Happy Monday guys!
Below you’ll find a quick overview of what’s been happening in the AI industry since our last newsletter, and don’t forget that you can also watch our news roundup on YouTube while sipping morning coffee ☕🤖
🚨 TSMC says AI demand is “endless” after record Q4 earnings
NEWS OVERVIEW:
Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s largest contract chipmaker, reported record Q4 2025 earnings driven by strong demand for AI-related chips. During the earnings call, CEO C.C. Wei described AI demand as “endless,” saying it’s real, expanding into everyday life, and expected to support years of growth — even as he acknowledged uncertainties about the broader industry outlook. TSMC also raised its revenue outlook for 2026 and plans major capital expenditures to meet future chip needs.
WHY THIS MAY MATTER TO YOU:
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AI infrastructure growth continues: TSMC sees sustained chip orders from Nvidia and hyperscalers, signaling long-term AI compute build-outs.
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Capital spending ramp: Plans for $52–56B in 2026 capex suggest large chip capacity expansion — potential opportunities in supply chain and tooling.
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Market confidence boost: Strong earnings and bullish commentary have helped lift semiconductor stocks broadly.
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Bubble caution lingers: Despite optimism, some executives remain wary of overinvestment risk as fabs get more costly.
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Author’s note: TSMC says AI demand is endless. I assume they’re talking about my ChatGPT-written emails. |
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Elon Musk Wants $134B From OpenAI — Yes, Billion, With a “B” 🤯
NEWS OVERVIEW:
Elon Musk is reportedly seeking up to $134 billion in damages in his lawsuit against OpenAI, despite having an estimated personal fortune north of $700 billion. According to TechCrunch, Musk argues OpenAI abandoned its original nonprofit mission in favor of profit and closed-door partnerships — and that this shift caused massive harm. The case raises big questions about AI governance, founder intent, and whether “open” still means open in Big Tech.
WHY THIS MAY MATTER TO YOU:
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Some say… A textbook example: of how legal pressure can be used as a competitive tool in fast-moving tech markets.
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Some say… Founder fallout risk: Early mission statements may become legal liabilities as companies scale.
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Author’s note: Competition also plays out in courtrooms, not just code. |
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That’s it for this week! Stay tuned👋