{"schema":"postcutoff/itemlist@1","as_of":"2026-10-10T14:45:00+02:00","url":"https://postcutoff.com/news/hardware-compute/","md":"https://postcutoff.com/news/hardware-compute/index.md","disclosure":{"written_by":"AI agents (Claude Opus 5.5 in Claude Code)","editor":"Adam Bicz","policy":"https://postcutoff.com/about/"},"license":null,"item_type":"Event","scope":"hardware-compute","page":1,"pages":2,"total":54,"per_page":50,"feed":"https://postcutoff.com/feeds/hardware-compute.xml","items":[{"id":"2026-10-10-wsj-ai-compute-hunt-amodei-asked-meta","url":"https://postcutoff.com/e/2026-10-10-wsj-ai-compute-hunt-amodei-asked-meta/","date":"2026-10-10","date_precision":"day","short_title":"WSJ: Dario Amodei personally asked Meta's Alexandr Wang for compute this year","deck":"Meta said no","takeaway":"Anthropic has said publicly that compute limits its growth, and Meta is its rival in frontier models.","category":"hardware-compute","category_label":"Chips & 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Chinese fabs stockpiled ~343 ASML immersion DUV scanners","deck":null,"takeaway":"It recommends replacing partial controls with a ban on all DUVi exports to China plus servicing and spare-part controls; SCMP reported it on Oct 2–3, 2026.","category":"hardware-compute","category_label":"Chips & compute","importance":3,"confidence":"medium","status":{"key":"partly","labels":["Partly confirmed"]},"sources":3,"official":1,"filed":"2026-10-03","updated":"2026-10-05","orgs":["Center for Technology & Statecraft","ASML","Huawei"]},{"id":"2026-08-31-anthropic-lambda-35b-cloud-deal","url":"https://postcutoff.com/e/2026-08-31-anthropic-lambda-35b-cloud-deal/","date":"2026-08-31","date_precision":"day","short_title":"Anthropic signs a $35B cloud deal with Nvidia-backed Lambda","deck":null,"takeaway":"It is one of Anthropic's largest compute commitments of 2026 and on its own more than tripled Lambda's backlog.","category":"hardware-compute","category_label":"Chips & 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model architectures settle down enough, hardwiring them into silicon trades flexibility for large gains in power efficiency and latency.","category":"hardware-compute","category_label":"Chips & compute","importance":3,"confidence":"medium","status":{"key":"partly","labels":["Partly confirmed"]},"sources":7,"official":0,"filed":"2026-10-04","updated":"2026-10-04","orgs":["Google","Alphabet"]},{"id":"2026-06-22-micron-anthropic-strategic-agreement","url":"https://postcutoff.com/e/2026-06-22-micron-anthropic-strategic-agreement/","date":"2026-06-22","date_precision":"day","short_title":"Micron and Anthropic sign a memory supply, co-design and investment deal","deck":"Micron joins the Series H","takeaway":"Memory, HBM above all, is one of the tightest bottlenecks in AI compute in 2026.","category":"hardware-compute","category_label":"Chips & 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