📋 Quick Takeaways

• TSMC silicon photonics breakthrough could deliver 10x faster AI data transmission speeds once mass production succeeds
• Nvidia commits up to $1 billion to AI coding startup Poolside in $2B funding round at $12B valuation
• Samsung and Nvidia in talks for next-generation HBM4 chip supply partnership crucial to AI infrastructure
• Big Tech AI spending accelerates with Google adding $6B, total industry capex exceeding $125B in 2025
• Amazon stock surges 12% on AWS strength with $33B quarterly revenue and 20% growth
• Getty Images and Perplexity strike multi-year licensing deal establishing ethical AI content framework
• Microsoft takes $3.1B hit from OpenAI investment as total funding reaches $13B
• Nvidia CEO Jensen Huang defends massive AI capex as “virtuous cycle” similar to early internet era

🚀 Major Technology Breakthroughs

TSMC Silicon Photonics Could 10x AI Data Transmission Speeds

Landmark Achievement: TSMC announced on November 1, 2025, a major breakthrough in silicon photonics technology that could increase AI data transmission speeds by 10 times once mass production is achieved.