Yesterday's News

Yesterday’s News 2026 05 07

curated news excerpts & citations

TSMC fab

James Eagle: TSMC is turning AI demand into monopoly economics

TSMC’s first quarter was not just strong. It was a reminder that the AI boom is being monetised first by the companies that make the physical bottlenecks. …

The remarkable part is the margin structure. …

The risk is geopolitical as much as financial. TSMC is no longer merely a supplier to Apple, Nvidia and AMD. It is infrastructure for the AI economy. That makes its profits extraordinary, but also makes its concentration in Taiwan impossible to ignore.

Alexander Hanff: Google Chrome silently installs a 4 GB AI model on your device without consent. At a billion-device scale the climate costs are insane.

Lance Whitney@ ZDNET: Why Chrome may have quietly downloaded a 4GB file to your PC – and how to get rid of it

Alastair Marsh, Brody Ford @ Bloomberg: Microsoft Reconsiders Clean-Energy Pledge Made Harder by AI

The tech giant may drop one of the industry’s most ambitious climate targets

Hadas Gold @ CNN: Microsoft, Google and xAI will let the government test their AI models before launch


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