AGP Executive Report
Last update: an hour agoChipmaking: TSMC says it is open to working with Elon Musk’s planned Texas “Terafab” and is weighing more U.S. investment as AI demand outstrips its production capacity. The move adds to a U.S. chip buildout backed by a $21 billion Japan-funded project. AI Infrastructure: Flex CEO Revathi Advaithi warned that America’s power grid must keep pace with AI data centers and computing, or frontier models and advanced chips won’t translate into real-world gains. Cybersecurity: U.S. and European regulators are pressing banks on AI risks, including autonomous systems and cyber resilience. CISA also added exploited flaws in Cisco, Palo Alto Networks and Ahsay products to its alert list. Tech Restrictions: New FCC rules make it harder for electronics containing certain components from Huawei, ZTE and other listed Chinese firms to receive U.S. authorization.
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