INTC 18A-P Risk Production, Apple Launch Detail, Google Brazos Liquid Cooling, & More—Headline Review (Semis & IT Hardware)

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INTC 18A-P Risk Production, Apple Launch Detail, Google Brazos Liquid Cooling, & More—Headline Review (Semis & IT Hardware)

INTC 18A-P Risk Production, Apple Launch Detail, Google Brazos Liquid Cooling, & More—Headline Review (Semis & IT Equity ResearchHardware)

• The AI-enabled AirPods are noted to enable computer vision, rather than being intended to

capture photos and videos - focus is to provide visual context for Siri. This will enable users to ask

questions about objects and surroundings. Bloomberg's report does note that these products were

initially slated for release in 2026.

• Bloomberg's report reaffirms Apple's plans on launching its first foldable iPhone with the iPhone

18 line-up later this year. The iPhone 18 line-up will use Apple's next-generation A20 processors.

Additionally, it is noted that Apple plans to separate its iPhone 18 launch with the iPhone 18 base

model launching in 2027.

3. Google Announces Brazos Liquid Cooling Rack, Focus on Open Source Specifications

• We would highlight Google Cloud's blog on its Brazos liquid cooling solution (here), which most

importantly is noted to have open source technical specifications in the following months (focus on

deployment enablement / acceleration).

• By separating the internal-to-IT liquid loop from the facility water supply, the Brazos solution

enables liquid cooling deployment into existing air-cooled environments vs. retrofitting entire

facilities, saving costly and time-consuming data center retrofitting.

• Brazos noted as generally available, with its manufacturing suppliers prepared to engage with the

broader industry. The rack is noted to support 60kW nominal thermal load per rack.

Source: Google

4. NVIDIA Vera LPDDR Capacity Step Down A Supply Management Focused Decision?