Katie Tarasov / CNBC:
TSMC says its most advanced chip packaging tech, CoWoS, is growing at an 80% CAGR as it ramps up capacity; Nvidia has reportedly reserved most of the capacity  —  An underappreciated step in the chipmaking process is poised to become the next bottleneck for artificial intelligence.

Financial Times:
Sources: Arm CEO Rene Haas is in line for an additional role at SoftBank Group to advance Project Izanagi, the Japanese group's AI chip strategy  —  New job driving Japanese group's AI strategy would be in addition to running the UK chip company  —  Rene Haas, the chief executive of UK chip designer Arm …

Bloomberg:
UAE's leading AI company G42 says its data center campus and overseas plans are on track despite regional tensions and Iranian attacks on UAE infrastructure  —  Despite attacks on regional infrastructure, G42 says its data center campus and overseas plans are on track.  —  Peng Xiao started the year riding high.

Chris Smyth / Financial Times:
Memo: UK NHS data chief Ming Tang says Palantir-built Federated Data Platform is delivering “outstanding results” as she pushes deeper rollout of Palantir tech  —  Ming Tang says the platform, which collates patient information in one place, is delivering ‘outstanding results’ in England

Yuliya Chernova / Wall Street Journal:
A look at Neo, a VC firm that made early bets on startups including Kalshi and Cursor, pushing the value of its first two funds far above industry averages  —  The venture firm, led by CEO Ali Partovi, illustrates the growing gulf between a few top performers and the industry median