https://tek54.com/opinion/microsoft-voluntary-buyouts-ai-efficiency-compute-vs-labor tek54en 2026-10-28T20:17:23.173Z Microsoft is offering a quarter of its workforce the door and spending $50 billion a quarter on chips. That is not a contradiction. It is a sentence. https://tek54.com/business/sk-hynix-record-q3-memory-shortage-discipline-shareholder-returns tek54en 2026-10-28T20:15:53.650Z SK Hynix just posted an 80 percent operating margin. The number that tells you more is the 60 trillion won of its own stock it is cancelling. https://tek54.com/science/openai-ai-generated-proofs-math-physics-verification-pending tek54en 2026-10-28T20:14:21.742Z OpenAI says its models proved theorems mathematicians couldn't. Two of the proofs can be checked by machine. The one that would matter most is being kept in a drawer. https://tek54.com/science/intel-classiq-2-2-billion-quantum-software-acquisition tek54en 2026-10-27T20:17:01.780Z Intel just spent $2.2 billion on software for a quantum computer that doesn't work yet. That's stranger, and smarter, than it sounds. https://tek54.com/hardware/tsmc-cowos-advanced-packaging-price-hike-ai-chokepoint tek54en 2026-10-27T20:15:10.276Z Before a single AI chip ships, it waits in line for a process called CoWoS. Taiwan is about to make that wait more expensive. https://tek54.com/business/anthropic-ipo-s1-compute-commitments-uncommitted-revenue tek54en 2026-10-27T20:13:27.651Z Anthropic's filing shows an $80 billion loss. The number that matters is the $265 billion it has already promised to spend.