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Semiconductors
Robotics & Drones1,930 words9 min read
The Robot Race Left the Hardware: NVIDIA, Google and Qualcomm All Just Open-Sourced the Same Fight
For most of the last decade, the argument about who is winning in robotics has been settled by counting things: how many arms are bolted to a line, how many humanoids rolled off a conveyor, how many autonomous vehicles are licensed…
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Robotics & Drones
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Semiconductors
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EV
Latest
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Battery Tech
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…
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AI
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…
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Cloud & Edge Computing
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…
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Cybersecurity
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…
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Robotics & Drones
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…
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Semiconductors
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…
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EV
EV1,685 words8 min read
The Charging Network That Wins by Not Building an App
For most of the past decade, the electric vehicle charging experience has been the technology's most persistent self-inflicted wound. Drivers arrived at stations to find dead chargers…
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Battery Tech
Battery Tech2,704 words13 min read
Samsung SDI Starts US LFP Cell Production in October: Why the Non-Chinese Prismatic Line Matters More Than the 30 GWh Number
For most of the last three years, the story of battery cells made in the United States has been a story of automotive ambition. Gigafactories announced at political rallies, billions in…