TechCrunch Mobility: The custom chip driving Waymo’s robotaxi ambitions
TechCrunch·- Waymo has developed a custom 5 nm ASIC chip delivering over 1,000 TOPS to power its sixth-generation self-driving system with high efficiency and performance. - The company opened its next-generation Ojai robotaxi to riders in Los Angeles, Phoenix, and San Francisco while pursuing lower manufacturing and operational costs. - Waymo also secured commercial robotaxi permits in Nevada alongside companies like Tesla and Uber to deploy up to 8,000 vehicles in Clark County.Weekly Recap | Taiwan Semiconductor this week, recovering from a sharp pullback
Weekly Review·- TSMC experienced a volatile trading week, initially dropping before rebounding to close at 418.95 dollars amid strong buying support. - Key positive catalysts included Samsung raising foundry prices by up to 15 percent, TSMC advancing its 1.6 nm A16 process production, and increased capital expenditures alongside major institutional backing. - Institutional sentiment remained overwhelmingly positive with a strong buy consensus and a target price of 554.45 dollars, despite ongoing market discussions regarding short-term cyclical fluctuations.The Billionaire Investor Who Predicted Black Monday Was Recently Making Moves Around His Top 4 AI Stock Holdings
Motley Fool·- Billionaire investor Paul Tudor Jones adjusted his top four artificial intelligence stock holdings, including Nvidia, Micron Technology, Taiwan Semiconductor Manufacturing, and Microsoft, during the second quarter. - He significantly increased his common stock holdings in Nvidia and Taiwan Semiconductor Manufacturing while hedging his positions with put options. - He showed a generally bullish stance on Microsoft while making bearish moves on Micron Technology by slashing call positions and upping put options.Billionaire Investor Philippe Laffont Has Nearly 23% of Coatue Management's Portfolio Invested in 3 Artificial Intelligence (AI) Stocks
Motley Fool·- Coatue Management, led by Philippe Laffont, allocated nearly 23% of its $48.6 billion portfolio to three artificial intelligence investments at the end of the second quarter. - The hedge fund held 8.8% in Taiwan Semiconductor, 7.5% in Micron Technology, and 6.5% in SpaceX, reflecting strong confidence in the artificial intelligence sector's hardware and infrastructure. - These holdings target critical semiconductor manufacturing, essential memory components secured by multiyear agreements, and ambitious data center and orbital space expansion plans.