https://getaidecoded.com AI moves markets. We tell you how. Daily AI news for investors. en-us Sat, 11 Apr 2026 17:57:55 GMT https://getaidecoded.com/articles/tsmc-q1-record-revenue-coreweave-anthropic-claude-deal.html TSMC's strongest quarter ever confirms AI chip demand as CoreWeave lands Anthropic for multi-year cloud capacity. Sat, 11 Apr 2026 00:00:00 GMT https://getaidecoded.com/articles/tsmc-q1-record-revenue-coreweave-anthropic-claude-deal.html https://getaidecoded.com/articles/sifive-nvidia-risc-v-gartner-semiconductor-forecast-2026.html Nvidia invests in SiFive's RISC-V data-center push as Gartner flags 2026 as the biggest chip growth year in two decades. Fri, 10 Apr 2026 00:00:00 GMT https://getaidecoded.com/articles/sifive-nvidia-risc-v-gartner-semiconductor-forecast-2026.html https://getaidecoded.com/articles/intel-terafab-musk-spacex-anthropic-glasswing-mythos.html Intel signs on to Musk's $5T Texas chip complex as Anthropic arms Big Tech with a model too dangerous to release publicly. Thu, 09 Apr 2026 00:00:00 GMT https://getaidecoded.com/articles/intel-terafab-musk-spacex-anthropic-glasswing-mythos.html https://getaidecoded.com/articles/bezos-prometheus-xai-hire-godaddy-ai-crawl-control.html Project Prometheus lands a prominent OpenAI hire as GoDaddy deploys Cloudflare crawler controls to millions of hosted sites. Wed, 08 Apr 2026 00:00:00 GMT https://getaidecoded.com/articles/bezos-prometheus-xai-hire-godaddy-ai-crawl-control.html https://getaidecoded.com/articles/anthropic-30b-revenue-google-broadcom-tpu-samsung-gemini.html Anthropic revenue tripled in one quarter on a multi-gigawatt TPU deal as Samsung exits messaging and hands users to Gemini. Tue, 07 Apr 2026 00:00:00 GMT https://getaidecoded.com/articles/anthropic-30b-revenue-google-broadcom-tpu-samsung-gemini.html https://getaidecoded.com/articles/mercor-ai-data-breach-litelllm-foxconn-q1-ai-demand.html Mercor breach exposes AI training secrets at OpenAI and Meta; Foxconn Q1 surges 30% on AI hardware demand. Mon, 06 Apr 2026 00:00:00 GMT https://getaidecoded.com/articles/mercor-ai-data-breach-litelllm-foxconn-q1-ai-demand.html https://getaidecoded.com/articles/china-ai-chip-41-percent-nvidia-retreat-policy-mechanism.html Chinese vendors shipped 1.65M accelerator cards in 2025, crossing 41% share — the mechanism matters for investors. Sun, 05 Apr 2026 00:00:00 GMT https://getaidecoded.com/articles/china-ai-chip-41-percent-nvidia-retreat-policy-mechanism.html https://getaidecoded.com/articles/microsoft-japan-ai-investment-india-bollywood-ai-filmmaking.html Microsoft deploys $10B in Japan for AI and cybersecurity as India's studios use AI production to outpace Hollywood. Sun, 05 Apr 2026 00:00:00 GMT https://getaidecoded.com/articles/microsoft-japan-ai-investment-india-bollywood-ai-filmmaking.html https://getaidecoded.com/articles/google-gemma-4-apache-license-anthropic-capacity-limits.html Google's open model family upgrades to Apache 2.0 as Anthropic restricts subscription access to third-party tools. Sat, 04 Apr 2026 00:00:00 GMT https://getaidecoded.com/articles/google-gemma-4-apache-license-anthropic-capacity-limits.html https://getaidecoded.com/articles/match-act-chipmaking-ban-china-openai-acquires-tbpn.html The MATCH Act targets China's $51B chipmaking equipment pipeline as OpenAI acquires tech media outlet TBPN. Fri, 03 Apr 2026 00:00:00 GMT https://getaidecoded.com/articles/match-act-chipmaking-ban-china-openai-acquires-tbpn.html https://getaidecoded.com/articles/china-chipmakers-41-percent-ai-market-us-datacenter-import-delays.html Huawei-led domestic vendors hold 41% of China's AI chip market as US data centers face construction delays from electrical import bottlenecks. Thu, 02 Apr 2026 00:00:00 GMT https://getaidecoded.com/articles/china-chipmakers-41-percent-ai-market-us-datacenter-import-delays.html https://getaidecoded.com/articles/nvidia-marvell-nvlink-fusion-microsoft-chevron-texas-power.html Nvidia turns NVLink into an open AI rack standard as Microsoft locks exclusive power rights for its West Texas data center campus. Wed, 01 Apr 2026 00:00:00 GMT https://getaidecoded.com/articles/nvidia-marvell-nvlink-fusion-microsoft-chevron-texas-power.html https://getaidecoded.com/articles/microsoft-copilot-cowork-nrc-nuclear-ai-power.html Copilot Cowork deploys GPT and Claude in the same workflow as the NRC loses 400+ safety staff mid-nuclear AI push. Tue, 31 Mar 2026 00:00:00 GMT https://getaidecoded.com/articles/microsoft-copilot-cowork-nrc-nuclear-ai-power.html https://getaidecoded.com/articles/deepseek-seven-hour-outage-apple-siri-ai-app-store.html DeepSeek's longest outage hits 355M users as Apple announces a dedicated App Store section for third-party AI integrations. Mon, 30 Mar 2026 00:00:00 GMT https://getaidecoded.com/articles/deepseek-seven-hour-outage-apple-siri-ai-app-store.html https://getaidecoded.com/articles/openai-pe-jv-guaranteed-returns-enterprise-strategy.html OpenAI's PE guaranteed-return offer is an enterprise distribution play, a balance sheet move, and an IPO setup in one. Sun, 29 Mar 2026 00:00:00 GMT https://getaidecoded.com/articles/openai-pe-jv-guaranteed-returns-enterprise-strategy.html https://getaidecoded.com/articles/meta-louisiana-ai-campus-gas-plants-openai-codex-plugins.html Meta privately funds 5.2 GW of gas generation for its Louisiana campus as OpenAI closes the coding tools gap. Sun, 29 Mar 2026 00:00:00 GMT https://getaidecoded.com/articles/meta-louisiana-ai-campus-gas-plants-openai-codex-plugins.html https://getaidecoded.com/articles/softbank-40b-openai-loan-google-turboquant-ai-compression.html SoftBank's record bridge loan deepens its OpenAI bet as Google's new algorithm slashes AI inference memory overhead. Sat, 28 Mar 2026 00:00:00 GMT https://getaidecoded.com/articles/softbank-40b-openai-loan-google-turboquant-ai-compression.html https://getaidecoded.com/articles/huawei-ai-chip-bytedance-alibaba-orders-apple-siri-ios27.html Huawei's Nvidia challenger clears real-world testing as Apple opens iOS 27 Siri to Claude and Gemini. Fri, 27 Mar 2026 00:00:00 GMT https://getaidecoded.com/articles/huawei-ai-chip-bytedance-alibaba-orders-apple-siri-ios27.html https://getaidecoded.com/articles/arm-agi-cpu-15b-revenue-meta-micron-fab-transformer-crunch.html Arm's AGI CPU targets the $1T AI inference market as Micron's new fab exposes a critical power infrastructure gap. Thu, 26 Mar 2026 00:00:00 GMT https://getaidecoded.com/articles/arm-agi-cpu-15b-revenue-meta-micron-fab-transformer-crunch.html https://getaidecoded.com/articles/alibaba-xuantie-risc-v-agent-chip-openai-sora-discontinued.html Alibaba's 5nm RISC-V CPU targets agent inference independence — OpenAI shut down Sora while Disney was mid-collaboration. Wed, 25 Mar 2026 00:00:00 GMT https://getaidecoded.com/articles/alibaba-xuantie-risc-v-agent-chip-openai-sora-discontinued.html https://getaidecoded.com/articles/openai-pe-deal-17pct-return-treasury-ai-financial-system.html OpenAI outbids Anthropic for PE capital with a guaranteed return floor — and Treasury declares AI adoption a financial stability mandate. Tue, 24 Mar 2026 00:00:00 GMT https://getaidecoded.com/articles/openai-pe-deal-17pct-return-treasury-ai-financial-system.html https://getaidecoded.com/articles/broadcom-custom-ai-chip-hyperscaler-xpu-2026.html Broadcom's AI revenue doubled as hyperscalers build custom chips — and Broadcom is the design partner making it happen. Mon, 23 Mar 2026 00:00:00 GMT https://getaidecoded.com/articles/broadcom-custom-ai-chip-hyperscaler-xpu-2026.html https://getaidecoded.com/articles/tencent-wechat-clawbot-china-ai-agent-oil-supply-shock.html China's AI agent war just went mainstream via WeChat — and dual energy shocks are repricing AI infrastructure cost risk. Mon, 23 Mar 2026 00:00:00 GMT https://getaidecoded.com/articles/tencent-wechat-clawbot-china-ai-agent-oil-supply-shock.html https://getaidecoded.com/articles/openai-doubles-workforce-chatgpt-ads-stumble.html OpenAI is racing to nearly double its headcount while its nascent ad business moves more slowly than Madison Avenue expected. Sun, 22 Mar 2026 00:00:00 GMT https://getaidecoded.com/articles/openai-doubles-workforce-chatgpt-ads-stumble.html https://getaidecoded.com/articles/micron-hbm-shortage-bezos-100b-ai-manufacturing-fund.html Micron's CEO says it can fill only half of customer orders — Bezos is raising $100B to put AI inside factories. Sat, 21 Mar 2026 00:00:00 GMT https://getaidecoded.com/articles/micron-hbm-shortage-bezos-100b-ai-manufacturing-fund.html https://getaidecoded.com/articles/odni-ai-global-threat-taiwan-tech-exports-miss.html U.S. intelligence elevated AI to a top strategic threat — Taiwan's February tech export data shows demand softening. Fri, 20 Mar 2026 00:00:00 GMT https://getaidecoded.com/articles/odni-ai-global-threat-taiwan-tech-exports-miss.html https://getaidecoded.com/articles/fed-holds-rates-samsung-memory-supercycle-api-price-war.html Three shifts that reshape AI economics: central banks staying put, chip supply accelerating, and AI model costs compressing fast. Thu, 19 Mar 2026 00:00:00 GMT https://getaidecoded.com/articles/fed-holds-rates-samsung-memory-supercycle-api-price-war.html https://getaidecoded.com/articles/tsmc-ai-chip-monopoly-cowos-advanced-packaging-2026.html Every AI chip Nvidia, Apple, AMD, and Google ships runs through one company. TSMC's CoWoS packaging monopoly makes switching impossible. Wed, 18 Mar 2026 00:00:00 GMT https://getaidecoded.com/articles/tsmc-ai-chip-monopoly-cowos-advanced-packaging-2026.html https://getaidecoded.com/articles/nvidia-gtc-keynote-1-trillion-inference-csp-asic-shift.html Nvidia just doubled its AI revenue forecast to $1T — the same hyperscalers fueling that demand are also building their own chips. Wed, 18 Mar 2026 00:00:00 GMT https://getaidecoded.com/articles/nvidia-gtc-keynote-1-trillion-inference-csp-asic-shift.html https://getaidecoded.com/articles/alibaba-ai-agents-stm-nvidia-power-oklo-earnings.html China's agent war escalates, datacenter power infrastructure deepens, and OKLO reports tonight. Tue, 17 Mar 2026 00:00:00 GMT https://getaidecoded.com/articles/alibaba-ai-agents-stm-nvidia-power-oklo-earnings.html https://getaidecoded.com/articles/gtc-2026-opens-foxconn-misses-bytedance-pulls-ai-video.html GTC 2026 is live, Foxconn's AI server margins signal a cost problem, and ByteDance blinked on copyright. Mon, 16 Mar 2026 00:00:00 GMT https://getaidecoded.com/articles/gtc-2026-opens-foxconn-misses-bytedance-pulls-ai-video.html https://getaidecoded.com/articles/tesla-terafab-chip-fab-senate-ai-commerce-chip-rule.html Three moves that reshape the AI supply chain, the policy landscape, and who builds the hardware. Sun, 15 Mar 2026 00:00:00 GMT https://getaidecoded.com/articles/tesla-terafab-chip-fab-senate-ai-commerce-chip-rule.html https://getaidecoded.com/articles/bytedance-blackwell-malaysia-adobe-ceo-anthropic-partners.html The chip war moved to Malaysia. Adobe's CEO is out. Anthropic goes enterprise. Sat, 14 Mar 2026 00:00:00 GMT https://getaidecoded.com/articles/bytedance-blackwell-malaysia-adobe-ceo-anthropic-partners.html https://getaidecoded.com/articles/ai-doctors-million-consultations-nvidia-anthropic-pentagon.html A medical milestone. Nvidia's new chip. Anthropic vs the Pentagon. Fri, 13 Mar 2026 00:00:00 GMT https://getaidecoded.com/articles/ai-doctors-million-consultations-nvidia-anthropic-pentagon.html https://getaidecoded.com/articles/smr-framatome-partnership-hims-novo-deal-fomc-preview.html SMR goes European. Hims gets Novo Nordisk. FOMC preview. Thu, 12 Mar 2026 00:00:00 GMT https://getaidecoded.com/articles/smr-framatome-partnership-hims-novo-deal-fomc-preview.html https://getaidecoded.com/articles/cpi-february-2026-ai-regulation-update.html Inflation data in. AI regulation moves. Market reaction. Wed, 11 Mar 2026 00:00:00 GMT https://getaidecoded.com/articles/cpi-february-2026-ai-regulation-update.html https://getaidecoded.com/articles/microsoft-copilot-cowork-anthropic-code-review-nscale-2b.html Microsoft deployed a rival's AI inside its own flagship product. Anthropic tackles the vibe coding bottleneck. Nscale raises $2B at a $14.6B valuation. Tue, 10 Mar 2026 00:00:00 GMT https://getaidecoded.com/articles/microsoft-copilot-cowork-anthropic-code-review-nscale-2b.html https://getaidecoded.com/articles/pentagon-anthropic-supply-chain-risk-gpt-54-cursor-automations.html The DoD formally designated Anthropic a supply chain risk after the lab refused autonomous weapons use. OpenAI shipped GPT-5.4. Cursor launched always-on agentic coding. Mon, 09 Mar 2026 00:00:00 GMT https://getaidecoded.com/articles/pentagon-anthropic-supply-chain-risk-gpt-54-cursor-automations.html https://getaidecoded.com/articles/nvidia-h200-china-halt-mastercard-ai-payment-stanford-agents.html Nvidia killed H200 chips for China and pivoted to Vera Rubin. Mastercard completed Europe's first AI agent payment. Stanford study: unsupervised AI agents destroyed servers. Sat, 07 Mar 2026 00:00:00 GMT https://getaidecoded.com/articles/nvidia-h200-china-halt-mastercard-ai-payment-stanford-agents.html https://getaidecoded.com/articles/openai-gpt-54-anthropic-voice-mode-meta-whatsapp-eu.html OpenAI released GPT-5.4 unifying reasoning, coding, and agentic capabilities in one model. Anthropic rolled out voice mode for Claude Code. Meta opened WhatsApp to rival AI chatbots in Europe. Fri, 06 Mar 2026 00:00:00 GMT https://getaidecoded.com/articles/openai-gpt-54-anthropic-voice-mode-meta-whatsapp-eu.html https://getaidecoded.com/articles/lockheed-pulls-claude-anthropic-pentagon-apple-m5-macbook.html Defense contractors including Lockheed Martin are removing Claude following the Pentagon's national security designation. Apple announced the M5 MacBook Air with 4x faster LLM processing. Thu, 05 Mar 2026 00:00:00 GMT https://getaidecoded.com/articles/lockheed-pulls-claude-anthropic-pentagon-apple-m5-macbook.html https://getaidecoded.com/articles/three-cabinet-agencies-ban-claude-altman-rewrites-pentagon-deal.html State, Treasury, and HHS ordered staff to stop using Anthropic's Claude. OpenAI amended its Pentagon deal within 72 hours under employee pressure. Wed, 04 Mar 2026 00:00:00 GMT https://getaidecoded.com/articles/three-cabinet-agencies-ban-claude-altman-rewrites-pentagon-deal.html https://getaidecoded.com/articles/anthropic-lost-200m-pentagon-deal-openai-wins-nvidia-photonics.html The DoD's $200M AI contract with Anthropic collapsed over "unfettered" access demands. OpenAI secured the classified Pentagon network. Nvidia announced $4B in photonic chip investments. Tue, 03 Mar 2026 00:00:00 GMT https://getaidecoded.com/articles/anthropic-lost-200m-pentagon-deal-openai-wins-nvidia-photonics.html https://getaidecoded.com/articles/openai-pentagon-classified-network-block-layoffs-perplexity-computer.html OpenAI reached an agreement to deploy AI inside the Pentagon's classified network. Jack Dorsey cut 40% of Block's workforce citing AI. Perplexity launched a digital worker coordinating 19 AI models. Mon, 02 Mar 2026 00:00:00 GMT https://getaidecoded.com/articles/openai-pentagon-classified-network-block-layoffs-perplexity-computer.html https://getaidecoded.com/articles/google-openai-employees-back-anthropic-deepseek-v4-huawei.html Over 360 employees across Google and OpenAI signed an open letter urging executives to stand with Anthropic. DeepSeek gave Huawei early access to V4, cutting out Nvidia and AMD. Sat, 28 Feb 2026 00:00:00 GMT https://getaidecoded.com/articles/google-openai-employees-back-anthropic-deepseek-v4-huawei.html https://getaidecoded.com/articles/nvidia-68-billion-quarter-google-intrinsic-lockheed-f35-ai.html Nvidia's Q4 results hit $68B in revenue — up 73% year over year. Google folded Intrinsic robotics back into its AI ecosystem. Lockheed integrated AI into the F-35's combat identification system. Fri, 27 Feb 2026 00:00:00 GMT https://getaidecoded.com/articles/nvidia-68-billion-quarter-google-intrinsic-lockheed-f35-ai.html https://getaidecoded.com/articles/nvidia-vera-rubin-first-look-citrini-unemployment-canva-animation.html Nvidia revealed its next rack-scale AI system — 72 Rubin GPUs delivering 3.3x the performance-per-watt of Blackwell. A research scenario on AI unemployment moved markets. Thu, 26 Feb 2026 00:00:00 GMT https://getaidecoded.com/articles/nvidia-vera-rubin-first-look-citrini-unemployment-canva-animation.html https://getaidecoded.com/articles/meta-100b-amd-chips-pentagon-anthropic-ultimatum-amazon-agi.html Meta signed a multi-year deal with AMD for 6 gigawatts of Instinct GPUs. The Pentagon threatened to designate Anthropic a supply chain risk. Amazon's AGI lab chief resigned less than 2 years in. Wed, 25 Feb 2026 00:00:00 GMT https://getaidecoded.com/articles/meta-100b-amd-chips-pentagon-anthropic-ultimatum-amazon-agi.html https://getaidecoded.com/articles/chinese-labs-stole-claude-outputs-deepseek-moonshot-minimax.html Anthropic accused DeepSeek, Moonshot, and MiniMax of using 24,000 fake accounts to extract 16 million Claude outputs. A UCSF study found AI outperforms senior research teams on medical data analysis. Tue, 24 Feb 2026 00:00:00 GMT https://getaidecoded.com/articles/chinese-labs-stole-claude-outputs-deepseek-moonshot-minimax.html https://getaidecoded.com/articles/claude-sonnet-46-opus-performance-chinese-labs-steal-outputs.html Anthropic shipped Claude Sonnet 4.6 making Opus-class performance available at no extra charge. Chinese labs were caught stealing 16 million Claude outputs. The US launched a Tech Corps to counter China's AI influence. Mon, 23 Feb 2026 00:00:00 GMT https://getaidecoded.com/articles/claude-sonnet-46-opus-performance-chinese-labs-steal-outputs.html