The Week In AI: Scaling Wars and Alignment Landmines

By Kevin Cook | July 02, 2025, 2:16 PM

Mentioned In This Article

19 min	These Stocks Are Today's Movers: Alphabet, Qualcomm, Broadcom, AMD, Nvidia, Arm, Align, Amazon, and More NVDA Barrons.com
31 min	TSMC to make advanced AI semiconductors in Japan in boost for its chipmaking ambitions TSM NVDA Associated Press Finance
42 min	Google Leans Hard Into Its AI-Winner Status META The Wall Street Journal
54 min	AMD Stock Got Hammered. Cathie Wood's ARK Funds Bought the Dip. TSLA Barrons.com
1 hour	Sam Altman Fires Back At Anthropic's 'Deceptive' Super Bowl Jab At ChatGPT Ads: 'We Won't Do Exactly This' NVDA Benzinga
1 hour	Alphabets Cloud Is Shining as CapEx Heads Even Higher. The Stock Is Falling. META Barrons.com
2 hours	Zelestra and Meta sign PPA for Skull Creek Solar Plant in Texas, US META Power Technology
2 hours	TSMC Needs to Make More Advanced Chips. Why It's Turning to Japan. TSM NVDA Barrons.com
2 hours	TSMC plans new Japan chip plant with investment reported at $17 bln NVDA TSM Reuters Videos
2 hours	The Big Winners From SpaceX, xAI's Tie-up Are Twitter Shareholders. These Are the Losers. TSLA Barrons.com
3 hours	Taiwan's Foxconn forecasts strong first-quarter performance NVDA Reuters
3 hours	Nvidia Partner Hon Hais Sales Soar in Sign of Strong AI Demand META NVDA Bloomberg
3 hours	Taiwan's ASE sees its advanced packaging business doubling to $3.2 billion in 2026 NVDA Reuters
3 hours	Reddit Investors Look to Earnings as AI Fears Hit the Stock META Barrons.com
3 hours	TSMC to Make More-Advanced Chips in Japan as Part of AI Push TSM The Wall Street Journal