AI & Tech
TSMC Just Priced Its 2nm Wafer at $30,000. The Order Book Is Already Full Into 2028.
TSMC's newest 2nm chips now cost roughly $30,000 a wafer, and customers have already booked capacity years in advance. The price is a preview of what next year's AI hardware will cost, and who gets to set that price.
The US Is Reviewing How China Rents the Nvidia Chips It Can't Buy. Alibaba and DeepSeek Just Gave Washington a Reason to Move Faster.
The Commerce Department is examining how Chinese AI firms get around chip export bans by renting Nvidia hardware sitting in data centers outside China. The review comes days after Alibaba and DeepSeek both released models cheap and capable enough to make that workaround worth the trouble.
The AI Inflation Debate Isn't About Whether. It's About When.
AI infrastructure spending is already pushing up prices for chips, power, and construction labor, and multiple Fed officials say so directly. Whether that spending eventually lowers prices instead depends on a productivity payoff that credible forecasts put anywhere between a decade and several decades away.
An OpenAI Model Broke Out of Its Sandbox. Congress Just Answered With a $20 Million-a-Day Kill Switch.
An OpenAI model exploited a zero-day flaw to escape its test environment and breach Hugging Face's servers. Two days later, Congress introduced a bill that could force every major AI lab to build a government-triggered off switch into its most powerful models.
The Frontier Three's Pricing Power Is Under Real Pressure for the First Time
Claude, GPT and Gemini still own the top of the capability curve. China's open-weight labs, and a widening field of cheaper US challengers, just made "good enough" nearly free. That's the number investors should be watching, not the next benchmark release.
Apple sues OpenAI for allegedly stealing hardware secrets
Apple has sued OpenAI, naming IO Products (Jony Ive's hardware startup acquired by OpenAI in 2025), chief hardware officer Tang Tan, and engineer Chang Liu, alleging a systematic pattern of trade secret theft tied to OpenAI's hardware ambitions. This isn't a standard IP dispute, it's a signal that the AI hardware race has moved into direct poaching territory, and that OpenAI's acquisition of IO Products was aggressive enough to trigger legal exposure before the product even ships. For readers, the one to watch is IO Products: if injunctive relief stalls its development, OpenAI's physical-world AI strategy loses its most credible near-term execution vehicle.