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AI chip demand surge
AI infrastructure led the day. Reuters reported record second-quarter revenue at TSMC as demand for artificial-intelligence chips accelerated, while CNBC highlighted the memory cycle supporting SK Hynix and Reuters' Breakingviews argued that AI investment is reviving invention-led growth.
Elsewhere, Elon Musk and Sam Altman traded attacks after Apple's OpenAI lawsuit, and coverage of Anthropic's projected $19 billion TeraWulf deal kept compute capacity in focus. Developer discussion centred on five-hour usage windows, multi-model code review and agent orchestration, alongside GitHub Issue Fields reaching general availability and Databricks publishing its Data + AI Summit sessions.
Top three signals
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