TSMC’s Record October and Nvidia’s Rubin Ramp: Supply, Not Orders, Sets the Pace
TSMC booked a record NT$586.89B in October. What the guidance, Nvidia’s Rubin ramp and packaging limits say about supply as the ceiling on AI chips.
AI industry
Anthropic’s S-1 and OpenAI’s $1.25 Trillion Round: Two Valuations at Different Stages
OpenAI reportedly raised $11B at $1.25T while Anthropic’s S-1 is public. What each valuation rests on, and how the $80B net loss splits in two.