AI Infrastructure

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TSMC says AI demand is “endless” after record Q4 earnings

On Thursday, Taiwan Semiconductor Manufacturing Company (TSMC) reported record fourth-quarter earnings and said it expects AI chip demand to continue for years. During an earnings call, CEO C.C. Wei told investors that while he cannot predict the semiconductor industry’s long-term trajectory, he remains bullish on AI. TSMC manufactures chips for companies including Apple, Nvidia, AMD,

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Wikipedia signs AI training deals with Microsoft, Meta, and Amazon

On Thursday, the Wikimedia Foundation announced licensing deals with Microsoft, Meta, Amazon, Perplexity, and Mistral AI, expanding its effort to charge major tech companies for using Wikipedia content to train the AI models that power AI assistants like Microsoft Copilot and OpenAI’s ChatGPT. While these same companies previously scraped Wikipedia without permission, the deals mean

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Microsoft vows to cover full power costs for energy-hungry AI data centers

On Tuesday Microsoft announced a new initiative called “Community-First AI Infrastructure” that commits the company to paying full electricity costs for its data centers and refusing to seek local property tax reductions. As demand for generative AI services has increased over the past year, Big Tech companies have been racing to spin up massive new

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From prophet to product: How AI came back down to earth in 2025

Following two years of immense hype in 2023 and 2024, this year felt more like a settling-in period for the LLM-based token prediction industry. After more than two years of public fretting over AI models as future threats to human civilization or the seedlings of future gods, it’s starting to look like hype is giving way to pragmatism:

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