Technology
TSMC's $2B Interposer Deal Is a Capacity Play
TSMC signed a five-year, $2 billion agreement with GlobalFoundries to make silicon interposers in Malta, New York. The engineering math explains why.
7 min read
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Technology
Hardware, software, startups, gadgets and the trends shaping the tech industry.
Technology
Anthropic Sells Access Levels on Its Safety Curve
Anthropic's rebuilt Cyber Verification Program gates the same Claude models with different classifiers. Its own benchmark shows what each tier trades away.
7 min read
Technology
Google's Bug Bounty Math Broke. AI Slop Won.
Google paused open source bug bounty submissions on October 1 after invalid AI reports overwhelmed its engineers, and curl's data shows exactly why.
7 min read
Technology
Apple Rethinks Full Disk Access for AI Agents
Apple will require explicit user action before Mac apps get Full Disk Access, after Meta's Muse synced 187,462 rows of a journalist's private iMessages.
8 min read
Technology
Broadcom's $42B Anthropic Guarantee Decoded
Anthropic's IPO filing reveals Broadcom backstopping $42B in TPU leases. Inside the SPV, the $125.2B commitment, and the circularity question.
5 min read
Technology
The $5.72B Apple Haptics Verdict by the Numbers
A San Diego jury handed Taction $5.72B over Apple's Taptic Engine. The per-device royalty math and the non-willfulness finding are the real story.
7 min read
Technology
Google Sends 4 TPUs to Space on 1 kW of Solar Power
Google Project Suncatcher launches Oct. 1 with four TPUs, one kilowatt of solar power and 15-minute compute bursts. The thermal math is the real story.
7 min read
Technology
USD.AI's Biggest Loan Financed Exactly 2,304 GPUs
USD.AI's record $128.9M GPU-backed loan finances 32 rack-scale GB200 NVL72 systems. The GPU count, not the dollar figure, is the real signal.
8 min read
Technology
Alibaba's 10T Model Is a Supply Chain Story
Alibaba unveiled the Zhenwu V900 chip and a 10-trillion-parameter model roadmap. The parameter count is vanity; the 500,000-card cluster is the claim.
7 min read
Technology
CXMT G5 DRAM: The Cost of Doing EUV Without EUV
CXMT's G5 DRAM hits 11.95nm half-pitch with quadruple patterning, no EUV. The economics of multi-patterning explain why this changes DRAM pricing.
7 min read
Technology
DOE's $215M Quantum Bet Pays for Proof, Not Promise
DOE's Quantum Genesis Q pays only for verified logical qubits and fault-tolerant operations. The incentive design, not the $215M, is the story.
7 min read
Technology
TSMC 2nm: The Real Cost of the GAA Transition
TSMC's 2nm node is in volume production, but the true per-die cost hides behind yield and density, and it is far steeper than the headline wafer price suggests.
7 min read
Technology
SK Hynix Intel Ohio Memory Gamble
SK Hynix is reportedly in talks with Intel to make memory chips in Ohio, and the tariff and trade pressure driving the top HBM maker toward its first real US fab.
6 min read
Technology
Meta MTIA 450 Arke: The Inference Cost Bet
Meta is deploying its MTIA 450 Arke chip in the first half of 2027 to cut AI inference costs, but the savings claims rest on company numbers, not independent data.
6 min read
Technology
Memory Chips Cross 50% of Global Chip Revenue
Omdia's 2Q26 report shows DRAM and NAND crossed 50% of all global chip revenue for the first time, and the cost is showing up in your next PC and TV.
6 min read
Technology
SpaceX hit the 700th launch: the reusability math inside
SpaceX hit its 700th Falcon 9 flight, landing a 29-flight booster. The reusability math inside turns spaceflight into a utility, and the numbers prove it.
8 min read
Technology
Local AI vs API: The Real Cost Math for 2026
A $5,499 Mac Studio versus Claude Opus 5, GPT-6, and DeepSeek API pricing. We work through the actual break-even math for running AI models on your own hardware.
5 min read
Technology
DeepSeek V4.1 Flash Architecture And Cost Analysis
DeepSeek V4.1 Flash uses 8B active parameters to beat a 1.6T model. This is the engineering behind its 890-byte KV cache and what it costs to serve.
11 min read
Technology
Quandela Quantum Fab And The Yield Curve That Matters
Quandela opened a photonic qubit pilot line, targeting 10,000 units a year and pushing yield past 70 percent. Here is what the fabrication means for quantum scale.
9 min read
Technology
OpenAI Picks Samsung As Second AI Chip Maker
OpenAI confirmed Samsung will manufacture its next custom chip, a supply chain move that splits fabrication away from TSMC and reshapes HBM economics.
7 min read
Technology
The 2026 Memory Shortage: HBM4's Hidden Cost Curve Explained
Why Samsung and SK hynix run under 10 days of inventory, how HBM4's 3:1 wafer math squeezes DDR5, and what the spot market tells builders.
10 min read
Technology
iPhone 18 Pro and iPhone Duo: Every Official Spec from Apple
Apple unveiled the iPhone 18 Pro and the first foldable iPhone Duo. Every spec, price, and camera detail confirmed from Apple's official press release.
15 min read
Technology
Qualcomm and Amazon Forge Custom AI Silicon for AWS
Qualcomm filed SEC paperwork revealing Amazon warrants worth $4 billion and a multi-generation silicon roadmap as it cracks the AI data center market.
4 min read
Technology
Arm and Samsung Bet on On-Device AI Accelerators
Arm and Samsung are building a 2nm on-device AI accelerator to move inference off the cloud. A data scientist and engineer breakdown of why it matters.
6 min read
Technology
AMD Threadripper Halo Station: Trillion-Model AI
AMD's Threadripper Halo Station stacks 576GB of HBM3E to run trillion-parameter models locally. Here is the memory math and the cost trap nobody warns about.
7 min read
Technology
GPU Landscape 2026: Every GPU Compared by Specs and Value
RTX 5090 vs MI350P vs RX 9070 XT: every GPU compared by specs, bandwidth, and GB-per-dollar. Includes the Threadripper Halo Station.
15 min read
Technology
AWS Bets $5.3 Billion on a December Saudi Cloud Region
AWS promised a December 2026 Saudi region and 50 MW of AI capacity, but turning LEAP announcements into live infrastructure is the harder test.
4 min read
Technology
TCS Announces 1 GW AI Data Centre in Hyderabad
TCS subsidiary HyperVault will spend up to Rs 70,000 crore to build India's first 1 GW liquid-cooled AI data centre in Hyderabad by mid-2028.
5 min read
Technology
Nvidia Signs Definitive $12.9B Hugging Face Deal
Nvidia and Hugging Face signed a definitive $12.9 billion agreement that closes in the first half of 2027 while keeping the platform open for the entire ecosystem.
4 min read
Technology
Tesla Cybercab Launches September 3 in Austin
Tesla launches its two-seat autonomous Cybercab on September 3. A data-scientist's read on the specs, pricing, and robotaxi economics.
4 min read
Technology
PLD Space Raises 288M Euro Series C For Miura 5 Rocket
PLD Space extended its Series C by 108 million euros to 288 million total, with Mitsubishi Electric leading the tranche to fund commercial Miura 5 operations.
4 min read
Technology
Nissan Honda Standardize Vehicle Software by 2029
Nissan and Honda signed a joint deal to standardize vehicle software and chip computers for 2029 cars, collapsing ECU counts from over 100 to fewer than 10.
5 min read
Technology
U.S. drone tariffs reshape global robotics competition
White House imposes steep tariffs on imported drones as Chinese manufacturers dominate humanoid robot shipments worldwide.
5 min read
Technology
Nvidia builds full AI system to protect GPU dominance
Nvidia's Vera Rubin architecture pairs GPUs with custom CPUs and storage racks to master the emerging systems layer of AI infrastructure.
4 min read
Technology
Asahi Linux M3 Mac support weeks away after hardware fixes
Asahi Linux developer James Calligeros says M3 Mac support is nearly ready. Webcam, audio, USB 3.0 and Thunderbolt all working on Apple Silicon machines.
4 min read
Technology
Nvidia Pays Poolside $6 Billion for AI Model Licensing
Nvidia paid $6 billion to license Poolside's AI model platform and invested $1 billion, marking the third unconventional deal of its kind.
4 min read
Technology
IBM Bob 2.0 Adds Multi-Agent AI to Enterprise Dev
IBM released Bob 2.0 with multi-agent architecture, subagents, parallel tool calling, and built-in cost analytics to help enterprises scale AI-driven development.
4 min read
Technology
NVIDIA Groq 3 LPX: 3,400 Tokens/Second for Agentic AI
NVIDIA announces Groq 3 LPX in full production, delivering 3,400 tokens per second at 100K context for agentic AI. Nebius is first to deploy.
4 min read
Technology
Apple's New Mac Studio With M5 Ultra Is a 512GB Local AI Powerhouse
Apple refreshed the Mac Studio with the M5 Max and M5 Ultra — the latter is the company's most powerful chip ever, with up to 512GB of unified memory and 1.2TB/s of bandwidth. It's the desktop to end all local AI machines.
4 min read
Technology
Texas Governor Greg Abbott: AI Data Centers 'Dug Their Own Grave'
Texas Gov. Greg Abbott turns on the AI data center boom, pausing 1,800 projects and demanding community approval, as Trump calls the move a 'mistake.'
3 min read
Technology
Chinese Humanoid Robots Shatter Sprint Records in Beijing
At Beijing's World Humanoid Robot Games, a Chinese humanoid sprinted faster than Usain Bolt in the 100m, shattered the standing high jump record and drew global attention.
3 min read
Technology
Windows 11 August Update Is Breaking Games: What We Know
Microsoft's KB5121003 update is causing game crashes, reboots and access violations. Embark Studios confirms the issue and Microsoft is investigating.
2 min read
Technology
Nvidia AI Server Prices Rise 17% on Memory Costs
Nvidia will raise Grace Blackwell and Vera Rubin server prices up to 17% for 2027 shipments. Memory chip costs add billions to data center budgets.
3 min read
Technology
Samsung Galaxy S26 FE: What We Know Ahead of August 27 Launch
Samsung confirms August 27 reveal for the Galaxy S26 FE, featuring Exynos 2500 chip, larger display, and higher pricing. Here's everything leaked so far.
4 min read
Technology
Google's $120B Marvell Deal: Suppliers Now Pay Big Tech
Marvell issued Google a warrant for roughly 7% of the company, with shares vesting as Google's chip purchases accumulate. Google controls the pace entirely.
4 min read
Technology
Apple's Camera AirPods Leak Confirms Visual Intelligence
Apple accidentally leaked a video of camera-equipped AirPods running Visual Intelligence, confirming the B790 project on track for 2027, per Bloomberg.
2 min read