Cell-Free Networks: Campus-to-Village Trials and the Fronthaul Math
Cell-free Networks massive MIMO is one of the boldest ideas in 6G: instead of a few tall towers with hard cell edges,…
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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…
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“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…
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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…
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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…
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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: 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: 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…
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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…
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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…
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Helion’s “Orion” Fusion Plant: From PPA to Pouring Concrete—What Must Go Right by 2028
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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