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The Download: glass chips and “AI-free” logos

View original at technologyreview.com
MIT Technology Review - Ai Research Title: The Download: glass chips and “AI-free” logos Date: 2026-03-16 12:35 Source: https://www.technologyreview.com/2026/03/16/1134301/the-download-glass-ai-chips-ai-free-logo/ <p><em>This is today’s edition of </em><a href="https://forms.technologyreview.com/newsletters/briefing-th…
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  • Glass chip technology could reduce the energy demands of chips in AI data centers and even consumer laptops and mobile devices

    60% confidence
  • The National Semiconductor Technology Center would do well to follow DARPA's lead by focusing on moonshot programs

    60% confidence
  • Glass substrate technology could reduce the energy demands of chips in AI data centers and even consumer laptops and mobile devices

    60% confidence
  • Nuclear weapons have been one of the most stabilizing forces in history

    60% confidence
  • Would build both fission and fusion nuclear weapons

    60% confidence
  • The US government has one big choice: adopt a conservative strategy to preserve its lead for the next five years or orient itself toward genuine computing moonshots

    60% confidence
  • Nuclear weapons have been one of the most stabilizing forces in history

    60% confidence
  • The National Semiconductor Technology Center should follow DARPA's lead by focusing on moonshot programs

    60% confidence
  • US government has a choice between a conservative strategy to preserve its lead for five years or orient toward genuine computing moonshots

    60% confidence
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Ce que nous observons
The Agentic Takeover of the CFO's Office
Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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Là où les sources divergent
Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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