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The Download: glass chips and “AI-free” logos

View original at technologyreview.com
MIT Technology Review - Ai Research Title: The Download: glass chips and “AI-free” logos Date: 2026-03-16 12:35 Source: https://www.technologyreview.com/2026/03/16/1134301/the-download-glass-ai-chips-ai-free-logo/ <p><em>This is today’s edition of </em><a href="https://forms.technologyreview.com/newsletters/briefing-th…
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  • The National Semiconductor Technology Center would do well to follow DARPA's lead by focusing on moonshot programs

    60% confidence
  • The US government has one big choice: adopt a conservative strategy to preserve its lead for the next five years or orient itself toward genuine computing moonshots

    60% confidence
  • Nuclear weapons have been one of the most stabilizing forces in history

    60% confidence
  • US government has a choice between a conservative strategy to preserve its lead for five years or orient toward genuine computing moonshots

    60% confidence
  • Nuclear weapons have been one of the most stabilizing forces in history

    60% confidence
  • Would build both fission and fusion nuclear weapons

    60% confidence
  • The National Semiconductor Technology Center should follow DARPA's lead by focusing on moonshot programs

    60% confidence
  • Glass substrate technology could reduce the energy demands of chips in AI data centers and even consumer laptops and mobile devices

    60% confidence
  • Glass chip technology could reduce the energy demands of chips in AI data centers and even consumer laptops and mobile devices

    60% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Capital Boom Meets Valuation Jitters: Funding Surges While Bellwether Stocks Wobble
A dense wave of AI-sector funding (Socure, Stability AI, Emerald AI, Generalist AI, Gatik, Regent Craft and others closing rounds on the same day) and strong enterprise-automation earnings (UiPath raising full-year guidance) point to continued heavy capital deployment into AI infrastructure, fintech-adjacent AI, and agentic automation. Yet Palantir's stock fell even after winning the Army's high-profile TITAN contract, and commentary (e.g., the Alphabet bull case citing AI capex and regulatory risk) signals growing investor unease about whether current AI valuations and spending levels are sustainable.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
JPMorgan Chase & Co.
Both facts represent the same entity (JPMorgan Chase & Co.), same attribute (EPS), and same observation date (2025-12-31), which aligns with FY 2025 year-end reporting. Fact A explicitly states FY 2025 with EPS of 20.02 USD/share. Fact B has an unspecified fiscal period (N/A) but reports 4.63 USD, a significantly different value (4.3x lower). Given identical observation dates and the same metric, both facts appear intended to represent FY 2025 annual EPS. The conflicting values (20.02 vs 4.63) constitute a direct contradiction. The N/A period in Fact B suggests incomplete or corrupted metadata rather than legitimate time-period variation.
We flag conflicts openly ›
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