AI & Supply Chain News
Stay informed with the latest developments in artificial intelligence, semiconductor technology, and global supply chain innovation.
US Software Stocks Tumble as AI Trade Reshapes Markets
The software and services industry's recent plunge has ignited fears that the AI boom may be reshaping markets in unexpected ways, with traditional software companies facing disruption.
AI Gold Rush: Tech Firms Embrace 72-Hour Work Weeks
In the race for AI dominance, tech firms are pushing staff to work increasingly long hours, raising concerns about sustainability and worker wellbeing.
Taiwan Says 40% Shift of Chip Capacity to US Is 'Impossible'
Taiwan's top tariff negotiator pushes back against proposals to move 40% of semiconductor capacity to the US, highlighting the complexities of global chip supply chain restructuring.
From SpaceX to Nvidia: Deals Showing AI Runs on Capital
Investors are rewarding AI hardware makers, sending semiconductor stocks soaring roughly 65% since early 2025, while the capital-intensive nature of AI reshapes investment patterns.
Tech AI Spending Approaches $700 Billion in 2026 as Hyperscalers Ramp Up
Google, Microsoft, Meta, and Amazon have announced major increases in capital expenditure for 2026, with the four hyperscalers now expecting combined spending of close to $700 billion on AI infrastructure.
Global Semiconductor Sales Hit $791.7 Billion in 2025, Up 25.6%
The Semiconductor Industry Association reports global chip sales reached $791.7 billion in 2025, driven by surging AI chip demand and advanced node production.
Top 7 Breakthrough AI Technologies to Watch in 2026
From multi-modal generative AI to next-generation neural architectures and autonomous AI agents, these seven technologies are set to reshape the tech landscape in 2026.
Three Companies Set to Dominate 2026 Profits in AI Chips
TSMC and Samsung are scaling back 8-inch wafer production to focus on advanced AI chips, as the industry consolidates around leading-edge manufacturing.
AI Safety Report: Deepfakes Spreading and More AI Companions Emerging
Annual AI safety review highlights growing capabilities of AI models while examining issues from cyber-attacks to job disruption and the rise of AI companion applications.
What We've Been Getting Wrong About AI's Truth Crisis
MIT Technology Review examines the misconceptions surrounding AI-generated misinformation and argues for a more nuanced understanding of AI's relationship with truth.