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TSMC has posted record revenue in the second quarter, driven almost entirely by surging demand for artificial intelligence chips. The numbers underscore just how central Taiwan's largest chipmaker has become to the global AI buildout — and how much pressure that concentration puts on a single point in the supply chain.
Staying with AI, a piece from The Register raises a question that more enterprises are quietly wrestling with: where exactly should your private AI infrastructure actually live? The argument is that drifting into public cloud for convenience tends to create compounding problems down the road, and that AI workloads have specific demands that a borrowed environment may never fully meet.
And Microsoft has lost another round in British courts, this time at the Court of Appeals, in its long-running effort to block the resale of second-hand on-premises Office and Windows licenses. The ruling continues a pattern of courts pushing back on the company's attempts to control what happens to software after the first sale — a tension that sits at the heart of how tech giants think about licensing in the age of subscriptions.
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