AMD CEO Lisa Su said the company is satisfied with its current CoWoS supply from TSMC, while noting that memory has become another pressure point in the AI chip supply chain.
AMD CEO Lisa Su pushed back against concerns of an AI bubble on May 22, saying demand is "absolutely real" and that the industry remains in an early phase of growth.
US President Donald Trump abruptly called off a highly anticipated White House signing ceremony for a sweeping executive order intended to establish a federal safety vetting framework for advanced artificial intelligence (AI) models.
Microsoft is in early discussions to provide AI servers powered by its in-house Maia chips to Anthropic, deepening ties between the two companies as cloud providers race to reduce dependence on Nvidia hardware and secure a stronger position in the AI infrastructure market.
Japan and South Korea have agreed to deepen cooperation on energy security and supply chain resilience, placing crude oil, petroleum products, LNG, and critical industrial materials at the centre of a wider effort to manage geopolitical shocks from the Middle East to North Korea.
Anthropic has unlocked an era of explosive commercial growth, hitting a milestone with its first-ever profitable quarter. According to The Wall Street Journal, Anthropic expects its revenue to surge by 130% to hit US$10.9 billion for the quarter ending in June, up from the US$4.8 billion in revenue generated during the first quarter of 2026. This trajectory is projected to yield an inaugural quarterly operating profit of approximately US$559 million.
