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#chips

3 articles tagged “chips”.

person holding computer cell processorTechnology

Huawei can't make smaller transistors. So it's redefining what 'scaling' means.

Barred from EUV lithography, Huawei unveiled a 'Tau' scaling law and a LogicFolding architecture that target 1.4nm-equivalent performance by 2031 — a bet on optimizing time and wiring instead of shrinking the transistor. Sovereignty engineering, turning a constraint into a thesis.

May 25, 20263 min read
monitor showing Java programmingTechnology

America bets ~$2 billion on its first quantum chip foundry — and hands IBM the keys

IBM and the US Commerce Department are building Anderon, America's first pure-play quantum wafer foundry, in Albany — $1B of IBM cash plus a proposed $1B CHIPS award. It's industrial policy for the post-GPU era: own the fab before the market exists.

May 25, 20263 min read
black and white box fanTechnology

Nvidia beat everything — and the stock fell. The market stopped grading the quarter.

Record $81.6B revenue, data center up 92%, a $91B guide, an $80B buyback — and Nvidia's stock slid. When you're priced for perfection, the question isn't the quarter. It's the half-life of the AI buildout.

May 22, 20263 min read