SemiAnalysis:
TSMC's N3 logic wafer capacity has become one of the AI industry's biggest constraints, which could push customers to explore greater foundry diversification  —  TSMC N3 Wafer Shortages, Memory Constraints, Datacenter Bottlenecks, Supply Chain Wars Winner  —  Ivan Chiam, Myron Xie, Ray Wang, and 3 others

Dwarkesh Patel / Dwarkesh Podcast:
An interview with SemiAnalysis CEO Dylan Patel on logic, memory, and power bottlenecks in scaling AI compute, Nvidia securing TSMC N3 allocation early, and more  —  Plus, why an H100 is worth more today than 3 years ago  —  Dylan Patel, founder of SemiAnalysis, provides a deep dive …

Katrina Manson / Bloomberg:
An excerpt from the upcoming book Project Maven details how the Pentagon enlisted Silicon Valley to build AI-powered tools of war, now playing out in Iran  —  An excerpt from the coming book Project Maven shows how the US enlisted Silicon Valley in its vision for AI warfare, now playing out in Iran.

Anastasia Stognei / Financial Times:
Mobile internet blackouts hit Moscow as the Kremlin tightens control; Roskomnadzor data shows average daily traffic is down ~20% in March compared to February  —  Outages mark new phase in government campaign against internet freedom  —  Moscow is experiencing mass mobile internet blackouts …

Caroline Haskins / Wired:
Palantir software demos and DOD records show how the military may be using AI chatbots, including the kinds of queries and the data used to generate responses  —  Software demos and Pentagon records detail how chatbots like Anthropic's Claude could help the Pentagon analyze intelligence and suggest next steps.