Front Page Archive October 2026
Cloud & Edge Computing1,575 words8 min read
Zella Stack and the Race to Ship Compute in a Box: 48 Racks, 185 Kilos, Days Instead of Months
Somewhere on the floor of a Las Vegas convention hall this month, a Perth engineer wheeled a white box up to a booth and stacked two more on top of it. In under two and a half metres that is now forty-eight rack units, and the thing tops…
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Cloud & Edge Computing
October 2026
Semiconductors2,256 words11 min read
Chip Sales Cross $1 Trillion in Eight Months: WSTS Data Shows Memory Alone Is Bigger Than the Entire 2023 Market
For most of the last four decades, the semiconductor industry has talked about annual revenue milestones in increments that sound almost quaint: a few hundred billion dollars here, a slow…
EV1,622 words8 min read
GM Recycled Battery Cells Reach the Assembly Line Just as the EV Buildout Slows
For most of the EV era, the industry's loudest story has been about building things: gigafactories, battery plants, gigawatt charging corridors. The quieter story, now arriving on assembly…
Battery Tech1,770 words9 min read
Lithium Falls 25% in a Month as China Freezes New Battery Factory Approvals
The lithium market delivered a number last month that looked impossible next to the electric vehicle headlines: battery-grade lithium carbonate futures on the Guangzhou Futures Exchange…
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IoT
IoT1,514 words7 min read
Satellite IoT Passes 7 Million Subscribers and Berg Insight Sees 42 Million by 2030
Satellite connectivity for the Internet of Things stopped being a niche corner of the telemetry market somewhere in the last two years, and the numbers now confirm it. The global satellite…
AI2,143 words10 min read
Reflection's Beam Is 501B Parameters of Proof That the Open-Weight Frontier Moved to the US
On Monday, October 5, 2026, a Brooklyn startup with no consumer product and two years of operating history walked into the most contested corner of the artificial intelligence industry and…
Cloud & Edge Computing1,447 words7 min read
The Access Network Becomes a Cloud: Inside Cable's Distributed Compute Pivot
For two decades, the phrase "the cloud" described a short list of enormous buildings. A handful of hyperscale campuses, a longer list of colocation facilities, and a scattering of regional…
Cybersecurity1,697 words8 min read
Warlock Ransomware Hits a Water Utility and a Telecom Provider in a Two-Month Ramp Across Three Continents
A ransomware crew with a name borrowed from fantasy and a tracking number borrowed from a government vocabulary has spent the last two months picking off some of the most consequential…
Robotics & Drones1,645 words8 min read
The Forest Service Just Handed One Drone System a $25M Monopoly on Aerial Fire
For most of the last decade, the pitch for drones in wildfire operations was straightforward and almost entirely futuristic: smaller aircraft, cheaper to fly, less danger to crews on the…
Semiconductors2,330 words11 min read
Micron Won $73 Billion in Cash and Spent $10.8 Billion: The Memory Business Is Choosing Scarcity Over Share
There is a number buried in Micron Technology's fiscal fourth-quarter release that tells you more about the semiconductor industry than the headline does. The headline is that revenue hit…