Wired
중도 성향
IT/기술
Lauf eElja Electric Mountain Bike Review: Power Trip
Lauf’s sleek new entry feels closer to a traditional mountain bike than anything I’ve ridden before.
IT/기술 · "TRADITIONAL" · 총 26건
필터 보기현재 지수
50.3
0 = 부정 우세
50 = 중립
100 = 긍정 우세
최근 7일 기준 86,361건을 분석한 결과, 뉴스 심리지수는 50.3(균형)입니다. 긍정 4,357건(5.0%)·중립 79,965건(92.6%)·부정 2,039건(2.4%)이며, 중립 비중이 뚜렷하게 높습니다. 성향 지수는 종합 14.9(중도 균형)입니다.
Lauf’s sleek new entry feels closer to a traditional mountain bike than anything I’ve ridden before.
Young farmers are combining traditional agriculture with mobile apps to build livelihoods in the absence of formal jobs.
S&P Dow Jones Indices announced Thursday it will preserve its existing eligibility criteria for major benchmarks like the S&P 500, effectively closing the door on expedited inclusion for large technology IPOs such as Elon Musk's SpaceX. The post S&P 500 to Maintain Traditional Requirements, Blocking Fast-Track Entry for SpaceX, AI IPOs appeared first on Breitbart.
Back in 2002, Porsche fans sputtered with rage as the Cayenne made its debut at the Paris Motor. More than 20 years later, Porsche now sells more SUVs than anything else in its lineup. Last year, the Macan and Cayenne accounted for 62 percent of all Porsche sales. Now, these SUVs are trolling traditionalists in […]
At Microsoft Build, executives showcase a broader shift in company strategy, as it pushes to replace the traditional model of navigating software with one in which AI agents carry out complex tasks autonomously
The expansion of AI data centers is spurring demand for security roles, as these facilities face increased threats and public opposition.
Manufacturers say AI PCs can process data more swiftly. than traditional ones.
Cybersecurity researchers have identified a growing class of attacks that exploit AI chatbots through sophisticated conversational manipulation rather than traditional technical hacking methods. The post Hackers Are Using the Same Conversational Tricks on AI that Con Artists Use on People appeared first on Breitbart.
Her bid to trademark signature snippets of her voice and image shows how deepfakes can slip past traditional copyright rules.
AN artificial intelligence age estimation tool that aims to detect adult migrants posing as children will be deployed at the UK’s borders from next year, BBC News reported. A software company has been awarded a contract to develop and test the technology, which would estimate a person’s age by analysing photographs of them taken at the border. The report cited the UK Home Office as saying the technology would make it easier to identify adult migrants “attempting to game the system”, after initial testing indicated “promising performance and accuracy”. However, the Human Rights Watch urged the government to scrap the scheme, describing it as “unproven technology” that would undermine the protections vulnerable children were entitled to. New technology to be deployed from next year for strengthening asylum checks Unaccompanied child migrants receive support from local councils and are housed in the care system rather than more traditional asylum accommodation such as hotels. They are entitled to legal protections which can simplify the asylum application system and make it easier to stay in the country for longer. According to the BBC, the decision to use the software comes after years of heightened levels of people crossing the English Channel in small boats and claiming asylum at the border. Rising numbers A total of 111,084 people claimed asylum in the UK in the year ending June 2025, 14 per cent more than in the previous year. In the year ending March 2026, more than 6,400 migrants claiming to be children were age-assessed at the border, with 43pc found to be adults, according to Home Office data. A report carried out by the UK government’s independent immigration inspector last year found cases where adult migrants had been classified as children — and cases where child migrants had been wrongly classified as adults. The report said in the absence of a “foolproof” test, it was “inevitable that some age assessments will be wrong, which is clearly a cause for concern, especially where a child is denied the rights and protections to which they are entitled”. According to BBC, the government announced plans to use AI facial estimation technology to combat this problem last year. Published in Dawn, May 30th, 2026
Dads are traditionally tough to shop for—let me help with these handpicked gift ideas for fathers with great taste.
Dell's shares surged 33% on Friday as the PC maker's blockbuster results showed that its growing focus on AI servers was helping it capitalize on the data center boom, making the company one of the biggest beneficiaries of the new technology.The company, whose AI servers are crucial components in the global AI infrastructure build-out, is set to add $68 billion to its market value of about $206 billion, if gains hold.A household name in the PC market, Dell has in recent years scaled up its AI hardware business. Dell's AI server revenue of $16.1 billion surpassed its PC unit's $14.6 billion in sales in the quarter.The company's infrastructure solutions segment, home to both traditional and AI-optimized servers as well as other storage, software and networking solutions, has consistently eclipsed PC business revenue in the past four quarters."We've been following Dell a long time and never seen anything like this. Not only do they get an "A" for execution, but you can make an argument that Dell is even the best way to play AI out there," Melius Research analysts said.Dell's outlook for "AI and traditional servers are still very conservative," as the firm has stronger prospects for selling CPU racks to AI cloud providers like CoreWeave and Nscale, the brokerage said.The blowout quarter lifted shares of server makers Super Micro Computer and Hewlett Packard Enterprise 16% and 12%, respectively, while Dell's PC rival HP also rose 8%.Hewlett Packard Enterprise, which reports results on Monday, has also been prioritizing higher-margin product orders. But it has a smaller server business compared with Dell.Dell Chief Operating Officer Jeff Clarke acknowledged the ongoing "supply constrained" environment, particularly concerning memory chips, but said that its customers were actively securing supply for extended periods.The company has banked on balanced price hikes as well as its scale and strong supplier relationships to wade through the memory crisis. Strong returns from its AI server business are also helping cushion the blow to margins from the soaring memory prices.HP, which focuses mostly on PCs and printers, reported 13.2% growth in its personal systemsdivision, while sales in Dell's PC business unit grew 17%, driven by a Windows 11 refresh cycle and growing focus on AI PCs.At least 13 brokerages raised their price targets on Dell stock following the results, giving it a median price target of $255, according to data compiled by LSEG. That is up from $170 before the report.Dell is on track to record its biggest one-day percentage gain if gains hold. It has a 12-month forward price-to-earnings ratio of 20.21, compared with HP's 8.39 and HPE's 14.70.
Sesame’s new iOS app brings its conversational AI agents to the public, offering more natural back-and-forth interactions designed to feel less like traditional chatbots and more like talking to a person.
Chinese tech giant Huawei on Monday unveiled a new semiconductor development principle, dubbed the "Tau (τ) Scaling Law," as an alternative to traditional Moore's Law, with the aim of achieving 1.4nm-class performance.
Big banks, amid AI boom, are looking to hire more AI specialists and shrink traditional banking roles.
Some AI startups are stretching traditional revenue metrics when talking about progress publicly. And their investors are fully aware.
Google's AI Overviews are running into an interesting problem right now. Earlier on Friday, if you searched for the term "disregard," the AI Overview section would include a response like what you'd see from a more traditional AI chatbot instead of the typical AI summary, as spotted on X. As you can see in the […]
Patients who use mobile applications to manage medical conditions including depression and chronic pain might assume the apps have been evaluated by regulatory agencies to be safe and effective. But that isn’t necessarily the case. Most of the more than 55,000 medical apps that claim to diagnose or treat a condition—or ones that provide clinical decision support, known as “therapeutic” apps—have never been assessed by any trusted neutral bodies or regulatory agencies to evaluate them for technical soundness, ethical design, or clinical benefit. The apps often don’t comply with regional data security and privacy laws to protect people’s sensitive health information. Medical apps differ from traditional wellness apps, which provide users with insights into becoming healthier by, for example, tracking fitness activities, monitoring blood pressure, and analyzing sleep patterns. There is no reliable way to verify that therapeutic apps deliver the results they indicate. To help ensure such apps are credible, the IEEE Standards Association (IEEE SA) recently launched the IEEE Global Medical Mobile App Assessment and Registry. The publicly searchable directory is designed to list apps that have been vetted by experts across several criteria including technical soundness, ethical design, compliance with data security and privacy regulations, and clinical efficacy, which is evidence of a clinical benefit for the patient. “Patients, clinicians, payers, and health care systems often struggle to distinguish clinically meaningful therapeutic apps from those that are simply well-marketed,” says IEEE Senior Member Yuri Quintana, chair of the assessment and registry program. He is chief of the clinical informatics division at Beth Israel Deaconess Medical Center, in Boston. “Our goal is to establish a standardized review method using criteria developed by experts.” Why regulation is lacking Because the apps are intended for medical use without being part of a medical implement, they fall under the designation of software as a medical device (SaMD), according to the International Medical Device Regulators Forum. SaMD is supposed to be regulated by public health agencies such as the U.S. Food and Drug Administration, but the apps have developed and grown in popularity so quickly that regulators haven’t been able to keep up, Quintana says. Some companies have received approval, but most have not, he says. Many users are unaware of the regulatory gap, he says. “Seeing an app from a well-known company often creates the impression that it has been meaningfully vetted for safety and efficacy, even when that is not the case,” he says. Some companies are using deceptive advertising to sell their product, he adds. Marketing materials might claim that all of a company’s health apps are certified, even though only one app has been approved by a regulatory body to treat a particular condition. Or the verbiage might imply the company has clinical evidence proving its application works, even though the app has never been tested independently. Another concern is that updated apps aren’t being vetted, says Maria Palombini, IEEE SA’s director of health care and life sciences global practice lead. “The original app might have received approval from a regulatory agency, but not the updated version,” Palombini says. “There could have been significant changes from the original.” “Not every medical-related app triggers the same regulatory classification or review across jurisdictions,” Quintana adds. “That leaves a large gray zone of clinically relevant but lower-risk apps that haven’t undergone an independent assessment. The IEEE registry was created to help fill these gaps. “IEEE is the best organization to address this problem because this is fundamentally a standards, trust, interoperability, and conformity assessment challenge,” he says. IEEE “is the world’s largest technical professional organization, with deep expertise in developing globally recognized standards including in health care, cybersecurity, AI ethics, and interoperability.” “Through the IEEE Conformity Assessment Program, we already run rigorous assessment and registry programs,” Palombini says. “Our neutral, consensus-driven, multidisciplinary approach—bringing together clinicians, regulators, developers, and ethicists without commercial bias—makes IEEE uniquely positioned to create trustworthy global guardrails that can scale across jurisdictions and support regulatory harmonization.” How the registry works The assessment framework was developed by a multidisciplinary group of 35 volunteer experts from 10 countries, Quintana says. The panel includes academics, AI experts, app developers, clinicians, ethicists, mental health experts, patient advocates, regulators, researchers, technologists, and those who assess safety in health care. The registry is for any app used for clinical care or therapeutics that claims to demonstrate a medical benefit. That includes apps designed for cardiology, diabetes, mental health, neurology, oncology, rehabilitation, and respiratory diseases, Quintana says. Initially, he says, the focus will be on apps that aim to treat mental health conditions, given the large number of offerings in that area and the registry committee’s expertise. The submission of apps is voluntary. There is no government mandate that requires a company to use the IEEE registry. The products will be evaluated against about 150 consensus-based criteria across three major areas: Clinical efficacy including therapeutic effectiveness, any sustained benefits, risk management, comparison to standard care, user engagement, and real clinical value. Technical soundness including accessibility, privacy and security, error handling, interoperability, AI governance, usability, and operational quality. Ethical design including bias prevention, patient consent, data governance, conflict-of-interest transparency, responsible use of AI and large language models, and prioritization of public health benefits. IEEE charges a nonrefundable submission fee that covers the cost of the assessment plus the registry’s annual subscription for the first year. Developers first must demonstrate they are a legally established entity before they can complete the app publisher registration form and then submit documentation and attestations about the product. The IEEE review of an app is estimated to take six to eight weeks, Palombini says. The assessment results will be privately shared with the app publisher, she says, and to be listed in the registry, an app must achieve more than 85 percent compliance in each category. Upgraded apps must be submitted and reassessed, Palombini says. Similar to how users are notified when an app on their smart devices has , the registry will be notified when listed apps have a new update available, she says. Applicants who do not pass the assessment are to receive feedback explaining why. They will be given an opportunity to make changes or provide additional documentation, Palombini says. “It’s a pretty methodological process, with checks and balances,” Quintana says. “We’re being very transparent about the process.” Approved apps added to the registry receive an IEEE certification badge and submission identifier, which the company can display on its website, app store listings, and marketing materials. “The badge serves as visible proof that the app has met the independent, consensus-based assessment for clinical value, technical robustness, and ethical design,” Quintana says. The registry will be publicly available at no cost, he says. Patients and families seeking safe, trustworthy apps—and payers and insurers evaluating reimbursement potential—will find the registry helpful, he says. The application website is open. The public registry page does not yet list a specific count of approved apps because assessments are ongoing. Approved apps and their unique identifiers are to be published when the initial reviews are completed. To learn more, you can watch a webinar recorded in March. The assessment framework that underpins the registry is supporting the formal recognition of IEEE P3962 Standard for Criteria Assessment Framework f
Over the next few decades, billions of autonomous, AI-powered robots will work alongside people in factories, perform tedious tasks in warehouses, care for the elderly, assist in unsafe disaster areas, deliver packages and food to our doorsteps, and eventually help out in our homes. Some will look like us, and many won’t. What is certain is that regardless of form factor, robots will all rely heavily on AI in order to deliver real-world value. In 2025, total investments in robotics companies reached a record US $40.7 billion, accounting for 9 percent of all venture funding. The multibillion dollar question therefore is this: What will it take for AI-powered robots to begin to have a serious economic impact? Many of today’s robotics and AI companies are making bold claims, such as that humanoid robots will soon be coming into our homes, but there’s still a big gap between promise and reality. The promise of robots that live and work alongside us has been the stuff of science fiction for a very long time. And while many programmers have tried to make that promise a reality, the physical world is just too complicated for traditional computer programs to handle the endless complexity it presents. Thanks to AI, robots are no longer being programmed—instead, they learn to operate in the real world. With enough practice, they can learn to perceive and understand the world around them, reason about that world, and use that reason and understanding to perform tasks that are useful, reliable, and safe. The two of us have worked at the forefront of AI and robotics for the last decade, as a Professor in Robotics at Oregon State University and Co-Founder of Agility Robotics, and as former CEO of the Everyday Robots moonshot at Google X. Our experience deploying AI-powered robots in real-world settings has given us a perspective on where AI can be used to great benefit in complex robotic systems in the near term and where we are still on the frontier of science fiction. We believe AI will enable an inflection point in robotics advances, but that it will be through the well-engineered application of coordinated systems of different AI tools rather than a single ChatGPT-style breakthrough. As the excitement around AI is matched only by the uncertainty of what will be possible, here are five hard truths that will define AI in robotics. 1. The YouTube-to-Reality Gap Is Real For years, we have been seeing videos on YouTube with humanoid robots performing amazing moves on everything from a dance floor to an obstacle course. The inside knowledge in robotics is to “never trust a YouTube robot video.” The gap between real robots that can perform real work in unstructured human environments and carefully scripted and edited robot performances remains significant. The latest performance to get a lot of attention was a martial arts show featuring Unitree humanoid robots performing with children at the Chinese 2026 Spring Festival Gala. While impressive, this falls into a long lineage of tightly scripted robotic performances, where everything has been carefully choreographed and planned in advance. The low-level controls, synchronization, and choreography were stunning, yet the Spring Gala robot performance showed a level of autonomy and intelligence much closer to industrial robots building cars in a factory than something that will show up in your living room any time soon. Seeing these kinds of demos nevertheless raises questions about where robotics really is. If robots can perform kung fu moves and do backflips and dance, why aren’t they also showing up on factory floors yet? And why can’t they do the dishes in my home after dinner? The simple answer is this: Making AI-powered robots capable of performing general tasks in varied human environments is still really hard. While impressive technological feats like those at the Spring Festival may make it look like we could be very close, the use of AI in these demos is only for low-level motor control (to keep the robots from falling over) and therefore is only a small part of the solution for robots to be general purpose in the real, unstructured spaces where we humans live and work. 2. Data Is An Unsolved Challenge Large Language Models (LLMs) like OpenAI’s ChatGPT and Anthropic’s Claude were initially trained on an internet-scale database of text. The world woke up one day in late 2022 to ChatGPT demonstrating that AI computers could suddenly “speak” to us in prose or verse and about seemingly any topic. LLMs have turned out to generalize well and are now able to take multimodal input (text, images, video) and produce multimodal output. Importantly, the corpus of training data was both enormous and human-generated, which are characteristics that form the gold standard for AI training. The fastest path to robots as part of everyday life may emerge through a range of robot forms performing increasingly sophisticated applications and employing a range of AI tools.Agility Robotics Giving AI a body (in the form of a robot), so that it can engage with people in the physical world, continues to be a very difficult and broadly unsolved problem. AI models for general-purpose robotics must simultaneously satisfy multiple, often conflicting, physical, geometric, and temporal limitations while operating in unstructured, dynamic environments. In order to generalize, robot models need to be trained on data gathered in a high-dimensional configuration space, where “dimensions” represent text, lighting conditions, degrees of freedom, joint limits, velocities, force, and safety boundaries, just to mention a few. Importantly, this must be good data—it must contain many examples from what amounts to an infinite number of possible configurations in the physical world. Since there are very few existing sources of data like this, approaches like teleoperation, video analysis, motion capture of humans, and self-exploration in simulation and in the real world are all seen as important ways to collect data. It’s a herculean task. For example, at Everyday Robots at Google X, we ran 240 million robot instances in our simulator over the course of 2022 to collect training data, mostly to train a trash-sorting model. Similar amounts of data will be needed for every skill to get to a similar level of capability, which is not yet human level. 3. There Will Be No Single Robot AI We are far away from a moment where a single AI model might allow general-purpose robots to live and work alongside us. General-purpose robots can have wheels or legs. They can have one, two, three, or more arms. Some have propellers and can fly, while others may be designed to operate under water. Some will drive on busy roads. The physical world is infinitely varied and complex. And then there are all the people and other animals that will be surrounding the robots. How do you train a model to operate a robot safely and reliably in all of these settings? The simple answer is: You don’t. At least not for quite some time. We believe the winning AI architecture leading to the next big breakthroughs in general-purpose robotics will be “agentic AI” for robots, which are high-level coordinating models that can reason, plan, use tools, and learn from outcomes to execute complex tasks with limited supervision. Agentic, high-level models running on robots will invoke a system of specialized ones for different types of tasks. We will likely soon see multiple robots collaborating and coordinating with each other through their onboard agentic AI models. AI tools are unlocking new and powerful capabilities in robotics, which in turn will enable new solutions and new markets. It’s encouraging to see these new models being made broadly available, some even as open-source solutions. This availability is akin to what happened with the internet: Real progress occurred when it became ubiquitous. We anticipate an inevitable democratization of complex behaviors in robotics with wide access to these AI tools and technologies. 4. Hardware Is Still Very Hard Robots are complex systems with many parts that all need to work together with great precision. For a robot to be useful and safe, every part of it must be coordinated, from its perception systems to the computer controlling it, all the way down to its individual actuators. Actuators—that is, the motors and gears—are a good example of an important part of the robot where what got us here won’t get us there. The actuators used at scale by most industrial robots will not work for robots that will operate in human environments. If these robots accidentally collide with an obstacle, the resulting impacts are harsh, forces are high, and things break. Humans don’t move in this way. We are far more compliant in how we interact with the world, and we’re constantly making contact with our environment and using that contact to help us accomplish things. Consider the challenge of inserting a key in a lock: Humans typically don’t do this by aligning the key perfectly with the keyhole. Instead, we just feel for the edge of the keyhole and jiggle the key in. Robots need to be able to operate in novel ways to achieve comparable capabilities by using a new class of actuators that are sensitive to force and able to have a compliant interaction with the environment. While these kinds of actuators do exist, they are not yet generally available at scale for robot systems designed to operate around people. 5. Real Value Comes From “Easy” Tasks There’s a big difference between tasks that look impressive and real-world tasks that provide value. Robotics is a perfect example of Moravec’s paradox, which states that tasks that are hard for humans are easy for computers (like multiplying two big numbers), and tasks easy for humans (like a toddler’s movements) are extremely difficult for computers and robots. Serving customers is an unforgiving reality check, because customers only care about solving the real problems they have. If we are to deploy AI-based robot solutions, they must outperform the way things are currently done while demonstrating reliable performance metrics and safety. Agility Robotics’ early work to deploy our humanoid robot Digit in customer locations led to the realization that our first obstacle was safety: Robots that balance and manipulate objects in human spaces bring new types of risk to the workplace. In the first humanoid deployments, physical barriers were necessary, and Agility kicked off a multi-year engineering effort to solve the safety challenge, touching nearly every aspect of robot design and relying heavily on new AI-based approaches to human detection and behavior control. Everyday Robots at Google deployed robots in 2019 that worked autonomously in office buildings doing chores like cleaning cafe tables and sorting trash. We quickly learned how “messy” and difficult the real world is for a robot. This experience informed the architecture and deployment of our AI systems while also gathering real-world data that could be combined with simulation data for training and improving models. This focus on creating a product to meet specific customer needs and deploying robots in real-world settings is the only way to inform the structure of the AI tools and infrastructure for near-term utility on a path towards long-term broader capability and generality. There will be no “aha” moment, no silver bullet algorithm, and no volume of data sufficient to produce a general-purpose robot without extensive real-world experience. AI Robots Are Coming, One Step at a Time As we look to the future, there is no doubt that the world is bringing AI into the physical world through robots. We are at the beginning of a “Cambrian explosion“ of useful, intelligent machines. We believe AI is not one tool, but a huge frontier of technical approaches that is unlocking new capabilities so powerful, they will define our economy moving forward. This will happen not in one single definitive moment, but as an ongoing set of small and large breakthroughs, where AI-driven robots begin to provide real value in a few tasks, and then a few more, with impacts unfolding across numerous $100 billion-plus markets that will dramatically improve the quality of our lives.
This sponsored article is brought to you by Applied Materials. At pivotal moments in history, progress has required more than individual brilliance. The most consequential breakthroughs — such as those achieved under the Human Genome Project — required a new operating paradigm: Concentrate the world’s best talent around a single mission, establish a common platform, share critical infrastructure, and collapse feedback loops. When stakes are high and timelines are compressed, sequential and siloed innovation simply cannot keep pace. Today’s AI era is creating an engineering race with similar demands. Every company is pushing to deliver higher-performance AI systems, faster. But performance is no longer defined by compute alone. AI workloads are increasingly dominated by the movement of data: In many cases, moving bits consumes as much — or more — energy than compute itself. As a result, reducing energy per bit can extend system‑level performance alongside gains in peak compute. The path to energy‑efficient AI therefore runs through system‑level engineering, spanning three tightly interconnected domains: Logic, where performance per watt depends on efficient transistor switching, low‑loss power, and signal delivery through dense wiring stacks. Memory, where surging bandwidth and capacity demands expose the memory wall, with processor capability advancing faster than memory access. Advanced packaging, where 3D integration, chiplet architectures, and high‑density interconnects bring compute and memory closer together — enabling system designs monolithic scaling can no longer sustain. These domains can no longer be optimized independently. Gains in logic efficiency stall without sufficient memory bandwidth. Advances in memory bandwidth fall short if packaging cannot deliver proximity within thermal and mechanical constraints. Packaging, in turn, is constrained by the precision of both front‑end device fabrication and back‑end integration processes. In the angstrom era, the hardest problems arise at the boundaries — between compute and memory in the package, front‑end and back‑end integration, and the tightly coupled process steps needed for precise 3D fabrication. And it is precisely this boundary‑driven complexity where the traditional innovation model breaks down. The Traditional R&D Workflow Is Too Slow for Angstrom‑Era AI For decades, the semiconductor industry’s R&D model has resembled a relay race. Capabilities are developed in one part of the ecosystem, handed off downstream through integration and manufacturing, evaluated by chip and system designers, and only then fed back for the next iteration. That model worked when progress was dominated by relatively modular steps that could be scaled independently and simply dropped into the manufacturing flow. But the AI timeline has upended these rules. At angstrom‑scale dimensions, the physics enforces inescapable coupling across the entire stack: materials choices shape integration schemes; integration defines design rules; design rules dictate power delivery; wiring sets thermal budgets; and thermals ultimately constrain packaging scaling. System architects simply cannot wait 10–15 years for each major semiconductor technology inflection to mature. Representing a roughly $5 billion investment, EPIC is the largest commitment to advanced semiconductor equipment R&D in U.S. history. A long‑term perspective is essential to align materials innovation with emerging device architectures — and to develop the tools and processes required to integrate both with manufacturable precision. At Applied Materials, together with our customers, we are charting a course across the next 3–4 generations, extending as far as 10 years down the roadmap. The angstrom era demands that we break down silos and bring together the industry’s best minds — from leading companies to leading academic institutions. If the problem is coupled, the solution must be coupled. If the timeline is compressed, the learning loop must be compressed. It’s not enough to just innovate — we must innovate how we innovate. EPIC: A Center and Platform for High‑Velocity Co‑Innovation This is the challenge that Applied Materials EPIC Center is designed to solve. Representing a roughly US $5 billion investment, EPIC is the largest commitment to advanced semiconductor equipment R&D in U.S. history. When it opens in 2026, it will deliver state‑of‑the‑art cleanroom capabilities built from the ground up to shorten the path from early‑stage research to full‑scale manufacturing. But the facilities are only one component of the model. EPIC is also a platform, an operating system for high-velocity co‑innovation that revolutionizes how ideas move from the lab to the fab. EPIC is a platform, an operating system for high-velocity co‑innovation that revolutionizes how ideas move from the lab to the fab.Applied Materials The EPIC model compresses the traditional workflow. Customer engineers work side‑by‑side with Applied technologists from day one — moving beyond isolated process optimization and downstream handoffs. Within a shared, secure environment, EPIC tightly integrates atomistic modeling, test vehicles, process development, validation, and metrology feedback. Constraints that once surfaced late in development are identified and addressed early. The result is a potentially 2x faster path that benefits the entire ecosystem under one roof: Chipmakers gain earlier access to Applied’s R&D portfolio, faster learning cycles, and accelerated transfer of next‑generation technologies into high‑volume manufacturing. Ecosystem partners gain earlier access to advanced manufacturing technology and collaboration opportunities that expand what is possible through materials innovation. Academic institutions gain opportunities to strengthen the lab‑to‑fab pipeline and help develop future semiconductor talent. Building on decades of co‑development, we are reinventing the innovation pipeline with our partners across logic, memory, and advanced packaging to deliver the next leap in energy‑efficient AI. Accelerating Advanced Logic Logic remains the engine of AI compute. In the angstrom era, however, system‑level gains are increasingly constrained by power and energy. Extending AI performance now depends on architectures that deliver more performance per watt — accelerating the move to 3D devices such as gate‑all‑around (GAA) transistors, which boost density within a compact footprint while preserving power efficiency. Architectures that deliver more performance per watt are accelerating the move to 3D devices such as gate‑all‑around (GAA) transistors, and further out, complementary FETs (CFETs), which push density scaling even more.Applied Materials These architectural shifts are unfolding at unprecedented scale, with the logic roadmap already extending beyond first‑generation GAA toward more advanced designs. One key example is GAA with backside power delivery, which relocates thick power lines to the backside of the wafer, reducing resistive losses and freeing front‑side routing for tighter logic cell integration. Another example brings adjacent GAA PMOS and NMOS transistors closer together while inserting a dielectric isolation wall between them to minimize electrical interference. Further out, complementary FETs (CFETs) push density scaling even more by stacking PMOS and NMOS devices directly atop one another. While these architectures deliver compelling gains in performance per watt and logic density without relying solely on tighter lithography, they significantly raise integration complexity. Manufacturing a single GAA device today can involve more than 2,000 tightly interdependent process steps. At the same time, wiring stacks continue to grow taller and denser to connect these advanced logic devices. Modern leading‑edge GPUs now in development pack more than 300 billion transistors into an area little larger than a postage stamp, interconnected by over 2,000 miles of wiring. Modern leading‑edge GPUs now in development pack more than 300 billion transistors into an area little larger than a postage stamp, interconnected by over 2,000 miles of wiring.Applied Materials At this level of complexity, the process steps used to create these precise 3D devices and wiring stacks cannot be optimized independently. Design and process must evolve in lockstep, and materials innovation and fabrication methods must advance alongside device architecture. EPIC’s co‑innovation model is designed to accelerate exactly this convergence — enabling logic compute to continue advancing the frontiers of AI at the pace the roadmap demands. Powering the Memory Roadmap At the same time, the AI computing era is fundamentally reshaping how data is generated, moved, and processed — making memory technologies, especially DRAM, central to delivering the energy‑efficient performance AI systems require. As models grow larger and more data‑hungry, the DRAM roadmap is shifting toward architectures that deliver higher density, greater bandwidth, and faster access per watt. At the DRAM cell level, AI performance requirements are driving a transition from 6F² buried‑channel array transistors (BCAT) to more compact 4F², and beyond that, architectures that move past what 2D scaling alone can deliver. Applied Materials At the DRAM cell level, this shift is driving a transition from 6F² buried‑channel array transistors (BCAT) to more compact 4F² architectures, which orient the transistor vertically to boost density and reduce chip area. Looking beyond 4F², sustaining gains in performance per watt will require moving past what 2D scaling alone can deliver. The industry is therefore turning to 3D DRAM, stacking memory cells vertically to add capacity within a constrained footprint. As these structures grow taller and aspect ratios intensify, high-mobility materials engineering in three dimensions becomes increasingly critical to performance and reliability. Beyond the memory cell array, another powerful lever for DRAM scaling is shrinking the peripheral circuitry, which includes logic transistors and interconnect wiring. One emerging approach places select periphery functions beneath the DRAM array by bonding two wafers — one optimized for the DRAM cells and the other for CMOS logic — using multiple wiring layers. Beyond the memory cell array, another powerful lever for DRAM scaling is shrinking the peripheral circuitry, which includes logic transistors and interconnect wiring.Applied Materials In parallel, DRAM performance is being extended by leveraging logic‑proven enhancers in the memory periphery. These include mobility boosters such as embedded silicon germanium and stress films, along with wiring upgrades like improved low‑k dielectrics and advanced copper interconnects. Memory manufacturers are also transitioning periphery transistors from planar devices to FinFET architectures, following the logic roadmap to further improve I/O speed. These valuable inflections are central to EPIC’s mission — where they can be co-developed and rapidly validated for next‑generation memory systems. Driving System Scaling With Advanced Packaging As data movement becomes the dominant energy cost in AI systems, advanced packaging has emerged as a critical lever for improving system‑level efficiency—shortening interconnect distances, increasing bandwidth density, and reducing the power required to move data between logic and memory. The rise of 3D packages such as high‑bandwidth memory (HBM) underscores why advanced packaging is becoming central to the AI era.Applied Materials High‑bandwidth memory (HBM) marks a major inflection along this path. By stacking DRAM dies — scaling to 16 layers and beyond — and placing memory much closer to the processor, HBM enables rapid access to ever‑larger working datasets. This delivers step‑function gains in both bandwidth and energy efficiency. More broadly, the rise of 3D packages such as HBM underscores why advanced packaging is becoming central to the AI era. Packaging now addresses system‑level constraints that logic and memory device scaling alone can no longer overcome. It also enables a move away from monolithic systems‑on‑chip toward chiplet‑based architectures, as AI workloads increasingly demand flexible designs that combine logic, memory, and specialized accelerators optimized for specific tasks. A vital technology powering this roadmap is hybrid bonding. With interconnect pitches approaching those of on‑chip wiring, conventional bumps and microbumps run into fundamental limits in density, power, and signal integrity. Hybrid bonding removes these barriers by allowing dramatically higher interconnect and I/O density, supporting a broad range of chiplet architectures — from memory stacking to tighter compute‑memory integration. EPIC tackles high‑value advanced‑packaging challenges through early, parallel co‑innovation across materials, integration, and manufacturing.Applied Materials As bonded structures like HBM stacks grow larger and more complex, warpage control, die placement, stack alignment, and thermal management become first‑order challenges. EPIC tackles these and other high‑value advanced‑packaging challenges through early, parallel co‑innovation across materials, integration, and manufacturing. Bringing It All Together Across logic, memory, and advanced packaging, our industry faces an ambitious roadmap that promises significant gains in energy efficiency for AI systems. But realizing that potential demands breakthrough materials innovation at a time when feature sizes are shrinking, interfaces are multiplying, and process interdependencies are escalating. These challenges cannot be solved on 10–15‑year timelines under the traditional relay‑race model. We must break down silos, align earlier across the ecosystem, and parallelize learning to keep pace with AI’s demands. In the AI era, progress will be defined by the speed at which lightbulb moments turn into manufacturing and commercialization reality. The only viable path forward is a new innovation model — and EPIC is how we are driving it.