Artificial Intelligence

TSMC's 3nm process node climbed from 25 percent of wafer revenue in Q1 2026 to 30 percent in Q2, while 5nm fell to 33 percent, narrowing the gap between the two nodes. Analysts project 3nm will surpass 5nm as the top revenue contributor in the second half of 2026, though the widely cited NT$400 billion Q3 output figure is an industry estimate rather than a TSMC disclosure. The company has separately confirmed A16 volume production remains on track for the second half of 2026, targeting high-performance computing applications.

Anthropic has accumulated at least $275 billion in named compute and infrastructure commitments across five counterparties, but the total aggregates dissimilar agreement types, including a 10-year technology commitment with AWS, a reported cloud lease with a 90-day termination right from SpaceX, and two deals with Nscale and Lambda that lack primary contract releases. No single audited portfolio total, consolidated take-or-pay amount, or termination penalty schedule has been publicly disclosed. Anthropic filed a confidential S-1 draft on June 1, 2026, but IPO marketing is not expected before mid-October, meaning no legally binding public breakdown of contracted versus intended spending exists yet.