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Technology industry analyst firm covering semiconductors, cloud computing, and AI, offering market research and independent commentary on tech trends.
SpaceX's Grain spectrum purchase, put at nearly $8 billion by a source, is under a tenth of the more than $80 billion TD Cowen says a mobile network would cost. The build would draw on the same cash as Starship, AI infrastructure and the Terafab chip factory.
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Microsoft's Surface Laptop Ultra starts at $2,599 and its Surface RTX Spark Dev Box costs $5,999, both shipping October 16. These are the list prices an IT leader can now put into a refresh budget for running large AI models on staff machines.
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Data Center Watch counts 843 organized opposition groups and nearly four dozen stalled projects in three months. California's seven new statutes make grid, water and clean energy commitments a condition of approval.
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Gavin Newsom signed seven bills on Monday that end blanket environmental exemptions and push grid upgrade costs onto operators, in a quarter when US developers saw 45 projects worth an estimated $68 billion blocked or delayed.
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In IEEE Spectrum's account of the 2026 compute market, reasoning and agentic workloads have pushed serving toward memory-heavy silicon, and Amazon now runs a single inference job across two vendors' chips.
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Automattic's directors put Matt Mullenweg on paid leave and handed the CEO job to their CFO. The plugin directory and the trademark that WordPress sites depend on are still his, held personally outside the company.
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Nvidia says the Hub will stay accelerator-agnostic and that its own compute will never be required, a claim that cannot be checked against behaviour until well after a close expected in the first half of 2027.
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Federal dollars are no longer the binding constraint in US quantum. Two dated milestones, one vendor and one state, are what a migration plan can actually be built against.
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Three weeks after closing on Modular, Qualcomm put Mojo under Apache 2.0 and extended support to six vendors' chips. The bet is that the arbitrage layer beats the lock-in.
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The $1 billion startup says its new agent finds what should be automated before anyone files a request. That is a challenge to per-workflow project economics, not just to ServiceNow.
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