The Threshold Report
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Issue #20 · September 11, 2026

Text 160 (+8) · Audio 125 (+5) · Video 124 (+2) · Image 111 (+5) · Agents 203 (+21) · Robots 158 (+11) · Science 172 (+40) · Compute & Infra 176 (+8)

Upcoming

Announced or reported, but not yet real or available.

Compute & InfraSep 8

OpenAI contracts future Malaysian data-center capacity

Waiting on: Availability - the contracted Malaysian capacity is not online, and Firmus expects five sites in its wider footprint to be service-ready within 24 months.

Compute & InfraSep 4

GLP starts construction on Foshan data-center campus

Waiting on: Completion - GLP is building the first 40MW phase of the planned 200MW campus.

Compute & InfraSep 8

Federal loan backs planned restart of Iowa nuclear plant

Waiting on: Regulatory approval and repairs - NextEra is targeting an early-2029 restart after Nuclear Regulatory Commission approvals and plant repairs.

Compute & InfraSep 9

Chinese DUV lithography machine enters factory testing

Waiting on: Testing and production - SMIC and Huawei are testing the machine, and Yuliangsheng plans to produce 12 systems by the end of 2026.

AudioSep 9

Apple previews conversation recall and authenticated iPhone photos

Waiting on: Availability - Apple scheduled the Watch Series 12 and Ultra 4 launch for September 18, 2026; Reference Image is due in September 2026, and the Health app update is due in 2026.

Compute & InfraSep 9

Apple uses AI to fit iPhone Duo hinges

Waiting on: Device availability - Apple plans to open iPhone Duo preorders on October 16, 2026, and begin customer shipments on October 23, 2026.