Una delle notizie più significative per il settore delle criptovalute negli Stati Uniti arriva dall’ Office of the Comptroller of the Currency, che ha concesso l’approvazione condizionale a Coinbase per costituire una National Trust Company.

TSMC, the world’s largest contract chipmaker, opened April with a strong signal for the entire technology sector. First-quarter 2026 revenue rose 35% year over year to roughly $35.7 billion, beating analyst expectations and reinforcing the strength of AI-driven demand.

Revolut introduces AIR, a conversational AI assistant for managing spending, investments, and cards directly in chat. UK rollout starts first.

According to industry reporting cited by CNBC, companies across the sector are moving from research to commercialization, with public listings, enterprise cloud access, and early industrial applications.

The data centers powering AI models require massive and rapidly increasing amounts of energy, while traditional renewable sources often struggle to provide the stable, continuous supply these workloads demand. Big Tech’s response is increasingly unexpected turning to next-generation nuclear power.

Meta expands its CoreWeave deal to $21B through 2032. Specialized AI clouds are challenging AWS, Azure, and Google Cloud for high-intensity workloads.

Google DeepMind has introduced Gemini 3 Deep Think, a specialized version of Gemini 3 Pro designed to tackle complex challenges in scientific research, engineering, and advanced mathematics. The new mode is available through the Google AI Ultra subscription, priced at approximately $250 per month.

Apple may have taken its first concrete step toward a foldable iPhone. According to supply chain sources cited by MacRumors and Bloomberg, trial production of the device has reportedly begun at Foxconn facilities.

At GTC 2026, the annual developer conference, NVIDIA introduced Vera Rubin, its next-generation AI platform designed to succeed the Blackwell architecture and open what the company calls the “frontier of agentic AI.”

After months of investor pressure and the disappointment surrounding the 2025 launch of Llama 4, Meta has unveiled Muse Spark, its first major artificial intelligence model developed by the newly formed Meta Superintelligence Labs.

Anthropic has done something rare in the history of technology: it announced a product and, almost simultaneously, decided not to release it to the public.

By Franz Weis, CIO, Analyst/Portfolio Manager and Managing Director of European Equity Strategies at Comgest

OpenAI released Codex for macOS today, a desktop app for managing AI coding agents. The app is designed as a command center where you can run multiple agents in parallel, each working on separate tasks without conflicts.