Pulse Daily — Wednesday, July 15, 2026
On Wednesday, July 15, 2026, three defining forces shaped the AI day: TSMC reported all-time record Q2 revenue of $39.6 billion on 68% June growth driven by AI chips; Anthropic's Samsung custom-chip talks signaled the industry's pivot from renting silicon to owning it; and China's landmark AI companion law took full effect, forcing ByteDance's Doubao and Alibaba's Qwen to shut down personalized AI agents for hundreds of millions of users. Stories: TSMC Posts Record Q2 at $39.6B — June Revenue Up 68% · Anthropic Opens Talks With Samsung on a Custom Claude Chip · Google Launches Gemini…
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