Chips, compute infrastructure, manufacturing, and physical systems.

The plant runs at 30% capacity. That is not the problem. The problem is the helium stranded near the Strait of Hormuz, the Qatar force majeure, and the war that is making the chip industry desperate to localize supply chains it cannot actually control.











Every Artemis ISRU system is building hardware around maps at 15km/pixel resolution. Oasis-1's neutron spectrometer can quantify water to 1m depth — something no current dataset can do. The data gap is real, and so is the question of who owns it once it's for sale.
A Berkeley Lab seismometer has been running seven months at 338°F nearly 7,000 feet underground at Fervo Cape Station — the world’s longest such measurement. The hardware that made it possible is the piece that was missing from the EGS financing puzzle.
NASA has $20B for moon base hardware. The software to run it doesn’t exist yet in any public form. That gap is the next infrastructure problem Artemis needs to solve.
The SDA is building a 1,000-satellite constellation to replace lost spacecraft in conflict. Every component — laser crosslinks, valves, connectors — runs through a supplier base that cannot currently scale. That is a hardware problem, not a budget one.
The EU Child Presence Detection mandate is creating a forced adoption cycle for 60GHz radar in cars. Taiwan Millilab is in the supply chain. Here is what it took to get there.
Loughborough built a memristor chip that predicts chaos, reconstructs data, reads digits, and runs logic without architectural changes — using niobium oxide thin films and claiming up to 2,000x energy savings.
Google has been running optical circuit switches across every data center it owns since 2013. A 108-watt system replaced a 3,000-watt one. The rest of the AI industry is racing to get there.
Fifty-five nations have signed the Artemis Accords. Russia and China have not. As Artemis 2 orbits the Moon, the legal framework governing its activities has never been tested in any court or conflict — and the next crewed landing depends on it holding.
'We suspect it will go higher.' The full story behind the accidental lab discovery that could redefine what electronics are capable of.
The $30M Orion toilet froze 200,000 miles out. NASA fixed it by spinning the spacecraft. The failure data is worth more than any ground test — because the Mars version has to work for years, not days.
The 5-hour solar drone record is real — but it required a battery buffer. Strip the battery and the first version crashed at 3 minutes. The gap between Luke Bells demo and Airbus Zephyr S at 64 days is not a roadmap gap. Its a physics class difference.