https://www.thenewtimes.tech/pt-BR/mercados/tsmc-2t-2026-recorde-ia-66-porcento-receita The New Times pt 2026-07-17T12:45:54.246Z TSMC bate recorde no 2T e eleva guidance para acima de 40% com IA em 66% da receita https://www.thenewtimes.tech/en-US/mercados/tsmc-2t-2026-recorde-ia-66-porcento-receita The New Times en 2026-07-17T12:45:54.246Z TSMC Sets Record in Q2 and Raises Guidance to Over 40% with AI Driving 66% of Revenue https://www.thenewtimes.tech/pt-BR/estrategia/nvidia-cosmos-3-edge-coalizao-japao-fujitsu-yaskawa The New Times pt 2026-07-17T12:45:54.170Z Nvidia lança Cosmos 3 Edge e forma coalizão japonesa com Fujitsu, Sony e Yaskawa para IA física https://www.thenewtimes.tech/en-US/estrategia/nvidia-cosmos-3-edge-coalizao-japao-fujitsu-yaskawa The New Times en 2026-07-17T12:45:54.170Z Nvidia Launches Cosmos 3 Edge and Forms Japanese Coalition with Fujitsu, Sony, and Yaskawa for Physical AI https://www.thenewtimes.tech/pt-BR/seguranca-risco/crowdstrike-xm-cyber-ip-schwarz-stackit-nuvem-soberana The New Times pt 2026-07-17T12:45:54.089Z CrowdStrike compra propriedade intelectual da XM Cyber e leva Falcon para a nuvem soberana da Schwarz https://www.thenewtimes.tech/en-US/seguranca-risco/crowdstrike-xm-cyber-ip-schwarz-stackit-nuvem-soberana The New Times en 2026-07-17T12:45:54.089Z CrowdStrike Acquires Intellectual Property from XM Cyber and Brings Falcon to Schwarz's Sovereign Cloud https://www.thenewtimes.tech/pt-BR/estrategia/ibm-queda-25-porcento-software-corporativo-ia-capex The New Times pt 2026-07-17T12:45:53.850Z IBM despenca 25% e arrasta software corporativo: a IA está comendo o orçamento de quem sustenta ela mesma https://www.thenewtimes.tech/en-US/estrategia/ibm-queda-25-porcento-software-corporativo-ia-capex The New Times en 2026-07-17T12:45:53.850Z IBM Drops 25% and Drags Corporate Software Down: AI is Eating the Budget of Those Who Sustain It https://www.thenewtimes.tech/pt-BR/seguranca-risco/cisa-kev-oracle-ebs-cve-2026-46817 The New Times pt 2026-07-16T12:39:51.660Z CISA marca falha crítica no Oracle E-Business Suite como já explorada e força prazo para federal https://www.thenewtimes.tech/en-US/seguranca-risco/cisa-kev-oracle-ebs-cve-2026-46817 The New Times en 2026-07-16T12:39:51.660Z CISA Marks Critical Vulnerability in Oracle E-Business Suite as Actively Exploited and Sets Deadline for Federal Agencies https://www.thenewtimes.tech/pt-BR/mercados/asml-eleva-guidance-2026-ia-euv The New Times pt 2026-07-16T12:39:51.563Z ASML eleva projeção de 2026 pela segunda vez e coloca teto de € 45 bi no ano da IA https://www.thenewtimes.tech/en-US/mercados/asml-eleva-guidance-2026-ia-euv The New Times en 2026-07-16T12:39:51.563Z ASML Raises 2026 Outlook for the Second Time, Sets Ceiling at €45 Billion in the Year of AI https://www.thenewtimes.tech/pt-BR/regulamentacao/apple-intelligence-china-alibaba-baidu-qwen-cac The New Times pt 2026-07-16T12:39:51.464Z China libera Apple Intelligence no iPhone com Qwen da Alibaba e IA da Baidu, e deixa Google fora https://www.thenewtimes.tech/en-US/regulamentacao/apple-intelligence-china-alibaba-baidu-qwen-cac The New Times en 2026-07-16T12:39:51.464Z China Allows Apple Intelligence on iPhone with Alibaba's Qwen and Baidu's AI, Excludes Google https://www.thenewtimes.tech/pt-BR/estrategia/ode-anthropic-blackstone-consultoria-ia The New Times pt 2026-07-16T12:39:51.277Z Anthropic e Blackstone lançam Ode, joint venture de US$ 1,5 bi que mira o mercado das Big 4 https://www.thenewtimes.tech/en-US/estrategia/ode-anthropic-blackstone-consultoria-ia The New Times en 2026-07-16T12:39:51.277Z Anthropic and Blackstone Launch Ode, a $1.5 Billion Joint Venture Targeting the Big 4 Market