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Applied AI·July 2, 2026·1 min read

Anthropic's Claude to help Micron design better HBM, DRAM, and SSD for AI even as both companies refuse to address computational storage directly

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AI co-design is moving down-stack—using Claude to help architect HBM, DRAM, and SSD for AI workloads tightens the feedback loop between models and memory. If you build AI-heavy systems, expect storage and memory roadmaps to become more specialized and less interchangeable, and negotiate accordingly.

Applied AI

At a town hall, Mark Zuckerberg said Meta's AI agent development has not accelerated as expected and its reorganization was not as "clean" as it could have been

When one of the most resourced players says AI agent development is slower than hoped and reorgs are messy, that’s a reality check on how hard orchestration and productization really are. If your board expects fully agentic workflows this year, reset expectations and focus on narrow, high-ROI agent use cases you can actually ship and govern.