Google reportedly books Intel for packaging more than 3 million TPUs in 2028 — SK hynix is testing Intel’s EMIB packaging for HBM integration

Google has placed an order for Intel to build more than 3 million of its TPUs in 2028 after months of testing Intel’s advanced packaging.
…

Samsung Heavy Industries recruits Greek shipowner and Supermicro to bring 50MW floating AI data centers to market — can be powered by solid oxide fuel cells running on liquefied natural gas

Besides Samsung Heavy, Japan’s MOL is also building a 73 MW floating data center with Karpowership for a 2027 deployment.
…

Analyzing TSMC’s fab expansion roadmap — multi-fab N2 ramp, CoWoS, SoIC, and uncorking bottlenecks

TSMC is executing the largest manufacturing expansion in semiconductor industry history that combines simultaneous multi-fab N2 ramps, AI-driven manufacturing optimizations, and massive CoWoS/SoIC packaging capacity expans…

, ,
China drafts $295 billion plan to build national AI data center grid running on 80% homemade silicon — projected 2028 timeline could run into limits of local chip production

China is drafting a plan to spend roughly 2 trillion yuan over five years on a nationwide grid of AI data centers.

Claude Fable 5 brings Mythos to the masses — Anthropic’s new frontier model is ‘state-of-the-art on nearly all tested benchmarks’

After first announcing its scarily capable Mythos Preview model back in April, Anthropic is releasing a public version of Mythos, called Fable 5, that it says is “safe for general use.”
…

,
Anthropic’s warning over AI self-improvement has a hidden message — accelerating development requires more compute before companies ever risk losing control of frontier AI models

The company that just a few weeks ago told us that its Mythos model was much too powerful to be released is now saying that we might need to hit the pause button.
…

,
Taiwan weighs criminal ban on AI chip exports to all of China — stricter measures beyond blacklisted firms would make smuggling servers a crime

Taiwan is considering far stricter export controls that would restrict AI chip sales to every customer in China.

Elon Musk’s first-gen orbital data center craft spans wider than a Boeing 747 and runs an interchangeable chip payload — AI1 satellite compute payload is 120 kW, peaks at 150 kW

Elon Musk laid out the first detailed design of SpaceX’s AI1 satellite in a 30-minute video posted to the company’s X account.
…

SpaceX unveils 11-million-square-foot Gigasat factory, a new manufacturing facility for space-based data centers — aims for 1 GW/year of space AI compute by late 2027 from its satellites

SpaceX’s new Gigasat factory will mass-produce AI satellites for orbital data centers. Musk says the company is targeting 1 GW of space AI compute by 2027 and 100 GW per year by 2030.
…

,
Startup’s ‘miracle’ solid-state battery actually uses lithium-ion chemistry, according to third-party tests — Donut Lab raised $25M and is valued at $1.25B on what now appear to be debunked claims

A Finnish startup’s startling claims to have a production-ready ‘miracle’ solid-state battery have thoroughly collapsed under independent scrutiny.
…