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Asus routers gain FCC's 'Conditional Approval' for sale in the US as TP-Link remains locked out — Asus's Wi-Fi 8 ambitions remain intact

2026 has been a trying year for router manufacturers, as the Federal Communications Commission (FCC) has subjected leading companies to strict oversight and outright bans. As an olive branch of sorts, the FCC has handed out "conditional approvals" to be included on the Covered List to companies that have jumped through all the necessary hoops to satisfy the commission's concerns. Asus is the latest company to secure that approval, which was confirmed in an FCC notice issued this week.

According to the FCC, the following Asus networking products have been granted conditional approval:

  • RT Series
  • ROG GT Series
  • OG Strix GS Series
  • TUF Gaming Series
  • ExpertWiFi Series
  • ZenWiFi Mesh Series
  • 5G MiFi Series
  • Wireless repeaters
  • Wireless access points

In other words, Asus' entire wireless networking portfolio is cleared for sale in the U.S., with the conditional approval granted until March 6, 2028 (18 months from the date of issuance). The FCC explains, "We find that each of the Conditional Approvals constitutes 'a specific determination' by [Department of War] that such devices do not pose risks to U.S. national security."

This latest move by the FCC is a welcome sigh of relief for Asus, a Taiwanese company with an extensive networking portfolio and some of the best Wi-Fi routers. More importantly, Asus is ready to unleash a whole new generation of Wi-Fi 8 products over the next year. Wi-Fi 8 promises significant reliability and quality-of-life improvements across a wide range of wireless devices, so having a front-row seat to the transition from Wi-Fi 7 to Wi-Fi 8 is pivotal for Asus.

We've already seen a concept ROG NeoCore Wi-Fi 8 router from Asus at CES this year, and the company announced its first consumer Wi-Fi 8 router, the ROG Rapture GT-BN98 Pro, in June. The ROG Rapture GT-BN98 Pro is promising a 2x uplift in real-world throughput compared to its current-generation Wi-Fi 7 products.

Asus joins Netgear and Amazon Eero/Leo on the conditional approval list. The largest player in the U.S. wireless router market is TP-Link, and it still hasn't gained FCC approval. The U.S. government's reluctance to approve TP-Link stems from uncertainty about its claims that it has no ties to the Chinese government or military. As a result, the company has not confirmed a release date for its newly announced Wi-Fi 8 "Ultra" routers in the U.S.

Instagram boss says users will be ‘overwhelmed’ with brand content in algorithm-free world

Adam Mosseri says platform’s algorithm ‘feels like a black box’ but company trying to give users more control after Labor announces opt-out plan

Instagram’s chief executive has said users will have a worse experience in an algorithm-free world, seeing more brand-related content, and spend less time on the app.

The comments come as the Australian government plans to give users the option to opt out of algorithms, with the prime minister, Anthony Albanese, announcing plans on Tuesday to require social media platforms to prompt users to choose between a feed of algorithm-recommended content or a reverse chronological feed of the pages users follow. Labor also plans to introduce a range of measures designed to address online harm on the sites.

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© Photograph: Yui Mok/PA

© Photograph: Yui Mok/PA

© Photograph: Yui Mok/PA

Social media users could opt out of the algorithm if Australian government has its way – but that’s a big if

8 September 2026 at 07:23

Even if the legislation passes, tech companies may still find ways to frustrate its intent and keep Australians hooked on their feed

Social media could become a “choose your own adventure” between the doom-scrolling status quo, or just the feed of the friends you want to see, if the government’s planned digital duty of care legislation passes, and the tech companies don’t muck around on compliance.

But that’s a big if.

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© Photograph: Peter Cripps/Alamy

© Photograph: Peter Cripps/Alamy

© Photograph: Peter Cripps/Alamy

Comcast Turns Wi-Fi Gateways into Motion Detectors

2 September 2026 at 21:12
Comcast is promoting the WiFi Motion feature of its free Xfinity Shield service, which uses Wi-Fi signals to detect movement in your home. It’s opt-in, but the underlying technology could theoretically do far more than Comcast acknowledges—including identifying individuals.

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macOS Hidden Treasures: Typing Exotic Characters

MacVoices #26234: Macstock – Mike Schmitz Turns The Tables

By: Chuck
18 August 2026 at 00:23
At Macstock, Mike Schmitz turns the tables and interviews Chuck Joiner about favorite memories from the event. They review the gathering’s beginnings after Macworld, the friendships formed and renewed each year, memorable moments and how some of the strongest connections come unexpectedly. A big part of Macstock is the the inspiration attendees take home; Mike […]

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MacVoices #26203: MacVoices’ Macstock Checklist

By: Chuck
6 July 2026 at 15:13
If you’re heading to Macstock Conference later this week, make sure you have everything you need to get the most out of this unique annual event. From the things you should do before you leave to the things that you need to have with you, the MacVoices’ Macstock Checklist will make sure you are ready for the year’s best Mac event. (Haven’t decided yet? On-site registration will be available!) 

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MacVoices #26200: Road to Macstock: Brian Henson

By: Chuck
1 July 2026 at 20:54
This Road to Macstock features a discussion with Brian Hensen about his evolving role as the event's master of ceremonies. From speaker wrangler to stage host. Brian previews how this year’s Macstock will let him spotlight the people who inspire him, comments on the event’s welcoming Apple community, and reflects on the value of shared learning, speaker preparation, podcasting, and personal connections that are at the core of the Macstock experience.

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MacVoices #26180: Flip The Script – Inside MacPaw’s Event at AGI House

By: Chuck
16 June 2026 at 21:49
A video tour of  the AGI House in San Francisco as  MacPaw’s Flip the Script event at WWDC 2026 highlights the venue’s AI-focused mission  and MacPaw’s emphasis on connecting with developers around its AI initiatives. 

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MacVoices #26175: Flip The Script – Arina Shapran of MacPaw on Social Media’s Continued Importance

By: Chuck
12 June 2026 at 15:28
At the Flip the Script event during WWDC 2026, Arina Shapran, Head of of Social Media and Community for MacPaw, talks about the role of social platforms in modern marketing, intentional online engagement, and building meaningful communities. Arina’s perspective highlights their efforts for developers, vendors, and partnerships behind Setapp, while considering how AI and vibe coding are changing product creation.

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What's your internet speed?

11 August 2026 at 13:49
Starting a refreshed thread for this since the other one was pretty old. :)

Share your internet speed and also contribute to the Mac-Forums Speed Test Challenge!

Start by taking a speed test here:
Speedtest.net - Mac-Forums

And if you're really geeky, run a ping test too!
Pingtest

Then share your results in this thread!


Original speedtest thread:
What is your connection speed?

$580 million undersea cable rerouted to avoid the grave of Dobby the House Elf — company caves to fan demands to safeguard Harry Potter filming location, will instead pass by Bronze Age burial site

The Greenlink Connector, which costs $580 million (GBP 430 million) and connects Ireland to Wales via an undersea power cable, was rerouted after scores of Harry Potter fans complained that it would go through the grave of the beloved house elf “Dobby.” According to The Guardian, project manager Simon Ludlam pointed out in a BBC interview that the cable would transition underwater at Freshwater West. Unfortunately, Ludlam was unaware that this was the filming location for the site where the Harry Potter character was buried in the movie franchise. When the BBC aired the clip, the project began receiving hundreds of calls about the site.

Ludlam recounted to The Guardian a discussion with a colleague when they told him, “Apparently, we’re going to go straight through Dobby’s grave.” He answered, “Dobby? Who’s Dobby? I don’t know Dobby.” It seemed that the project manager was in disbelief when it was finally explained that Dobby is the freed house elf who was killed in the process of rescuing Harry Potter and his friends in the last book. “He is a fictitious character in a fictitious book — the whole thing is fictitious. What are you talking about?” Ludlam said, after which his colleague replied, “No, it’s very, very serious.” In the end, the company working on the project acquiesced to the demands and concerns of the Harry Potter fans and rerouted it. “A lot of people were very happy about that, and the project is now going [ahead], and Dobby’s happy,” the project manager said.

The Shell Cottage, where Dobby is buried, is on the outskirts of the fictional town of Tinworth, in Cornwall, but the original film series shot the scene in Freshwater West. Many Harry Potter fans leave stones marked with “Here lies Dobby, a free elf,” as a nod to the epitaph that the titular hero left on his grave. The National Trust, which owns the land, has previously warned pilgrims not to do so, as the area is ecologically sensitive, but it seems that people still do so. The fans’ resistance to having Dobby’s “grave” desecrated seemingly prevented the undersea cable from going through the area. It was instead rerouted in an area that was close to some Bronze Age remains and urns, which, ironically, are associated with human burial.

Undersea cables are crucial infrastructure connecting distant locations for sending information, power, and other crucial resources. Many of them face increasing threats, especially in areas that face geopolitical pressure, like Taiwan and the Baltic Sea, which is why companies are creating technologies to help detect intentional tampering. However, it seems that the one thing that the planners of this particular project did not take into account is the passion of Harry Potter fans.

‘If we don’t fight back, we don’t have a future’: the journalist taking on the ‘tech fascists’ of Silicon Valley

5 August 2026 at 10:00

As Elon Musk, Peter Thiel and their peers have grown richer and more influential, Gil Durán argues they have all but abandoned democracy – and found the perfect government to enable them

In April, Gil Durán was permanently banned from Elon Musk’s X for posting just two words. Durán was responding to a post from the tech company Palantir outlining its 22‑point “technological manifesto”, which praised American “hard power”, western culture and AI weapons, denounced inclusivity and called for compulsory national service. Durán responded: “TLDR: Fascism” (TLDR is short for “too long, didn’t read”).

Durán didn’t break any of X’s written rules, he points out over a video call from San Francisco – so much for Musk’s “free-speech absolutism”. His ban might just have had something to do with his preceding tweet, showing the cover of his new book, The Nerd Reich: Silicon Valley Fascism and the War on Democracy. The book’s central argument is that big tech is no longer our friend, as many of its billionaire owners have seized economic and political control and are steering the fate of the planet towards their own bizarre, apocalyptic visions.

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© Photograph: Winni Wintermeyer/The Guardian

© Photograph: Winni Wintermeyer/The Guardian

© Photograph: Winni Wintermeyer/The Guardian

New Mexico court orders Meta to pay $567m over harms to children’s mental health

Ruling comes as part of second phase of landmark trial that found social media company enabled harm against users

A New Mexico court has ordered Meta, the parent company of Facebook, to pay $567m into a fund aimed at redressing adverse mental health impacts from the social media giant’s platforms.

The Thursday ruling comes as a part of the second phase of a landmark trial the social media giant lost in March. At the time, a jury found that the company knowingly harmed children’s mental health and concealed what it knew about child sexual exploitation on its platforms, and imposed the maximum penalty: a $375m fine.

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© Photograph: Jill Connelly/Getty Images

© Photograph: Jill Connelly/Getty Images

© Photograph: Jill Connelly/Getty Images

Confidential Apple Files in iCloud

4 August 2026 at 19:59

Juli Clover:

The way Apple combines work and personal iCloud accounts left some employees able to access confidential documents after departing the company, reports The Information. The site spoke to more than half a dozen former Apple employees who were unknowingly left with access to sensitive content.

[…]

Apple told The Information that the OpenAI lawsuit is unrelated to any files left available on iCloud and that it does not pursue legal claims against former employees who accidentally have Apple documents in their personal iCloud accounts.

[…]

In a now-settled legal dispute, chip company Rivos claimed Apple intentionally lets former employees retain access to files “as part of a planned effort to generate a pretextual basis to sue the employees and their new employer for ‘stealing’ Apple material.” In the Rivos case, an employee was targeted for keeping work files in his personal iCloud account.

Andrew Orr:

The documents included confidential material such as plans for product launch events. The former employees said they made no effort to retain access and unexpectedly found the files mixed with their personal iCloud data.

The problem reportedly grew from Apple’s practice of encouraging employees to connect their personal Apple IDs to company-funded iCloud storage.

[…]

Apple also relied heavily on iMessage for workplace conversations and file sharing before rolling out Slack around 2019. Former employees could retain old iMessage conversations and attachments, while Apple could terminate their Slack access when they left.

John Gruber (Mastodon):

If you use your personal Apple ID, you get a magic “Apple Work” folder in iCloud Drive. When you leave Apple, that “Apple Work” folder disappears. But any other files or folders that were shared with you that were outside that magic folder are still in your iCloud Drive, because it’s still your personal iCloud account.

[…]

You still have the same Apple ID account, even though you no longer have an employee @apple.com email account. Overall, this is a humane way of dealing with digital identity. Your Apple ID account is you, the person, not “example@icloud.com”, one specific unique email address. And you, the person, may well have multiple email addresses — all of which can be associated with your one Apple ID account. That makes Apple IDs more nuanced and complicated than a simple mapping of one email address = one account. And it obviously makes access restrictions more complicated.

Yesterday, OpenAI released messages to show that Apple employees (with permission) retained access to the departing employee’s personal iCloud account so that they could access work files that were stored there. It’s just a mess that both the software and corporate policy encourage mixing everything in one account.

Eric Schwarz:

As many things I know about Apple, this whole thing both makes perfect sense and feels absolutely bonkers.

Previously:

Apple Fires Engineer Who Kept Customer Device IDs Private

4 August 2026 at 19:58

Ryan Merket (Hacker News, PDF):

The company said his performance was the reason, according to a lawsuit Boardman filed in San Francisco Superior Court. Boardman says that explanation was a pretext. His version of the story begins three years earlier, inside Apple’s technical relationship with the largest wireless carriers in the United States, with a category of data capable of identifying nearly every phone on the network.

[…]

Apple considered serial numbers and IMEIs personally identifiable information under its internal policies, Boardman alleges. Representatives working with carriers other than AT&T required the carrier to obtain a customer release before Apple supplied the data. The Apple representative assigned to AT&T did not enforce that requirement, according to the complaint. Boardman says the identifiers were then transmitted through “unsecured email communications.”

He reported the practice to his manager and sought guidance from Apple’s legal department. He alleges that the company never gave him a written response.

I don’t think he has much of a legal case. Apple was probably within its rights to fire him if what he refused to do was against company policy but not illegal. It doesn’t sound like Apple is disputing that, at least not yet.

However, I think this is interesting because:

  • This seems to be another case, like yesterday’s story, where the interests of the customer and the carrier are at odds, and Apple leans towards the latter.

  • It shows that a policy is no guarantee, because it depends on humans choosing to follow it. There are other cases where Apple has been able to engineer privacy into the system. But some data is not end-to-end encrypted, so consent is a formal but a not technical requirement.

Previously:

Streaming QR codes at 60 FPS achieves nearly 190 KB/s data rate in phone-to-phone tests — browser-based method requires no app, no networking, no pairing, and no permissions beyond camera access

31 July 2026 at 13:45

A developer has created a proof-of-concept data transfer system that shuns any dedicated app requirement and neatly sidesteps mandatory networking, pairing, or giving permissions beyond camera access. Instead, the method transmits information between devices by streaming data via rapidly updating QR codes at up to 60 FPS via the browser your smartphone already has. The test info shared by developer bashalarmistalt on GitHub backs claims that these transfers can run at up to 190 KB/s. This low-friction two-device screen-to-camera data transmission technique is dubbed Decimen Optical Transfer: fountain-coded QR file transfer.

Had an idea for air gapped file transfer, able to get 120 KB/s from r/vibecoding

The GitHub project is linked to by Redditor Alstroph, who seems to be the same person. We’ve chosen to embed the Reddit post about the Decimen Optical Transfer solution above, as it includes an illustrative video of a QR code-driven data transfer.

Bashalarmistalt/Alstroph says they used Claude Code to build this cached web app, which simply runs on both smartphones within the browser, with camera permissions given. They explain that they came up with the idea behind Decimen Optical Transfer to create “a phone-to-phone file transfer option without requiring the phones to be on the same network.” After a modicum of chin stroking, they settled upon the possibility of using “rapidly flashing QR codes” to brew up this proof-of-concept.

Far more detailed information about the project is available in the GitHub repository, linked above. There we also read that the use of ‘fountain codes’ was instrumental to the technique, ensuring missed frames and retransmission quirks don’t hinder the data transfer process. Also, it is explained that every streamed QR code frame is self-describing, as a “20-byte header carries the session ID, sequence number, block count/size, file length, and a hash.”

Hints are provided for tuning Decimen Optical Transfer performance with the PoC solution. The dev used an iPhone and the Apple ProMotion camera with stacked codes; they achieved ~128 KB/s handheld data transfers. The data rate could climb to ~186 KB/s speeds if both the sender and receiver devices were positioned absolutely stationary.

The Decimen Optical Transfer software is distributed under the generous MIT license. Bashalarmistalt is aware that there have been several prior projects but asserts the concept behind their Claude Code-aided solution was arrived at independently. We’ve also covered QR code-based data storage tech numerous times. For example, Cerabyte famously uses microscopic QR codes for its ultra-long-life ceramic storage.

Microsoft explains why its West US Azure and cloud services failed

24 July 2026 at 11:55

Microsoft cloud and Azure services hosted on the West Coast of the US went down for hours on Thursday when network connectivity failed. Although services running entirely within Microsoft’s West US cloud region were unaffected, any traffic entering or leaving the facilities was affected.

Microsoft has now published a Preliminary Post Incident Review (PIR) of the incident, reporting that connectivity was lost for five hours between 14.44 UTC (7.44 a.m. Pacific Time) and 19.41 UTC on July 23. The problem was caused when a set of IP routes was removed in error while isolating a device for routine maintenance.

Before starting the maintenance work, Microsoft checked that at least one of the two redundant paths to the facility remained operational. When it came to starting the work, however, automated systems included some additional devices in the perimeter to be isolated, and removing some IP routes that had not been included in the initial assessment.

Customers discovered the problems very quickly, and engineers identified the issue within the first hour and started to reconnect services.  Microsoft said the disruption had been caused by some “recent fiber maintenance activity”.

To minimize the risk of disruption from such errors in the future, Microsoft advised organizations handling mission-critical data to consider a multi-region approach.

The Azure outage was the second significant one to hit Microsoft this year. In February, there was a 10-hour disruption to US West and US East regions.

This article first appeared on Network World.

AMD raises the AI stakes with Helios, Venice and robotics

23 July 2026 at 19:32

AMD executives took to the stage at its Advancing AI 2026 event in San Francisco today to detail the company’s next generation of AI infrastructure solutions, from Instinct MI455X AI accelerator GPUs and 6th Gen EPYC “Venice” CPUs, to Pensando networking, ROCm.AI software and its Helios rack-scale platform that ties it all together.

AMD has been working towards rack-scale AI system solutions for years. Its ZT Systems acquisition last year added valuable engineering talent and intellectual property that is now finally bearing the real fruits. Its Helios AI platform is a major platform evolution for AMD, with shipments scheduled to begin in the second half of this year (which is here and now).

The announcements at Advancing AI show how the company has engineered its AI platform solutions for large reasoning models, sustained inference and agentic workflows. These workloads pressure memory capacity, data movement, networking and CPU orchestration. AMD’s approach is to keep as much data close to the compute engines as possible and move it more efficiently throughout the system, but there’s deeper nuance here that’s obvious versus AMD’s chief rival, NVIDIA.  

AMD’s MI455X targets the AI memory wall

The Instinct MI455X GPU is the compute engine that fuels the Helios rack, and the first GPU based on AMD’s new CDNA 5 architecture. Built with a modular mix of 2nm and 3nm chiplets, it carries 432GB of HBM4 and 23.3TB/s of peak memory bandwidth.

Compared to AMD’s current MI355X, the MI455X offers 1.5 times the memory capacity, up to 2.9 times the peak memory bandwidth and up to four times the peak matrix performance with MXFP4 and MXFP8 data types, which are lower-precision numerical formats designed to accelerate AI processing while reducing memory demands. With MXFP6 (6-bit floating point), performance is rated at up to twice that of MI355X.

AMD also shared some actual, measured internal results using production silicon. The company claims MI455X delivers 3.8 times higher FP8 decode performance, 3.5 times more measured FP4 compute performance and between 2.5 and 3.5 times more networking bandwidth than MI355X, depending on the transfer path tested. Those figures provide more context than just numerical specifications, though they remain AMD-provided comparisons that will need independent validation.

AMD Instinct chart showing generational leap in performance

AMD

The architectural choices behind the numbers are important. Reasoning models and long context windows require sizeable KV caches for maintaining AI attention states, while mixture-of-experts models frequently move large amounts of data across accelerators. MI455X should let more model data, activation states and cache remain local. New dedicated IP in hardware can transfer data while the GPU continues processing, and expanded cache and multicast capabilities are designed to reduce redundant data movement to further improve efficiency.

The aforementioned lower-precision formats can also raise throughput and reduce memory use, but model developers still have to determine where they can be applied without unacceptable accuracy loss.

AMD’s Helios rack takes aim at Vera Rubin

AMD Helios rack

Dave Altavilla

Helios is AMD’s primary rack-scale competitor to NVIDIA’s Vera Rubin platform. Each liquid-cooled rack combines 72 MI455X GPUs, 18 single-socket Venice host CPUs and Pensando networking technologies.

In its most complete, premium configuration, AMD rates Helios for 2.9 exaflops of low-precision AI compute, with 31TB of aggregate HBM4 capacity, 1.7PB/s of memory bandwidth, 260TB/s of bidirectional scale-up bandwidth and 43TB/s of scale-out bandwidth.

These are formidable figures, but they are technical specifications rather than actual application benchmarks. The more consequential development is AMD’s move from collections of eight-GPU servers to a 72-GPU shared-memory domain. Models too large for one node can operate across the rack without treating every exchange as a scale-out networking transaction, which benefits large-model inference as well as training.

AMD uses UALink over Ethernet, or UALoE, for an open standard scale-up fabric. Each MI455X provides 3.6TB/s of bidirectional scale-up bandwidth, while the complete rack delivers all-to-all connectivity through a single switch layer. AMD also claims six times more scale-out bandwidth per GPU than MI355X when MI455X is configured with three Pensando Vulcano 800 AI NICs.

While open standards give cloud providers more control over suppliers and system design, AMD and its partners now have to prove those components can deliver the predictable performance, reliability and deployment experience customers expect from a tightly controlled, more vertically integrated platform.

Finally, AMD designed Helios with automatic rerouting around failed links, virtual rack partitions, tray-level serviceability and rack-wide power, cooling and health monitoring. Major hyperscalers and potentially large-scale enterprise customers will likely key in on these capabilities, which can affect the availability, total cost and consistency of the AI services they consume.

Kind of like cowbell, AMD Venice gives agentic AI more CPU

Chart showing AMD EPYC CPU performance

AMD

AMD’s agentic CPU messaging regarding its upcoming Venice-based EPYC processors is mostly marketing speak, but the underlying requirement is very real. An AI agent can invoke retrieval, databases, security checks, code execution and other tools before a GPU generates a response. Running many agents concurrently increases the amount of conventional compute requirements surrounding the accelerators.

Venice scales to 256 Zen 6 cores with support for 512 threads, 16 memory channels, up to 1GB of L3 cache per socket, along with PCIe 6.0 and CXL 3.1 connectivity. AMD is also offering several Venice configurations for other applications, including general-purpose servers, high-frequency workloads, GPU hosts and high-density CPU sandbox systems used to execute agent tools.

Treating the CPU solely as a GPU host understates its role. Gateways, tokenization, vector search, databases and short-lived code execution stress different mixes of per-core performance, thread count, memory bandwidth and I/O. Specifically, AMD’s internal testing shows Venice significantly outperforming its current EPYC 9965 Turin CPU across five parts of the agentic AI pipeline, including gateway processing, context assembly, vector search, enterprise applications and short-lived tool execution. Individual gains vary by workload, but AMD details the overall generational improvement at up to a 1.7 times lift. As with the MI455X figures though, these comparisons come from AMD and will require independent validation.

Pensando networking and ROCm software advance

Keeping GPUs fed with data and coordinating traffic across racks directly affects utilization and operating costs. In fact, GPU utilization is a pretty sad state of affairs currently for some of the major frontier model providers.

As such, Pensando networking has become central to AMD’s roadmap. Helios can connect each MI455X to as many as three 800Gbps Vulcano AI NICs, while Salina DPUs handle front-end networking and infrastructure services.

On the software side, which is an equally critical component, AMD also introduced ROCm.AI, an AI-assisted development layer due to arrive in August. It includes reusable skills for coding agents, simplified management and Hyperloom, which can profile workloads, tune serving configurations, modify kernels and validate results.

These tools address two persistent AMD challenges: developer efficiency and ease of use, and software tuning. Automated optimization still has to produce repeatable gains without creating hard-to-maintain code, however. And while ROCm has progressed significantly over the last few years, NVIDIA’s CUDA retains an advantage in maturity, tooling and developer familiarity.

Customer commitments underscore rack-scale confidence

AMD now has commitments that give its MI450 generation and Helios considerably more weight. Meta and OpenAI have announced multi-generation agreements composed of up to 6GW of AMD compute capacity, with initial 1GW deployments planned for the second half of 2026.

Oracle plans a 50,000-GPU public cloud cluster beginning in the third quarter, while Microsoft will deploy Helios for Azure AI inference. Finally, just before the AMD event, Anthropic announced a strategic partnership for up to 2 Gigawatts of AMD-fueled AI compute, with its first gigawatt expected online in the first half of 2027.

Commitments of this scale reflect confidence in more than just MI455X performance. These customers are evaluating the complete architecture, including Venice CPUs, Pensando networking, ROCm software, rack integration, serviceability and AMD’s ability to deliver and execute across multiple product generations.

There is some financial alignment behind the agreements as well. AMD issued OpenAI performance-based warrants and committed to investing up to $5 billion in Anthropic. That context matters when evaluating these deals as market validation, but these planned deployments are substantial nonetheless and put Helios on a much stronger foundation as it begins shipping.

AMD expands its robotics and embedded foundation

AMD also expanded its physical AI portfolio, building on credible traction from its Xilinx-derived Kria adaptive system-on-modules and embedded technologies that are already powering robotics, machine vision and industrial automation applications.

The new Ryzen AI Embedded X100 combines up to 16 Zen 5 CPU cores, integrated Radeon graphics, a second-generation NPU and as much as 128GB of unified LPDDR5X memory shared across its compute engines. To me this looks a lot like a repackaging and optimization of the company’s Strix Halo platform, but with specific optimizations for the embedded space. Regardless, AMD is pairing X100 with the Kria AI Robotics Developer Platform, which includes a System Module or SOM, and a new Robotics Partner Network spanning hardware, software and platform providers.

Samples began shipping in June, with full production expected in the fourth quarter. This broader objective is to give developers a path across AMD x86 CPUs, GPUs, NPUs and FPGAs for real-time autonomous systems, rather than requiring them to assemble those hardware engines and software components independently.

Execution for AMD is now the test

AMD has assembled a credible platform for the burgeoning agentic AI market that’s blowing up currently with no signs of stopping. MI455X addresses memory and data movement, Venice handles dense agentic CPU workloads, Pensando networking connects global system resources, and ROCm.AI addresses software complexity. Finally, Helios assembles these components into a true competitive threat for NVIDIA’s latest Vera Rubin platform.

AMD’s open architecture may appeal to customers seeking supplier choice, but openness must also translate into reliable deployments, competitive total cost and software that does not require a significant rip-up. NVIDIA enters this cycle with a stronger ecosystem and far more rack-scale deployment experience. The true test will be how easily and reliably customers can integrate, operate and maintain these AMD solutions at scale.

As it stands, AMD now has major customers and a clearly defined architecture with systems engineering expertise behind it. Delivering Helios on schedule and showing that its performance claims translate into a real production workload throughput advantage and total cost of ownership gains will determine how much the competitive gap narrows. And of course, this is in a market that is clamoring for ever-more compute resources with a seemingly insatiable demand for AI services and capacity. That’s an environment for big iron success. Now AMD just has to deliver optimized, turnkey AI platforms. This is far easier said than done, but time will soon tell as deployments take shape this year.

This article is published as part of the Foundry Expert Contributor Network.
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Apple Park: Designed to Isolate

21 July 2026 at 21:29

Malcolm Crawford (Mastodon):

The open-plan floors make it hard to concentrate. The building is so large that getting from one meeting to the next eats real time out of the day. It’s common for people to run meetings with colleagues over Webex — colleagues on the same campus, sometimes no more than two hundred yards away.

Ironically, Apple Park replaced a campus that did far better on the same measure without ever trying to. Infinite Loop produced far more of the accidental, cross-team contact Apple Park was explicitly built to create. Working out why starts with what Infinite Loop got right by accident. It continues with what the research on office proximity says about why that kind of thing happens at all. And it ends with what Apple Park could become instead — including a version of the fix Apple already trusts enough to run for a hundred people a year.

[…]

There’s no obvious focal point for the whole site — most sections have their own sitting area and their own coffee bar, but nothing plays the role Caffè Macs and the IL1 coffee bar played together at Infinite Loop. Caffè Macs at Apple Park seats a thousand people and feels built for throughput, not conversation. Everything is organised per-segment rather than around a shared centre, which is convenient for the people in that segment and useless for the discovery-by-accident that made the old campus work.

[…]

By multiple accounts from people who were there during design and construction, the site was flagged as under-provisioned for meetings and conferences before it even opened.

Via Jason Anthony Guy:

Apple Park is a beautiful structure, but is not terribly conducive to focused or collaborative work. Even as an occasional visitor I found it overwhelming. Employees sit shoulder to shoulder, voices bounce off and bleed through glass walls, and privacy is a virtual impossibility. My friends and colleagues who worked there regularly found it difficult to be productive.

I worked in Infinite Loop (Building 3, 2nd floor) for thirteen years (right below Developer Publications, where Malcolm spent a good portion of his Apple career). I loved IL because its design made serendipitous encounters easy. Whether it was sitting outside Caffè Macs or in the IL 1 Atrium, I would inevitably bump into someone and have a conversation that furthered an in-flight project, sparked something new, or simply reinforced the social ties that bind colleagues.

It helped that at that time, Apple had perhaps 10,000 employees, most of whom were in or near IL. After iPhone came about and IL started getting locked down, much of the natural collaboration dissipated, disappearing behind badged doors and disclosures.

Ken McLeod:

IL provided a place to focus on your work[1], as well as seating spaces that are out of the flow of traffic where you can have an informal meeting[2]. At AP, every collaborative space is effectively in the middle of a hallway. That turns out to be enormously distracting, both to you and to those people trying to work in the glass bullpen right next to it.

[1] before all cubicles and offices became multi-person shared spaces

[2] before all those spaces were filled in with more offices

Helge Heß:

“The IL1 atrium really was the crossroads of the company in those days” I really don’t think that this is true literally by any means. Assuming “those days” overlap with the time I’ve been there (pre Park). The XFs in IL have been extremely scarce. IL was way too small and overloaded, I’d actually say it was very similar to Apple Park. No one really wanted to work there in those tiny offices with multiple people 🤷‍♀️

Steve Hayman:

I loved the IL1 atrium. I’d sit there and hope that someone like MMalc would wander by, and they often did. It was a real destination for field people who didn’t get to visit the mothership very often. I miss that. AP had nothing like it.

Eric Schwarz:

I think of my days in college—most dorms residence halls were not air conditioned, so at the end of August, you had to open your window (often to place a box fan) and door to create some airflow. People walking through the building would meet by chance. Newer buildings tended to be less lively and more like a hotel—all the doors closed and rarely much activity. Through renovations, most of the buildings have had air conditioning added, dropping those interactions over the years.

Previously:

Update (2026-07-22): Dr. Drang:

As you may know, the Lumon Industries building that Mark, Helly, Irving, and Dylan work in is a former Bell Labs facility in Holmdel, New Jersey. I first learned about the building several years ago, when I read Jon Gertner’s excellent history of The Labs, The Idea Factory. It’s a distinctive place designed by Eero Saarinen in the early 60s.

Bell Labs was known for the fruitful collaboration of its researchers, often started through chance meetings in the hallways of other Bell Labs facilities. The new Holmdel building was supposed to further that sort of teamwork, but things didn’t work out as planned.

macintog:

I worked in IL1 for over a decade. The day I saw the open-plan spaceship, I knew I would never set foot inside. There are more rewarding ways to work in a barn.

❌