ActivityTechnologySemiconductorsPartnership22 July 2026AMD commits up to $5 billion in Anthropic in 2-gigawatt GPU partnershipThe first gigawatt deploys in the first half of 2027, and AMD will adopt Claude across its engineering teams.AMD, Anthropic
Ericsson to streamline its structure and warns of higher component costsRestructuringEricsson·Telecommunications·15 Oct·The Wall Street Journal
TSMC reports net profit up 69% on AI infrastructure demandResultsTSMC·Semiconductors·15 Oct·The Wall Street Journal +1
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