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A detailed look at the Apple-TSMC relationship: Apple's annual spend at TSMC rose 12x, from $2B in 2014 to $24B in 2025, and once made up 25% of TSMC's revenue (SemiAnalysis)

SemiAnalysis : A detailed look at the Apple-TSMC relationship: Apple's annual spend at TSMC rose 12x, from $2B in 2014 to $24B in 202...

6 January 2026

Nvidia announces the Alpamayo family of AI models, tools, and datasets for AVs, and details a collaboration with Mercedes-Benz on its first full-stack AV effort (Larry Dignan/Constellation Research)

Larry Dignan / Constellation Research:
Nvidia announces the Alpamayo family of AI models, tools, and datasets for AVs, and details a collaboration with Mercedes-Benz on its first full-stack AV effort  —  Nvidia outlined its Alpamayo open AI models and datasets to bring reasoning to autonomous vehicles.

Posted from: this blog via Microsoft Power Automate.

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