TSMC Names Lasers, Fiber, Connectors and Test as Co-Packaged Optics Scaling Constraints
Taiwanese trade press report TSMC's K.C. Hsu cited four constraints on CPO deployment. TrendForce still sees engine yield, fabrication and packaging as limits.
Taiwanese trade press report TSMC's K.C. Hsu cited four constraints on CPO deployment. TrendForce still sees engine yield, fabrication and packaging as limits.

Terminal-Bench-Science measures agents on research workflows, not textbook questions. A vendor-run result released days later shows how quickly its baseline can move.

DOE is funding a grid model designed to evaluate 1 billion scenarios a day. But queue delays arise as much from process, staffing, speculative requests, and construction as from solver time.

Bull's €387.8 million LUMI-AI contract names AMD MI430X and EPYC hardware but gives no accelerator count or exaflops rating. CSC told SCN the count waits on AMD's final MI430X specifications.
The compute behind models, inference & agents

Four jurisdictions, four approaches: an unapproved Ohio settlement, a TVA board-set rate, a contested FERC proceeding in Wisconsin, and a Texas audit of its large-load queue.
Compute scales about 3x every two years; memory bandwidth scales under 2x. NVIDIA, AMD, Google, Intel, and OpenAI each answered that gap differently.

Brazil pairs a Huawei-iFlytek project with a supercomputer tender officials expect NVIDIA to win. The tender buys portability on paper; the silicon stays foreign.
Exascale systems, accelerators & scientific computing

ORNL's first Genesis Mission supercomputer misses the top ten even at perfect Linpack efficiency. No US system has published the FP64 to challenge China's LineShine.

MHPCC cut Makau's ribbon in August, months after the machine began carrying pioneer workloads. A system 13 times its size arrives at the same center this year.

Michigan law gives the university broad control over its land, but utility service, environmental permits, and political challenges remain unresolved.
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GET /llms.txt402 · X-PAYMENTSIGN-IN-WITH-Xscn-pubkey.jsonAccept: text/markdownHardware, algorithms & the race to advantage

IMS says its neutral-atom system will begin at approximately 50 qubits and scale to 500. Its March 2031 goal: 10,000 physical qubits with error detection and correction, no logical-qubit count.

EuroHPC's six August quantum actions continue partnerships selected in 2022. The EU's platform-assessment roadmap is still a draft and is open for public comment.

Joint engineering is underway. No volumes, economics, dates, or component assignments disclosed. The IPO prospectus already named Quanta Computer a partner.
Photonics, neuromorphic & what comes next

NVIDIA's release formalizes the NVL72 basis Musk disclosed August 4. That evening, SpaceX's two public hosts served different AI1 spec sheets.
Open Compute Project's 294-page vision assigns an owner to each layer of the co-packaged optics stack, except one: photonic die testing, which the paper itself labels unowned.

A worked example budgets 259 W of solar output per square meter of tile, implying a similar heat load. SpaceX's draft AI1 makes the opposite supercomputing bet: hotter liquid cooling and pumps.