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The Download: glass chips and “AI-free” logos

View original at technologyreview.com
MIT Technology Review - Ai Research Title: The Download: glass chips and “AI-free” logos Date: 2026-03-16 12:35 Source: https://www.technologyreview.com/2026/03/16/1134301/the-download-glass-ai-chips-ai-free-logo/ <p><em>This is today’s edition of </em><a href="https://forms.technologyreview.com/newsletters/briefing-th…
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  • The National Semiconductor Technology Center should follow DARPA's lead by focusing on moonshot programs

    60% confidence
  • Glass chip technology could reduce the energy demands of chips in AI data centers and even consumer laptops and mobile devices

    60% confidence
  • Nuclear weapons have been one of the most stabilizing forces in history

    60% confidence
  • Glass substrate technology could reduce the energy demands of chips in AI data centers and even consumer laptops and mobile devices

    60% confidence
  • Would build both fission and fusion nuclear weapons

    60% confidence
  • The National Semiconductor Technology Center would do well to follow DARPA's lead by focusing on moonshot programs

    60% confidence
  • US government has a choice between a conservative strategy to preserve its lead for five years or orient toward genuine computing moonshots

    60% confidence
  • Nuclear weapons have been one of the most stabilizing forces in history

    60% confidence
  • The US government has one big choice: adopt a conservative strategy to preserve its lead for the next five years or orient itself toward genuine computing moonshots

    60% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Enterprise AI Agents Go Mainstream, But Trustworthy Data Access Lags Adoption
A wave of enterprise AI agent activity — fresh funding (Latitude's $35M Series A), a run of CB Insights CEO interviews spotlighting fintech- and healthcare-focused agent startups (Covecta, Penguin AI, Maisa AI), and major platform partnerships (Microsoft-Mistral, Manulife-Microsoft AI governance, Siemens-NVIDIA agentic EDA, Box's agent security controls) — signals agentic AI moving from pilot to production across financial and enterprise workflows. Yet Google Cloud's own research shows adoption is outrunning data readiness (companies average AI access to only 45% of their data, with 'data laggards' capped near 30%), while insider selling at incumbent C3.ai hints at mixed investor conviction even as the broader ecosystem accelerates.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
We flag conflicts openly ›
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