AI
“Fix This Code”: The Three Words Behind the Fable 5 Export Ban
"Fix this code" triggered the Fable 5 export ban. Security researcher Katie Moussouris, the only external expert to read the Amazon report,…
AI
AI
OpenAI’s Jalapeño: The Customer Decided to Become the Supplier
OpenAI and Broadcom announce Jalapeño, a custom chip designed to run OpenAI's models. With a nine-month development timeline, the ASIC aims for…
AI
Qualcomm’s Dragonfly: The Rack-Scale Bet I Called, and the 2028 Catch
Qualcomm's Investor Day revealed the Dragonfly brand, alongside a multi-generation agreement with Meta for a custom CPU. Qualcomm aims for strong competition…
AI
Qualcomm Is Buying Modular, and the Phone Was Never the Point
Qualcomm is acquiring Modular, the vendor-neutral stack that runs AI models on any chip. The phone NPU benefit is a side effect.…
AI
Chiplets Are Pulling Apart the AI Hardware Moat
Chiplets and UCIe are unbundling AI hardware the same way Modular unbundles CUDA. Why the moat doesn't vanish, it just relocates to…
CHIPS & AI
AI’s Data Center Bottleneck in 2026
Over 75 data center projects worth $130 billion were blocked in Q1 2026 alone, matching all of 2025 in three months. The…
CHIPS & AI
Qualcomm’s $4 Billion Bet on Modular Is Really a Bet Against CUDA
Nine months after raising $250 million, Modular is reportedly close to a $4 billion acquisition by Qualcomm, marking a significant valuation increase.…
AI
Quantum Time: When Entanglement Becomes Temporal
A paper on temporal entanglement entropy suggests time might emerge from quantum systems rather than being fundamental. Here's why the infrastructure being…
3D PRINTING & MAKING
Metal 3D Printing Breaks Through
A team of metallurgists has developed a method using looping lasers to mix molten metals in real-time during additive manufacturing, allowing for…
AI
Apple’s Siri AI at WWDC 2026: Smarter Inside the Garden, Still Behind Outside It
Apple's WWDC 2026 Siri update is real. The multi-step chaining works. The on-device architecture is the right call for privacy. The gap…
APPLE
Xiaomi in 2026: Third in Phones, First in China, Building Cars Faster Than It Can Sell Them
Xiaomi recently launched a high-performance electric SUV and a competitive smartphone, the Xiaomi 17. While its phone business thrives in China, it…
AI
ASML: The Chokepoint the Whole Industry Runs Through
The ASML lithography monopoly is the most complete chokepoint in tech. High-NA in fabs, Hyper-NA ahead, China capped, one company holding it…
AI
Qualcomm’s AI Cards Carry 768 GB Each
Snapdragon Insider bias declared. Qualcomm's AI200 data center card plus the five-form-factor Hexagon NPU strategy is a bet that inference is where…
AI
TSMC’s A16 Node: Backside Power and the Angstrom Era
TSMC's A16 node brings backside power delivery (Super Power Rail) in 2026, answering Intel's 18A and opening the angstrom era for AI…
CONSUMER TECH & HARDWARE
OnePlus: The Complete Story, From Flagship Killer to OPPO Sub-Brand
The complete OnePlus story: from the coffee table conversation in Shenzhen in 2013 to the Realme merger in 2026. Every product, every…