Hardware·
Japan's NICT shrank picosecond time sync into a phone-sized box. They call it Wi-Wi.
NICT's Wi-Wi prototype hit 30 ns time sync with 20 ps jitter at 900 MHz. It isn't Wi-Fi. Jeff Geerling found a working demo at the NAB show.
Hardware
Chips, GPUs, laptops, and hardware industry news.
Hardware·
Alibaba's new Zhenwu M890 chip is 3x faster and aimed straight at agent workloads
Alibaba showed the Zhenwu M890 at its Cloud Summit on May 19. 144 GB of memory, 800 GB/s interchip bandwidth, and Qwen3.7-Max riding on top.
Hardware·
Google and Samsung set Fall 2026 for Android XR glasses. Gentle Monster and Warby Parker are doing the frames.
The Android Show confirmed Fall 2026 for Google and Samsung's first AR glasses, plus three new features for the Galaxy XR headset that launched in October.
Hardware·
Cisco cut 4,000 jobs on its record revenue day. AI infrastructure orders jumped to $9 billion.
Cisco posted $15.8B in Q3 FY26 revenue on May 14, up 12% YoY, then sent layoff notices to 4,000 staff the same day. AI orders are now tracking to $9B for the fiscal year.
Hardware·
Cerebras priced its IPO at $185 and closed at $311. Andrew Feldman and Sean Lie became billionaires.
Cerebras raised $5.55 billion on May 14 and closed its first day at a $95 billion market cap. The wafer-scale AI chip maker shipped the year's biggest tech IPO.
Hardware·
The OrcaSlicer fork Bambu Lab killed has six mirrors. Jeff Geerling joined the boycott.
FULU-Foundation/OrcaSlicer-bambulab hit 1,700 stars on May 12. Geerling won't recommend a Bambu printer again, and Louis Rossmann pledged $10,000 toward Jarczak's defense.
Hardware·
SpaceX filed for a $55B Texas chip fab. Total Terafab spend could hit $119 billion.
SpaceX filed plans for a $55B Terafab semiconductor facility in Grimes County, Texas. Total spend could reach $119 billion across phases.
Hardware·
AMD's data center revenue jumped 57% to $5.8 billion in Q1. Its stock closed up 18%.
AMD reported Q1 revenue of $10.25B, up 38% YoY. Data center hit $5.8B (+57%) and Q2 guidance midpoint of $11.2B beat consensus by roughly $700M.
Hardware·
Texas Instruments shipped the TI-84 Evo. $160, USB-C, 3x faster, still exam-approved.
TI's first big redesign of the TI-84 in over a decade ships April 28 with a 156 MHz Cortex chip, a 50% larger graphing area, and Python on board. Exam boards still approve it.
Hardware·
'Physical buttons are better': Mercedes is retrofitting its steering wheels across the lineup.
Mercedes software chief Magnus Östberg confirms physical buttons return on the new GLC and CLA, citing software-defined vehicle telemetry from CLA drivers.
Hardware·
AMD's 'Gorgon Halo' refresh leaks with 192GB memory. Strix Halo tops out at 128GB.
A leaked Geekbench listing puts AMD's Ryzen AI Max+ 495 on a 192GB platform with a Radeon 8065S iGPU. The Strix Halo chip it replaces capped at 128GB.
Hardware·
Bambu Lab killed an OrcaSlicer fork by lawyer letter. The fork was based on Bambu's own AGPL code.
Pawel Jarczak pulled OrcaSlicer-bambulab off GitHub on May 1 after Bambu Lab's legal team accused him of impersonating Bambu Studio and bypassing authorization.
Hardware·
Samsung Q1 profit hit 57.2 trillion won. Memory chips for Nvidia drove 93% of it.
Samsung Electronics posted record Q1 2026 results on April 30: 133.9 trillion won revenue and 57.2 trillion won operating profit. Semiconductors did 93% of the work.
Hardware·
AMD Zen 7 'Florence' leak: 288 cores, a separate cache die, and a 25% IPC swing
Leaked slides describe Zen 7 EPYC scaling to 288 cores per socket, with all L3 moved off the CCD onto a stacked cache die. Tape-out is October 2026, launch late 2028.
Hardware·
Anker built its own AI chip. It runs neural nets inside flash memory cells.
Anker's Thus chip embeds compute inside NOR flash, claims 150x more on-device AI for noise cancellation, and ships in Soundcore earbuds on May 21. Here's why it matters.
Hardware·
Cerebras files for an IPO again, this time with $510M in revenue and a $10B OpenAI deal in its pocket
Cerebras filed an S-1 on April 17 listing as 'CBRS,' targeting roughly $23B at the prior private mark. The OpenAI inference deal is the line item that changed the story.
Hardware·
Artemis II beamed 4K video from the Moon over a laser. The backup station was a $5M Australian kit.
NASA's Orion O2O terminal hit 260 Mbps from lunar orbit to White Sands, Table Mountain, and a sub-$5M Australian station. Crewed lasercom cleared its first real test.
Hardware·
Intel's foundry finally has a whale: Musk says Tesla's Terafab will run on 14A
Elon Musk said Tesla plans to manufacture at Terafab in Austin on Intel's 14A process. It's the first major external customer Intel CEO Lip-Bu Tan needs to keep the foundry alive.