Technological Feasibility in AI infrastructure: 148 signals in the last 90 days

Signals per month

October 2026 had 48 signals against an average of 48 for Jul to Sept: level. The current month is partial.

The latest headlines

1. 1 Nov 2026Google received the first AI response from a TPU on a Project Suncatcher prototype satellite, with Gemma 4 composing a haiku.ITmedia News · Alphabet, Project Suncatcher
2. 1 Nov 2026NVIDIA demonstrates next-generation OOI co-packaged optics and has prototype samples36Kr newsflashes · NVIDIA
3. 31 Oct 2026Changxin Memory Technologies completes engineering-sample verification of sixth-generation 4F² DRAM platformYicai · CXMT
4. 31 Oct 2026Micron Technology will stay on 6F² DRAM and develop 3D DRAM rather than adopt 4F².Yicai · Micron
5. 31 Oct 2026Google's experimental orbital datacenter prototype used its TPU to send a haiku to Earth.The Register · Alphabet
6. 30 Oct 2026Satlyt successfully tested technology for turning satellites into virtual data centers.TechCrunch · Satlyt
7. 28 Oct 2026Google improved Genie 4’s simulation of physical interactions and character behavior.Yicai · Alphabet
8. 26 Oct 2026NVIDIA and Stanford are exploring GPT-6 Astra for robot control.Yicai · NVIDIA, OpenAI
9. 26 Oct 2026imec published a study on vertically stacked DRAM-on-GPU cooling architectures.Semiconductor Engineering · imec
10. 25 Oct 2026Chinese Academy of Sciences researchers published a study evaluating Pt-W alloy for thinner high-NA EUV mask absorbers.Semiconductor Engineering

Members see every signal with its source, the body and the company file behind each name, filtered by tag, source and date.

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