Tag: #ai

TSMC profit surges 58% in Q1 2026 as AI demand fuels record margins

TSMC's Q1 2026 net income rose 58% as AI and HPC chips boost revenue and margins; company sticks to a record $52–56B 2026 capex plan.

#tsmc, #ai, #semiconductors, #chipmaking

OpenAI expands Trusted Access for Cyber, unveils GPT‑5.4‑Cyber and pledges $10M in credits

OpenAI scales its Trusted Access for Cyber program, launches GPT‑5.4‑Cyber for vetted defenders and commits $10M in API credits to security teams.

#openai, #cybersecurity, #ai, #gpt5

At AAAI‑26, AI Generated Reviews for Nearly 23,000 Full-Review Papers

AAAI added one clearly labeled AI review to each main-track paper at AAAI-26, producing critiques for about 22,977 full-review papers in under 24 hours.

#ai, #peer-review, #academia, #conference

NVIDIA open-sources Nemotron 3 Super, a 120B Mixture-of-Experts LLM tuned for its GPUs

NVIDIA released Nemotron 3 Super, a 120B Mixture-of-Experts hybrid Mamba‑Transformer LLM with a 1M‑token context, open checkpoints and GPU‑optimized formats.

#nvidia, #ai, #llm, #moe

Preprint: Reinforcement-learning controller trained in surrogate flows cuts simulated wing drag in zero-shot tests

A preprint reports an RL controller trained in surrogate channel flows cuts simulated NACA4412 skin-friction ~29% and total drag ~11%; simulation-only, unreviewed.

#ai, #aerodynamics, #turbulence, #reinforcementlearning

Amazon Plans $200 Billion in 2026 to Build AI Infrastructure, Satellites and Faster Delivery

In his 2025 shareholder letter, CEO Andy Jassy says Amazon will spend about $200 billion in 2026 on AI data centers, custom chips, satellites and logistics.

#amazon, #ai, #cloud, #chips, #logistics

Meta rolls out Muse Spark, a new multimodal AI assistant across its apps and AI glasses

Meta introduces Muse Spark, a multimodal AI powering the Meta AI app and expanding to WhatsApp, Instagram, Facebook, Messenger and AI glasses.

#meta, #ai, #musespark, #privacy

Anthropic’s New AI Finds Thousands of Vulnerabilities, Launches Project Glasswing

Anthropic says its Claude Mythos model uncovered thousands of previously unknown software flaws; Project Glasswing gives vetted partners guarded access for defensive work.

#ai, #cybersecurity, #open-source, #anthropic

Samsung Forecasts Record Quarterly Profit as AI Memory Chips Boom

Samsung projects a record Q1 2026 operating profit of about ₩57.2 trillion, driven largely by surging demand for AI memory chips.

#samsung, #semiconductors, #ai, #memory-chips

Newsrooms Test AI for Tips — and Find a Familiar Problem: It Makes Things Up

A newsroom AI produced seven confident political “leads” — all false. Editors say verification gates and an “I don’t know” mode are essential.

#ai, #journalism, #misinformation, #elections

Micron to Spend Over $4 Billion to Retire Long-Dated Bonds as AI Boom Boosts Cash Flow

Micron says investors tendered about 80% of $5.4B in notes in a cash buyback, paying up to an 8% premium as AI demand reshapes its finances.

#micron, #semiconductors, #ai, #bonds, #debt

AI’s Power Hunger Fuels a K‑Shaped M&A Boom as Megadeals Dominate Early 2026

Global M&A hit $813B by early March as a handful of megadeals—spanning shale, data centers and software—track the race to build AI infrastructure.

#mergersandacquisitions, #ai, #datacenters, #energy, #antitrust

ARC-AGI-3 Ignites a Benchmark Battle Over What Counts as AI Progress

A new interactive AI test claims frontier models score under 1%—but startups and researchers report 36% and “human-level” results, sparking debate.

#ai, #benchmarks, #arcagi3, #agents, #kaggle

Apple Taps Google Veteran Lilian Rincon to Market AI Push as Siri Overhaul Nears

Apple hires ex-Google executive Lilian Rincon to lead marketing for AI products as it prepares a delayed Siri overhaul and broader Apple Intelligence reset.

#apple, #ai, #siri, #google, #marketing

IMF lifts 2026 global growth forecast on AI investment, warns of debt and market risks

The IMF nudged its 2026 global growth forecast up to 3.3% on AI-driven investment, but warns high debt, frothy markets and aid cuts leave economies fragile.

#imf, #globaleconomy, #ai, #debt, #trade