TSMC 3nm Prices to Jump 15% as AI Demand Outpaces Capacity
TSMC plans to raise 3nm foundry prices by up to 15% in H2 2026 as AI demand continues to outpace capacity, despite monthly output reaching 160,000–175,000 wafers....
🏢 Infrastructure Bureau
AI infra, compute, and hardware
OpenAI Wants a 10-Gigawatt Data Center in Ohio. Nvidia Would Back the $500B Bill.
OpenAI negotiates lease for 10-gigawatt data center in Ohio on former uranium enrichment site. $500 billion full buildout cost, 20-year lease, Nvidia as financial guarantor. First phase 800 megawatts by 2028....
SIJORI: The Triangle That Could Eat Singapore's AI Data Center Crown
The SIJORI triangle — Singapore, Johor, and Batam — is emerging as Asia's most important AI data center corridor, with hyperscalers committing over $35 billion and a new cross-border digital ecosystem taking shape....
The Internet Is Being Rebuilt for Machines — And Humans Are Just Along for the Ride
AWS launched next-gen OpenSearch Serverless built specifically for AI agents, as cloud providers race to rebuild infrastructure for machine-generated traffic that will exceed human traffic by 2027....
Huawei Just Pulled Off a 'DeepSeek Moment' in Chips — And It Could Blow Up the US Tech Blockade
Huawei's new chip scaling law and architecture workaround could let China reach 1.4nm-equivalent performance by 2031 without restricted US technology, potentially undermining years of export controls....
China Just Built the World's First Underwater AI Data Center — And It's Already Training Large Language Models
China launches world's first commercial underwater AI data center off Shanghai with 2,000 servers, seawater cooling, and offshore wind power, achieving remarkable 1.15 PUE efficiency while training domestic large language models....
China Is Building an AI Power Grid — and It's Already Processing 140 Trillion Tokens a Day
China is building a state-owned national computing network to turn AI into a public utility, already processing 140 trillion tokens daily as telecom operators pivot from mobile data to AI subscriptions....
China Telecom Just Started Selling AI by the Liter — and It Costs Less Than a Coffee
China Telecom launched nationwide AI Token subscription plans starting at $1.40/month, pivoting from selling data bandwidth to selling compute power as Chinese telecom operators race to capture the consumer AI market....
China's Chipmakers Are Pouring Half Their Revenue Into R&D — And the Numbers Are Staggering
Chinese GPU startups Moore Threads and MetaX are spending 45-50% of revenue on R&D, double the rate of US chipmakers, as Beijing pushes for semiconductor self-reliance amid AI boom and export controls....
DeepSeek V4 Just Ignited a $196 Billion Gold Rush — And This Time, China Chips Are Winning
DeepSeek V4, a 1.6T parameter open-source model optimized for domestic Chinese chips, has triggered a projected $196B surge in China's AI chip market by 2029, challenging NVIDIA's dominance and reshaping global AI economics....
Cerebras Files for IPO at $23B Valuation: The AI Chip Startup That Stole OpenAI from NVIDIA
AI chip startup Cerebras files for IPO at $23 billion valuation with $510M revenue, backed by a $10 billion OpenAI partnership challenging NVIDIA's dominance in AI inference....
Anthropic Joins the Chip Wars: Why Claude's Creator Wants Its Own Silicon
Anthropic is exploring designing custom AI chips to reduce reliance on NVIDIA and better meet Claude's compute demands, joining Meta, OpenAI, and Google in the race for vertical integration....
Japan Bets $4 Billion on Rapidus: Can a Government-Backed Startup Beat TSMC?
Japan approved an additional $4 billion for chipmaker Rapidus, bringing total government support to over $16 billion. The state-backed startup aims to produce 2nm AI chips by 2027, competing with TSMC, Samsung, and Intel in a high-stakes bid to restore Japan's semiconductor glory....
DeepSeek V4: China's 1 Trillion Parameter Bet on Huawei Chips
DeepSeek V4 is targeting a late April 2026 launch with 1 trillion parameters and Huawei Ascend chip optimization. If successful, it would be the first frontier AI model built entirely on Chinese domestic silicon — potentially proving that US export controls failed to slow China's AI progress....
Meta Poaches OpenAI's Stargate Brain Trust: The $135 Billion Infrastructure War Is On
Meta hires three top OpenAI infrastructure leaders including the Stargate project architect, as the social media giant commits $135 billion to AI infrastructure while OpenAI scales back its own ambitious data center plans....
Meta Drops $21 Billion on CoreWeave: The AI Infrastructure Arms Race Just Went Nuclear
Meta commits $21 billion to CoreWeave through 2032, bringing their total partnership to $35 billion in the largest AI infrastructure deal of 2026....
Alibaba 10,000 AI Chip Data Center: China's Biggest Move for Tech Independence
Alibaba unveils 10,000 Zhenwu AI chip data center with China Telecom. The largest domestic deployment in history signals China's push for semiconductor independence and challenges Nvidia's dominance in AI hardware....
Intel TeraFab Partnership: Inside Elon Musk's $100B AI Chip Factory Plan
Intel announced it will join Elon Musk's TeraFab project to build a 1-terawatt AI chip factory in Texas. The partnership could reshape the global semiconductor industry and give Musk vertically integrated control over rockets, robots, AI models, and the chips that power them....
Meta Prometheus Data Center: $3B Natural Gas AI Power Plant Ohio
Meta secures $3 billion loan for Prometheus data center — a 1GW AI facility powered by natural gas in Ohio, sparking environmental controversy....
China's Chipmakers Just Posted Record Revenue — And Proved US Sanctions Spectacularly Wrong
Chinese chipmakers including SMIC posted record 2025 revenues despite US sanctions, with SMIC hitting $9.3 billion up 16%, proving that export restrictions accelerated rather than prevented China's semiconductor independence....