CoWoS Crunch Easing? Substrate Lead Times and the Real AI GPU Delivery Bottleneck

CoWoS Crunch Easing? Substrate Lead Times and the Real AI GPU Delivery Bottleneck

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 could buy all the 5 nm wafers they wanted, but without CoWoS capacity to marry those dies to stacks of HBM, delivery dates slipped quarter after quarter.  By mid-2025, the picture is more…

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Optimus Will Eliminate Poverty

“Optimus Will Eliminate Poverty”: Elon Musk Claims Tesla Robot Will Outperform Top Surgeons and Reshape the Global Economy

Optimus Will Eliminate Poverty: At Tesla’s annual shareholder meeting on 6 November 2025 in Austin, Texas, CEO Elon Musk unveiled his boldest vision yet for the company’s humanoid robot, Optimus. Musk told investors that Optimus will ultimately be more precise than the world’s best human surgeons and that mass deployment of such robots is, in…

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IBM’s new Nighthawk processor

Quantum momentum: IBM’s new Nighthawk processor + System Two deployments (RIKEN, Basque Country) – how close to practical advantage?

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 with 218 tunable couplers engineered for deeper, cleaner circuits, and said a second experimental chip, Loon, demonstrates hardware features needed for fault-tolerant machines. In parallel, IBM Quantum System Two—the cryo-ready, modular system built…

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AI Compute Wave: Blackwell GB200 Racks Shipping; Liquid-Cooling Stabilizes; What GB300 Means for 2026 Capex

AI Compute Wave: Blackwell GB200 Racks Shipping; Liquid-Cooling Stabilizes; What GB300 Means for 2026 Capex

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 into a single NVLink domain—has crossed from pilot to shipping with HPE, Dell and QCT confirming deliveries. Early friction around overheating and liquid-cooling leaks has been addressed, with suppliers reporting fixes and a…

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2-nm race: TSMC’s N2 mass- production timing and new fabs; India’s opening in advanced packaging

2-nm race: TSMC’s N2 mass- production timing and new fabs; India’s opening in advanced packaging

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 for N2 mass production and H2-2026 for the N2P shrink, with Fab 22 flagged as the 2-nm anchor and a third Arizona site planned for N2/A16 “by the end of the decade.” In…

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Agentic AI Platforms: Gemini 2.0/2.5 vs OpenAI’s o3 & o4-mini What You Can Actually Do Now

Agentic AI Platforms: Gemini 2.0/2.5 vs OpenAI’s o3 & o4-mini What You Can Actually Do Now

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 a web browser end-to-end, and Gemini Robotics models that plan and control real robots. OpenAI, meanwhile, has leaned into small, reasoning-centric models—o3/o3-mini and o4-mini—aimed at fast coding/math and cheaper deployment. Together, they sketch…

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Sodium-ion steps up: CATL’s Naxtra brand, mass production from Dec 2025

Sodium-ion steps up: CATL’s Naxtra brand, mass production from Dec 2025, and what segments it could replace vs LFP

Sodium-ion steps up: CATL has introduced Naxtra, its new sodium-ion battery line, with mass production set to begin in December 2025, positioning the launch alongside its next-generation fast-charging technologies. Early company briefings indicate an energy density of around 175 Wh/kg—comparable to LFP—combined with fast-charge performance and reliable operation across extreme temperatures, from –40°C to 70°C. …

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Malaria Vaccine at Scale: R21/Matrix-M & SII Supply

Malaria Vaccine at Scale: R21/Matrix-M & SII Supply

The R21/Matrix-M malaria vaccine—developed by the University of Oxford with Matrix-M adjuvant from Novavax and manufactured by the Serum Institute of India (SII)—was recommended by WHO in October 2023 and prequalified in December 2023, unlocking UN procurement and Gavi financing. By October 27, 2025, 24 African countries had introduced a malaria vaccine (RTS,S and/or R21)…

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