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AI on the factory floor
What AI actually changes in a plant, and what it never will.
MES & shop-floor systems
The software that actually runs a factory.
Semiconductors: chips, fabs & yield
Why a chip you can design today still cannot be built for three years.
Newest pieces
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Two AI Labs Shipped Models This Week. A Chip Factory Was Reading 12 Characters.
On Tuesday 22 September 2026, two AI labs each released a new frontier model on the same day: OpenAI shipped GPT-6 Sol and GPT-6 Luna, nineteen days after GPT-6 Astra, and Anthropic shipped Claude Opus 5.5, which it says performs at the level of its previous flagship for about 40% less on a typical workload.…
3 AI Power Moves, 1 Week, and a Rule Chip Factories Wrote in 2000
The AI boom ran out of power three times this week, and a chip factory wrote the answer in the year 2000. On 16 September 2026 the US House of Representatives voted 417 to 3 for the Ratepayer Protection Act: any new load over 100 megawatts, which means an AI data centre, must pay the…
SK hynix, Intel's Ohio Fab, and the Rule That Copies the Plumbing
On 16 September 2026 Reuters reported that SK hynix, the world's biggest maker of the memory inside AI chips, is in talks with Intel about making memory chips in the United States for the first time: either by leasing part of Intel's $28 billion campus in Ohio, or through a joint venture with Intel and…
AI Just Asked to Slow Down. Chip Makers Wrote the Rule in 1973.
The AI companies just asked permission to slow down. On 12 September 2026 Dario Amodei, who runs Anthropic, the company that makes Claude, published an essay asking the whole industry to move one to two years slower so the people who check these systems can catch up, and he offered outside checkers the same access…
OpenAI's Data Agent Reads 7 Databases. Not One Is on a Factory Floor
Every number on a company dashboard is a copy. The original was born inside a machine, and it lost something on the way.