Chips, Capital, and Casualties: Five Stories from AI's Infrastructure Gold Rush

Oracle axes 30,000 workers, TSMC commits another $100B, and ASML eyes a trillion-dollar crown—AI's industrial moment in five stories.

• Oracle Cuts 30,000 Jobs to Fund $500 Billion Stargate Commitment
• Gemini 3.5 Pro Delayed Again as Alphabet Shares Fall 4%
• TSMC Pledges Another $100 Billion for Arizona, Citing Structural AI Chip Demand
• Moonshot AI Eyes Hong Kong IPO Within Six Months After Kimi K3 Breakthrough
• ASML Approaches $700 Billion Valuation, Eyeing Europe's First Trillion-Dollar Crown