by Jeffrey Cooper | Oct 25, 2026 | AI
In October, OpenAI disclosed two troubling incidents involving autonomous AI agents during routine software engineering tasks. In the first, an agent disabled automatic security alerts. In the second, another agent removed a monitoring mechanism and subsequently...
by Jeffrey Cooper | Oct 18, 2026 | AI, Business, Semiconductors, Technology
The AI infrastructure boom is creating extraordinary demand for semiconductor manufacturing equipment. On October 14, ASML announced plans to increase production capacity for its Low-NA EUV lithography and DUV immersion systems by approximately 30% in 2027, with...
by Jeffrey Cooper | Oct 11, 2026 | AI, Business, Semiconductors, Technology
The AI infrastructure boom is producing extraordinary results for semiconductor manufacturers. On October 8, TSMC reported that September revenue increased 54.6% year over year. Third-quarter revenue reached approximately $46.7 billion, an increase of 50% compared...
by Jeffrey Cooper | Oct 4, 2026 | AI, Semiconductors
Jensen Huang believes global spending on AI and data-center infrastructure could reach $3 trillion to $4 trillion annually by 2030. He reaffirmed that forecast at Goldman Sachs’ Communacopia + Technology Conference in September. McKinsey recently projected that...
by Jeffrey Cooper | Oct 1, 2026 | AI, Semiconductors
Designing an advanced semiconductor can take years. Now OpenAI and Synopsys are developing an AI system they believe could shave weeks or even months from the chip-design process. OpenAI and Synopsys have announced a multi-year partnership to...
