TSMC is expected to report record third-quarter profit on Thursday, driven largely by demand for AI chips. Investors are also looking for details on a possible expansion of the Taiwanese foundry in Texas.
Qualcomm chief executive Cristiano Amon says AI companies are asking for phones able to run a 100-billion-parameter model continuously by 2028. He adds that some are even starting to build their own smartphones.
Lenovo has launched AI Express, preconfigured servers with NVIDIA GPUs in three sizes, delivered within 15 to 25 working days. The aim is to let companies stand up an 'AI factory' without assembling it themselves.
Microsoft this week launched powerful machines with Nvidia graphics cards aimed at AI developers. The reviewer reads the move as a sign that Microsoft may have stepped back from its consumer Copilot+ PC push.
Microsoft has announced Maia 300, the third generation of its in-house AI chip, meant to be the main inference system for its products and services. It improves cost and efficiency in the cloud and is better suited to reasoning models and agentic tasks.
The chief executives of Intel and Broadcom warned that access to capital could emerge as a major constraint on the AI boom.