as Congress did not allocate the money for this purpose—instead, it was meant to support public research in semiconductors.
But the biggest chunk of money would go to a company that likely wouldn't exist if it weren't for the government's backing. Anderon will be set up with a billion dollars each from IBM and the government and will inherit personnel and IP from IBM. It will serve as a foundry for fabricating quantum processing units and will contract its services out to IBM and any other company that wants access to cutting-edge hardware.
Zoe Lofgren (D–Calif.), the ranking member of the House Science, Space, and Technology Committee, made it clear that she is not happy with how the government is using its money to support this technology.
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Apple and Intel reportedly reached an early chip manufacturing agreement that could reduce Apple’s TSMC reliance and boost Intel’s foundry ambitions.
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