The gpu is now built like a city
the gpu is now built like a city: tsmc’s cowos-l stays the main packaging line for ai chips through 2028 as nvidia shipments grow 30 percent this year, and the advanced packaging market passes 52 billion dollars in 2026, over half of all packaging. packages now span 240 millimeters with hbm stacked on top. the transistor is becoming the least interesting part.
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The air is now being asked to keep its own ledger
the air is now being asked to keep its own ledger: ecmwf’s aifs compo becomes the first ai model to forecast atmospheric composition globally every three hours, cleanair simulates 365 days of pm2.5 over china in ten seconds, and a unified framework maps six pollutants at one kilometer across the whole country. the air now files its own composition report.
read the note →The current is now being asked to draw its own map
the current is now being asked to draw its own map: china’s langya 2.0 predicts six ocean phenomena including internal waves and mesoscale eddies, a deep net called wenhai resolves eddies globally with air sea flux formulas built in, and scripps infers surface currents from the way temperature patterns deform in satellite images. the ocean now files its own circulation report.
read the note →The soil is now being asked to report its own carbon
the soil is now being asked to report its own carbon: a nix color sensor paired with generative data augmentation predicts soil organic carbon without a lab, random forest drives 74 percent of soil health mapping studies, and sentinel 2 tracks five year carbon change across france and italy from 922 samples. the dirt now files its own carbon account.
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