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Chelsea_Sun

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TSMC Rallies After Beating Earnings Forecasts, Lifts 2026 Outlook

TSMC Rallies After Beating Earnings Forecasts, Lifts 2026 Outlook The company surpassed $100 billion in annual revenue for the first time in 2025, marking a major milestone and reflecting the structural shift in global chip demand toward advanced manufacturing.

Alibaba’s Qwen App Launches AI Shopping With Full Ecosystem Integration

Alibaba’s Qwen App Launches AI Shopping With Full Ecosystem Integration Unlike general-purpose AI Agents such as Manus, Doubao Phone, or Zhipu GLM, Qwen is embedded into an established ecosystem of consumer and lifestyle services, allowing it to immediately execute real-world transactions rather than merely providing guidance or generating suggestions.

30B-Parameter MiroThinker 1.5 Unveiled, Challenging the 'Bigger is Better' Mantra

30B-Parameter MiroThinker 1.5 Unveiled, Challenging the 'Bigger is Better' Mantra The release marks a potential turning point in the AI industry, challenging the long-held "bigger is better" scaling law and introducing a new paradigm focused on "intelligence density" rather than sheer size.

2026: When Growth Gets Harder, What Should We Do?

2026: When Growth Gets Harder, What Should We Do?Securing economic growth or corporate growth in 2026 won't be easy. But if we face reality, build discipline, use the right tool kit, and hold the line, we can still find our own certainty in a complex world.

OpenAI Said to Explore Advertising in ChatGPT as Monetization Pressures Mount

OpenAI Said to Explore Advertising in ChatGPT as Monetization Pressures Mount OpenAI is proceeding cautiously, aiming to keep ads unobtrusive to maintain user trust. Any ad product is likely to be tightly controlled initially, with a focus on contextual relevance rather than overt promotion.

Nvidia Reported to Halt Testing of Intel's 18A Production Process

Nvidia Reported to Halt Testing of Intel's 18A Production Process The development underscores challenges facing Intel's foundry business as the company attempts to compete with TSMC and win outside customers for its manufacturing services.

Nvidia Strikes Licensing Deal With Groq as Reports Surface of $20 Billion Acquisition

Nvidia Strikes Licensing Deal With Groq as Reports Surface of $20 Billion Acquisition The report said Nvidia agreed to acquire Groq for approximately $20 billion in what would mark the chipmaker's largest-ever acquisition.

Alphabet Acquires Google's Datacenter Partner Intersect for $4.75 Billion to Expand AI Infrastructure

Alphabet Acquires Google's Datacenter Partner Intersect for $4.75 Billion to Expand AI Infrastructure The transaction, expected to close in the first half of 2026, will enable faster deployment of both datacenter and power generation capacity as aging U.S. grids struggle to meet decades-high electricity demand in part driven by AI.

China Imposes Anti-Subsidy Duties on EU Dairy Imports as Trade Tensions Escalate

China Imposes Anti-Subsidy Duties on EU Dairy Imports as Trade Tensions Escalate The duties, effective Tuesday, target products including fresh and processed cheeses and some cream varieties, with rates ranging from 21.9% to 42.7%. The European commission spokesman said China's measures are "unjustified and unwarranted".

Microsoft, Google, Nvidia Among 24 Companies Joining U.S. 'Genesis Mission' AI Initiative

Microsoft, Google, Nvidia Among 24 Companies Joining U.S. 'Genesis Mission' AI Initiative The partnerships are designed to leverage private sector AI capabilities alongside federal computing resources at Energy Department national laboratories.

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