Hardware

Accelerators, fabrication, memory, networking, datacenters and power constraints, read against supply schedules, performance conditions and cost structure to locate the real bottleneck.

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  1. Crusoe Drops Boom Supersonic's Turbines From Its AI Power Plan

    Crusoe has scrapped a $1.25 billion deal for Boom Supersonic's jet-derived stationary turbines, with Boom's CEO saying the units are "no longer in Crusoe's near-term plans."

  2. Google Puts Four TPUs on a Rocket to See if Space Is a Real Datacenter Site

    Project Suncatcher's first satellite launches October 1 with four Trillium TPUs, testing whether solar powered orbital compute can survive launch loads, radiation and vacuum cooling.

  3. Cisco's Bug Severity Warning Reads Like Olympic Gymnastics Scores: 10, 10, 9.9, 9.6, 7.5

    Cisco disclosed nine critical-to-high severity flaws across Secure Workload, Crosswork, and BroadWorks on August 19, 2026, with none exploited yet, and credits its own AI-assisted testing for catching them first.

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