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Huawei Kirin XE90 & X90 Plus — Kirin X90 chip with a glowing security shield icon; text reads SMIC's 7nm Ceiling Hasn't Moved CHIPS & AI

Huawei’s Kirin XE90 Finally Brings Ray Tracing to HarmonyOS PCs, and SMIC’s Ceiling Still Hasn’t Moved

Huawei recently unveiled its new laptop processors, Kirin X90 Plus and XE90, at a HarmonyOS event in China. The chips refine existing…

MIKE · 07/29/2026 5 MIN
m1k.tech: A Bitcoin Miner's $9.8B Lease Never Mentioned Bitcoin AI

A bitcoin miner just signed a $9.8 billion lease and never mentioned bitcoin

Hut 8 has secured a 15-year, $9.8 billion lease for 704 megawatts of data center capacity from an anonymous "high-investment-grade" tenant at…

MIKE · 07/29/2026 12 MIN
Fluidstack raises $830M Series A at a $7.5B valuation, via m1k.tech Arsenal of Democracy Frame AI

Fluidstack just announced an $830 million Series A like it was the Arsenal of Democracy

Jamie Cox of Fluidstack announced an overdue $830 million funding at a $7.5 billion valuation, likening it to significant historical programs. However,…

MIKE · 07/28/2026 8 MIN
Nvidia Taiwan Chip Smuggling Arrest — Third Round, No Export Law, with silhouettes, falsified export documents, and GPU chips CHIPS & AI

Taiwan’s Nvidia Chip Smuggling Probe Just Got a Third Arrest, and Still No Export Law to Charge Anyone Under

Taiwan has detained Nvidia employee Chang amid a smuggling investigation linked to Super Micro's operations, involving alleged falsification of export documents for…

MIKE · 07/28/2026 5 MIN
CMF Phone 3 Pro Canceled — RAM Prices Claim Their First Casualty, shown with four CMF phones in orange, green, silver, and black CHIPS & AI

The CMF Phone 3 Pro Just Became RAM Inflation’s First Casualty

The CMF Phone 3 Pro has been canceled by Nothing, attributed to soaring memory prices that have increased nearly fourfold. The cancellation…

MIKE · 07/28/2026 4 MIN
AI

Intel’s EMIB Finds Its Moment: How a Packaging Bottleneck Is Redrawing the AI Chip Supply Chain

NVIDIA's acquisition of TSMC's CoWoS capacity creates a competitive bottleneck in AI infrastructure, prompting Intel to leverage its EMIB technology. Google’s ninth-generation…

MIKE · 07/27/2026 8 MIN
Nvidia-SK Hynix $500B Deal — The HBM Scarcity Play, featuring stacked AI memory chips, from m1k.tech AI

Nvidia’s $500 Billion SK Hynix Deal Is About Memory Scarcity, Not Chips

Nvidia's $500 billion SK Hynix deal is not just a memory purchase. I lay out why locking up HBM supply is Nvidia…

MIKE · 07/27/2026 4 MIN
Samsung x Broadcom $200B deal: Sub-2nm SF2 foundry and HBM partnership through 2030, via m1k.tech AI

Samsung’s $200 Billion Broadcom Deal Is the Foundry Stress Test TSMC Should Fear

Broadcom's $200 billion commitment to Samsung's foundry, confirmed by a memorandum of understanding, signifies strong validation of Samsung's technology. This partnership encompasses…

MIKE · 07/27/2026 3 MIN
DEEP TECH

SpaceX’s Transporter-17 Carried Something Genuinely New: The First Commercial Nuclear Payload in Orbit

On July 7, 2026, SpaceX launched BOHR, the first commercial nuclear payload, a tritium betavoltaic battery aboard a 1U CubeSat. While it…

MIKE · 07/26/2026 6 MIN
DEEP TECH

NIS 2: The EU’s Attempt to Build a Continent-Wide Cybersecurity Floor

The NIS 2 Directive aims to establish a harmonized cybersecurity framework across 18 critical sectors in the EU, enhancing regulations from its…

MIKE · 07/25/2026 10 MIN
Open RAN at Fifteen: fragmented multi-vendor Open RAN icons on the left evolve via an arrow into a unified 6G node on the right, with the caption It Failed Its Promise and Became 6G 5G

Open RAN at Fifteen: It Failed Its Promise and Became 6G

Over fifteen years, the Open RAN initiative evolved from a China Mobile white paper to a $10 billion movement, yet the RAN…

MIKE · 07/25/2026 4 MIN
AI

AMD Helios Goes Into Production, and AMD Says the CUDA Moat Already Drained

AMD Helios, unveiled at the Advancing AI 2026 event, is entering production, shipping with major clients like Microsoft. Corporate VP Andrew Dieckman…

MIKE · 07/25/2026 4 MIN
m1k.tech Open Weights Letter — Who Signed It and Who Paid for It, featuring a stylized document with AI and lock icons AI

The Open Weights Letter Has a Sponsor, and It Sells GPUs

Nvidia funds four of the 25 signatories through its $26 billion Nemotron Coalition. Why OpenAI, Anthropic and Google all stayed out, and…

MIKE · 07/24/2026 9 MIN
AMPERA's 3D-Printed Thorium Reactor: What the Milestone Actually Means — m1k.tech article cover featuring a glowing spherical reactor with TRISO Fuel label 3D PRINTING & MAKING

AMPERA’s 3D-Printed Thorium Reactor: What the Milestone Actually Means

On July 1, 2026, AMPERA unveiled the world's first full-scale, 3D-printed nuclear reactor module using silicon carbide and a thorium fuel cycle,…

MIKE · 07/24/2026 8 MIN
Viettel × Qualcomm — First 6G Early Access Partner, shown over a futuristic digital network visualization with glowing wireless signals 5G

Qualcomm’s First 6G Partner Is Viettel, and the Clause That Matters Has Nothing to Do With 6G

Viettel has become the first company in Qualcomm's 6G Early Access Program, signaling a significant partnership. While focused on 6G, the real…

MIKE · 07/24/2026 6 MIN
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