// ARCHIVE
Business
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Stripe Widens Stablecoin Rails to 50 Markets in 90 Days
Bridge acquisition paying off. Stripe is the default rail in markets where cards fail.
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TSMC’s Arizona Fab 2 Hits Volume
4nm production live in Phoenix - the first big customers and what shipped.
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ARM Q3 Results – Datacenter Royalties Outpace Mobile
For the first time, datacenter licensing revenue passes mobile.
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AMD MI450 Roadmap and the Hyperscaler Bake-off
Q4 2026 sample, Q1 2027 ramp, 384GB HBM4 - the AI accelerator landscape just shifted.
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Meta’s Smart-Glasses Rev Share Leaks – Creators Get 36%
Ray-Ban Display monetization split: creators 36%, Meta 50%, the rest to platforms.
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Razer Private-Equity Buyout Rumor – Who and at What Multiple
Three PE firms running due diligence at a $4.8-5.4B range, a 30-45% premium.