TL;DR — TSMC’s July revenue hit a record NT$467.6 billion, up 44.7% year over year, capping a quarter with 67.7% gross margin that beat guidance. But NT$2.24 of the quarter’s 23.4% EPS growth came from a one-time gain on a Vanguard share sale; strip that...
TL;DR — Waymo grew from 10 US metro areas in March 2026 to 15 by August, adding Denver, Las Vegas, San Diego and Tampa. Weekly paid trips stayed at roughly 500,000 across four public disclosures since March, and trips per vehicle fell 25% as the fleet grew faster than...
TL;DR — Nvidia’s newest AI chips draw over 1,000 watts each, more heat than air cooling can handle. That single constraint pushed Vertiv’s liquid cooling backlog up 109% year over year. Nvidia’s Blackwell GPUs draw up to 1,000 watts each — more than...
TL;DR — AMD’s second-quarter revenue grew 50% to $11.5 billion, with Data Center revenue up 107% to $6.7 billion and GAAP net income of $2.3 billion. Shares still fell nearly 9% after hours, because management guided to only ‘modest’ third-quarter...
TL;DR — Broadcom’s AI chip backlog reached $73 billion, built almost entirely on custom silicon for Google, Meta, Anthropic and OpenAI, the same companies trying to rely less on Nvidia. Diversifying away from Nvidia doesn’t reduce chip supplier...
