channel_devices · 7_broadcasts

Devices & Hardware.

// phones · laptops · chips · peripherals

Phones, laptops, chips, peripherals

TX_008· 09:00Devices & Hardware

Apple's $599 MacBook Neo runs an iPhone chip

The MacBook Neo lands at $599 with an A18 Pro — the first Apple laptop on iPhone silicon. New segment, new compromises, and a clear shot at the Chromebook market.

TX_037· 17:00Devices & Hardware

Tesla starts Optimus production at Fremont. 1M-unit annual capacity.

Optimus production begins late July or August at Fremont, replacing the Model S/X line. First-gen capacity is 1M robots per year. Musk declined to commit to any 2026 unit target.

TX_036· 12:00Devices & Hardware

Apple Vision Pro 2 pushed to 2027. Air variant gets priority.

Multiple sources now point to Vision Pro 2 slipping to 2027. Apple shipped an M5 update in October 2025 to keep the line current. The lighter Vision Air variant is now the priority track.

TX_034· 23:30Devices & Hardware

Nvidia: $1T in Blackwell + Rubin orders through 2027. Groq LPU pushes 35x tokens-per-watt.

Jensen Huang's GTC keynote raised projected Blackwell + Rubin orders from $500B to $1T through 2027. Nvidia also unveiled the Groq 3 LPU — a 35x tokens-per-watt boost when paired with Rubin GPUs.

TX_033· 22:00Devices & Hardware

Nvidia's Vera Rubin platform: 336B transistors, 5x Blackwell inference

Nvidia's Vera Rubin platform centres on the Rubin R100 GPU — 336B transistors, 288GB HBM4, 22 TB/s memory bandwidth. Claimed 5x Blackwell inference at 10x lower cost per token.

TX_032· 10:00Devices & Hardware

Samsung Galaxy S26 ships with Snapdragon 8 Elite Gen 5

Samsung released the Galaxy S26, S26+, and S26 Ultra on March 11. Snapdragon 8 Elite Gen 5 for Galaxy across all three tiers worldwide for the Ultra. Pricing starts at $899.

TX_035· 19:00Devices & Hardware

Meta Ray-Ban Display ships at $799 with Neural Band

Meta Ray-Ban Display, the first consumer AI glasses with a full-color in-lens display, shipped September 30 at $799 including the Neural Band. International rollout to Canada, France, Italy, UK in early 2026.