The Hot Take: AMD past manufacturing arm getting US funds? We will see if they do anything productive to the industry, as it seems they aren't since they were created in my eyes.
The US government has signed a letter of intent to provide GlobalFoundries with $300 million in CHIPS Act funding and, at the same time, receive a one percent stake in the company worth roughly $269 million. The money's supposedly not a tit-for-tat, but an investment designed to spur development of silicon photonics networking technologies that the AI industry needs for datacenters. “With today’s compute supply chain investments, the Trump Administration is accelerating America’s innovation engine,” Commerce Secretary Howard Lutnick said in a…
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The Hot Take: As it should be, given all of the other ones are own by foreign entities.
Intel has completed its RAMP-C program, which now aims to enable customers to move from test chips to domestic high-volume manufacturing. Intel RAMP-C Leads To Successful Development of a Strong "Design Enablement Infrastructure" Which Enables Commercial & Defense Customers To Design & Fabricate Chips Within the US Press Release: Intel Foundry has completed the Rapid Assured Microelectronics Prototypes - Commercial (RAMP-C) program. Launched in September 2021, the program supported development of domestic, leading-edge CMOS technology…
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The Hot Take: Can't have other countries get there first. Nat Sec vulnerability for sure.
The US government has taken $2 billion worth of equity stakes in quantum computing companies, including one linked to the Trump family.
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The Hot Take: How far up the supply chain does this go? All the way to Nvidia? Only time will tell.
Following the recent smuggling indictment involving Supermicro co-founder Wally Liaw and others, Nvidia has significantly upgraded its global supply chain monitoring practices in recent months, according to an industry source. Already maintaining high visibility over customer lists, Nvidia now enforces stricter controls on shipments and transshipment processes, prompting multiple suppliers to expand their legal teams to comply with the intensified audits.
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The Hot Take: Public is always a decade at least behind Military tech....
alternative_right quotes a report from the New York Post: The CIA used a futuristic new tool called "Ghost Murmur" to find and rescue the second American airman who was shot down in southern Iran, The Post has learned. The secret technology uses long-range quantum magnetometry to find the electromagnetic fingerprint of a human heartbeat and pairs the data with artificial intelligence software to isolate the signature from background noise, two sources close to the breakthrough said. It was the tool's first use in the field by the spy agency --…
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The Hot Take: Uh oh, Ai king looks to be in trouble.
U.S. senators Elizabeth Warren (D-Mass.) and Jim Banks (R-Ind.) told Commerce Secretary Howard Lutnick that he should suspend all active export licenses to China for Nvidia AI chips, saying that Nvidia's most advanced AI GPUs are being diverted into the country despite Jensen Huang's assurances.
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By ckasprzak | TkOut | March 26, 2026 |
Hardware
The Hot Take: US domestic job market appears to be expanding in tech.
The Trump administration is targeting $4 trillion Pax Silica investment for semiconductors. It’s not currently clear how the Trump administration arrived at the $4 trillion figure, or how it will ultimately materialize.
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The Hot Take: Interesting place to put an Ai Data-Center, giving it's probably hardened against military attacks.
10GW server farm, 10GW of new generation, and $4.2bn grid upgrade. And someone else is paying for the uranium cleanup Softbank's SB Energy is redeveloping Department of Energy (DoE) land in Ohio for a massive datacenter campus, adding extra generation facilities and power infrastructure alongside it.…
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