Blue Origin still does not know why New Glenn exploded but plans to fly again this year
THE SO WHAT
Planning a return-to-flight while the New Glenn root cause is still under investigation shows how much schedule pressure is baked into commercial launch. If you depend on space-based infrastructure, diversify launch providers and build delay tolerance into your deployment timelines.
READ THE SOURCE
MORE FROM THE WIRE
Deep & Emerging TechNvidia competitor Etched hits $5B valuation, $1B in sales for AI chip
A single-purpose inference chip booking $1B under contract and a $5B valuation shows there is real budget for specialization once models move from training to steady-state serving. If your workloads are stable—fixed architectures, predictable operators—start running TCO scenarios on domain-specific accelerators instead of assuming general-purpose GPUs forever.
Deep & Emerging TechRAM prices are about to rise nearly 50 percent. And it gets worse.
If DRAM pricing jumps ~50% on AI-driven shortages, your 2026 hardware refresh and GPU expansion plans just got materially more expensive. Lock in critical memory-heavy configs early and revisit TCO models that assumed flat component prices.
Deep & Emerging TechASML, Chip-Tool Stocks Soar as Samsung, SK Plan Investments
Samsung and SK’s capex wave into advanced nodes is pulling ASML and the rest of the tool chain up with it—AI demand is now dictating the tempo of global semiconductor equipment cycles. If you rely on cutting-edge chips, treat toolmaker capacity and lead times as a strategic constraint, not a background assumption.
Deep & Emerging TechThe summer heat is hitting data centers hard — and outages and downtime may only get worse
With more than half of global data center capacity exposed to heatwaves, drought, and water stress, uptime risk is now a climate problem as much as an engineering one. Map your workloads to specific facilities and regions this week—then stress-test failover and multi-region plans against realistic heat and water scenarios, not just power loss.