CEO projects token demand to reach 1.27T per 10 seconds by 2030, a 40x increase from 2026.

Off-balance-sheet debt tied to AI infrastructure leases reaches $1.65 trillion across five tech giants, an eightfold increase in four years.

Reportedly considering deal with PrismML for on-device AI

Apple expected to be first on TSMC N2 node with A20 chip

Apple's purchase commitments remain flat at $57B by Q2 2026

Qualcomm in talks to acquire Modular for $4B

Launched AI data center program with a major hyperscaler customer for inference workloads.

Apple previewed new Siri in camera with visual intelligence feature

AFM Core Advanced announced as sparse multimodal on-device model for iPhone 17 Pro, M3+ Mac, M4+ iPad

Initial shipments of custom hyperscaler silicon expected