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Deep & Emerging Tech·April 8, 2026·1 min read

'Our work shows that Rowhammer, which is well-studied on CPUs, is a serious threat on GPUs as well': High-end Nvidia hardware targeted by all-new attacks entering a new "territory."

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Rowhammer-style attacks jumping to high-end Nvidia GPUs means your AI cluster is now a primary memory attack surface — not just a compute asset. If you’re running shared GPU environments, treat them like multi-tenant CPU infra and push your vendors on hardware-level mitigations, not just software sandboxing.

Deep & Emerging Tech

ASML reports Q1 net sales of €8.8B, vs. €8.5B est., and €2.8B net profit, vs. €2.5B est., and raises 2026 net sales forecast to €36B-€40B from €34B-€39B (Arjun Kharpal/CNBC)

Beating Q1 and hiking the 2026 guide to up to €40B confirms ASML’s order book is locked in around AI demand — the wafer side of the stack is now as strategic as the GPU brands you recognize. Infra buyers need to model lithography capacity into their long-term compute assumptions, not just cloud contracts.