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Applied AI·July 15, 2026·1 min read

OpenAI finally launches hardware… for Codex

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A dedicated Codex hardware device points to AI-native peripherals as a new control surface for developer workflows. If you sell into dev tools or platforms, assume the IDE boundary is going to include physical devices and start thinking about where your product lives in that loop.

Applied AI

Sources: Apple is looking for chip companies to buy to boost its AI server chip efforts as it struggles with the performance of its servers running on M2 Ultra

If Apple is shopping for AI chip acquisitions because M2 Ultra can’t carry server workloads, the bar for in-house general-purpose silicon in AI infra just moved higher. Infra buyers should assume more vertical integration and custom accelerators across the majors — and design their own stacks to avoid single-vendor lock-in on any one chip architecture.