Blog

Qualcomm Validates HBC Silicon

Steve McDowell November 3, 2026

Qualcomm validated first-generation HBC silicon, showing 18x LPDDR5X bandwidth and over 5x HBM4 efficiency. See what it means for the Dragonfly AI250 and AI inference.

Platform ONE Takes Center Stage: Extreme Networks Q1 FY27 Analysis

Michael McDowell November 3, 2026

Extreme Networks’ first quarter FY27 results suggest the company is trying to do something more significant than selling faster Wi-Fi and attaching AI marketing language to the box.

NVIDIA GTC Berlin 2026: Speed, Security and a Sovereignty Tradeoff

Steve McDowell October 21, 2026

At GTC Berlin 2026, NVIDIA made an ambitious pitch to Europe to build regional AI infrastructure, develop sovereign intelligence, and accelerate industrial AI adoption on NVIDIA technology. The announcements spanned modular AI factories, agent security, robotics, autonomous vehicles, and open models.

OCP 2026: Taking Open Hardware from the Chip to the Grid

Steve McDowell October 20, 2026

The Open Compute Project (OCP) Global Summit has long been a place where hyperscalers share rack, power, and cooling designs that influence the broader data center industry. This year’s sold-out event, attended by roughly 15,000 people and with another 3,000 on the waitlist, demonstrated how far that mission has expanded.

Quantum World Congress 2026: Fault Tolerance, Benchmarks & Commercialization

Steve McDowell October 12, 2026

Fault tolerance dominated the recent Quantum World Congress 2026, and so did a sharper debate over proof. The industry has largely stopped competing on raw qubit counts. Instead, vendors now compete on whose logical qubits, decoders, and benchmarks hold up under scrutiny, and buyers benefit from it.

The Fight for TDK’s HDD Head Business

Steve McDowell October 8, 2026

The most strategic asset in the hard drive industry this week is a component most IT buyers never consider. On October 6, Bloomberg reported that Seagate and Toshiba are competing for TDK’s HDD magnetic recording head business, in a deal that could be worth several billion dollars.