South Korea dropped Naver's and NCSoft's teams from its competition to develop its first sovereign AI model, as LG's, SK Telecom's, and Upstage's teams advanced (Yoolim Lee/Bloomberg)
Bloomberg.com
Korea Cuts Naver and NCSoft Units From Intense Sovereign AI Race
South Korea dropped teams led by units of Naver Corp. and NCSoft Corp. from its closely watched competition to develop the nation’s first soverei...
Techmeme
South Korea drops Naver
By Yoolim Lee / Bloomberg. View the full context on Techmeme.
AWS launches European Sovereign Cloud, creating a new parent company for its sovereign cloud that will be locally controlled in the EU and run by EU citizens (Arjun Kharpal/CNBC)
CNBC
Amazon's European sovereign cloud launch is a 'big bet,' AWS CEO Garman tells CNBC
The Amazon Web Services European Sovereign Cloud will be "physically and logically separate" from other AWS regions, the company said.
Techmeme
AWS launches European Sovereign Cloud, creating a new parent company for its sovereign cloud that will be locally controlled in the EU and run by EU citizens
By Arjun Kharpal / CNBC. View the full context on Techmeme.
TSMC projects capital spending in 2026 at between $52B and $56B, up 25%+ from 2025, and forecasts ~30% YoY revenue growth in 2026, both above analyst estimates (Bloomberg)
Bloomberg.com
TSMC’s Strong Outlook Fires Up Hopes of Sustained AI Boom
Taiwan Semiconductor Manufacturing Co. is earmarking as much as $56 billion in capital spending for 2026, a stronger-than-anticipated projection th...
Techmeme
TSMC projects $52B to $56B in 2026 capital spending, up 25%+ from 2025, and forecasts close to 30% YoY revenue growth in 2026, both above analyst estimates
From Bloomberg. View the full context on Techmeme.