TSMC
Taiwanese foundry that manufactures most of the world's advanced AI chips.
Issue #115: Anthropic and OpenAI have a serious problem
The frontier model race is opening up
Apollo
+26
Issue #113: Is Meta Quietly Dropping Out of the Frontier Model Race?
Built to compete. Now for rent.
Together AI
+29
Issue #34: Llama 4 Issues, A Neocloud's $45m Raise, & TSMC's $1B Fine
Feat. Meta, Nvidia, NexGen Cloud, Google, Oracle, and TSMC
Oracle
+6
Issue #25: TSMC & Intel JVs, A New NCP, & The Second DeepSeek Moment
Feat. TSMC, Intel, Nvidia, Broadcom, CoreWeave, OpenAI, Manus, and Microsoft
OpenAI
+8
Issue #23: CoreWeave's IPO, Fluidstack x Mistral, & Nebius Adds 300MW
Feat. CoreWeave, Microsoft, Weights & Biases, Fluidstack, Mistral, Anthropic, TSMC, and Nebius
Mistral
+8
Issue #19: Microsoft Breaks Physics, Ori Heads to KSA, and ROK Goes Beyond Hyperscale
Feat. Ori, Lambda, Together AI, Core42, Qualcomm, Perplexity, Thinking Machines, Intel, TSMC, Broadcom, Microsoft, and ROK
Together AI
+12
Issue #11: A Stargate, Abilene, Earthquakes, & AI-Developed Drugs
Feat. OpenAI, Google, Anthropic, Crusoe, DeepSeek, TSMC, DC01UK, and Isomorphic Labs
DeepSeek
+8
