TSMC Q3 2026 Earnings: Results vs. Its Own July Guidance
TSMC's Q3 2026 revenue of US$46.72B topped its July guide of US$44.6B–45.8B. Q4 guide: US$52.3B–54.3B; 2026 growth now expected around 44%.
AI & Semiconductors
New AI models, the chips and memory they run on, and the companies building both. Each report pairs the news with primary sources such as model cards, company filings, and official announcements.
OpenAI AI Math: 3 Papers Withdrawn, ~42% of Results in Lean
OpenAI posted 722 AI-generated math preprints, then withdrew three over a sign error. What its repository shows, set against the IAS group's advice.
GPT-6 Comes to Free ChatGPT: The Model Split and Safety Scores
GPT-6 rolls out to free ChatGPT users from Oct. 8 as GPT-6 Luna; paid plans get Sol. What changed, the 44% speed claim, and what the system card shows.
Mistral Large 4: What the 1-Trillion-Parameter Preview Shows
Mistral Large 4 has 1 trillion parameters, 49 billion active. Its own benchmarks, the cyber claims about closed models, the price, and what isn't out yet.
Reflection AI's Beam: What the 501B Open-Weight Model Shows
Reflection AI's Beam has 501B parameters, 23B active. Its own benchmark table, where it leads and trails, and what is not released yet.
Why Memory Prices Surged in 2026: Nvidia and Micron Filings
Nvidia's memory-heavy supply commitments hit $279B; Micron's DRAM prices rose in the low-260% range. What filings on both sides of the memory trade say.
Aleph Alpha Kolibri: License, Specs and Benchmarks Checked
Aleph Alpha's Kolibri checked against its model card: what Apache 2.0 covers, 78.1B/3.46B size, real context limits, hardware, and its own benchmark table.
Gemini 4 Argon: Google's Prices and Access vs OpenAI, Anthropic
Gemini 4 Argon checked against Google's own pages: $2/$10 intro and $4/$20 later prices, a 1M output limit, who can use it now, and rival list prices.
Micron's $54.2B Fiscal Q4: The 8-K Numbers Behind the 379%
Micron's fiscal Q4 2026 revenue was $54.23B. GAAP vs non-GAAP results, five quarters side by side, FQ1 2027 guidance, and what the 379% actually measures.
Anthropic's Leaked IPO Draft: Losses and $518B in Commitments
Anthropic's S-1 isn't public yet. What the draft Reuters saw shows: 2025 revenue, a $42B net loss, two big customers, $518B of infrastructure commitments.
OpenAI DevDay 2026: Everything Announced, With Prices and Dates
Every OpenAI DevDay 2026 launch checked against OpenAI's pages: dots agents, GPT-6.1 Sol, Ultrafast, Pro 500, API prices, dates, and rumors that didn't ship.
AMD World Labs Acquisition: What the $8.2B Form 8-K Says
AMD will pay about $8.2 billion in stock for Fei-Fei Li's World Labs. What the 8-K and release say about share count, private placement, timing and approvals.
Nvidia's $150 Billion Buyback: What the Filings Actually Show
Nvidia added $150 billion to its buyback, for $235 billion through fiscal 2028. What its SEC filings show about past purchases, cash, share count and the rules.