– AI+HW 2035: Shaping the Next Decade
– CPUs are in short supply too
– What is causing IT shortages
– Foxconn is upbeat about 2026
– Foxconn, its rivals, and its customers
– EuroHPC Summit 2026 postponed

– AI for military use; Anthropic, OpenAI, DoD
– SambaNova: Intel partnership, new SN50 chip
– GTC 2026
– Mobile World Congress 2026

– AI power needs
– Small Modular Reactors (SMR)
– US military, DOE, airlift small reactor
– Quantum “teleportation”
– How does Quantum Communication work?
– Silicon photonics for quantum computing

– “Ride the Wave, Build the Future: Scientific Computing in an AI World”, by Dongarra, Reed, Gannon
– Call for National Moonshot Program for future HPC systems
– DOE Genesis Mission, 26 Challenges for National Science and Technology
– NSF $100M National Quantum and Nanotechnology Infrastructure, NQNI
– State of The Quantum Computing Industry
– Los Alamos National Laboratory Center for Quantum Computing

– Sovereign AI: what is it, and does anyone have it?
– Bullish on Eviden: Europe’s top system company restores old name
– Intel to build server GPUs of its own
– MIT Technology Review AI Predictions

– Microsoft Maia 200 for Inference
– Nvidia H200 (not H20) for China
– Corning-Meta Data Center
– Nvidia-CoreWeave AI Deal
– Neoclouds’ role in Chip vs Cloud competition

– Intel earnings, outlook
– Industry-wide supply shortage
– Shrinking windows of vendor price quotes
– Micron fuels upstate New York tech hub
– Chip investments in US regions