Marcus Tan

The World Bank Says AI Hardware Now Drives Most of Malaysia's Export Growth

Malaysia's 2026 forecast rises to 5.1%, but the same report warns that a pullback in AI capital spending would remove a key support.

Marcus Tan· 6d ago

California Bans Firing by Algorithm Alone as Newsom Signs Workplace AI Package

Three new laws target AI-driven discipline, layoffs and emotion tracking, setting up another state-versus-Washington clash over who regulates AI.

Marcus Tan· Sep 17

Google Keeps AdX, but the Ad Tech Ruling Rewrites How Its Auctions Work Worldwide

Judge Brinkema's unsealed opinion swaps a breakup for six years of global conduct rules, a court-appointed monitor and forced interoperability with Prebid.

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Marcus Tan· Sep 4

Nvidia Buys Hugging Face for $12.9bn and Asks the Open-Source World to Trust It

The world's dominant AI chip supplier now owns the default hub for open models, and its neutrality promises will be tested long before regulators finish their review.

Marcus Tan· Aug 27

Nvidia's $96 Billion Quarter Comes With a New Segment, No China and a Financing Machine

The headline growth is real; the more interesting signals are in how Nvidia now reports its business and how it plans to help customers pay for it.

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Marcus Tan· Aug 22

Malaysia Sets 2030 for Its First Arm-Based Chips to Reach Production

Two more local firms get access to Arm technology, but the timeline shows how long the road from licence to shipping product is.

Marcus Tan· Aug 14

Tensor G6 Shows What Google Is Optimising For, and It Isn't Benchmarks

Google's Pixel 11 launch leaned on AI throughput and efficiency claims, kept key chip details quiet, and raised prices as memory costs bite.

Marcus Tan· Aug 13

Databricks Raises $5bn at $190bn and Keeps Dodging the IPO Question

A $56bn jump in six months says more about how scarce profitable AI infrastructure companies are than about Databricks itself.

Marcus Tan· Jul 31

Alphabet and Meta Show What a $700bn Capex Year Does to Free Cash Flow

Both companies beat on revenue in July and still sold off, because the cash left over after building data centres has nearly vanished.

Marcus Tan· Jul 21

The $1.5bn Anthropic Settlement Is Final, and It Prices Piracy Rather Than Training

A San Francisco judge has signed off on the largest copyright recovery on record, but the deal settles where the books came from, not whether models may learn from them.

Marcus Tan· Jul 17

TSMC Raises Its Spending Bet Again as AI Demand Outruns Its Own Forecasts

A 77 per cent jump in profit, a higher capex range and a sales outlook above 40 per cent growth say the foundry still sees no end to the queue.