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Cloverleaf deal is latest example of Nvidia using its war chest to patch cracks in the AI bubble

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Systems

Nv’s new chips need new datacenters, but you can’t have bit barns without power

Nvidia has made its fortune on the AI boom, but the company has a problem. It faces a growing number of roadblocks which, if left unchecked, could pop the bubble. 

Thus, the AI arms dealer has been forced to play a game of Whac-a-Mole, shoring up the foundations of its empire by investing its spoils into ensuring its customers don’t stop buying.

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The latest example of this came Friday, when Nvidia announced it’d become a minority investor in Cloverleaf. 

Founded in 2024, Cloverleaf specializes in laying the literal foundations – by which we mean the land and power – necessary to build bit barns so they can be leased by the cloud providers and model devs that actually pay the bills for Nvidia’s hardware.

Nvidia can only sell as many GPUs as there are datacenters to put them, and those datacenters can only be deployed where there’s adequate power to support them. And since its latest round of GPUs can’t just be dropped into any old bit barn, Nvidia is going to need a lot more datacenter capacity, and by extension a lot more power.

A new breed of datacenter

Up until 2024, the majority of Nvidia’s systems were air-cooled. Supercomputers, like those built by Cray and Eviden, were the exception to the rule. Unless you were deploying tens of thousands of GPUs, its accelerators could be deployed just about anywhere with minimal modification to the facility.

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That began to change with Nvidia’s Blackwell generation. You could still get air-cooled systems from Nvidia and its partners, and it certainly sold a lot of eight-way HGX B200 boxes, but deploying its most powerful NVL72 systems required liquid cooling that not every facility was capable of supplying.

Liquid-cooled facilities are harder to build than their air-cooled counterparts. Liquid-cooled racks tend to be more compute dense, and therefore heavier and power hungry to operate. That means in addition to larger UPS backups and beefier PDUs, these facilities now need a bunch of coolant distribution units (CDUs) to pump coolant around — about one for every one to three megawatts of compute capacity. Datacenters must be designed to support all this extra weight, and the problem is only going to get thornier as Nvidia transitions from roughly 250kW to 600kW racks starting next year.

With Nvidia’s Rubin generation of GPUs, air-cooled GPUs may as well be a thing of the past, at least in the HGX and NVL-style form factors that power the majority of AI training and inference deployments today. For the first time, Nvidia is offering the chips only in liquid-cooled varieties.

So, to sell its next-generation GPUs, Nvidia not only needs its customers to have adequate capacity, but also needs those facilities to offer the right mix of power and cooling.

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Right sizing for deployment

It’s well established that Nvidia prioritizes customers with datacenters ready to fill. However, many of the GPU-slinger’s biggest customers don’t actually own datacenters, but instead lease capacity from others. For example, Crusoe built OpenAI’s Stargate facility in Abilene, Texas, and Oracle runs it. Altman and crew are simply supplying the demand.

So, Nvidia has invested in model devs and neocloud partners by helping them get financing or even investing directly in their businesses. Nvidia’s investments in OpenAI, CoreWeave, and Nebius are just a few examples.

That works so long as the bit barns available for rent are the right size and shape for the hardware. But, as we noted earlier, many existing facilities aren’t.

To further reduce friction and make it easier for its customers to find space to deploy its kit, Nvidia introduced its DSX platform last fall and officially launched it this spring.

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In a nutshell, DSX is a set of blueprints outlining exactly how much power, cooling infrastructure, and space are needed to support a given amount of compute. It also provides tools to optimize that compute to minimize wasted capacity. 

The power problem

But even designing to a spec won’t do bit barn builders any good if they can’t get their hands on enough power.

The proliferation of AI datacenters has begun to strain grid capacity, forcing many new ones to employ behind-the-meter power generation. For example, Nebius has begun using Bloom Energy’s natural gas fuel cells to power its datacenters, rather than relying entirely on existing grid infrastructure.

Nvidia’s investment in Cloverleaf is the latest example of how the GPU slinger is using the circular AI economy to its advantage. The terms of the deal haven’t been disclosed, but the benefits are obvious: Cloverleaf gets an influx of cash, while Nvidia gets greater control over the build process.

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As part of the deal, Cloverleaf is also embracing Nvidia’s DSX spec. In theory, this should enable bit barn builders to drop a DSX-compliant datacenter on a Cloverleaf-supplied site and be serving customers without delay.

For Cloverleaf, Nvidia’s spec includes a wealth of power-related capabilities, including DSX Flex, which allows datacenters to scale back their workloads in response to grid conditions. So if grid demand spikes during a heat wave because everyone’s AC just kicked on, datacenters know it’s probably not a good idea to kick off another training run. The tech can also be used to offload demand onto onsite power generation or storage systems, like batteries — all things a company tasked with supplying powered sites for datacenters might be interested in.

The deal is the latest example of how Nvidia is using its war chest to shore up cracks in the broader AI ecosystem before they become a problem. We wrote a few weeks ago about how the company was helping AI infrastructure startups secure financing in exchange for a share of the revenues, but it’s now clear Nvidia is attacking potential roadblocks from every angle. ®

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Tech Moves: AWS data leader jumps to Oracle; Seattle Children’s names new CIO; Zillow’s new legal chief

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Mehul Shah. (LinkedIn Photo)

Mehul Shah joined Oracle as group vice president for OCI data and storage services, ending a 14-year run at Amazon and Amazon Web Services.

In his last role at AWS, Shah led engineering and product for Amazon RDS for SQL Server, Oracle and Db2, and ran the launch and expansion of Oracle Database@AWS, the partnership that put Oracle’s database inside Amazon’s cloud.

“Through that collaboration, I saw firsthand that OCI shares the same DNA that inspired me to join Amazon back in 2012,” Shah said on LinkedIn, citing “deep curiosity, a passion to innovate, the courage to make bold decisions, and relentless drive to excel.”

Shah, who is based in Seattle, spent more than eight years at AWS, earlier leading real-time data streaming services including Amazon Data Firehose and Kinesis Data Streams, and serving as director and general manager of Amazon EMR. He started at Oracle this month.

Dr. Natalie Pageler. (Seattle Children’s Photo)

Seattle Children’s named Dr. Natalie Pageler senior vice president and chief information officer, putting her in charge of digital strategy and IT operations for the pediatric hospital system.

Pageler comes from Stanford Children’s Health and the Stanford University School of Medicine, where she was division chief of clinical informatics and earlier spent a decade as chief medical information officer. She is a pediatrician and clinical informaticist with more than 20 years of experience.

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Seattle Children’s CEO Dr. Christopher Longhurst followed a similar path. He was chief medical information officer at Stanford Children’s Health, the same role Pageler held, before spending a decade at UC San Diego Health, most recently as chief clinical and innovation officer.

Cassandra “Sandi” Knight. (Zillow Photo)

Zillow Group named Cassandra “Sandi” Knight its first-ever chief legal and policy officer, a role the Seattle company created this month as part of a broader leadership shuffle. Reporting to CEO Jeremy Wacksman, she oversees Zillow’s legal, compliance and government relations functions.

Knight joins from Google, where she spent four years as a vice president leading global civil litigation and discovery. She was previously vice president and chief litigation counsel at PayPal, and spent 11 years at Morgan Stanley in senior litigation and compliance roles.

She began her career as a trial lawyer at the San Diego Public Defender’s Office, the firm Keker & Van Nest and the San Francisco City Attorney’s office. She holds a law degree from Stanford and is based in the San Francisco Bay Area.

She arrives at a busy moment: Zillow and Redfin are set to go to trial Aug. 24 as defendants in an antitrust case brought by the FTC and five state attorneys general over the companies’ $100 million rental listings deal. Zillow has spent $26 million on the case so far this year.

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Two longtime Zillow leaders are heading out:

  • Sara Bonert, vice president of industry engagement for Zillow Group and ShowingTime+, is leaving after nearly 20 years. One of Zillow’s earliest employees, she joined in the fall of 2006 as director of broker services, helped build Zillow’s first platform for taking in listing data, and signed the partner agreements that took the site from zero to a million listings in four months.
  • Jeff Tompkins, head of corporate real estate and operations, wrapped up almost five years with the company. Tompkins, who is based in Denver, ran Zillow’s workplace strategy across North America and beyond. He said he will share his next role soon.
Amir Pelleg. (Uber Freight Photo)

Amir Pelleg, a veteran of companies including Amazon and Convoy, is the new chief product officer at Uber Freight. He is based in Seattle, working out of the shared Uber and Uber Freight office on Second Avenue.

At Amazon, Pelleg was principal product manager for Kindle Fire, launched the Dash Button and initiated Alexa’s smart home controls, then incubated and launched Amazon Shipping in India, the U.K. and the U.S. as a director and general manager in Amazon Transportation.

He was a vice president on Convoy’s executive team until the Seattle freight startup shut down in 2023, then spent two and a half years at dental tech company Dandy.

“I’ve seen what works and what fails in digital freight,” Pelleg said in a Q&A posted by Uber Freight.

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— Seattle’s Frazier Healthcare Partners added Wes Wheeler to its Growth Buyout team as an executive in residence, advising on diligence and on life science logistics and infrastructure.

Wheeler was most recently CEO of LabConnect, a central laboratory services company serving clinical trials, and before that president of UPS Healthcare, where he built a vertical of 10,000 employees across 35 countries. During Operation Warp Speed he was the primary industry interface to the U.S. government, overseeing distribution of more than 1.5 billion COVID-19 vaccine doses to over 100 countries.

Dr. Heather Cheng. (Fred Hutch Photo)

Dr. Heather Cheng was announced as the inaugural recipient of the Marty Lazarus Weiden Family Endowed Chair at Fred Hutch Cancer Center, which will fund her work detecting, preventing and treating hereditary cancers.

Cheng is clinical director of cancer genetics programs at Fred Hutch and directs its prostate cancer genetics clinic. In 2016 she was part of a team that found more than 10% of men with advanced prostate cancer carry inherited mutations in DNA-repair genes such as BRCA1 and BRCA2.

The chair is named for Marty Lazarus Weiden, who was diagnosed with breast cancer in 1993 and died in 2001. The family learned only later that some of its members carry a BRCA mutation.

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— Microsoft corporate vice president Darryl Willis was named to the board of ONE Nuclear Energy, a natural gas and advanced nuclear developer going public this quarter through a merger with Hennessy Capital Investment Corp.

Willis has led Microsoft’s energy and resources group since 2019. He was previously a Google Cloud vice president and a BP executive who ran the company’s Deepwater Horizon claims process and testified before Congress. He will officially join the board when the merger closes, and he is expected to chair its compensation committee.

Jake Milstein. (LinkedIn Photo)

Jake Milstein was named head of healthcare solutions marketing at Zscaler, a return to healthcare cybersecurity. He joins from application security company Contrast Security and was earlier chief marketing and revenue officer at Critical Insight, the Bremerton, Wash.-based security firm acquired by Lumifi Cyber.

Before moving into technology, Milstein spent a decade at Seattle’s KIRO TV, including four years as news director.

Michele Mehl left Amazon Web Services after nearly two and a half years to become senior public relations manager at ALSO, arriving the same week the electric vehicle company announced a $150 million Series D round led by Prysm Capital.

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ALSO builds the TM-B consumer electric bike and the TM-Q commercial delivery quad, and counts Amazon and DoorDash among its commercial partners.

Richard Van Bibber was named senior vice president of research and development at Verasonics, the Kirkland, Wash.-based maker of ultrasound research platforms used in fields including biomedical ultrasound, materials science and earth sciences.

Van Bibber has spent much of a 25-year medtech career in the Puget Sound region, including seven years as director of research at Kirkland’s Cardiac Dimensions and five years leading clinical affairs at Bellevue-based Aortica.

Dave Cotter joined the board of Nickson, the apartment-furnishing startup led by Cameron Johnson, alongside MarcyPen Capital Partners and Larry Braithwaite. Cotter is CEO of Greenwood and has previously worked at Amazon, Nordstrom, zulily, RealNetworks and Leafly.

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PCC Community Markets president and CEO Krish Srinivasan will retire effective Jan. 29, 2027. Srinivasan was chief financial officer at Remitly and vice president of finance at Lyft before joining the Seattle grocery co-op as CFO, and earlier held leadership roles at Amazon and Microsoft.

Seattle Foundation named Elizabeth Wong as chief philanthropy officer, reporting to President and CEO Alesha Washington. Wong spent more than a decade at Foundation Source and earlier worked directly with the Gates family at the Bill & Melinda Gates Foundation.

And in case you missed it:

Jay Bartot, a co-founder of the airfare-prediction startup Farecast and former chief technology officer of Madrona Venture Labs, was named CTO of Lev, the Pioneer Square Labs spinout building an “AI co-founder” for entrepreneurs. Read more here.

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Expedia Group is parting ways with at least eight vice presidents and senior vice presidents, and promoted five other leaders, as it reorganizes its product and technology groups around AI. Read more in this GeekWire story.

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Japanese space tech startup Letara expands beyond satellite thrusters with $16M

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Japan is pouring billions of dollars into its burgeoning space industry and easing restrictions on defense exports, efforts designed to build a homegrown aerospace sector filled with domestic startups that have a global reach.

Letara, a Sapporo-based startup developing hybrid propulsion systems for spacecraft, is looking to capitalize on that push. After focusing on hybrid thrusters for small satellites, the company now plans to develop large rocket systems for the space, defense, and security markets, company’s co-CEO Shota Hirai told TechCrunch.

That expansion is being fueled by ¥2.6 billion (~$16 million) in new funding that comes as the startup tries to turn years of academic research and demonstrations into a commercial business. The round was co-led by Headline Asia, JIC Venture Growth Investment and Incubate Fund with participation from strategic investors including NES (Networked Energy Services) Corporation, an energy company; Toyoda Gosei, a Toyota Group supplier of rubber and plastic automotive components; and Frontier Innovations, a Greece-based IT company specializing in data analytics and business intelligence.

“With this round, we will go beyond demonstrating that thruster in space,” Hirai said. “We plan to explore a much wider set of use cases across both the space domain and the defense and security domain, and to develop and propose hybrid rocket systems suited to each of them.”

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At the heart of Letara’s technology is a hybrid rocket design that keeps its solid fuel separate from the liquid oxidizer needed for combustion. Inexpensive, widely available materials such as plastic and rubber are used as solid fuel. The company has developed a proprietary manufacturing process that mixes, shapes, and compresses these materials to ensure they ignite reliably and burn consistently. the end result is a system that can deliver more thrust with less waste than traditional hybrid rockets that often use expensive paraffin wax.

The aim is to solve three problems that have so far, limited the use of hybrid propulsion: generating sufficient thrust, maintaining performance and controlling combustion, Hirai said.

There is considerable opportunity if Letara is successful. The global hybrid rocket propulsion market is projected to expand to $2.6 billion by 2032, up from $848 million in 2024, at a CAGR of 15% — a trajectory that points to growing demand for the technology.

Still, Letara isn’t alone in its pursuit. A number of companies are developing hybrid rocket technology, including Japan’s Interstellar Technologies, China’s Galactic Energy, South Korea’s InnoSpace, and Singapore’s Equatorial Space are advancing hybrid rocket technology. German startup HyImpulse and Australian Gilmour Space are also pursuing hybrid rocket technology, while other U.S. companies are developing competing propulsion and launch systems.

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Academic roots

The idea for Letara emerged while co-CEOs Landon Thomas Kamps and Hirai were researching rocket propulsion at Hokkaido University. They believed the relative safety and simplicity of hybrid rockets could make the technology useful beyond traditional space programs, particularly as private companies expand into the industry.

The company’s ambitions have grown along with the market. When Letara was spun out of Hokkaido University in 2020, it was focused on developing satellite thrusters.

Since then, the global propulsion market has become more crowded as demand for launch and defense capabilities has grown. Letara is now pursuing opportunities in defense contracts and launch services, in an effort to position itself to compete not just with other Japanese startups, but with companies around the world.

“Large spacecraft need high thrust propulsion as well, especially when they need to go from LEO (low earth orbit) to GEO (geostationary orbit) and get through the high radiation Van Allen belt quickly,” said Hirai. “And of course, there is insane growing demand for launch vehicles.”

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Letara is targeting satellite makers and operators, launch companies and governments. It sees commercial satellites as its biggest market for in-space propulsion, while government demand for rocket systems is growing, particularly in Japan. The company says it has already won orders from rocket and satellite companies as well as the Japanese government, although it did not disclose the value of those contracts.

Its next major milestone is an in-orbit firing test with an overseas partner, which Letara sees as a key step toward commercialization. It will also need to establish a repeatable manufacturing process, backed by quality controls, and a reliable supply chain for fuel and tanks that can support production at scale.

When asked whether recycled plastic could eventually be used as fuel, Letara said it was “very much a possibility” with its hybrid technology, though more testing and development would be needed.

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Michael Polansky is training an AI model on skin that’s still alive

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Michael Polansky is remarkably unassuming for someone operating in a corner of the world known for outsize egos.

Seated at a leafy patio outside a popular bakery in Mill Valley, an affluent town about 15 miles north of San Francisco, Polansky — bespectacled, his fresh face framed by dark hair shot through with gray — has the look and the friendly demeanor of a young professor.

He is, in fact, both the founder of a buzzy AI and biology startup called Outer Biosciences and the creative, business, and romantic partner to Stefani Germanotta — better known as Lady Gaga. It’s an unlikely double life. On the one hand, the couple invariably moves in the world that comes with celebrity; on the other, he’s running an outfit that has spent years figuring out how to keep living human tissue alive outside the body — for over a month, so far — without anyone outside the company knowing.

He didn’t see any of it coming. Polansky grew up in Minnesota and went on to Harvard, where he studied applied mathematics and computer science, graduating in 2006. Afterward, he logged three years at the hedge fund Bridgewater Associates — “a very unique place,” Polansky says over coffee, and one where he had “a really good experience,” even if it wasn’t a place he was going to “wake up and be excited about . . .every day.”

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His pilgrimage from Bridgewater to Silicon Valley ran through Minnesota. By coincidence, Sean Parker’s assistant at the time had been Polansky’s neighbor growing up. At a 2007 wedding in their home state, she mentioned that Parker was looking for someone to work with him. Polansky already knew who Parker was and was looking to move west. The two had dinner in New York, “hit it off immediately,” and, as Polansky tells it, he quit Bridgewater the next day and moved to San Francisco.

He first landed a role as a principal at Founders Fund when the firm was run by its four original partners — Peter Thiel, Sean Parker, Luke Nosek and Ken Howery – with Polansky and another young principal at the time, Brian Singerman, sharing an office. “It was a really, really great experience,” Polansky says.

When Parker left Founders Fund after becoming liquid in his Facebook stock and wanted to build out his own family office, he brought Polansky with him. Polansky ran that office — handling Parker’s business, investment, and philanthropic interests, including helping stand up the Parker Institute for Cancer Immunotherapy (where Polansky remains executive director) until COVID, when his life “moved in a different direction.”

That change had a lot to do with Germanotta. Polansky met her in late 2019 at one of Parker’s birthday parties. Charmingly, the meeting came at the urging of her mother, Cynthia Germanotta, president of the Born This Way Foundation, whom Polansky had come to know through his philanthropic work.

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“She had said, you know, for months and months, ‘I want to set you up with my daughter,’” Polansky recalls. “I was like, I think you’re making fun of me.” She wasn’t. When their own mothers later met, he says, laughing, “it all made perfect sense.” (His mother and Germanotta’s mother are now close friends.)

Their relationship is a full partnership, professionally and personally. Notably, for Gaga’s most recent world tour, which began in July of last year and ended in April, the couple managed a massive operation across three 747s, something Polansky compares to running “a 200-person startup that travels around the world every day.”

It also includes Haus Labs, the cosmetics brand Germanotta initially built “on her kitchen floor,” Polansky says, instead of simply licensing her name to an existing company. That business, based in El Segundo, California, an operation with roughly 70 employees, is reportedly thriving.

Germanotta also sits on the board of Outer Biosciences, and the two companies collaborate at the margins. For example, Outer Biosciences’ chief scientist, Kyung-Jin Jang, sits on Haus Labs’ scientific advisory board, and the companies have run some joint projects.

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Says Polansky, beaming as he talks about her from our sun-dappled table: “People really haven’t gotten to know a certain side of her publicly … She’s such a brilliant businessperson.”

From cancer to tissue in a dish

While Polansky is also a businessperson, he’s not a scientist. He got into life sciences “accidentally,” he says, through more than a decade spent alongside Parker in cancer immunotherapy, a field that was “very fringe” when they entered it.

Outer Biosciences, which Polansky founded in 2022 and where he is CEO, grew out of frustration that the pace of innovation in biology and chemistry has never matched software, in large part because there’s no ethical way to run experiments directly on people. Meanwhile, the proxies scientists rely on instead — animal models, simplified cell cultures, lab-grown organoids — are poor stand-ins for how a real human organ behaves.

So Outer Biosciences took a different approach. Instead of engineering a synthetic organ, the company sources human skin that would otherwise be discarded after surgery – mostly plastic surgery – through what it describes as vetted non-profit and commercial biobanks and brokers operating under “institutional review board oversight and documented donor consent,” principally the National Disease Research Interchange and the Cooperative Human Tissue Network. (Both outfits receive federal funding from the NIH and the National Cancer Institute without being federally operated.)

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Polansky is careful to note that there is no single government tissue network that qualifies buyers. He says Outer Biosciences pays fees to these suppliers on a cost-recovery basis rather than purchasing tissue outright. He also says the company spent roughly two years on building that pipeline and handling the protocols required to receive that tissue “within hours” of surgery, while it’s still living.

Asked about the donors’ privacy, he says that every sample arrives already de-identified — stripped upstream by the supplying organizations of names, contact information and other direct identifiers. A proprietary support system developed by his team then feeds the tissue nutrients and removes metabolic waste, extending its viable life well past the industry norm.

That norm, by the way, is a matter of days. That’s enough time to test for acute toxicity, but not for slower biological processes like collagen remodeling, pigmentation change, or barrier repair that take weeks to unfold. (Dermatologists routinely tell patients to expect changes over a matter of weeks for this same reason.)

Outer Biosciences’ system meanwhile keeps tissue alive for up to a month, says Polansky, who says it retains its “day-zero architecture and preserves its day-zero epidermal, stromal and immune-associated molecular programs.” In plainer English, that means that 30-day-old tissue cared for by the company looks a lot like day-one tissue, but it isn’t fully indistinguishable from it.

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Sunburn is one of the clearer examples of what that extra time buys Outer Biosciences. Polansky says that its researchers can induce UVB damage in living tissue, then track the stress, inflammatory, and recovery-related responses that follow over the following weeks as an information-gathering exercise. He says the team isn’t “healing” the skin but rather watching an injury happen and then watching the biology that follows it over time.

Perhaps anticipating pushback from the scientific community, Polansky is careful about how he frames the company’s achievements when this reporter asks questions about rival technologies. The startup’s value, he says, isn’t any one piece of what it’s doing but how the pieces fit together: human tissue that can be kept alive for weeks, a diverse donor pool that Outer Biosciences’ team can subject to controlled experimental conditions, and repeated molecular measurements taken along the way.

And it’s all fed into one, closed self-enforcing system. An AI model predicts which untested chemicals are likely to have a beneficial effect on a specific skin function. Those chemicals get run through the living-tissue system. Then the results, whether the prediction was right or wrong, get fed back into the model, improving the next round of guesses.

It’s a giant improvement from where things started, says Polansky. Early on, the company relied on a “brute force” approach, mining scientific literature and partnering with the National Cancer Institute on natural compounds from extreme environments. That phase produced a couple of leads over about 18 months, but with AI layered in, the company is now generating a new candidate roughly every six weeks, with six leads currently active in its pipeline and several dozen additional “hits” logged.

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What makes that pace truly astonishing, Polansky says as the crowd around us thins out, is the size of the current universe of skin-active ingredients.

It’s almost impossible to know the exact number, but it’s small. “Active ingredient” means something different informally than it does formally. While the FDA maintains rules covering 13 categories of over-the-counter skin drugs (think sunscreen, antifungals), across all of them, only about 120 to 130 active ingredients are approved. Add cosmetic ingredients backed by actual research, says Polansky, and that number is closer to 200.

This, of course, presents opportunities.

Outer Biosciences is discovering cosmetic ingredients, not drugs, so there’s no FDA approval to seek out. Instead, the route runs through two steps: first, getting the ingredient a standardized industry name; then safety testing under guidelines set by the OECD, a Paris-based international body whose member countries agree to accept each other’s properly run studies — meaning a study done correctly in one participating country is accepted in the other 40-plus.

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A partner outfit then commercializes the whole thing. Indeed, rather than build its own consumer brand, Outer Biosciences right now plans to license or sell its finished ingredients to beauty or pharma outfits that will then formulate these into actual products (a serum, a cream) and bring them to market under their own brands. Already, four of Outer Biosciences’ six current leads look likely to reach commercialization, Polansky says.

In the meantime, the company is generating money from collaborative research partnerships, including a pharmaceutical partner that’s studying why certain cancer drugs cause severe skin rashes, and consumer beauty brands that are testing whether Outer Biosciences’ data holds up against their own product-development and marketing needs.

If Polansky is raising more money for the company currently, he won’t say. To date, the company has raised roughly $23 million, with early backers including Calm Capital, Brighter Capital and Polansky’s own investing firm, Hawktail, among others. The company employs 19 people, with all but Polansky based just outside Cambridge, Massachusetts.

Asked why he’s chosen now to talk about the company after years of near-total silence — he says he barely discussed it even with close friends — Polansky points to the data the team is beginning to amass and the confidence that has given them. “Trying to do this in private is hard,” he says, as the wait staff start flipping chairs onto tabletops, signaling it’s closing time at the bakery. “We kind of want to start working in public now,” he adds, shrugging.

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Outer Biosciences is not the only company chasing this idea, even if its use of real tissue, rather than synthetic, is distinctive.

Vivodyne — a Philadelphia-based competitor building lab-grown human organ tissue paired with predictive AI to replace animal drug testing — just this month announced it has raised close to $80 million to date, including a $38 million seed round and a $40 million Series A, both led by Khosla Ventures.

Other rivals are pursuing various flavors of organ-on-a-chip and microphysiological systems for preclinical testing.

Polansky doesn’t seem especially preoccupied with any of them — less, it seems, out of arrogance than because he seems to have his hands full. Besides, there’s plenty of room for everyone in this moment. Unlike AI companies training on scraping the internet, there is no “biology internet” to scrape.

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And Outer Biosciences has two other reasons to focus on its own knitting. First, the data it generates doesn’t exist anywhere else, which, conceivably, makes the company’s position more defensible, if a lot slower, to build than “traditional” software-based AI startups. It’s also cheaper to run, with modest compute demands compared with training a large language model. In fact, all of the company’s AI work currently runs on-premise, not in the cloud, because “we don’t want the data in the cloud,” Polansky says.

Whether over time, Outer Biosciences becomes a standalone commercial-ingredients business, licenses its discoveries, or eventually reorganizes around a single breakout compound, Polansky says he hasn’t settled on – and the team doesn’t need to. The more important goal, he says, is a predictive model that’s accurate enough that the company can spot promising directions in skin biology without having to run every experiment physically first, opening up a rate of discovery in dermatology that doesn’t currently exist.

For now, instead, the work of turning a promising compound into a real product — the formulation, the manufacturing scale-up, the supply chain, the safety testing — is still done manually by the same scientists who discover the compounds in the first place. Building out a product-development team, with people who’ve done this kind of work before, is next on the roadmap.

“I think it’s going to be fun,” he says, “to have people know that this is what we’ve been doing.”

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Bigger Scoops and Full Control is Why the Ninja Creami XL (NC601) Still Earns Its Place as Summer Lingers

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Ninja Creami XL 11-in-1 Ice Cream Maker NC601
Summer has persisted across the country, with high temperatures lingering far into the season’s last weeks. Cool food feel like a necessity rather than a luxury. Store-bought pints have escalating prices, fewer choices, and ingredient labels that frequently leave little room for personal preference. A machine that lets you decide every element of the frozen dessert starts looking practical rather than optional. Ninja’s Creami XL 11-in-1 (model NC601), priced at $186.99 after clipping the on-page coupon (was $250), builds on the earlier Creami formula with larger 24-ounce tubs that hold about 50 percent more than the original pints.



The box contains two tubs that serve as a good starting point. You make a base, freeze it for a day until it solidifies, and then put it in the machine. The Creamerizer, a special paddle that spins through the frozen block, swiftly converts it into a smooth, scoopable ice cream. You can respin it to make it softer. The approach is simple: prepare ahead of time, freeze, spin, and serve; however, with family-size capacity, the math changes slightly.

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Ninja Creami XL 11-in-1 Ice Cream Maker with XL Capacity, NC601
  • NEW FUNCTIONALITY: Turn almost anything into crave-worthy ice cream, sorbet, frozen yogurt, and more. Now featuring dairy-free, smoothie bowl, and…
  • FAMILY-SIZE CAPACITY: Each 24-oz XL tub holds 50% more than the original Creami pint. Process both and make enough ice cream for the whole family.
  • TWO FLAVORS, ONE TUB: Process one frozen base with two different mix-ins to create two unique flavors in one tub. One for the chocolate lover, one for…


One tub is plenty for many servings. Process both tubs, and you’ll have enough for a small group or to stock the freezer for the week. Many people who have a high-protein dessert every afternoon after a workout or a long day remark that the larger amount allows them to avoid continuously prepping. When you keep two solid bases in the freezer at all times, meal planning becomes much easier.

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Eleven one-touch programs cover the bases and then some. There are the traditional suspects, such as ice cream, low-fat ice cream, sorbet, gelato, frozen yogurt, milkshake, and frappe, but there are also more recent additions that tick a lot of boxes. Dairy-Free is ideal for using almond, oat, or coconut milk bases, and it really delivers. Smoothie Bowl produces thicker, spoonable fruit blends that are ideal for breakfast or post-workout nutrition, while CreamiFit deals with protein-rich mix-ins prepared from powder, Greek yogurt, cottage cheese, or ultra-filtered milk. Many customers believe that these applications are a must-have upgrade since they lessen the number of frozen spots and eliminate the need for further spins.

Ninja Creami XL 11-in-1 Ice Cream Maker NC601
The machine’s true power comes from its capacity to handle ingredients. You can choose milk or an alternative, sweetener, protein source, and flavor. It’s excellent for making low-sugar, dairy-free, keto-friendly, or completely indulgent versions all in one machine. You can also add other ingredients at the end, such as chocolate chips, almonds, fresh fruit, brownie pieces, or candies, without turning everything into mush. One frozen foundation can even hold two separate mix-in amounts in the same tub, allowing one person to enjoy chocolate peanut butter and another to have strawberry.

Ninja Creami XL 11-in-1 Ice Cream Maker NC601
Cleaning the thing is simple because all of the parts fit on the top rack of the dishwasher. The machine itself has a sleek, modern appearance with a blue finish and a footprint that fits beneath most cabinets once the spinning is completed. It isn’t precisely whisper quiet, but the quick processing time limits the noise to a minimal.

Ninja Creami XL 11-in-1 Ice Cream Maker NC601
Compared to purchasing a host of specialty pints for $6 to $9 each, the machine will pay for itself in one season of regular use. The ongoing expense is the freezer space; larger tubs take up a lot of space, so if you live alone or do a lot of solo cooking, the original size may be a better option, but for everyone else, it’s a game changer. Simply prepare a couple of bases this weekend, and by Monday, you’ll have a batch of ready-to-spin ice cream according to your preferences.

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Google is giving away a free year of Gemini AI Pro

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Google is giving students a free year of its Gemini subscription, although the exact plan students receive depends on where they live. US students can claim the more capable Gemini Pro plan, while students elsewhere can get Gemini Plus for 12 months.

The offer is available to students worldwide and runs until December 31, 2026. To claim it, students need to choose their preferred plan through Google’s promotional offer page, verify their student status through SheerID and add a payment method.

For students outside the US, Gemini Plus normally costs €4.99 per month. The subscription includes access to Gemini Omni, twice the Gemini usage limit and 400GB of Google storage. US students, meanwhile, get Gemini Pro as part of the offer.

There is also a discounted option for students who don’t qualify for the free Pro offer. Gemini Pro is available for €5.49 per month rather than its usual €21.99 price.

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Google is also offering students the option to combine the subscription with YouTube Premium at a 70% discount. The bundle costs €10.99 per month, compared with the regular €21.99 price. Once the 12-month promotional period ends, the standard subscription prices will automatically apply.

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One of the more useful parts of the subscription for students is Google’s Study Notebooks feature, which launched in June. Students can upload study materials and notes to Gemini and use them to create personalised quizzes or get additional explanations based on their coursework.

Google is planning further upgrades to Study Notebooks over the coming weeks, including graphics and images in lessons. Gemini can also create functional 3D models for certain topics, such as a model of a DNA strand, which could make the feature particularly useful for visual learners.

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The main thing to remember is that this isn’t a permanently free Gemini subscription. Students who don’t want to start paying the standard price after the 12-month promotional period will need to cancel before the offer ends.

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4 super smart shifts proving privacy is software’s new killer feature

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TL;DR

Privacy is shifting from a settings toggle to a core selling point across four software categories: browsers (Brave, DuckDuckGo, Firefox blocking trackers by default), messaging apps (WhatsApp view-once, Signal growth), VPNs (independent no-logs audits, RAM-only servers), and AI tools (on-device processing, client-side encryption). The common thread: users now demand verifiable proof, not promises.

For the longest time, the tech industry’s unofficial motto was “if the product is free, you are the product.” Most of us just accepted it. But after a decade of data scandals, tracking revelations, and privacy blunders, that logic is starting to feel dated.

We’ve hit a tipping point. A quiet but powerful shift is happening across the software landscape, and in 2026, privacy is no longer a dusty toggle buried in the settings menu. It’s becoming the main event, a core selling point that companies are building their reputations on.

So where is this privacy-first shift most obvious? These are the software categories where the change is easiest to spot, and the clearest signs that your data is finally getting a bit more respect.

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1. Browsers: Moving Beyond ‘Incognito’ Theater

Finally, a private window that’s actually more private.

Let’s be honest: everyone knew “Incognito mode” was limited. It never stopped your ISP, your employer, or the websites you visited from seeing what you were up to. Users are demanding more now, and browser makers are listening.

You’re seeing a surge in browsers like Brave and the DuckDuckGo browser, which block ads and trackers by default. Even the big players are changing course. Mozilla has kept expanding Firefox’s privacy tools, and the industry is exploring standards such as Private Access Tokens to verify legitimate users with less tracking. That’s a real step up from a feature that mostly hid your search history from whoever else used the same laptop.

2. Messaging Apps: Locking the Digital Diary

Your chats are increasingly for your eyes only.

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Remember when private messages could be scanned to sharpen ad targeting? Creepy, right? The backlash against that model came fast, and it fueled the growth of private platforms like Signal.

That pressure has pushed bigger platforms to adapt. WhatsApp has rolled out stronger privacy controls, including view-once messages, while continuing to lean on end-to-end encryption. With governments still debating whether companies should scan private messages, secure communication has gone from a nice-to-have to a necessity.

3. VPNs: The New Gold Standard for Trust

Putting the “private” back in Virtual Private Network.

The VPN industry has long had a trust problem. For every strong service, there are plenty of questionable ones with vague “no-logs” claims that fall apart under scrutiny. Reports of VPNs handing user data to police and free apps leaking user data have left people understandably skeptical.

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So how do you fix a trust problem? You stop saying and start proving. A new gold standard is emerging around verifiable evidence, and it’s pushing the market to clean up its act.

Top-tier providers are moving toward verifiable proof to regain user trust. Independent no-logs audits, such as those conducted for providers like IPVanish and ExpressVPN, are becoming mandatory baselines. At the same time, major services are actively transitioning to RAM-only server networks, where operational data is automatically erased upon every reboot rather than stored on persistent hard drives. Combined with regular transparency reports, this mix of third-party auditing and ephemeral infrastructure is becoming the benchmark users check when weighing up a secure VPN for privacy.

4. AI Tools: Personalization Without the Peeking

Smart assistants that don’t need your full life story.

With AI exploding, the next privacy battleground is already here. Can you get smart, personalized AI without it hoovering up every scrap of your personal data? A new wave of tools suggests the answer might be yes.

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There’s a growing push toward on-device processing, where AI models run locally on your phone or laptop, as seen in Apple’s recent OS updates. Private AI platforms like Jatter use client-side encryption to offer personalized responses without storing conversation histories on remote servers. It’s still early, but it’s a promising sign that privacy-focused thinking is spreading to the next generation of software.

So, what’s the takeaway?

The overarching message is clear: privacy has evolved from a regulatory hurdle into a core product strategy and a primary competitive advantage. The software platforms built on unchecked data collection are now forced to compete on verifiable trust and structural transparency. In 2026, protecting user data is no longer just ethical, it’s good business.

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LG Display FLiPP OLED Could Make Future TVs Brighter, Longer Lasting, and Cheaper to Build

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OLED has spent the past few years getting substantially brighter while Mini LED and the newer RGB backlit LCD technologies have attacked it from the other direction with enormous screens, extreme brightness and increasingly impressive color performance. LG Display apparently has no intention of letting that become a one-sided fight.

The company has unveiled FLiPP, short for FMM Less innovative Pixel Patterning, a new manufacturing process that eliminates the fine metal masks traditionally used to create red, green and blue OLED pixels. LG Display says the process can improve brightness, panel lifespan and power efficiency while also making OLED manufacturing more flexible and potentially less expensive.

Before anybody starts clearing wall space for a 100 inch FLiPP OLED, there is an important qualification: LG Display has not announced a FLiPP television or a commercial TV launch date. The company says the technology will initially target IT products including tablets and monitors before eventually expanding into everything from 1 inch wearable displays to ultra large TVs. So this is not your next LG OLED TV, but it could have a lot to do with what comes after it.

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What Is FLiPP?

Conventional RGB OLED production commonly relies on a Fine Metal Mask, or FMM, during manufacturing. The easiest way to visualize it is as an extremely precise stencil: red, green and blue organic materials are deposited through microscopic openings in the mask so they land in the correct locations on the panel.

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That approach works, but it comes with some expensive baggage. Different panel sizes and resolutions can require different masks, and as those masks become larger, gravity becomes an engineering problem. The metal can sag toward the center, making precise alignment more difficult and potentially creating defects including unwanted color mixing.

FLiPP removes the metal mask entirely. Instead, LG Display applies and positions the RGB OLED materials and then uses photolithography with precision ultraviolet light to remove material from areas where it is not required. The result is more usable pixel area and fewer of the physical limitations imposed by FMM manufacturing.

LG Display says FLiPP improves the aperture ratio by approximately 55 percent compared with conventional FMM manufactured OLED panels. Aperture ratio refers to how much of the display’s available surface is actually occupied by active red, green and blue pixels. More active emitting area gives engineers considerably more room to balance brightness, efficiency and longevity.

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The Numbers Are Impressive, With an Asterisk

LG Display says FLiPP can enable OLED panels to deliver up to 1.6 times higher brightness, 2.4 times longer lifespan and 13 percent lower power consumption compared with panels produced using FMM under comparable conditions. Those are significant numbers, but they should not be interpreted as a promise that some future television will automatically be 60 percent brighter, last 140 percent longer and consume 13 percent less electricity simultaneously.

OLED panel designers can trade efficiency gains between brightness, power consumption and longevity depending on the product being developed. In other words, these are development and manufacturing advantages that give LG Display considerably more room to decide where that additional performance goes. That flexibility may ultimately matter more than any one headline specification.

lg-display-flipp-unveiled

Manufacturing May Be the Bigger Story

Brightness is going to grab the headline, but manufacturing efficiency could ultimately have a greater impact on consumers. LG Display says it has successfully produced FMM less OLED using an entire 8.5 generation mother glass substrate, rather than cutting the substrate into smaller sections to accommodate the physical limitations of metal masks.

For laptop sized OLED panels, LG says FLiPP can provide up to 64 percent higher mother glass utilization efficiency compared with FMM production or other FMM less methods that require divided substrates. That means less wasted material and potentially higher production output from the same basic sheet of glass.

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Lower manufacturing cost does not automatically mean lower retail prices. Anyone who has purchased a flagship television recently has probably noticed that manufacturers remain quite capable of finding somewhere else to spend the savings. But improved yields, fewer specialized masks, better substrate utilization and greater flexibility in panel size all create the conditions necessary for RGB OLED to scale more economically.

And scale has been one of OLED’s biggest problems.

Why This Matters for TVs

We recently looked at the increasingly complicated fight between OLED, Mini LED and RGB backlit LCD TVs, and 2026 has made one thing fairly obvious: premium LCD is not quietly going away. Hisense, Samsung, TCL, Sony and LG have all pushed RGB based backlighting as a way to extract higher brightness, broader color reproduction and very large screen sizes from LCD, while LG itself now sells Micro RGB evo televisions alongside its OLED lineup.

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Meanwhile, LG Display’s current Tandem WOLED technology has pushed OLED brightness significantly higher. Its latest Primary RGB Tandem 2.0 TV panel is rated by LG Display for peak brightness of up to 4,500 nits under its specified test conditions, while retaining OLED’s pixel level light control and perfect black capability.

FLiPP attacks a different problem. Rather than adding another layer or changing the television’s processing, it changes how RGB OLED panels can be manufactured in the first place. LG Display says the technology is theoretically scalable from approximately 1 inch to 100 inches, without being tied to the same FMM size and resolution restrictions.

That could eventually make large format RGB OLED far more practical, which is important because the premium television battle increasingly comes down to compromises. OLED still delivers exceptional black levels, pixel level illumination and wide viewing angles, while RGB Mini LED and Micro RGB LCD televisions can push brightness considerably harder and scale to enormous sizes, but still require an LCD layer and local dimming system.

A manufacturing process that allows RGB OLED to become brighter, more efficient, longer lasting and easier to manufacture at much larger sizes would change that equation. LG still has to prove FLiPP can deliver those advantages at commercial yields and consumer friendly prices, but the potential is substantial.

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What Happens Next?

LG Display demonstrated FLiPP at IMID 2026 in Busan, South Korea, where the company described it as a new OLED manufacturing platform rather than a single product technology. The first intended applications are tablets and monitors, with LG Display saying it plans to expand the process into additional display categories later, including wearables, VR and AR hardware and eventually ultra large televisions.

There is currently no announced FLiPP TV model, price or consumer availability date. That makes this considerably less exciting for anyone shopping for a television this weekend, but potentially far more important for where OLED goes over the next several years.

The Bottom Line

The television industry has spent the past two years making LCD technology behave more like OLED. RGB Mini LED and Micro RGB displays have dramatically improved color reproduction, brightness and local dimming while pushing screen sizes well beyond what most OLED buyers can currently afford.

FLiPP suggests OLED manufacturers may have another answer. By eliminating the Fine Metal Mask from RGB OLED production, LG Display believes it can improve usable pixel area, reduce manufacturing constraints and give panel designers significantly more flexibility with brightness, lifespan, power consumption and screen size.

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The technology still has to make the jump from impressive manufacturing demonstration to high volume consumer product, but if LG Display can make FLiPP work economically at television scale, the next battle between OLED and RGB backlit LCD may look very different. Just don’t postpone buying a television because somebody put “100 inch OLED” in a headline. We are not there yet.

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Reference: lgdisplay.com

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Beat the incoming Switch 2 UK price rise with this ridiculously good saving

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Nintendo has just confirmed an official price rise on the Switch 2 is coming on September 1, upping the RRP on the console to £419. However, we’ve found to beat the rise.

But right now, you can grab it before the price rise lands and get the Nintendo Switch 2 for £344.99, down from its £395.00 list price via a £20.01 site discount stacked with a £30.00 coupon, a saving that pushes the total reduction past £50.

Nintendo Switch 2 on a golden honeycomb backgroundNintendo Switch 2 on a golden honeycomb background

Nintendo Switch 2 price rising to £419 in September, grab it now for £344.99

The Nintendo Switch 2 is down to £344.99, saving over £50 before Nintendo’s confirmed price rise on 1st September.

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Nintendo has officially confirmed that the Switch 2 will jump from £395.99 to £419.99 in the UK from 1st September 2026, part of a wider set of regional price increases the company announced back in May.

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That means buying now at £344.99 locks in a price that sits roughly £75 below where the console will officially retail from next month, turning what already looked like a solid discount into something closer to essential timing.

To give you more perspective, our tech expert Max Parker spent two weeks testing the Switch 2 across more than thirty games, both docked and on the move, and rated it a clear step up from the original console he still owns and uses regularly.

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He singled out the bigger 7.9-inch display as one of the console’s biggest wins, noting that the extra screen space makes handheld sessions feel genuinely more immersive and even makes dense menus in games like Cyberpunk 2077 easier to read.

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Parker also found the new Nvidia chip inside made a real difference in practice, with Mario Kart World running at a stable 60fps and even a demanding port like Cyberpunk 2077 holding up far better than anything the original Switch could manage.

The redesigned Joy-Con 2 controllers impressed him too, attaching with strong magnets instead of the old clip mechanism, which fixed the rattly, creaky feel that was one of his biggest complaints about the original console over the years.

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Between a sharper screen, faster performance and a sturdier build that Parker praised as an easy win over the 2017 original, this is the kind of upgrade worth having before Nintendo’s own price rise erases the gap on 1st September.

At £344.99 rather than its usual £395.00, and with an official rise to £419.99 confirmed for next month, the Nintendo Switch 2 is about as good value as this console has been, or is ever likely to be again, according to Parker’s own verdict.

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ASUS Launches VM240 AiO and New Accessories in India: Price and Features

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ASUS has expanded its desktop AiO lineup in India with the launch of the ASUS VM240 AiO, a new all-in-one PC designed for everyday work, learning, and entertainment. Priced at ₹66,990, the VM240 combines a 24-inch display, AMD Ryzen processors, and a space-saving design into a single desktop setup.

Alongside the VM240 AiO, ASUS has also introduced four new accessories in India: the Jelly75 mechanical keyboard, Wireless Mouse MD105, Marshmallow keyboard and mouse combo, and the ROG HDMI Cable LHR60.

ASUS VM240 AiO Specs

The ASUS VM240 is aimed at users who want a clutter-free desktop without sacrificing everyday performance. It features a 24-inch Full HD display with an adjustable tilt stand and a slim 22mm profile, making it suitable for home offices, classrooms, and entertainment setups.

Powered by up to an AMD Ryzen 5 processor, the desktop also includes up to 512GB PCIe Gen 4 SSD storage for faster app launches and multitasking. ASUS says the Ryzen 5 variant will become available in mid-September, while the VM240 officially goes on sale from August 20. For video calls, the AiO includes a 1080p webcam with a physical privacy shutter, dual front-facing 2W speakers tuned with Dirac audio, and AI-powered noise cancellation for clearer meetings and online classes.

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Four New Accessories

Asus accessories

The VM240 launch is accompanied by a refreshed accessories lineup covering productivity, portability, and gaming. The standout product is the ASUS Jelly75 KD201, a gasket-mounted mechanical keyboard with hot-swappable switches, USB-C charging, and support for Bluetooth, 2.4GHz wireless, and wired connectivity across up to five devices.

The Wireless Mouse MD105 supports Bluetooth 5.0 and 2.4GHz wireless, offers adjustable DPI settings up to 2400, and can pair with three devices simultaneously. For users looking for a lightweight setup, the Marshmallow CW200 bundles a compact keyboard and mouse with multi-device support and a dedicated Copilot key. Meanwhile, the ROG HDMI Cable LHR60 supports 48Gbps bandwidth, enabling 8K at 60Hz and 4K at 144Hz output for gaming PCs and current-generation consoles.

The ASUS VM240 AiO and accessories will be available through ASUS eShop, ASUS Exclusive Stores, Flipkart, Amazon, and other retail partners.

Product Price Availability
ASUS VM240 AiO ₹66,990 August 20
ASUS Jelly75 Keyboard KD201 ₹8,999 August 31
ASUS Wireless Mouse MD105 ₹1,799 August 20
ASUS Marshmallow KB + Mouse Combo CW200 ₹4,199 August 20
ROG HDMI Cable LHR60 ₹999 August 20

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Here’s Why 8K Blu-ray Disc Isn’t Coming Soon and 4K UHD BD May Be Our Final Physical Media Format

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A Decade of 4K Blu-ray

Our favorite physical media format, Ultra HD Blu-ray Disc, turned 10 years old this year. Happy birthday, UHDBD! 4K Blu-ray, as it is also known, remains the highest quality video disc format in consumer use. VHS, LaserDisc, DVD, and standard Blu-ray Disc were all followed by something better in the physical realm, and we love the way UHD Blu-rays make our favorite movies and shows look on our TVs and projection screens.

DVD arrived in 1996. Blu-ray Disc followed 10 years later in 2006, and UHD Blu-ray Disc hit the market another 10 years later in 2016. So, is 2026 the year of another major format upgrade? Probably not.

While it is technically possible to store 8K video on optical media, there does not appear to be much consumer demand for anything beyond 4K. There is currently no announced commercial 8K Blu-ray Disc format, and the Blu-ray Disc Association says it is not working on one.

In our not-so-humble opinion, there is also no persuasive reason for studios, hardware companies, or consumers to spend the money required to create an 8K physical media standard. Let’s explore why.

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The State of Physical Video Disc Formats

The existing Ultra HD Blu-ray Disc standard is the most advanced physical video disc format in consumer media history. It supports resolutions up to 3840 x 2160 pixels (4K), with multiple flavors of HDR (High Dynamic Range) and fully lossless multi-channel immersive audio. The format uses 66GB dual-layer or 100GB triple-layer Blu-Ray discs, with maximum video data rates of 108 Mbps and 128 Mbps, respectively.

Here is a comparison of the video disc formats currently in use. We’ll round up to whole numbers to avoid getting messy.

4k-uhd-blu-ray-dvd-logos
Disc Format Ultra HD Blu-ray Blu-ray Disc DVD
Consumer Launch 2016 2006 1996
Resolution 3840 x 2160 1920 x 1080 720 x 480 NTSC / 720 x 576 PAL
Frame Rate Up to 60 fps progressive (60p) Commonly 24 fps or 25 fps (progressive) for film; up to 60 Hz/50 Hz (interlaced) 60 fps (NTSC) or 50 fps (PAL) in interlaced format, 24/25 fps progressive.
Color Depth 10-bit 8-bit 8-bit
Color Gamut Rec.2020 Rec.709 SD/BT.601 colorimetry
HDR Support HDR10
HDR10+
Dolby Vision
3D Support Yes, on select titles
Video Compression H.265 / HEVC MPEG-2, MPEG-4 AVC (H.264), VC-1 MPEG-2
Maximum Video Bitrate 108 Mbps on 66GB discs /
128 Mbps on 100GB discs
40 Mbps 9.8 Mbps
Disc Capacity 66GB dual-layer / 100GB triple-layer 25GB single-layer / 50GB dual-layer DVD-5: 4.7GB / DVD-9: 8.5GB / DVD-10: 9.4GB
Laser Wavelength 405 nm 405 nm 650 nm
Disc Size 120 mm optical disc 120 mm optical disc 120 mm optical disc
Audio Format Support Lossless high-resolution and object-based immersive audio, including Dolby TrueHD, Dolby Atmos, DTS-HD Master Audio, DTS-X and multi-channel PCM as well as legacy lossy formats Linear PCM, Dolby Digital, Dolby Digital Plus, Dolby TrueHD, DTS Digital Surround, DTS-HD High Resolution Audio, DTS-HD Master Audio, Dolby Atmos, DTS-X Dolby Digital, DTS, PCM and MPEG2
Copy Protection AACS 2.x and related protections AACS, BD+ and Cinavia CSS and other studio-specific protections
Display Requirements 4K display and compatible protected HDMI playback chain for full 4K/HDR output HDTV and HDCP-compatible HDMI connection for HD playback Compatible SD or higher-resolution display

Ultra HD Blu-ray officially supports 24, 25, 50 and 60 fps progressive video, while its 66GB and 100GB disc capacities and maximum video data rates are part of the existing BDA specification.

SD, 1080p Full HD, 4K Ultra HD, 8K Ultra HD pixel sizes compared

Here is a list of common video resolutions stated as the number of pixels displayed on a screen for HD (high definition) and above. Note that not all of these are supported within the current Blu-ray Disc specifications:

Resolution Horizontal/Vertical Pixels Total Pixels
8K UHD 7680 x 4320 33.2 million
4K UHD 3840 x 2160 8.3 million
2K Theatrical 2048 x 1080 2.21 million
1080p FHD 1920 x 1080 2.07 million
1366 x 768 HD 1366 x 768 1.05 million
720p HD 1280 x 720 921,600

NOTE: Many earlier TVs marketed as “720p” actually used 1366 × 768 panels. True 720p video resolution is 1280 × 720 pixels.

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NHK 8K TV Broadcasts in Japan

The lack of a commercial 8K disc format does not mean that 8K video has never been put on Blu-ray Disc media. After all, BD is also a raw storage medium like a magnetic or solid state hard drive or USB thumb drive. And, as such, Blu-ray Discs can store virtually any sort of data.

A representative from the Blu-ray Disc Association revealed the BDA has licensed a 4K/8K BD-based broadcast-recordable format in Japan since 2018 that allows consumers to record satellite 8K broadcasts, including NHK’s BS8K service, onto compatible BD-R and BD-RE media. The specification supports HEVC video up to 8K/60p resolution and HDR using Hybrid Log-Gamma. The system uses compatible “BDXL” recordable discs with a maximum capacity of 128GB across four layers.

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That system was developed for recording broadcast television and is not a formal 8K Hollywood-approved movie-disc format or a successor to commercial 4K Ultra HD Blu-ray Disc.

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In practical terms, recording those broadcasts requires compatible Japanese BS/CS 8K receiving and recording hardware, the appropriate satellite reception system, and supported recordable Blu-ray Disc media. Recorded programs are captured on the recorder’s built-in HDD and can transferred to compatible BDXL optical media for long term storage.

The point is that 8K video on a Blu-ray-derived optical disc is already technically possible, but an 8K commercial or consumer disc standard is a completely different proposition.

Apple 8K Takes You Out to the Ball Game

Apple is taking a very different approach to 8K.

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Beginning August 28, 2026, Apple will offer select live Major League Baseball games in Apple Immersive on Apple Vision Pro. According to Apple, the experience uses stereoscopic 3D video recorded in 8K with a 180-degree field of view. This is not simply the regular Apple TV baseball feed floating on an enormous virtual screen but a fully three dimensional VR type of experience designed to make the viewer truly feel like there are in the stadium (just without the $12 hot dogs and $20 beers).

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Apple is producing these immersive broadcasts with dedicated camera positions, bespoke commentary, dedicated replays and graphics that appear within the viewer’s space. Ambisonic microphones capture the stadium for Spatial Audio, while camera positions are intended to put viewers close to the batter, dugouts, outfield wall and other locations around the field. Just be careful when you go diving for that sacrifice fly.

Check out more details and commentary in our report: Apple Vision Pro Gets Live 8K Baseball. Is This the Killer App Apple Needed?

Whether this application can eventually expand to other platforms or other programming is another story. More importantly for this discussion, Apple Immersive is not a physical format.

Why 8K Blu-ray Disc Is Unlikely

No 8K Movie Infrastructure

There is no end-to-end commercial movie distribution ecosystem built around 8K video.

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Some movies are captured at 6K, 8K or even higher resolutions, but capture resolution is only one part of the process. Editing, visual effects, digital intermediates, color grading, mastering, distribution and playback all have to be considered, and these are rarely done in 8K resolution.

Hollywood remains centered on 2K and 4K workflows for theatrical distribution, streaming and Ultra HD Blu-ray Disc. Digital Cinema Initiatives continues to support both 2K and 4K digital cinema packages, with most digital cinemas actually choosing 2K in order to save money on the hardware. And those choices should tell us something about how little urgency exists within the industry itself to jump to 8K distribution.

We’ve only just recently seen the first movie download platform and playback hardware to support 8K resolution. Kaleidescape launched the Strato K player with 8K video support in mid June. Now, two months later there is just a single short film available in the Kaleidescape movie store in 8K resolution. Meanwhile the company continues to grow its 4K and new enhanced 4K Cinematic catalog of both new release and classic catalog titles.

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Limited 8K TV Support

The consumer display market also shows no signs of an 8K revolution.

Samsung introduced consumer 8K televisions years ago, but adoption never developed as quickly as manufacturers hoped. By 2026, Samsung is effectively the last major television manufacturer still actively supporting the 8K TV category in the U.S., with products including the 85-inch Neo QLED 8K QN990H. It should tell you something when you realize that the company’s new flagship Micro RGB technology is only available in TVs with 4K resolution. Sony’s current U.S. television lineup is also centered on 4K models, while other major brands like LG and TCL have also pulled back from 8K TV development.

That is hardly the install base anyone would want before launching another physical movie format.

Samsung QN990F Neo QLED 8K TV (2025 model)
Samsung QN990F Neo QLED Glare-free 8K TV (2025 model)

Resolution Is Not the Sole Indicator of Image Quality

Video resolution is no longer the most obvious area where television image quality needs improvement. In fact, it’s not even in the top 3. According to the ISF (Imaging Science Foundation), the image qualities that make the most impact on a viewer’s actual enjoyment have more to do with color reproduction and contrast, which are already well-captured in the UHD Blu-ray Disc standard.

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ISF Imaging Hierarchy of Picture Quality Parameters:

  1. Dynamic Range (Contrast)
  2. Color Saturation (Richness of Color Reproduction)
  3. Colorimetry (Accuracy of Color Reproduction)
  4. Resolution (Detail)

The biggest recent improvement in consumer media quality has undoubtedly been the availability of HDR (High Dynamic Range). Movies and other content available on 4K BD in HDR can capture bright highlights and fine shadow detail. And a good display can display both specular highlights and dark details on screen at the same time. Add in wider color gamut, better tone mapping, higher brightness, improved black levels, superior video processing and more consistent mastering and you can capture some pretty incredible detail in 4K resolution from UHD Blu-ray Discs, even on the ginormous TV screens that are becoming more popular. The number of pixels ain’t the problem.

The arrival of RGB LED-backlit LCD televisions and other advances within the 4K ecosystem reinforce that point. Manufacturers are finding plenty of ways to improve picture quality without adding another 25 million pixels to the screen.

A New Production and Playback Chain Would Be Needed

A true 8K movie-disc format would require much more than adding “8K” to a box.

Studios would need authoring and mastering standards, as well as the hardware and software to support them. Replication facilities would need compatible production systems and (potentially) new disc technology, though the existing “BDXL” disc, with four layers and 128 GB of storage, would probably be up to the task of 8K resolution. In any case, manufacturers would need to build another generation of players, and consumers would need compatible displays.

The connection side is less of an obstacle. HDMI 2.1 already supports 8K/60 under appropriate configurations, while HDMI 2.2 expands bandwidth further and supports uncompressed 8K/60 with full chroma at higher bit depths. But having enough HDMI bandwidth does not magically create the content, discs or players required to use it.

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Economic Stress

Then there is the part Hollywood always notices: the money.

Studios would have to spend more creating, mastering and distributing 8K releases for a tiny install base. Hardware companies would have to develop new players for a physical-media category that is increasingly driven by enthusiasts and collectors rather than the mainstream market.

That is a difficult business case before anyone even asks whether consumers could see enough improvement to care.

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Why Hollywood Does Not Need 8K Blu-ray

The end-to-end production pipeline is one of the biggest obstacles to a commercial 8K disc format. Moving from 2K to 4K already increases processing, storage, rendering and mastering demands, and a true 8K workflow would multiply those requirements across the entire production chain. Hollywood can work in 8K, but the real question is whether the added cost and complexity are justified by a benefit most viewers may barely notice.

There is another wrinkle: some 4K Ultra HD Blu-ray releases are sourced from 2K digital intermediates and upscaled to 4K. That does not automatically make the resulting UHD disc pointless. Standard Blu-ray tops out at 1920 × 1080, while a 2K theatrical image is typically 2048 × 1080, and the UHD release can still benefit from HDR, wider color, 10-bit video and higher available bitrates. Again, it’s not just the number of pixels that matters.

In any case, Hollywood can still extract meaningful improvements from the existing 4K Ultra HD format without rebuilding the entire home-video ecosystem around 8K resolution.

If the demand is not there, Hollywood does not need the headache.

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Best HDTV Viewing Distances
Sit too far away, and you won’t see any difference between 4K and 8K.

Would Consumers Actually See the Difference?

Assuming a 4K Ultra HD disc has been mastered properly, the difference over standard Blu-ray can be meaningful, thanks not only to higher resolution but also HDR, wider color, better compression and improved mastering. Screen size and seating distance matter, but the jump from 4K to 8K is far less obvious. Having seen numerous 8K demonstrations, I have rarely found native 8K movie content dramatically better than high-quality 4K at normal viewing distances, which makes it difficult to justify asking consumers to replace their discs, players and televisions again.

Why 4K Ultra HD Blu-ray Disc Will Do Just Fine

Here is the more interesting contradiction: 4K Ultra HD Blu-ray can remain a viable format without ever appealing to the mass market.

Ultra HD Blu-ray already provides high video bitrates, lossless audio, immersive soundtracks, supplemental content, consistent playback quality and, most importantly for collectors, a physical copy that does not depend on a streaming catalog or studio license remaining unchanged.

Panasonic continues to sell the DP-UB820 and DP-UB9000, while Magnetar continues to manufacture and support premium universal disc players. Magnetar released upgraded versions of their disc players last fall and is still releasing firmware updates for its new and previous players as of August 2026 as this article goes to press.

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Physical media, however, is not experiencing a broad sales resurgence, despite all the attention surrounding collectors and younger buyers.

According to the DEG (Digital Entertainment Group), U.S. consumer spending on DVD, Blu-ray and 4K UHD Blu-ray declined 8.4 percent in the first quarter of 2026 to $185 million. That was still better than the 13-percent-plus decline during the first quarter of 2025. More importantly for enthusiasts, Blu-ray and 4K UHD Blu-ray each declined by less than 5 percent during the quarter as collectors continued to support premium formats.

That is not a comeback. It is something potentially more sustainable: a shrinking category finding a committed audience willing to pay for premium releases.

Major studios continue releasing films on 4K Ultra HD Blu-ray, while boutique labels such as Arrow Video, Shout! Factory, and Blue Underground cater directly to enthusiasts with catalog titles, restored films, steelbooks and collector’s editions. MVD remains an important distributor and retailer for boutique releases, while GRUV is Universal Pictures Home Entertainment’s own retail operation rather than an independent label. It may be hard to find UHD Blu-rays in brick and mortar retailers, but there is a thriving online marketplace for this and other physical media.

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What Actually Will Replace the Disc?

If something eventually replaces physical discs for quality-focused home theater enthusiasts, the most plausible candidate may not be a new physical media format, nor even conventional streaming.

A high-bitrate, locally stored download platform offers some of the convenience of digital distribution without requiring the movie itself to be streamed in real time. Kaleidescape is the most developed example of that model.

Kaleidescape and 8K Association Logos with TV

Kaleidescape’s existing movie players support downloaded 4K titles with bitrates up to 110 Mbps, while the newer Strato K adds native 8K playback and the company’s higher-bitrate 4K Cinematic format. Movies are downloaded to local storage rather than streamed during playback, which virtually eliminates the buffering and compression artifacts inherent in most streaming services. Kaleidescape has even joined the 8K Association to help promote the technology and format. However, last we checked, the Kaleidescape store still only had a single 8K title available to purchase. Meanwhile the service continues to build out its 4K and 4K Cinematic library with both new releases and classic back catalog titles.

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Sony Pictures Core takes a different approach. It remains a streaming service, but its Pure Stream mode can operate between 30 and 80 Mbps on supported Sony devices, putting its highest-quality streams much closer to UHD Blu-ray territory than conventional streaming services.

Ultra HD Blu-ray Discs, along with standard Blu-ray Discs and DVDs, have one major advantage over either model: normal playback does not require the owner to maintain an active account, subscription, storefront relationship or internet connection. When you want to watch a movie, just get up off the couch and grab it.

Pro Tip: Some disc-based bonus content and interactive features may require internet access.

Downloaded movies offer convenience and potentially exceptional quality, but they still depend on compatible hardware, digital rights management, studio agreements and the continued operation of the platform. While Kaleidescape has been in business now for over 25 years, there is no guarantee about its continued operation. Though with all the well-heeled Kaleidescape customers out there who have collectively invested hundreds of millions of dollars in their movie libraries and associated hardware, we think it’s a safe bet that the Kaleidescape platform will continue to thrive for the foreseeable future. Still, with content that is never truly “owned” but “licensed,” it’s something worth considering.

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hancock-movie-4k-uhd-2016
Hancock was one of the first 4K UHD releases in 2016 from Sony Pictures.

The Bottom Line

Based on all the signs, 8K content is not “right around the corner,” and it’s definitely not worth waiting for. There is no commercial 8K format in active development, no meaningful consumer demand for 8K media, no broad 8K display market to speak of, and little incentive for studios to absorb the higher production, mastering, replication, and hardware costs that would come along with 8K.

More importantly, 4K Ultra HD Blu-ray Disc already delivers ample resolution, rich HDR capability, deep color gamut support, low compression, and lossless immersive audio that are sure to satisfy even the most critical viewers enjoying their favorite movies on today’s largest XXL flat panel TVs and projection screens.

And just because 8K isn’t currently on the table does not mean physical media is doomed. 4K Ultra HD Blu-ray has settled into a smaller but committed enthusiast and collector market, supported by major studios, boutique labels, hardware makers, and a 4K movie and TV show catalog that continues to grow. Discussions we’ve had with industry insiders also suggest that the UHD Blu-ray Disc specification will continue to expand, even if it doesn’t add a few million more useless pixels.

For movie fans who care about consistent playback quality, lossless immersive audio, bonus content, and having a physical copy that does not depend on a subscription, changing licensing agreement, or disappearing streaming catalog, UHD Blu-ray still offers a superior home viewing experience and a strong alternative or supplement to online streaming. For those who want the convenience of near instant downloads without the video and audio sacrifices of streaming, high quality download services like Kaleidescape offer another great option.

8K may not be right on the horizon, but maybe it doesn’t need to be.

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