Lukas Brandt

Senior Editor, AI & Tech

Covers chips, computing infrastructure and the technology businesses behind AI.

Latest from Lukas Brandt

Bar chart of Camtek revenue: $315 million in 2023, $429 million in 2024, $496 million in 2025 and a forecast of about $595 million for 2026

AI & Tech · Brief

Camtek guides Q4 revenue up 40% and sees 2027 growth above 35% on AI packaging demand

The Israeli inspection-equipment maker preannounced third-quarter revenue growth of 27% and said it has received more than $800 million of orders in 2026, according to its investor presentation.

Oct 23, 20261 min read

Three figures: nine respondent groups, 20 named entities, and U.S. Patent No. 10,903,734 in the ITC investigation of AI-server power systems

AI & Tech · Brief

ITC opens patent probe of AI-server power systems, naming Foxconn, Quanta and Flex

Vicor's complaint targets "vertical power delivery" used to power GPUs and AI accelerators in data-center servers; the investigation was instituted October 9.

Oct 23, 20262 min read

Horizontal bar chart of global chip sales growth in August 2026 from a year earlier: Americas 180.9 percent, Asia Pacific 143.0, China 131.3, Europe 98.5, Japan 62.3

AI & Tech · Brief

Global chip sales reach $159.7 billion in August, up 144% from a year earlier, SIA says

Cumulative sales for 2026 passed $1 trillion through August for the first time, the Semiconductor Industry Association said; it projects more than $1.6 trillion for the year.

Oct 23, 20261 min read