1-Month share price activity: AMD, NVIDIA, and TSMC

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Welcome back to The Pulse, where we dive into interesting AI stories and trends backed by data, all presented through simple visuals.

> OpenAI’s $100B NVIDIA deal cements its AI dominance

> 3 weeks later: AMD signs 6 GW OpenAI partnership + warrant to buy up to 10% of AMD shares

> Jensen Huang comments “imaginative & surprising but clever”

> AMD stock explodes +25%, NVIDIA steadies +3% & TSMC +4% (hit record high on the same day following AMD deal)

> today: TSMC revenues +30% YoY - the quiet winner powering both sides

> chip equipment stocks rose worldwide (ASML, Lam Research, Applied Materials, etc.)

> Online-Mind2Web: user-centric benchmark with 300 high-quality tasks from 136 popular websites

> tests if agents can actually browse, click, & complete workflows

> Google’s Gemini Computer-Use ranked #1 - 65.7% accuracy, $0.18/task, 223s avg speed; OpenAI overall worst performer

> shows same dominance on other benchmarks: WebVoyager & AndroidWorld

> based on 200+ runs/4,000 browser hours - Gemini on the Pareto frontier, confirming speed-cost-accuracy lead

> among Claudes, older Sonnet 4 beats new 4.5 on accuracy & cost - showing regression

> Online-Mind2Web proves real web agents ≠ chat LLMs

> AI holds >60% of total VC deal value (highest recorded)

> ~doubled in 18 months (~30% → 60%+)

> curve continues to steepen - big funds double down on proven winners instead of new bets

> non-AI sectors: fintech <10%, crypto near-zero, climate stalled, mobility & social flat

> according to PitchBook:

• AI’s share now exceeds every prior hype wave (crypto ’21, fintech ’20); no single theme topped ~40%

• first time one sector holds majority of global VC value

> per trend, AI could absorb 70%+ of all VC dollars by mid-2026