CNBC Tech - Gaming

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1. TSMC posts 35% jump in revenue to new record high as AI chip demand stays strong

   TSMC is benefiting from sustained demand for advanced semiconductors from its key customers like Apple and Nvidia.

2. The Trump administration is getting angry as EU Big Tech fines top $7 billion in 2 years

   The European Commission and Trump administration are increasingly clashing over the bloc's actions against U.S. tech companies.

3. Alibaba leads $290 million investment for building a new kind of AI model as LLM limits emerge

   Startup Shengshu plans to use the money for a "general world model," paving the way for more practical robot applications.

4. OpenAI slams Anthropic in memo to shareholders as its leading AI rival gains momentum

   OpenAI sent a memo to investors blasting chief rival Anthropic for "operating on a meaningfully smaller curve."

5. OpenAI looks to take on Anthropic with $100 per month ChatGPT Pro subscriptions

   The new ChatGPT plan expands access to OpenAI's AI-powered coding assistant Codex.

6. Salesforce won't be discarded in the AI boom, but what companies want is changing

   Despite the risks, many analysts at major banks remain bullish on Salesforce.

7. Andy Jassy makes it clear giving up on Amazon's stock would be an expensive mistake

   Amazon's stock underperformance is eventually going to change, Jim Cramer argued Thursday.

8. Amazon CEO Jassy defends $200 billion AI spend: "We're not going to be conservative"

   Amazon shares have struggled so far this year as investors question the company's aggressive AI spending plans.

9. Google expands partnership with Intel for AI chips

   Google has committed to using multiple generations of Intel chips to power its AI data centers, in an expansion of an existing partnership.

10. Iran says U.S. breached ceasefire, Anthropic's court loss, rate cut odds and more in Morning Squawk

    Here are five key things investors need to know to start the trading day.