RT Nick Szabo (@NickSzabo4)Most Blackwell chips are made in Taiwan.Given the new U.S. global security posture, on top of the identical ethnicity of leaders in Taiwan and China, Taiwan vs. China is a distinction that makes increasingly less of a difference. Taiwan's Blackwells are China's Blackwells. ...

🔥 LATEST: Chipmaker giant TSMC reports $35.71B revenue in Q1, up 35% YoY, beating expectations. https://t.co/87wI7Upl4E ...

In this episode of "Bloomberg Tech: Europe," Bloomberg's Tom Mackenzie explores how Arm - the company behind the chips in most smartphones — is shifting into AI, cloud, and data centers. He sits down with CEO Rene Haas to discuss Arm’s strategy, the race for AI dominance, and what it means for the future of technology. Don’t miss this deep dive into one of tech’s most pivotal moves. "Bloomberg Tech: Europe" spotlights the biggest names and trends shaping the region's technology ecosystem as the global compe ...

TSMC reported a 35% increase in quarterly revenue, suggesting global AI chip demand remained intact during the first weeks of war in the Middle East https://t.co/JTNfe6Sa4O ...

🔥 LATEST: Intel and Google expand their AI infrastructure partnership to scale Xeon CPUs and custom IPUs across Google Cloud, aiming to boost performance and efficiency at scale. https://t.co/MdNfaxOOKz ...

🚨 TECH: INTEL AND GOOGLE ANNOUNCE MULTI-YEAR CHIP DEAL FOR AI AND CLOUD INFRASTRUCTURE@intel and @Google announced a multi-year collaboration under which Google will continue deploying Intel Xeon processors for its next-generation AI and cloud infrastructure. The deal includes co-development of custom infrastructure processing units that offload networking, storage and security functions from host CPUs.Google currently runs Intel Xeon 5 and Xeon 6 chips powering C4 and N4 instances for AI training coordinat ...

Samsung plans a $4 billion outlay to build a chip packaging plant in northern Vietnam, as the country’s largest foreign investor expands its footprint in the country https://t.co/RtGewltBWZ ...

>> "BLOOMBERG TECH" IS A LIVE COAST-TO-COAST, LOOK CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. ED: THIS IS "BLOOMBERG TECH." ENERGY PRICES TUMBLE AND GLOBAL TECH STOCKS RALLY AFTER THE U.S. AND IRAN AGREE TO A TWO-WEEK CEASE FIRE. CAROLINE: ANTHROPIC'S NEW MYTHOS MODERATE IS -- MODEL IS GIVING COMPETITORS EARLY ACCESS TO GET AHEAD OF POSSIBLE CYBERATTACKS.ED: APPLE'S FIRST FOLDABLE PHONE IS STILL ON TRACK TO LAUNCH IN SEPTEMBER, DESPITE REPORTS OF MAJOR MANUFACTURING DELAYS. CAROLINE: FIRST, A ...

Investors need exposure to semiconductor companies and other “picks and shovels” of AI as spending accelerates, says Goldman Sachs Asset Management’s Brook Dane https://t.co/eGwmRQuIHr ...

Following a recent ceasefire that has boosted market morale, tech stocks have experienced a notable rebound. Brook Dane, Goldman Sachs Asset Management's co-head of public tech investing, discusses his strategy for investing in tech stocks amid the relief rally. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & ana ...