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TSMC's US investment is a win-win; dropping one advanced node protects its interests, while an advanced packaging plant and R&D center boost US chip prowess (Ming-Chi Kuo)

Ming-Chi Kuo : TSMC's US investment is a win-win; dropping one advanced node protects its interests, while an advanced packaging plan...

4 March 2025

CoreWeave's S-1 shows ~77% of its $1.9B revenue in 2024 came from its top two customers, one of them being Microsoft, which accounted for 62% of total sales (Bailey Lipschultz/Bloomberg)

Bailey Lipschultz / Bloomberg:
CoreWeave's S-1 shows ~77% of its $1.9B revenue in 2024 came from its top two customers, one of them being Microsoft, which accounted for 62% of total sales  —  CoreWeave, a cloud-computing provider that's one of the hottest startups in artificial intelligence, filed for an initial public offering disclosing rapidly growing revenue.

Posted from: this blog via Microsoft Power Automate.

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