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Hardware

46 events 5 over 7 days ↑ 150 % 17 sources report highest score 64

Importance: monitoring Google Hardware update ✓ 3

Google's Suncatcher project satellite is online, Gemma 4 model wrote the first haiku from orbit

The MVP test satellite from Google's Suncatcher project has been communicating with the ground since its launch on 1 October 2026. The Gemma 4 model on board generated a haiku about being in space; due to power constraints, only one of the four TPUs can be switched on at a time, for about 20 minutes.

New: The Suncatcher satellite is now online and successfully communicating with the ground; The Gemma 4 model successfully generated a haiku in orbit in response to the first engineering prompt; Only one TPU can be activated at a time for approximately 20 minutes due to power constraints; A three-day commissioning process tested the satellite's subsystems; Additional satellites with higher power output and inter-satellite optical links are planned for 2027

Importance: important Meta Hardware update ✓ 4

Meta clarified the functions of the Muse agent and the planned Muse Charm pendant, including its connection to Google Workspace and bank accounts

Meta has added details about its Muse agent and the Muse Charm device: the price is expected to match that of a smartwatch, the agent can fill out forms, make bookings and payments, and it will connect to Google Workspace, bank accounts, and Meta's VR products. Zuckerberg called it a "personal superintelligence."

New: The price of Muse Charm is comparable to a smartwatch; The main functions of Muse include form automation, bookings, and payments; Muse integrates with Google Workspace and bank accounts; Muse will be integrated into Meta's VR products; Zuckerberg calls Muse a 'personal superintelligence'

Importance: monitoring Hardware 1 source

Qualcomm introduced Snapdragon 8 Elite Gen 6 and Extreme Gen 6 processors for running AI models locally on phones

Qualcomm announced the Snapdragon 8 Elite Gen 6 and Extreme Gen 6 mobile processors focused on local AI. According to the company, the Extreme version can run a 30-billion-parameter MoE model directly on the phone, while the new sensing hub runs models with up to 200 million parameters for voice agents.

Importance: monitoring Hardware update ✓ 2

Apple is preparing an enterprise server with M8 Ultra chips for AI inference, potentially in cooperation with Nvidia, with a launch in 2029 at the earliest

According to The Information, Apple is developing an enterprise server for AI inference with two or four M8 Ultra chips, potentially with NVLink Fusion technology from Nvidia. The project was backed by current CEO John Ternus, and a launch is not planned before 2029.

New: The server exists in two versions: with 2 or 4 M8 Ultra processors; Focused on AI inference (running trained models, not training them); John Ternus (the new CEO of Apple) backed the project about a year ago while leading the hardware division; OpenAI and Anthropic are already buying Mac Mini and Mac Studio for AI workloads, signaling demand; The project may have recently accelerated

Importance: monitoring Hardware 1 source

Startup Kepler Computing emerges from stealth mode with an approach to HBM memory that does not require EUV lithography

Startup Kepler Computing has emerged from stealth mode after seven years of development, claiming that its 3D stacking approach to increasing HBM and SRAM memory density does not require EUV lithography. The company has raised 468 million USD from investors and received a pledge of up to 245 million USD from the US Department of Commerce.

Importance: monitoring Amazon Hardware 1 source

AWS and Qualcomm are collaborating on the development of their own AI inference chips

AWS and Qualcomm are collaborating on the development of custom AI inference chips and optical interconnects with a capacity of 1.6 Tb/s. Qualcomm uses AWS Bedrock for chip design; this is its third major data center contract since June, with a goal of 15 billion USD in revenue by 2029.

Importance: monitoring NVIDIA Hardware 1 source

NVIDIA and MediaTek deepen collaboration on AI computing platforms

NVIDIA and MediaTek announced an expansion of their long-standing collaboration on the next generation of AI computing platforms in the areas of AI infrastructure, local AI computing and automotive.

Importance: monitoring Hardware 1 source

Nvidia expands its competitive advantage from GPUs to data orchestration in the Vera Rubin architecture

According to observers following the earnings release, Nvidia is expanding its advantage beyond GPUs into data orchestration in data centers. According to the company, the Vera Rubin architecture with Vera CPUs speeds up data flow between memory and GPUs by roughly 3×, which is becoming more important as gigawatt-scale data centers are built.

Importance: monitoring Hardware 1 source

Meta deploys closed-loop liquid cooling in AI data centers

Meta uses closed-loop liquid cooling for GPU servers in new AI data centers, recirculating a mixture of water and glycol in a closed loop. According to the company, it is more efficient than air cooling in terms of both space and water, and the coolant lasts up to ten years.

Importance: monitoring Hardware 1 source

Plaud One: earbuds for meeting notes with AI agents and an eSIM case for remote control

Plaud has opened preorders for Plaud One earbuds, whose AI agents connected to Gmail, Google Calendar, Notion and Slack automate tasks after meetings. The case with eSIM enables control of the agents without a phone. Price: 249 dollars, delivery in the 4th quarter of 2026, as part of a limited trial run.

Importance: monitoring Hardware update ✓ 2

Waymo has deployed its own 5nm chip in the Ojai robotaxi and is reducing its dependence on Nvidia and AMD

Waymo has deployed its own 5nm ASIC chip (over 1000 TOPS, manufactured by TSMC) in the Ojai robotaxi, which operates in Phoenix, Los Angeles and San Francisco. The goal is to reduce costs and dependence on chips from Nvidia and AMD; the vehicles have driven over 200 million miles.

New: Specific vehicle model: Ojai; Specific deployment locations: Phoenix, Los Angeles, San Francisco; Waymo has completed 200 million miles of autonomous driving; The chip is described as an ASIC (application-specific integrated circuit); The chip directly processes sensor data (radar, lidar, camera) for real-time ML decision-making

Importance: monitoring Hardware 1 source

NVIDIA highlights power supply as a bottleneck in scaling AI computing

NVIDIA claims that scaling AI computing is constrained not just by overall performance, but by the way electricity gets from the grid to the GPUs — according to the company, traditional alternating current (AC) distribution is becoming a bottleneck.