Hardware·
Hot Chips 2026: five bets on serving agents cheaply
Intel, IBM, Meta and SiFive each showed a different answer to serving model calls cheaply. Two are already in production, one is a 2027 Xeon.
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Hardware·
IBM's 'sub-1nm' chip is a lab milestone, not a product you'll buy soon
IBM showed a 0.7nm 'nanostack' transistor with ~100 billion transistors on a fingernail. It's real research, but the name is marketing and shipping silicon is years out.
Open Source·
Intel quietly switched off the open-source evangelism program it ran for two decades
Intel archived its Open Ecosystem Community and Evangelism hub and dozens of open-source projects as cost cuts reshape what one of Linux's biggest backers funds.
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.
Apple·
Intel jumped 13% on a Bloomberg report that Apple is talking to its old chip supplier again
Bloomberg says Apple is in early-stage talks with Intel and Samsung Foundry to build base M-series chips in the US starting 2027. Intel closed at a record $543B market cap.
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.