Huntsman-Olin: The $300 Million Promise

Olin and Huntsman Performance Products logo on a blue tech-themed banner with a bright central light and circuit patterns.

The CIO role is the one to watch next. Whoever gets that seat inherits both transformation programs, both mid-flight ERP decisions, and a 24-month deadline with a nine-figure number attached to it.

Arista Networks’ Next-Generation 1.6 Terabit Portfolio for AI Fabrics

Fiber Optics

Arista Networks recently announced its new 7060XE7 Series, a portfolio of 1.6 Terabit (1.6T) Ethernet switching platforms designed for rack-scale AI infrastructure. The announcement extends Arista’s Etherlink architecture from 800G to 1.6T and introduces three hardware configurations for air-cooled, liquid-cooled, and high-density 128-port deployments.

IBM’s LLM-Guided Evolutionary Framework for Quantum Error Correction Code Discovery

IBM Heron Quantum Processor

IBM Research recently published a paper on an LLM-guided evolutionary framework for discovering quantum error-correction (QEC) codes, accompanied by the open-source release of OpenEvolve on GitHub. The framework applies evolutionary artificial intelligence techniques, originally developed for general program synthesis, to the domain of quantum low-density parity-check (qLDPC) codes.

Microsoft’s Majorana 2 Topological Quantum Chip

Microsoft Majorana 2

Microsoft unveiled Majorana 2 at its recent Build developer conference in San Francisco, introducing its second-generation topological quantum chip and announcing the general availability of Microsoft Discovery, an agentic AI platform for scientific research and development.

Majorana 2 delivers qubits that are 1,000 times more reliable than those in its predecessor, Majorana 1, with a mean qubit lifetime of 20 seconds and peak instances approaching 1 minute.

Quantinuum’s $1.68 Billion IPO & the Race to Quantum Commercialization

Quantinuum opened trading on the Nasdaq last week (symbol: QNT), raising $1.68 billion in the largest traditional IPO to date for a pure-play quantum computing company.

Priced at $60 per share, above the marketed range of $53 to $55, and oversubscribed by a double-digit multiple before trading began, the debut caps a multi-year run of technical milestones, high-profile partnerships, and deepening enterprise engagement.

Qualcomm’s Dragonwing IQ10 Robotics Reference Design

Qualcomm Dragonwing IQ10

At the recent Computex 2026, Qualcomm introduced the Dragonwing IQ10 Robotics Reference Design (RRD), the company’s most concrete commitment to the physical AI market to date. The new platform consolidates compute, sensor interfaces, deterministic I/O, networking, and a layered software stack into a single enclosed reference design for autonomous mobile robots (AMRs), industrial robotics, and humanoid platforms.

Microsoft: Project Solara & the Agentic Operating Plane for the Non-NVIDIA World

Microsoft Project Solara

At its recent Build 2026 event, Microsoft introduced Project Solara, a chip-to-cloud platform built specifically for devices whose primary interface is an AI agent. Solara runs on the Microsoft Device Ecosystem Platform (MDEP), a lightweight operating system built on AOSP that hosts an Agent Shell capable of dynamically loading and tailoring cloud-based agents, paired with […]

Cisco’s Full-Stack Play for Agentic Enterprise AI

Cisco Cloud Control

At Cisco Live 2026 in Las Vegas, Cisco unveiled Cisco Cloud Control, a unified management plane designed for human operators and AI agents to jointly run and defend enterprise infrastructure. The platform anchors Cisco’s AgenticOps operating model, unifying networking, security, compute, observability, and collaboration under a single login and a shared data layer. 

Computex 2026: AI Infrastructure, the PC Wars, and the New Connectivity Arms Race

Computex 2026

Computex has historically been a client- and consumer-focused event, but those markets now take a back seat to enterprise infrastructure and the components that define an AI factory. The key messages were all AI, all the time.

The keynotes were entirely semiconductor-first, with talks by three chip CEOs: Jensen Huang of NVIDIA, Cristiano Amon of Qualcomm, Lip-Bu Tan of Intel, and Matt Murphy of Marvell. Each painted a slightly different picture about where the AI buildout is headed.

NVIDIA Is Rewiring the Data Center with Light

NVIDIA Optics Supply Chain

NVIDIA is actively working to replace electrons with photons across the entire connectivity stack, from co-packaged optics at the switch level to optical fiber cabling throughout the rack and facility.

IBM’s Big Quantum Month: A $10 Billion Bet, a National Fab, and a 2029 Deadline

IBM Quantum Momentum

A version of this post previously appeared in a LinkedIn newsletter IBM revealed that it will invest more than $10 billion in quantum computing over the next five years, with the goal of delivering the first large-scale, fault-tolerant quantum computer by 2029. The disclosure, which arrived not via a press release but through an SEC […]