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TSMC reported revenue of $511.86 billion New Taiwan dollars for
September=
, a 54.6% year-over-year increase. Demand for advanced AI
chips=C2=A0= =E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2= =A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C= =C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80= =8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0= =E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2= =A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0= =E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2= =A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C= =C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80= =8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0= =E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=
=A0
Sign Up [1] |Advertise [2]|View Online [3]=20
=09=09TLDR =
TLDR HARDWARE 2026-10-09
=F0=9F=93=B1=20
HEADLINES AND LAUNCH=
ES
TSMC'S SEPTEMBER SALES SURGE YEAR-OVER-YEAR AS AI DRIVES CHIP DEMA=
ND
(1 MINUTE READ) [4]=20
TSMC reported revenue of $511.86 billion Ne=
w Taiwan dollars for
September, a 54.6% year-over-year increase. Demand f=
or advanced AI
chips, driven by customers like Nvidia and Apple, boosted =
sales. TSMC
has also committed to using ASML's advanced lithography machi=
nes to
enhance chip production.=20
AMAZON BUILDS ITS 1,000TH LEO SATE=
LLITE AT 27 A WEEK, BUT ONLY 396
ARE IN ORBIT (3 MINUTE READ) [5]=20
=
Amazon built its 1,000th Leo broadband satellite at its Kirkland,
Washing=
ton plant, which took six months to produce its first 27 and
now turns ou=
t 27 a week. It builds propulsion in-house and borrowed
consumer electron=
ics methods to cut tests that took weeks down to
hours. The bottleneck is=
launch: only 396 are in orbit against 3,232
needed, and the Vulcan groun=
ding and a New Glenn pad explosion cost
Amazon FCC spectrum priority.=20
=
=F0=9F=94=A8=20
ENGINEERING AND APPLICATIONS
ANDERON AIMS TO IN=
DUSTRIALIZE QUANTUM CHIP FABRICATION (5 MINUTE
READ) [6]=20
IEEE Spec=
trum examines the up-to-$1B CHIPS R&D award finalized for
IBM spinoff And=
eron in September. IBM is matching that funding with
$1B, while Anderon u=
ses a 300mm Albany line and plans foundry services
and process design kit=
s for outside developers. The challenge is
repeatable fabrication, includ=
ing tighter control of Josephson
junctions, rather than simply adding waf=
er capacity.=20
GOOGLE OPEN-SOURCES ML DRIFT, A GPU ENGINE THAT RUNS ON=
E SHADER SET
ACROSS OPENCL, METAL, WEBGPU, AND OPENGL ES (4 MINUTE READ) =
[7]=20
Tensor virtualization decouples a tensor's logical layout from i=
ts
physical GPU allocation, so one shader template replaces separate
ba=
ckend-specific codebases. For edge LLMs, ML Drift switches kernels
betwee=
n compute-bound prefill and memory-bound decode, using a
convolution-alig=
ned KV cache layout and in-kernel activation
quantization to skip memory =
roundtrips. It cut YouTube Shorts frame
latency by up to 40%, and Google =
co-optimized it with Arm, Intel, and
Qualcomm GPUs.=20
=F0=9F=A7=A0 =
RESEARCH AND PROTOTYPES
SUPERCAPACITOR CEMENT IS KEY TO BUILDIN=
GS THAT STORE THEIR OWN POWER
(3 MINUTE READ) [8]=20
Scientists from =
the Harbin Institute of Technology developed a
cement-based supercapacito=
r capable of powering small devices like
LEDs. The device uses a 3D-print=
ed electrode ink made from carbon
nanotubes and cement, enabling fast ene=
rgy discharge. Future research
will enhance cold-weather performance, pot=
entially allowing buildings
to store energy and support smart environment=
s.=20
AWS LAUNCHES AN OPEN-SOURCE PHYSICAL AI TOOLCHAIN FOR ROBOTICS (5=
MINUTE READ) [9]=20
The toolchain covers synthetic data generation, =
training, simulation
and validation, edge deployment and continuous impro=
vement. It uses
SageMaker for training and IoT Greengrass for pushing mod=
els to
devices, plus NVIDIA's Isaac Sim, Isaac Lab, GR00T, and Cosmos. AW=
S
says it is not a direct replacement for RoboMaker, which shut down in=
2025.=20
=F0=9F=8E=81=20
MISCELLANEOUS
TOO MANY QUANTUM STAR=
TUPS, TOO LITTLE MONEY TO KEEP THEM ALIVE (3
MINUTE READ) [10]=20
Gar=
tner predicts that over half of quantum startups will fail by 2030
due to=
a market unable to generate sufficient revenue. Despite this,
companies =
are investing in quantum technologies for their potential
business advant=
ages, focusing on building expertise rather than
waiting for technologica=
l maturity. The public sector and financial
industries are expected to le=
ad quantum computing investments, with
spending reaching $245 million and=
$289 million by 2027 and 2028,
respectively.=20
THERE'S A HIDDEN UPS=
IDE TO THE RAMPOCALYPSE FOR APPLE (1 MINUTE READ)
[11]=20
Apple gaine=
d a full percentage point in market share year-over-year
as RAM price inc=
reases led to a 20% decrease in overall PC shipments.
Despite this downtu=
rn, Apple was less affected than most competitors.
With prices expected t=
o worsen, Apple's resilience highlights its
strong customer base willing =
to invest in new devices.=20
=E2=9A=A1=20
QUICK LINKS
AWS LAUNC=
HES AN OPEN-SOURCE PHYSICAL AI TOOLCHAIN FOR ROBOTICS (5
MINUTE READ) [9]=
=20
The toolchain covers synthetic data generation, training, simulatio=
n
and validation, edge deployment, and continuous improvement.=20
NVI=
DIA'S SAFETY STACK FOR PHYSICAL AI (5 MINUTE READ) [12]=20
NVIDIA expan=
ded its Halos safety system from self-driving cars to
robots with Halos f=
or Robotics in June.=20
MICROSOFT'S SURFACE LAPTOP ULTRA BRINGS NVIDIA'=
S RTX SPARK TO A
15-INCH, $2,600 LAPTOP (3 MINUTE READ) [13]=20
Micro=
soft's 15-inch Surface Laptop Ultra runs Nvidia's RTX Spark
superchip, pa=
iring up to a 20-core Grace CPU and Blackwell graphics
with up to 128GB o=
f unified memory, enough for local agents on models
up to 120B parameters=
.=20
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terested in reaching an audience of hardware
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akers, you may want to ADVERTISE WITH US
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any comments or feedback, just respond to this email!=20
Thanks for read=
ing,=20
Andrew Tan [18], Adi Nikumbh [19], Kshitij Sudan [20], & Kat Scott=
[21]=20
Manage your subscriptions [22] to our other newsletters on t=
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<div style=3D"display: none; max-height: 0px; overflow: hidden;">TSMC repor= ted revenue of $511.86 billion New Taiwan dollars for September, a 54.6% ye= ar-over-year increase. Demand for advanced AI chips =E2=80=8C =E2= =80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2= =80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2= =80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2= =80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2= =80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C &nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C </div>
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<table style=3D"table-layout: fixed; width:100%;" width=3D"100%"><tbody><tr= ><td style=3D"padding:0;border-collapse:collapse;border-spacing:0;margin:0;=
<div style=3D"text-align: center;">
<h1><strong>TLDR Hardware <span id=3D"date">2026-10-09</span></strong></h1> </div>
</td></tr></tbody></table>
<table style=3D"table-layout: fixed; width:100%;" width=3D"100%"><tbody></t= body></table>
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<table align=3D"center" bgcolor=3D"" border=3D"0" cellpadding=3D"0" cellspa= cing=3D"0" width=3D"100%"><tbody><tr><td class=3D"container" style=3D"paddi= ng-top: 0px; padding-bottom: 0px;">
<div class=3D"text-block">
<div style=3D"text-align: center;"><span style=3D"font-size: 36px;">=F0=9F= =93=B1</span></div></div>
</td></tr></tbody></table>
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<div class=3D"text-block">
<div style=3D"text-align: center;">
<h1><strong>Headlines and Launches</strong></h1>
</div>
</div>
</td></tr></tbody></table>
<table style=3D"table-layout: fixed; width: 100%;" width=3D"100%"><tbody><t= r><td style=3D"padding:0;border-collapse:collapse;border-spacing:0;margin:0=
;" valign=3D"top">
<table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=
<div class=3D"text-block">
<span>
<a href=3D"
https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fwww.cnbc.com%2F2026%2F10%2F08%2Ftsmc-september-sales-hi= t-another-record-as-ai-boom-rolls-on.html%3Futm_source=3Dtldrhardware/1/010= 001a120d04036-180c90d2-76a0-4cb9-9279-e257dafad7f0-000000/7tMCBHDx1aWnsGkcs= JCbuOpTamimmMrkeOQokLgNffI=3D452">
<span>
<strong>TSMC's September sales surg=
e year-over-year as AI drives chip demand (1 minute read)</strong>
</span>
<span style=3D"font-family: "Helvetica Neue", Helvetica, Arial, V= erdana, sans-serif;">
TSMC reported revenue of $511.86 billio=
n New Taiwan dollars for September, a 54.6% year-over-year increase. Demand=
for advanced AI chips, driven by customers like Nvidia and Apple, boosted = sales. TSMC has also committed to using ASML's advanced lithography machine=
s to enhance chip production.
</span>
</span>
</div>
</td></tr></tbody></table>
<table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=
<div class=3D"text-block">
<span>
<a href=3D"
https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Farstechnica.com%2Fspace%2F2026%2F10%2Famazon-builds-100= 0th-satellite-is-weeks-away-from-space-internet-rollout%3Futm_source=3Dtldr= hardware/1/010001a120d04036-180c90d2-76a0-4cb9-9279-e257dafad7f0-000000/eB0= FOLx4XI64vvEIXlQFRFPGQ9bKK9FhMs3yjgKbgX0=3D452">
<span>
<strong>Amazon builds its 1,000th L=
eo satellite at 27 a week, but only 396 are in orbit (3 minute read)</stron=
</span>
<span style=3D"font-family: "Helvetica Neue", Helvetica, Arial, V= erdana, sans-serif;">
Amazon built its 1,000th Leo broadband = satellite at its Kirkland, Washington plant, which took six months to produ=
ce its first 27 and now turns out 27 a week. It builds propulsion in-house = and borrowed consumer electronics methods to cut tests that took weeks down=
to hours. The bottleneck is launch: only 396 are in orbit against 3,232 ne= eded, and the Vulcan grounding and a New Glenn pad explosion cost Amazon FC=
C spectrum priority.
</span>
</span>
</div>
</td></tr></tbody></table>
</td></tr></tbody></table>
<table align=3D"center" bgcolor=3D"" border=3D"0" cellpadding=3D"0" cellspa= cing=3D"0" width=3D"100%"><tbody><tr><td class=3D"container" style=3D"paddi= ng-top: 0px; padding-bottom: 0px;">
<div class=3D"text-block">
<div style=3D"text-align: center;"><span style=3D"font-size: 36px;">=F0=9F= =94=A8</span></div>
</div>
</td></tr></tbody></table>
<table align=3D"center" bgcolor=3D"" border=3D"0" cellpadding=3D"0" cellspa= cing=3D"0" width=3D"100%"><tbody><tr><td class=3D"container" style=3D"paddi= ng-top: 0px; padding-bottom: 0px;">
<div class=3D"text-block">
<div style=3D"text-align: center;">
<h1><strong>Engineering and Applications</strong></h1>
</div>
</div>
</td></tr></tbody></table>
<table style=3D"table-layout: fixed; width: 100%;" width=3D"100%"><tbody><t= r><td style=3D"padding:0;border-collapse:collapse;border-spacing:0;margin:0=
;" valign=3D"top">
<table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=
<div class=3D"text-block">
<span>
<a href=3D"
https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fspectrum.ieee.org%2Fanderon-quantum-fab%3Futm_source=3D= tldrhardware/1/010001a120d04036-180c90d2-76a0-4cb9-9279-e257dafad7f0-000000= /dqm6iYDNeDznLS3GfEwGzUS3nQrY43ZIeUXx3MIetxE=3D452">
<span>
<strong>Anderon aims to industriali=
ze quantum chip fabrication (5 minute read)</strong>
</span>
<span style=3D"font-family: "Helvetica Neue", Helvetica, Arial, V= erdana, sans-serif;">
IEEE Spectrum examines the up-to-$1B CH= IPS R&D award finalized for IBM spinoff Anderon in September. IBM is ma= tching that funding with $1B, while Anderon uses a 300mm Albany line and pl= ans foundry services and process design kits for outside developers. The ch= allenge is repeatable fabrication, including tighter control of Josephson j= unctions, rather than simply adding wafer capacity.
</span>
</span>
</div>
</td></tr></tbody></table>
<table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=
<div class=3D"text-block">
<span>
<a href=3D"
https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fdevelopers.googleblog.com%2Fml-drift-next-gen-gpu-aiml-= inference-at-the-edge%3Futm_source=3Dtldrhardware/1/010001a120d04036-180c90= d2-76a0-4cb9-9279-e257dafad7f0-000000/K69Av_3JYdROFAlu4FW0RvU5V0Y5hZaKpD_7f= gr1gPE=3D452">
<span>
<strong>Google open-sources ML Drif=
t, a GPU engine that runs one shader set across OpenCL, Metal, WebGPU, and = OpenGL ES (4 minute read)</strong>
</span>
<span style=3D"font-family: "Helvetica Neue", Helvetica, Arial, V= erdana, sans-serif;">
Tensor virtualization decouples a tenso= r's logical layout from its physical GPU allocation, so one shader template=
replaces separate backend-specific codebases. For edge LLMs, ML Drift swit= ches kernels between compute-bound prefill and memory-bound decode, using a=
convolution-aligned KV cache layout and in-kernel activation quantization =
to skip memory roundtrips. It cut YouTube Shorts frame latency by up to 40%=
, and Google co-optimized it with Arm, Intel, and Qualcomm GPUs.
</span>
</span>
</div>
</td></tr></tbody></table>
</td></tr></tbody></table>
<table align=3D"center" bgcolor=3D"" border=3D"0" cellpadding=3D"0" cellspa= cing=3D"0" width=3D"100%"><tbody><tr><td class=3D"container" style=3D"paddi= ng-top: 0px; padding-bottom: 0px;">
<div class=3D"text-block">
<div style=3D"text-align: center;"><span style=3D"font-size: 36px;">=F0=9F= =A7=A0</span></div>
</div>
</td></tr></tbody></table>
<table align=3D"center" bgcolor=3D"" border=3D"0" cellpadding=3D"0" cellspa= cing=3D"0" width=3D"100%"><tbody><tr><td class=3D"container" style=3D"paddi= ng-top: 0px; padding-bottom: 0px;">
<div class=3D"text-block">
<div style=3D"text-align: center;">
<h1><strong>Research and Prototypes</strong></h1>
</div>
</div>
</td></tr></tbody></table>
<table style=3D"table-layout: fixed; width: 100%;" width=3D"100%"><tbody><t= r><td style=3D"padding:0;border-collapse:collapse;border-spacing:0;margin:0=
;" valign=3D"top">
<table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=
<div class=3D"text-block">
<span>
<a href=3D"
https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fnewatlas.com%2Fenergy%2Fcement-based-supercapacitor%2F%= 3Futm_source=3Dtldrhardware/1/010001a120d04036-180c90d2-76a0-4cb9-9279-e257= dafad7f0-000000/uILpmS0kCpXY2-TU6561cgedDQch67tzGojwYcqor9I=3D452">
<span>
<strong>Supercapacitor cement is ke=
y to buildings that store their own power (3 minute read)</strong>
</span>
<span style=3D"font-family: "Helvetica Neue", Helvetica, Arial, V= erdana, sans-serif;">
Scientists from the Harbin Institute of=
Technology developed a cement-based supercapacitor capable of powering sma=
ll devices like LEDs. The device uses a 3D-printed electrode ink made from = carbon nanotubes and cement, enabling fast energy discharge. Future researc=
h will enhance cold-weather performance, potentially allowing buildings to = store energy and support smart environments.
</span>
</span>
</div>
</td></tr></tbody></table>
<table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=
<div class=3D"text-block">
<span>
<a href=3D"
https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fwww.therobotreport.com%2Faws-launches-open-source-physi= cal-ai-toolchain-for-robotics%2F%3Futm_source=3Dtldrhardware/1/010001a120d0= 4036-180c90d2-76a0-4cb9-9279-e257dafad7f0-000000/MAUIRoMC76bStqd5ahHPiZ2-jI= o1MoTSW36GKWvFj4U=3D452">
<span>
<strong>AWS Launches an Open-Source=
Physical AI Toolchain for Robotics (5 minute read)</strong>
</span>
<span style=3D"font-family: "Helvetica Neue", Helvetica, Arial, V= erdana, sans-serif;">
The toolchain covers synthetic data gen= eration, training, simulation and validation, edge deployment and continuou=
s improvement. It uses SageMaker for training and IoT Greengrass for pushin=
g models to devices, plus NVIDIA's Isaac Sim, Isaac Lab, GR00T, and Cosmos.=
AWS says it is not a direct replacement for RoboMaker, which shut down in = 2025.
</span>
</span>
</div>
</td></tr></tbody></table>
</td></tr></tbody></table>
<table align=3D"center" bgcolor=3D"" border=3D"0" cellpadding=3D"0" cellspa= cing=3D"0" width=3D"100%"><tbody><tr><td class=3D"container" style=3D"paddi= ng-top: 0px; padding-bottom: 0px;">
<div class=3D"text-block">
<div style=3D"text-align: center;"><span style=3D"font-size: 36px;">=F0=9F= =8E=81</span></div></div>
</td></tr></tbody></table>
<table align=3D"center" bgcolor=3D"" border=3D"0" cellpadding=3D"0" cellspa= cing=3D"0" width=3D"100%"><tbody><tr><td class=3D"container" style=3D"paddi= ng-top: 0px; padding-bottom: 0px;">
<div class=3D"text-block">
<div style=3D"text-align: center;"><strong><h1>Miscellaneous</h1></strong><= /div>
</div>
</td></tr></tbody></table>
<table bgcolor=3D"" style=3D"table-layout: fixed; width: 100%;" width=3D"10= 0%"><tbody><tr><td style=3D"padding:0;border-collapse:collapse;border-spaci= ng:0;margin:0;" valign=3D"top">
<table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=
<div class=3D"text-block">
<span>
<a href=3D"
https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fwww.theregister.com%2Fsystems%2F2026%2F10%2F08%2Ftoo-ma= ny-quantum-startups-too-little-money-to-keep-them-alive%2F5302025%3Futm_sou= rce=3Dtldrhardware/1/010001a120d04036-180c90d2-76a0-4cb9-9279-e257dafad7f0-= 000000/ImCGo5foml6KIaYa2tNvKmTuL2LLwTCUD1YC9OfnnjQ=3D452">
<span>
<strong>Too many quantum startups, = too little money to keep them alive (3 minute read)</strong>
</span>
<span style=3D"font-family: "Helvetica Neue", Helvetica, Arial, V= erdana, sans-serif;">
Gartner predicts that over half of quan= tum startups will fail by 2030 due to a market unable to generate sufficien=
t revenue. Despite this, companies are investing in quantum technologies fo=
r their potential business advantages, focusing on building expertise rathe=
r than waiting for technological maturity. The public sector and financial = industries are expected to lead quantum computing investments, with spendin=
g reaching $245 million and $289 million by 2027 and 2028, respectively.
</span>
</span>
</div>
</td></tr></tbody></table>
<table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=
<div class=3D"text-block">
<span>
<a href=3D"
https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fappleinsider.com%2Farticles%2F26%2F10%2F08%2Ftheres-a-h= idden-upside-to-the-rampocalypse-for-apple%3Futm_source=3Dtldrhardware/1/01= 0001a120d04036-180c90d2-76a0-4cb9-9279-e257dafad7f0-000000/jZyakYnREV-SziFF= _2nGwZ9VlBlSdfsecI1SruN9rDY=3D452">
<span>
<strong>There's a hidden upside to = the rampocalypse for Apple (1 minute read)</strong>
</span>
<span style=3D"font-family: "Helvetica Neue", Helvetica, Arial, V= erdana, sans-serif;">
Apple gained a full percentage point in=
market share year-over-year as RAM price increases led to a 20% decrease i=
n overall PC shipments. Despite this downturn, Apple was less affected than=
most competitors. With prices expected to worsen, Apple's resilience highl= ights its strong customer base willing to invest in new devices.
</span>
</span>
</div>
</td></tr></tbody></table>
</td></tr></tbody></table>
<table align=3D"center" bgcolor=3D"" border=3D"0" cellpadding=3D"0" cellspa= cing=3D"0" width=3D"100%"><tbody><tr><td class=3D"container" style=3D"paddi= ng-top: 0px; padding-bottom: 0px;">
<div class=3D"text-block">
<div style=3D"text-align: center;"><span style=3D"font-size: 36px;">=E2=9A= =A1</span></div></div>
</td></tr></tbody></table>
<table align=3D"center" bgcolor=3D"" border=3D"0" cellpadding=3D"0" cellspa= cing=3D"0" width=3D"100%"><tbody><tr><td class=3D"container" style=3D"paddi= ng-top: 0px; padding-bottom: 0px;">
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<div style=3D"text-align: center;">
<h1><strong>Quick Links</strong></h1>
</div>
</div>
</td></tr></tbody></table>
<table bgcolor=3D"" style=3D"table-layout: fixed; width: 100%;" width=3D"10= 0%"><tbody><tr><td style=3D"padding:0;border-collapse:collapse;border-spaci= ng:0;margin:0;" valign=3D"top">
<table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=
<div class=3D"text-block">
<span>
<a href=3D"
https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fwww.therobotreport.com%2Faws-launches-open-source-physi= cal-ai-toolchain-for-robotics%2F%3Futm_source=3Dtldrhardware/2/010001a120d0= 4036-180c90d2-76a0-4cb9-9279-e257dafad7f0-000000/ISAuWiDidqj4CKvlYnTKWY_Wmn= 2LGo4LNkPmG8CnXiU=3D452">
<span>
<strong>AWS Launches an Open-Source=
Physical AI Toolchain for Robotics (5 minute read)</strong>
</span>
<span style=3D"font-family: "Helvetica Neue", Helvetica, Arial, V= erdana, sans-serif;">
The toolchain covers synthetic data gen= eration, training, simulation and validation, edge deployment, and continuo=
us improvement.
</span>
</span>
</div>
</td></tr></tbody></table>
<table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=
<div class=3D"text-block">
<span>
<a href=3D"
https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Farstechnica.com%2Fai%2F2026%2F10%2Fnvidias-big-bet-on-p= hysical-ai-aims-for-safer-robotaxis-humanoid-robots%2F%3Futm_source=3Dtldrh= ardware/1/010001a120d04036-180c90d2-76a0-4cb9-9279-e257dafad7f0-000000/PoFU= TpWNNxDBXDLP_0Lc8jTt9fr77V0vkN0NzdUB2hU=3D452">
<span>
<strong>NVIDIA's Safety Stack for P= hysical AI (5 minute read)</strong>
</span>
<span style=3D"font-family: "Helvetica Neue", Helvetica, Arial, V= erdana, sans-serif;">
NVIDIA expanded its Halos safety system=
from self-driving cars to robots with Halos for Robotics in June.
</span>
</span>
</div>
</td></tr></tbody></table>
<table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=
<div class=3D"text-block">
<span>
<a href=3D"
https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fwww.microsoft.com%2Fen-us%2Fsurface%2Fdevices%2Fsurface= -laptop-ultra%3Futm_source=3Dtldrhardware/1/010001a120d04036-180c90d2-76a0-= 4cb9-9279-e257dafad7f0-000000/dWgjA_-8aoTHOnNymtAgOIvSf-CtgU_y_yi2MyGSKGs= =3D452">
<span>
<strong>Microsoft's Surface Laptop = Ultra brings Nvidia's RTX Spark to a 15-inch, $2,600 laptop (3 minute read)= </strong>
</span>
<span style=3D"font-family: "Helvetica Neue", Helvetica, Arial, V= erdana, sans-serif;">
Microsoft's 15-inch Surface Laptop Ultr=
a runs Nvidia's RTX Spark superchip, pairing up to a 20-core Grace CPU and = Blackwell graphics with up to 128GB of unified memory, enough for local age= nts on models up to 120B parameters.
</span>
</span>
</div>
</td></tr></tbody></table>
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: break-word; vertical-align: top; padding: 5px 10px;">
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Want to advertise in TLDR? =F0=9F=93=B0
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