The Computer You Grow
Scientific Reports published an analog AI chip you farm, not fabricate: 3M per harvest, under a dollar, and it composts. The science of grown computers.
#hardware
6 posts
→
The Heat Wall: Why the Fastest Chips Are Turning to Diamond
Modern chips are heat-limited, not transistor-limited. Diamond is the best heat conductor on Earth, and a funded effort is now wrapping silicon and GaN in
hardwarechipssemiconductorsthermalai
→
Data Sovereignty Starts at the Hardware Layer
Europe will spend $80B on sovereign cloud while every EU gigafactory boots on Nvidia silicon with keys it doesn't hold. The lower layer always wins.
sovereigntyhardwaresecurityinfrastructureeuchips
→
China Closed the HBM Gap to 3 Years. Leaders Moved to HBM4.
CXMT hit HBM3 parity, 3 years behind Samsung and SK Hynix, and is raising $4.2B to scale. The real story: domestic HBM that never faces export controls.
aihardwarechinasemiconductorsgeopolitics
→
One Missile, One Plant: 70% of the World's PCB Resin Offline
An Iranian strike on SABIC's Jubail complex took out 70% of global PPE resin. PCB prices rose 40%, lead times 5x. Every AI server and GPU needs PCBs.
supply-chaincybersecurityhardwaregeopoliticsai-infrastructure
→
$6.4B for a Microphone with a Subscription
OpenAI spent $6.4B on Jony Ive's startup to build an always-listening device, already delayed to 2027. The AI hardware graveyard is full. The cloud works.
AIOpenAIhardwarestrategyinfrastructure