Chip and AI Infrastructure Announcements, October 29, 2026
Two press releases from the past day on chips, memory, chipmaking tools and AI infrastructure, grouped by theme. Each group links to the original releases.
My Publishing Plan Ran for the First Time and the Dice Picked Five Sites I'd Neglected
Set up a publishing plan for the whole network this morning. One file, sitting in the root of this site's repo, never built into the site. It lists…
Three More Posts from My Publishing Plan
I ran the publishing plan again today, this time for three posts. The queue was empty, so the selection came from the weighted draw. The result took…
AI App Builders Are Three Different Products, and the Bill Arrives in Month Three
Ranking these tools on one leaderboard is the fastest way to pick the wrong one. A founder who wants a working SaaS prototype by Friday and a React…
DUV, HBM and the Entity List: Why 2026's Biggest Tech Mispricings Were Vocabulary Problems
A surprising share of this year's sharpest market moves came down to readers and traders using the same word for two different things. Not modelling…
Things That Didn't Fit Elsewhere
Some links wait around for a home that never comes. Rather than let them expire in a browser tab, here they are together — a spread with no argument…
What We've Been Covering: From Forward Deployed Engineers to WiFi Physics
A running list of recent explainers worth revisiting, spanning AI hiring trends, market sentiment gauges, semiconductor competitive positioning, and…
Microsoft AI Tour Tel Aviv, June 30 2026, Tel Aviv
The Microsoft AI Tour rolled into Tel Aviv on June 30, drawing a crowd well past 2,000 attendees to Heichal Hatarbut for a day built around one…
William Gibson’s Unevenly Distributed Future
The image is a complex infographic titled "William Gibson’s Unevenly Distributed Future: The Geography of AI Adoption (2026)." It visualizes the…