Wikipedia Found a Way to Make Big Tech Pay. The Question Is Whether It's Enough.
Wikipedia turns 25 and announces enterprise deals with Microsoft, Meta, and Amazon. The checks are finally arriving, but the nonprofit still won't say how much.
AI News
TSMC's $56 Billion Bet Says the AI Bubble Hasn't Popped
TSMC's Q4 profit jumped 35% to a record $16 billion. CEO C.C. Wei declared "AI is real" and backed it with $56 billion in 2026 capex, the largest semiconductor investment in history. Intel and Samsung are scrambling to catch up. They're not close.
13 min read
C.C. Wei's voice came through the conference line without a trace of hesitation. Three words, delivered flat, no performative emphasis. "AI is real."
Not "AI is promising." Not "we're optimistic about AI demand." Real. As in: stop asking us if this is a bubble. Eight consecutive quarters of profit growth, $16 billion in net income for the December quarter alone, and a capex guidance that made Wall Street's projections look timid. TSMC plans to spend up to $56 billion this year building capacity for chips that don't exist yet, for customers who are already lined up, for an AI infrastructure buildout that shows no signs of slowing.
This article continues below.
Sign up once, read everything for free. No algorithms, no fluff—just the AI intel that actually matters for your work.
Get free access →
Already have an account?
Sign in
Read next
Wikipedia Found a Way to Make Big Tech Pay. The Question Is Whether It's Enough.
Wikipedia turns 25 and announces enterprise deals with Microsoft, Meta, and Amazon. The checks are finally arriving, but the nonprofit still won't say how much.
Amazon Just Secured the First New American Copper in a Decade. Bacteria Did the Work.
AWS just became the first buyer of American-mined copper in over a decade. The source? Bacteria eating rock in an Arizona desert. As AI data centers consume 47 tonnes of copper per megawatt, Amazon is securing supply chains before the squeeze hits.
Thinking Machines Ousts CTO Barret Zoph. Hours Later, OpenAI Welcomed Him Home.
Mira Murati ousted CTO Barret Zoph for "unethical conduct." Hours later, OpenAI welcomed him back along with two other researchers. The competing narratives can't both be true.
Google Wants Gemini to Know You Better Than You Know Yourself
Google's new Personal Intelligence feature gives Gemini access to your Gmail, Photos, YouTube history, and search logs. Two days before launch, Google confirmed it will power Apple's rebuilt Siri. The race to own AI personalization just narrowed to one front-runner.