CoWoS Crunch Easing: For much of 2023–24, CoWoS—TSMC’s advanced “chip-on-wafer-on-substrate” packaging—was the villain behind AI GPU shortages. Cloud providers and model labs…
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Optimus Will Eliminate Poverty: At Tesla’s annual shareholder meeting on 6 November 2025 in Austin, Texas, CEO Elon Musk unveiled his boldest…
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ONDC at Scale: India’s Open Network for Digital Commerce (ONDC) was launched to do for e-commerce what UPI did for payments—break platform…
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IBM’s new Nighthawk processor: IBM’s quantum story just added both new silicon and new sites. The company unveiled Nighthawk, a 120-qubit chip…
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AI Compute Wave: The Blackwell era isn’t theoretical anymore. GB200 NVL72—NVIDIA’s rack-scale system that stitches 72 Blackwell GPUs + 36 Grace CPUs…
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2-nm race: The most closely watched node in foundryland—TSMC’s 2-nm (N2)—is crossing from slides to silicon. Public briefings this year reiterated H2-2025…
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Agentic AI Platforms: Google’s agentic stack has moved from demos to developer docs Gemini 2.5 Flash (price-performance “workhorse”), Computer Use that operates…
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Sodium-ion steps up: CATL has introduced Naxtra, its new sodium-ion battery line, with mass production set to begin in December 2025, positioning…
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India’s battery capacity: At recent storage and renewables shows, industry experts pegged India’s installed battery manufacturing capacity at ~60 GWh today, with…
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Helion’s “Orion” Fusion Plant: Helion has begun site work on its first grid-connected fusion plant, Project Orion, in Washington state. The company…
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