Field notes

Blog — Page 24

Engineering notes, case studies, and lessons from the field.

HPE Posts Record Q2 FY2026: AI Server Revenue Up 40%, Stock Surges 25%
Hardware

HPE Posts Record Q2 FY2026: AI Server Revenue Up 40%, Stock Surges 25%

Hewlett Packard Enterprise beat Q2 expectations with $10.68B revenue and $0.79 adjusted EPS. AI system bookings hit $16.4B cumulative as the company raised its full-year guidance sharply.

Jun 3, 20265 min read
Google Retires All Gemini 2.0 Models as the 3.x Family Takes Over
AI Models

Google Retires All Gemini 2.0 Models as the 3.x Family Takes Over

Google shut down four Gemini 2.0 production models on June 1, completing the platform's transition to Gemini 3.x. Developers still calling 2.0-flash endpoints are now hitting deprecation errors.

Jun 3, 20265 min read
OpenAI Codex Adds 6 Business Role Plugins, Reaches 5 Million Weekly Users
AI Tools

OpenAI Codex Adds 6 Business Role Plugins, Reaches 5 Million Weekly Users

OpenAI expanded Codex on June 2 with six role-specific plugins for knowledge workers, bundling 62 app integrations and 110 automated skills. The platform now has 5 million weekly active users, up 6x since February.

Jun 3, 20265 min read
Alphabet Raises $80B for AI Infrastructure — Berkshire Hathaway Takes $10B Stake
Big Tech

Alphabet Raises $80B for AI Infrastructure — Berkshire Hathaway Takes $10B Stake

Google's parent company launched equity offerings totaling $80 billion on June 1 to fund AI compute expansion, including a $10 billion private placement to Berkshire Hathaway. It is one of the largest single capital raises by any corporation in history.

Jun 2, 20265 min read
Intel Crescent Island: 480GB LPDDR5X AI Inference GPU Takes On NVIDIA Without HBM
Hardware

Intel Crescent Island: 480GB LPDDR5X AI Inference GPU Takes On NVIDIA Without HBM

Intel detailed its Xe3P-based Crescent Island AI GPU at Computex 2026, offering up to 480GB of LPDDR5X memory in an air-cooled PCIe form factor. Customer sampling begins in the second half of 2026, targeting inference workloads where memory capacity beats raw FLOPS.

Jun 2, 20265 min read
Microsoft Build 2026: MAI-Thinking-1, Project Polaris Cuts the OpenAI Cord, Multi-Agent VS Code
Developer Tools

Microsoft Build 2026: MAI-Thinking-1, Project Polaris Cuts the OpenAI Cord, Multi-Agent VS Code

Microsoft opened Build 2026 on June 2 with three headline moves: its first in-house reasoning model MAI-Thinking-1, Project Polaris replacing GPT-4 Turbo in GitHub Copilot, and multi-agent support shipping directly inside VS Code.

Jun 2, 20265 min read
Anthropic Files Confidential S-1 With SEC — $965B Valuation, Fall 2026 IPO Target
Big Tech

Anthropic Files Confidential S-1 With SEC — $965B Valuation, Fall 2026 IPO Target

Anthropic submitted a confidential draft S-1 to the SEC on June 1, positioning the AI lab for a public offering near a $965 billion valuation. The move puts Anthropic ahead of OpenAI in the race to go public.

Jun 2, 20265 min read
NVIDIA RTX Spark Superchip Unveiled at Computex — Windows-on-Arm With 1 PetaFLOP and 128 GB Unified Memory
Hardware

NVIDIA RTX Spark Superchip Unveiled at Computex — Windows-on-Arm With 1 PetaFLOP and 128 GB Unified Memory

Jensen Huang revealed the RTX Spark at Computex 2026: a Windows-on-Arm superchip combining 20 Grace CPU cores, a Blackwell GPU, and up to 128 GB unified memory at 1 petaFLOP FP4. Laptops from Dell, HP, Lenovo, and Microsoft Surface arrive this fall starting at $1,499.

Jun 1, 20265 min read
Intel Launches Xeon 6+ Clearwater Forest — First Data Center CPU on Intel 18A, 288 Cores
Hardware

Intel Launches Xeon 6+ Clearwater Forest — First Data Center CPU on Intel 18A, 288 Cores

Intel's Xeon 6+ Clearwater Forest debuts at Computex 2026 as the first server CPU built on Intel 18A, with 288 Darkmont E-cores and 576 MB L3 cache. Intel claims 30% better per-thread performance than AMD's top 192-core EPYC.

Jun 1, 20265 min read

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