TSMC Q1 Profit Surges 58% on AI Chip Demand
Taiwan Semiconductor reported record Q1 profit driven by AI processors, 3nm tech, and advanced packaging shortages. Raises 2026 outlook amid intact AI spending boom.
Monitor
Taiwan Semiconductor reported record Q1 profit driven by AI processors, 3nm tech, and advanced packaging shortages. Raises 2026 outlook amid intact AI spending boom.
Gemini for macOS brings on-demand AI assistance to desktops with contextual window sharing, global shortcuts, image/video generation via Nano Banana/Veo, and cross-device sync. Free for users 13+ on Apple Silicon Macs running Sequoia 15.0+. Enhances productivity without browser tabs.
OpenAI unveiled a new series of AI models optimized for biology and drug discovery, enabling faster research workflows in life sciences.
Anthropic's new Opus 4.7 is now generally available on Google Vertex AI, enabling developers to build secure AI agents with optimized infrastructure.
OpenAI launched GPT-Rosalind, optimized for biology, drug discovery, and medicine with superior protein/chemical reasoning, genomics analysis, and scientific tool use. Available as research preview in ChatGPT, Codex, and API for select users including Amgen and Moderna. It accelerates hypothesis generation, experiment planning, and evidence synthesis.
Perplexity AI now uses Opus 4.7 by default in its Computer tool and for Max subscribers across platforms, enhancing complex task handling.
Codex now integrates with Mac apps, more tools, image creation, action memory, and ongoing tasks. A direct response to Claude Code, expanding developer workflows.
Google integrated Nano Banana, a new efficient image generation model, into Gemini for enhanced personal AI features. Users can now generate images directly within Gemini conversations with low-latency performance.
NVIDIA releases sessions from GTC 2026 featuring global leaders discussing agentic AI, optimized inference, and physical AI advancements.
The new Opus model excels in handling extended tasks with greater rigor, precise instruction adherence, and self-verification of outputs. Benchmarks compare it directly to the unreleased Mythos, emphasizing its public capabilities. Available immediately for users needing less oversight.
Nvidia announced new open-source AI models to accelerate quantum computing development, triggering a surge in quantum-related stocks.
Harvey now supports Opus 4.7, achieving 90.9% on its BigLaw benchmark, the highest for any Claude model, boosting AI in professional services.
Nvidia leads chip stock surge driven by AI demand, with analysts highlighting sustained dominance amid broader semiconductor rally.
American Express acquired Hyper, an AI-powered expense management startup backed by OpenAI's Sam Altman, to enhance financial AI capabilities.
Bank of America highlighted a networking stock up 100% in 2026 on AI data center demand, predicting further upside.
A new competition opened applications to accelerate practical quantum-AI applications in business, with phases running through 2026.
Avid and Google Cloud announced a multi-year deal to embed Gemini models and Vertex AI into Avid's Media Composer and Content Core, automating media workflows with generative AI.
Datavault AI activated its initial edge GPU computing sites to address AI compute shortages, targeting enterprises with low-latency inference needs.
A cybersecurity firm demonstrated AI tools accelerating hacker attacks on networks, coinciding with U.S. warnings on rising Iranian cyberattacks and surging FBI-reported cybercrime losses.
Trailer for 'As Deep as the Grave' features AI recreation of late actor Val Kilmer, approved by family, but draws backlash over ethics of posthumous deepfakes in Hollywood.
Microsoft and Stellantis signed a 5-year deal to co-develop AI for sales, customer care, product dev, and cyber defense. Includes cloud modernization and employee tools. Aims to boost productivity across the carmaker.
Taiwan Semiconductor reported Q1 profits soaring past guidance, driven by high-performance computing demand from AI leaders like Nvidia. Margins exceeded expectations as AI accelerator orders outpace supply.
Benchling introduced AI Connectors using Model Context Protocol to link scientific data from tools like Snowflake, Notion, and PubMed directly to AI models like Claude and ChatGPT, streamlining biotech workflows.
Stellantis and Microsoft announced a five-year collaboration to integrate AI across operations, boosting productivity and customer experiences.