**The real hardware story this week isn't in the papers—it's in what's *missing*. VEXAIoT and the vulnerability work matter because inference at the edge now means security exploits move from data centers to thermostats, but the actual bottleneck isn't the models (llama.cpp's incremental updates prove that's solved), it's silicon: we still don't have purpose-built chips for *secure* edge inference at scale. The vision-language model drift analysis is academically honest but operationally useless—what matters is that every new model iteration demands more VRAM per token, and nobody's shipping the memory controllers to handle it cheaply. Skip the stock picks and energy sector hand-wringing; watch the chip design papers nobody's talking about yet, because that's where the real hardware constraint lives.**