# Chips & infrastructure · Page 3 · News | QANATONE

> What we report under Chips & infrastructure: industry news on AI, search and digital marketing. Page 3.

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# What's happening in the industry? (33)

We follow AI, search and digital marketing news and add our own reading.

[News](https://www.qanatone.com/en/haber/)[Explainers](https://www.qanatone.com/en/nedir/) [All *242*](https://www.qanatone.com/en/haber/) [Models & products *52*](https://www.qanatone.com/en/haber/konu/model/)[Policy & regulation *46*](https://www.qanatone.com/en/haber/konu/politika/)[Chips & infrastructure *33*](https://www.qanatone.com/en/haber/konu/altyapi/)[Funding & companies *33*](https://www.qanatone.com/en/haber/konu/yatirim/)[Payments & finance *36*](https://www.qanatone.com/en/haber/konu/odeme/)[Science & research *14*](https://www.qanatone.com/en/haber/konu/bilim/)[Ads & budget *11*](https://www.qanatone.com/en/haber/konu/reklam/)[Search & AI *13*](https://www.qanatone.com/en/haber/konu/arama/)[Lead handling *3*](https://www.qanatone.com/en/haber/konu/talep/)[Sector data *1*](https://www.qanatone.com/en/haber/konu/sektor/) [**News · Infrastructure** 10 September 2026 1 min read ## TSMC posts record August revenue, up 53% in a year TSMC reported NT$514.8 billion in August revenue. AI demand has its 3, 4 and 5 nanometer capacity fully booked. Read](https://www.qanatone.com/en/haber/tsmc-agustos-rekor-gelir/)[**News · Infrastructure** 3 September 2026 1 min read ## Broadcom's AI chip revenue tripled; the stock barely moved Broadcom's AI chip revenue rose 221% to $16.7 billion. Guidance came in just under Wall Street's estimate and the stock stayed flat. Read](https://www.qanatone.com/en/haber/broadcom-yapay-zeka-cip-geliri/)[**News · Infrastructure** 26 August 2026 1 min read ## Nvidia reports $96.2 billion in quarterly revenue Nvidia's revenue more than doubled in a year. Jensen Huang's summary: "Now, compute is revenue." Read](https://www.qanatone.com/en/haber/nvidia-96-milyar-dolar-ceyrek/)[**News · Infrastructure** 25 August 2026 1 min read ## Emerald AI raises $150 million for grid-flexible data centers Its software adjusts how much power an AI data center draws based on grid conditions. The Series A values Emerald AI at $1.05 billion. Read](https://www.qanatone.com/en/haber/emerald-ai-esnek-veri-merkezi/)[**News · Infrastructure** 25 August 2026 1 min read ## 3.2 GW power contract for an OpenAI data center nears decision The Effingham County contract terms are trade secrets, and one commissioner said its scale is far larger than usual. Read](https://www.qanatone.com/en/haber/georgia-power-openai-3-2-gigavat/)[**News · Infrastructure** 12 August 2026 1 min read ## Most power requested for US data centers won't be connected Wood Mackenzie expects US utilities and grid operators to commit to about 28% of the 1,066 GW requested for data centers. Read](https://www.qanatone.com/en/haber/veri-merkezi-elektrik-talebi/)[**News · Infrastructure** 7 August 2026 1 min read ## Former Bitcoin miner Firmus raises $2 billion for AI factories With Nvidia and Blackstone in the round, Firmus's valuation rose from $5.5 billion in April to more than $10.5 billion. Read](https://www.qanatone.com/en/haber/firmus-2-milyar-dolar/)[**News · Infrastructure** 4 August 2026 1 min read ## AMD data center revenue doubles; Anthropic signs up for 2 GW AMD reported record revenue of $11.5 billion in the second quarter. Data center is now 58% of revenue. Read](https://www.qanatone.com/en/haber/amd-veri-merkezi-anthropic-2-gigavat/)[**News · Infrastructure** 31 July 2026 1 min read ## Big Tech's 2026 capital spending plans reach $725 billion Google, Amazon, Microsoft and Meta plan $725 billion in capex this year, up 77%. The market priced it two ways. Read](https://www.qanatone.com/en/haber/buyuk-teknoloji-725-milyar-dolar-harcama/)

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