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Elon Musk announced that SpaceX will standardize exclusively on Nvidia
ha=
rdware to power its expanding terrestrial data centers and
upcoming=C2= =A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C= =C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80= =8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0= =E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2= =A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C= =C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0= =E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2= =A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C= =C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80= =8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0= =E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=
=A0
Sign Up [1] |Advertise [2]|View Online [3]=20
=09=09TLDR =
TLDR HARDWARE 2026-08-05
=F0=9F=93=B1=20
HEADLINES AND LAUNCH=
ES =F0=9F=93=B1
ELON MUSK SAYS SPACEX WILL BUILD EXCLUSIVELY WITH NVI=
DIA, TOUTS
SPACE-BASED AI SERVERS (3 MINUTE READ) [4]=20
Elon Musk an=
nounced that SpaceX will standardize exclusively on
Nvidia hardware to po=
wer its expanding terrestrial data centers and
upcoming orbital AI conste=
llation. During SpaceX's Q2 conference call,
Musk revealed a partnership =
with Nvidia to equip "Starmind" AI
satellites with Vera Rubin architectur=
es launching in 2027. Designed
to operate in space and on Earth, SpaceX's=
custom rack designs
prioritize power and cooling systems, targeting up t=
o 20 gigawatts of
infrastructure capacity to support Grok model scaling w=
hile bypassing
terrestrial land constraints.=20
HP, ASUS, AND ACER BE=
GIN USING CXMT MEMORY CHIPS (3 MINUTE READ) [5]=20
Major computer maker=
s HP, Asus, and Acer have quietly begun sourcing
DRAM memory chips from C=
hina's CXMT for select budget laptops.
Triggered by a global memory defic=
it as leading suppliers Samsung, SK
Hynix, and Micron shift manufacturing=
capacity to advanced High
Bandwidth Memory, PC vendors are turning to al=
ternative suppliers to
keep production lines moving.=20
=F0=9F=94=
=A8=20
ENGINEERING AND APPLICATIONS =F0=9F=94=A8
SAMSUNG REVEALS N=
EW 3D-MEMORY ROADMAP, BETTING ON STACKING MEMORY
DIRECTLY ATOP AI CHIPS (=
4 MINUTE READ) [6]=20
At FMS 2026, Samsung unveiled zHBM, a concept arc=
hitecture that
vertically stacks HBM directly on top of an AI accelerator=
instead of
placing it alongside the chip, shortening the distance data t=
ravels
and targeting roughly 8x the performance of next-gen HBM5 alongsid=
e
more than 10x the memory density, using advanced wafer-bonding
techno=
logy. Samsung also showed zNAND-O, an edge-AI-focused NAND
design combini=
ng high space efficiency with low latency, and V10
BV-NAND, a bonding-bas=
ed V-NAND architecture breaking past 400 layers
for the first time, a rou=
ghly 58% density jump over its prior
generation.=20
INTEL FOUNDRY ENG=
INEERS BLUEPRINT FOR HYPER-LARGE FORM FACTOR AI
CHIPS (4 MINUTE READ) [7]=
=20
At the IEEE ECTC conference, Intel Foundry unveiled novel packaging=
techniques designed to manufacture hyper-large form factor (HLFF)
sili=
con measuring 240mm by 240mm. Addressing the physical limits of
single-re=
ticle chips, Intel's design blueprint combines compute die
arrays with Hi=
gh-Bandwidth Memory (HBM) using EMIB-T embedded silicon
bridges. To maint=
ain reliability across massive package footprints,
multi-point underfill =
material is introduced for dispensing material
alongside thick stiffener =
rings and glass-core substrates that
eliminate substrate warping and stru=
ctural voids during thermal
curing.=20
=F0=9F=A7=A0=20
RESEARCH AND=
PROTOTYPES =F0=9F=A7=A0
WHEN EXPRESSIVE HUMANOID ROBOTS MESS UP, PEO=
PLE'S BRAINS TRIGGER A
TRUST-WITHDRAWAL RESPONSE (2 MINUTE READ) [8]=20
=
Researchers found that when an expressive, animated humanoid robot
ma=
de a social error, participants' brains showed coordinated activity
linke=
d to rising oxytocin, which predicted falling trust and less
influence ov=
er their choices, an effect absent when the robot was
stationary and expr=
essionless. It undercuts the common design
assumption that making robots =
more lifelike and expressive
automatically earns more trust, suggesting e=
xpressiveness can backfire
when the robot doesn't reliably deliver on the=
social behavior it
signals.=20
PRISMML SHRINKS A 27B-PARAMETER MODEL=
TO 3.9GB, SMALL ENOUGH TO RUN
FREE ON AN IPHONE (2 MINUTE READ) [9]=20
=
Caltech-rooted startup PrismML compressed a 27-billion-parameter
mode=
l down to just 3.9GB, small enough to run locally on an iPhone 17
Pro's n=
eural accelerators, or on iPad, Mac, and PC, while retaining
roughly 90% =
of the original's performance. A model of this size
normally can't fit in=
a phone's usable memory at all, making this a
real test of how far Apple=
's on-device silicon can be pushed. Apple
has confirmed early talks with =
PrismML about the technology.=20
=F0=9F=8E=81=20
MISCELLANEOUS
=
OLIX RAISES $312M AT $3.3B VALUATION, APPOINTS NICK MCKEOWN TO BOARD
(3 M=
INUTE READ) [10]=20
Optical networking startup OLIX has secured a $312 =
million Series B
funding round at a $3.3 billion valuation to accelerate =
its
specialized AI inference silicon. OLIX's X-1 platform uses custom DX-=
1
decode accelerators with high-speed SRAM and rack-scale optical
inter=
connects instead of scarce High-Bandwidth Memory (HBM),
drastically lower=
ing latency for ten-trillion-parameter AI models.=20
HUAWEI WARNS OF PH=
YSICAL SCALING LIMIT FACING NVIDIA (4 MINUTE READ)
[11]=20
Huawei chi=
ef semiconductor scientist Liao Heng warned that Western
chipmaker Nvidia=
is rapidly approaching an inescapable physical
transistor scaling limit.=
Speaking in a rare interview, Liao argued
that continually stacking mass=
ive compute dies with high-bandwidth
memory creates severe reliability co=
nstraints. In response, Huawei is
championing its proprietary "Tau Scalin=
g Law" and LogicFolding
architecture. The design approach prioritizes ult=
ra-fast
inter-component transmission speeds over brute-force transistor=
density, aiming to narrow the hardware performance gap without relying=
on advanced EUV lithography tools.=20
=E2=9A=A1=20
QUICK LINKS
=
GOVERNOR HALTS APPROVALS FOR TEXAS DATA CENTERS (3 MINUTE READ) [12] =
Texas Governor Greg Abbott issued an executive directive freezing
=
state grid connection approvals for new hyperscale data center
projects, =
citing growing public concerns regarding electrical grid
stability, water=
consumption, and opaque local tax incentives.=20
KOENIGSEGG'S 86-POUND=
"DARK MATTER" MOTOR PUTS 800 HP IN A
BACKPACK-SIZED PACKAGE (4 MINUTE RE=
AD) [13]=20
Koenigsegg built an 800-horsepower, 922 lb-ft electric moto=
r weighing
just 86 pounds, using a hybrid "raxial" design that merges rad=
ial and
axial flux motor principles to pack in torque density without the=
usual bulk.=20
EON EMERGES FROM STEALTH WITH $10.75M TO BEAM DATA CE=
NTER TRAFFIC
BETWEEN CONTINENTS VIA SPACE LASERS (4 MINUTE READ) [14]=20
=
Endeavor Optical Networks (EON) is targeting undersea fiber's biggest=
weakness, cables that are brittle, hard to access, and slow to repair,=
by building a constellation of roughly 20 laser-equipped satellites,
e=
ach acting as a dedicated link between two continents.=20
BASE POWER RA=
ISES $1B TO PUT BATTERIES IN BACKYARDS (3 MINUTE READ)
[15]=20
Home b=
attery startup Base Power aims to stabilize fragile power grids
strained =
by severe summer heat waves and rapidly expanding AI data
center electric=
ity demand.=20
BLACKSTONE PITCHES $36B DEBT PACKAGE FOR ANTHROPIC CHIP =
LEASE (3
MINUTE READ) [16]=20
Private credit giants Blackstone and Ap=
ollo are arranging a
record-breaking $36 billion debt package to finance =
Anthropic's
massive AI accelerator expansion.=20
AMD SALES OUTLOOK DI=
SAPPOINTS INVESTORS AFTER AI-FUELED RALLY (3
MINUTE READ) [17]=20
AMD=
shares dropped in extended trading despite posting strong
second-quarter=
earnings, as its forward revenue outlook failed to
satisfy Wall Street's=
lofty expectations.=20
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<div style=3D"display: none; max-height: 0px; overflow: hidden;">Elon Musk = announced that SpaceX will standardize exclusively on Nvidia hardware to po= wer its expanding terrestrial data centers and upcoming =E2=80=8C = ;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C = ;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C = ;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C = ;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C = ;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C = ; =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80= =8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80= =8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80= =8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80= =8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80= =8C =E2=80=8C </div>
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<div style=3D"text-align: center;">
<h1><strong>TLDR Hardware <span id=3D"date">2026-08-05</span></strong></h1> </div>
</td></tr></tbody></table>
<table style=3D"table-layout: fixed; width:100%;" width=3D"100%"><tbody></t= body></table>
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<table align=3D"center" bgcolor=3D"" border=3D"0" cellpadding=3D"0" cellspa= cing=3D"0" width=3D"100%"><tbody><tr><td class=3D"container" style=3D"paddi= ng-top: 0px; padding-bottom: 0px;">
<div class=3D"text-block">
<div style=3D"text-align: center;"><span style=3D"font-size: 36px;">=F0=9F= =93=B1</span></div></div>
</td></tr></tbody></table>
<table align=3D"center" bgcolor=3D"" border=3D"0" cellpadding=3D"0" cellspa= cing=3D"0" width=3D"100%"><tbody><tr><td class=3D"container" style=3D"paddi= ng-top: 0px; padding-bottom: 0px;">
<div class=3D"text-block">
<div style=3D"text-align: center;">
<h1><strong>Headlines and Launches =F0=9F=93=B1</strong></h1>
</div>
</div>
</td></tr></tbody></table>
<table style=3D"table-layout: fixed; width: 100%;" width=3D"100%"><tbody><t= r><td style=3D"padding:0;border-collapse:collapse;border-spacing:0;margin:0=
;" valign=3D"top">
<table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=
<div class=3D"text-block">
<span>
<a href=3D"
https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Ffinance.yahoo.com%2Ftechnology%2Farticle%2Felon-musk-sa= ys-spacex-will-build-exclusively-with-nvidia-touts-space-based-ai-servers-2= 11803293.html%3Futm_source=3Dtldrhardware/1/0100019fd2114538-07d5a9e6-0352-= 4664-b95a-f94d0b4c7686-000000/UmqvFGlMIcvd79PgJTY6O6PuCqkbJ2jPfX0cckEGJkk= =3D452">
<span>
<strong>Elon Musk Says SpaceX Will = Build Exclusively With Nvidia, Touts Space-Based AI Servers (3 minute read)= </strong>
</span>
<span style=3D"font-family: "Helvetica Neue", Helvetica, Arial, V= erdana, sans-serif;">
Elon Musk announced that SpaceX will st= andardize exclusively on Nvidia hardware to power its expanding terrestrial=
data centers and upcoming orbital AI constellation. During SpaceX's Q2 con= ference call, Musk revealed a partnership with Nvidia to equip "Starmind" A=
I satellites with Vera Rubin architectures launching in 2027. Designed to o= perate in space and on Earth, SpaceX's custom rack designs prioritize power=
and cooling systems, targeting up to 20 gigawatts of infrastructure capaci=
ty to support Grok model scaling while bypassing terrestrial land constrain= ts.
</span>
</span>
</div>
</td></tr></tbody></table>
<table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=
<div class=3D"text-block">
<span>
<a href=3D"
https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fasia.nikkei.com%2Fbusiness%2Fchina-tech%2Fhp-asus-and-a= cer-begin-using-cxmt-chips-amid-memory-shortage%3Futm_source=3Dtldrhardware= /1/0100019fd2114538-07d5a9e6-0352-4664-b95a-f94d0b4c7686-000000/W81MfJOf32V= 04UlF0dp4sktLKFQRf2gg-ZW810x6FXo=3D452">
<span>
<strong>HP, Asus, and Acer Begin Us= ing CXMT Memory Chips (3 minute read)</strong>
</span>
<span style=3D"font-family: "Helvetica Neue", Helvetica, Arial, V= erdana, sans-serif;">
Major computer makers HP, Asus, and Ace=
r have quietly begun sourcing DRAM memory chips from China's CXMT for selec=
t budget laptops. Triggered by a global memory deficit as leading suppliers=
Samsung, SK Hynix, and Micron shift manufacturing capacity to advanced Hig=
h Bandwidth Memory, PC vendors are turning to alternative suppliers to keep=
production lines moving.
</span>
</span>
</div>
</td></tr></tbody></table>
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<table align=3D"center" bgcolor=3D"" border=3D"0" cellpadding=3D"0" cellspa= cing=3D"0" width=3D"100%"><tbody><tr><td class=3D"container" style=3D"paddi= ng-top: 0px; padding-bottom: 0px;">
<div class=3D"text-block">
<div style=3D"text-align: center;"><span style=3D"font-size: 36px;">=F0=9F= =94=A8</span></div>
</div>
</td></tr></tbody></table>
<table align=3D"center" bgcolor=3D"" border=3D"0" cellpadding=3D"0" cellspa= cing=3D"0" width=3D"100%"><tbody><tr><td class=3D"container" style=3D"paddi= ng-top: 0px; padding-bottom: 0px;">
<div class=3D"text-block">
<div style=3D"text-align: center;">
<h1><strong>Engineering and Applications =F0=9F=94=A8</strong></h1>
</div>
</div>
</td></tr></tbody></table>
<table style=3D"table-layout: fixed; width: 100%;" width=3D"100%"><tbody><t= r><td style=3D"padding:0;border-collapse:collapse;border-spacing:0;margin:0=
;" valign=3D"top">
<table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=
<div class=3D"text-block">
<span>
<a href=3D"
https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Flinks.tldrnewsletter.com%2FsbbLny/1/0100019fd2114538-07= d5a9e6-0352-4664-b95a-f94d0b4c7686-000000/nc01TvzC_ah1oa1nFuh8z2kQGL0Es5bS_= TSgxkdtupY=3D452">
<span>
<strong>Samsung Reveals New 3D-Memo=
ry Roadmap, Betting on Stacking Memory Directly Atop AI Chips (4 minute rea= d)</strong>
</span>
<span style=3D"font-family: "Helvetica Neue", Helvetica, Arial, V= erdana, sans-serif;">
At FMS 2026, Samsung unveiled zHBM, a c= oncept architecture that vertically stacks HBM directly on top of an AI acc= elerator instead of placing it alongside the chip, shortening the distance = data travels and targeting roughly 8x the performance of next-gen HBM5 alon= gside more than 10x the memory density, using advanced wafer-bonding techno= logy. Samsung also showed zNAND-O, an edge-AI-focused NAND design combining=
high space efficiency with low latency, and V10 BV-NAND, a bonding-based V= -NAND architecture breaking past 400 layers for the first time, a roughly 5=
8% density jump over its prior generation.
</span>
</span>
</div>
</td></tr></tbody></table>
<table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=
<div class=3D"text-block">
<span>
<a href=3D"
https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fsemiengineering.com%2Ffrom-blueprint-to-build-engineeri= ng-the-worlds-largest-ai-chips%2F%3Futm_source=3Dtldrhardware/1/0100019fd21= 14538-07d5a9e6-0352-4664-b95a-f94d0b4c7686-000000/OsvqE1B2UQMmtmkH8vg5FQ2Bn= cqyjU3mWzNQf5ZB6zg=3D452">
<span>
<strong>Intel Foundry Engineers Blu= eprint for Hyper-Large Form Factor AI Chips (4 minute read)</strong>
</span>
<span style=3D"font-family: "Helvetica Neue", Helvetica, Arial, V= erdana, sans-serif;">
At the IEEE ECTC conference, Intel Foun= dry unveiled novel packaging techniques designed to manufacture hyper-large=
form factor (HLFF) silicon measuring 240mm by 240mm. Addressing the physic=
al limits of single-reticle chips, Intel's design blueprint combines comput=
e die arrays with High-Bandwidth Memory (HBM) using EMIB-T embedded silicon=
bridges. To maintain reliability across massive package footprints, multi-= point underfill material is introduced for dispensing material alongside th= ick stiffener rings and glass-core substrates that eliminate substrate warp= ing and structural voids during thermal curing.
</span>
</span>
</div>
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<div class=3D"text-block">
<div style=3D"text-align: center;"><span style=3D"font-size: 36px;">=F0=9F= =A7=A0</span></div>
</div>
</td></tr></tbody></table>
<table align=3D"center" bgcolor=3D"" border=3D"0" cellpadding=3D"0" cellspa= cing=3D"0" width=3D"100%"><tbody><tr><td class=3D"container" style=3D"paddi= ng-top: 0px; padding-bottom: 0px;">
<div class=3D"text-block">
<div style=3D"text-align: center;">
<h1><strong>Research and Prototypes =F0=9F=A7=A0</strong></h1>
</div>
</div>
</td></tr></tbody></table>
<table style=3D"table-layout: fixed; width: 100%;" width=3D"100%"><tbody><t= r><td style=3D"padding:0;border-collapse:collapse;border-spacing:0;margin:0=
;" valign=3D"top">
<table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=
<div class=3D"text-block">
<span>
<a href=3D"
https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Ftheconversation.com%2Fwhen-expressive-humanoid-robots-a= re-awkward-people-become-wary-new-brain-study-288696%3Futm_source=3Dtldrhar= dware/1/0100019fd2114538-07d5a9e6-0352-4664-b95a-f94d0b4c7686-000000/4LXCm4= 8YIuotbrMMnCoeHoydmsd_9qXrJqT4jXxpiPs=3D452">
<span>
<strong>When Expressive Humanoid Ro= bots Mess Up, People's Brains Trigger a Trust-Withdrawal Response (2 minute=
read)</strong>
</span>
<span style=3D"font-family: "Helvetica Neue", Helvetica, Arial, V= erdana, sans-serif;">
Researchers found that when an expressi= ve, animated humanoid robot made a social error, participants' brains showe=
d coordinated activity linked to rising oxytocin, which predicted falling t= rust and less influence over their choices, an effect absent when the robot=
was stationary and expressionless. It undercuts the common design assumpti=
on that making robots more lifelike and expressive automatically earns more=
trust, suggesting expressiveness can backfire when the robot doesn't relia= bly deliver on the social behavior it signals.
</span>
</span>
</div>
</td></tr></tbody></table>
<table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=
<div class=3D"text-block">
<span>
<a href=3D"
https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Ffinance.yahoo.com%2Ftechnology%2Fai%2Farticles%2Fapples= -hardware-ready-device-ai-045000917.html%3Futm_source=3Dtldrhardware/1/0100= 019fd2114538-07d5a9e6-0352-4664-b95a-f94d0b4c7686-000000/tG700xhT_lv6ADy6sU= s5uY-ohZS5s88tpIl36uj60Qg=3D452">
<span>
<strong>PrismML Shrinks a 27B-Param= eter Model to 3.9GB, Small Enough to Run Free on an iPhone (2 minute read)<= /strong>
</span>
<span style=3D"font-family: "Helvetica Neue", Helvetica, Arial, V= erdana, sans-serif;">
Caltech-rooted startup PrismML compress=
ed a 27-billion-parameter model down to just 3.9GB, small enough to run loc= ally on an iPhone 17 Pro's neural accelerators, or on iPad, Mac, and PC, wh= ile retaining roughly 90% of the original's performance. A model of this si=
ze normally can't fit in a phone's usable memory at all, making this a real=
test of how far Apple's on-device silicon can be pushed. Apple has confirm=
ed early talks with PrismML about the technology.
</span>
</span>
</div>
</td></tr></tbody></table>
</td></tr></tbody></table>
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<div class=3D"text-block">
<div style=3D"text-align: center;"><span style=3D"font-size: 36px;">=F0=9F= =8E=81</span></div></div>
</td></tr></tbody></table>
<table align=3D"center" bgcolor=3D"" border=3D"0" cellpadding=3D"0" cellspa= cing=3D"0" width=3D"100%"><tbody><tr><td class=3D"container" style=3D"paddi= ng-top: 0px; padding-bottom: 0px;">
<div class=3D"text-block">
<div style=3D"text-align: center;"><strong><h1>Miscellaneous</h1></strong><= /div>
</div>
</td></tr></tbody></table>
<table bgcolor=3D"" style=3D"table-layout: fixed; width: 100%;" width=3D"10= 0%"><tbody><tr><td style=3D"padding:0;border-collapse:collapse;border-spaci= ng:0;margin:0;" valign=3D"top">
<table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=
<div class=3D"text-block">
<span>
<a href=3D"
https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Folix.com%2Fnews%2Fcompany-raises-series-b%3Futm_source= =3Dtldrhardware/1/0100019fd2114538-07d5a9e6-0352-4664-b95a-f94d0b4c7686-000= 000/bSiO-3zmUj-bH_4SmAfo_YuoHYP6mlLW1YwmqFCEh4Y=3D452">
<span>
<strong>OLIX Raises $312M at $3.3B = Valuation, Appoints Nick McKeown to Board (3 minute read)</strong>
</span>
<span style=3D"font-family: "Helvetica Neue", Helvetica, Arial, V= erdana, sans-serif;">
Optical networking startup OLIX has sec= ured a $312 million Series B funding round at a $3.3 billion valuation to a= ccelerate its specialized AI inference silicon. OLIX's X-1 platform uses cu= stom DX-1 decode accelerators with high-speed SRAM and rack-scale optical i= nterconnects instead of scarce High-Bandwidth Memory (HBM), drastically low= ering latency for ten-trillion-parameter AI models.
</span>
</span>
</div>
</td></tr></tbody></table>
<table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=
<div class=3D"text-block">
<span>
<a href=3D"
https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Faiweekly.co%2Falerts%2Fhuawei-scientist-warns-nvidia-of= -coming-transistor-avalanche%3Futm_source=3Dtldrhardware/1/0100019fd2114538= -07d5a9e6-0352-4664-b95a-f94d0b4c7686-000000/fpi8rZfi2ctsCmjemFg44khunDvOtt= Oo02cKX-JJynQ=3D452">
<span>
<strong>Huawei Warns of Physical Sc= aling Limit Facing Nvidia (4 minute read)</strong>
</span>
<span style=3D"font-family: "Helvetica Neue", Helvetica, Arial, V= erdana, sans-serif;">
Huawei chief semiconductor scientist Li=
ao Heng warned that Western chipmaker Nvidia is rapidly approaching an ines= capable physical transistor scaling limit. Speaking in a rare interview, Li=
ao argued that continually stacking massive compute dies with high-bandwidt=
h memory creates severe reliability constraints. In response, Huawei is cha= mpioning its proprietary "Tau Scaling Law" and LogicFolding architecture. T=
he design approach prioritizes ultra-fast inter-component transmission spee=
ds over brute-force transistor density, aiming to narrow the hardware perfo= rmance gap without relying on advanced EUV lithography tools.
</span>
</span>
</div>
</td></tr></tbody></table>
</td></tr></tbody></table>
<table align=3D"center" bgcolor=3D"" border=3D"0" cellpadding=3D"0" cellspa= cing=3D"0" width=3D"100%"><tbody><tr><td class=3D"container" style=3D"paddi= ng-top: 0px; padding-bottom: 0px;">
<div class=3D"text-block">
<div style=3D"text-align: center;"><span style=3D"font-size: 36px;">=E2=9A= =A1</span></div></div>
</td></tr></tbody></table>
<table align=3D"center" bgcolor=3D"" border=3D"0" cellpadding=3D"0" cellspa= cing=3D"0" width=3D"100%"><tbody><tr><td class=3D"container" style=3D"paddi= ng-top: 0px; padding-bottom: 0px;">
<div class=3D"text-block">
<div style=3D"text-align: center;">
<h1><strong>Quick Links</strong></h1>
</div>
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<table bgcolor=3D"" style=3D"table-layout: fixed; width: 100%;" width=3D"10= 0%"><tbody><tr><td style=3D"padding:0;border-collapse:collapse;border-spaci= ng:0;margin:0;" valign=3D"top">
<table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=
<div class=3D"text-block">
<span>
<a href=3D"
https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fwww.texastribune.org%2F2026%2F08%2F03%2Ftexas-data-cent= er-project-audit-greg-abbott%2F%3Futm_source=3Dtldrhardware/1/0100019fd2114= 538-07d5a9e6-0352-4664-b95a-f94d0b4c7686-000000/byVFQW9bEPGTb5sdfq7rAKaNcWn= lKQU3Qv_aF_g43AU=3D452">
<span>
<strong>Governor Halts Approvals fo=
r Texas Data Centers (3 minute read)</strong>
</span>
<span style=3D"font-family: "Helvetica Neue", Helvetica, Arial, V= erdana, sans-serif;">
Texas Governor Greg Abbott issued an ex= ecutive directive freezing state grid connection approvals for new hypersca=
le data center projects, citing growing public concerns regarding electrica=
l grid stability, water consumption, and opaque local tax incentives.
</span>
</span>
</div>
</td></tr></tbody></table>
<table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=
<div class=3D"text-block">
<span>
<a href=3D"
https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fcarbuzz.com%2Fkoenigsegg-dark-matter-800-hp-electric-mo= tor-design-weight-size%2F%3Futm_source=3Dtldrhardware/1/0100019fd2114538-07= d5a9e6-0352-4664-b95a-f94d0b4c7686-000000/ZWBoF1KeRrOexlG7s-XwG0V85VuGTEQR6= P5OtEIfV3M=3D452">
<span>
<strong>Koenigsegg's 86-Pound "Dark=
Matter" Motor Puts 800 HP in a Backpack-Sized Package (4 minute read)</str=
</span>
<span style=3D"font-family: "Helvetica Neue", Helvetica, Arial, V= erdana, sans-serif;">
Koenigsegg built an 800-horsepower, 922=
lb-ft electric motor weighing just 86 pounds, using a hybrid "raxial" desi=
gn that merges radial and axial flux motor principles to pack in torque den= sity without the usual bulk.
</span>
</span>
</div>
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