Intel Demonstrates Glass Substrate in Advanced Packaging Tour
On @intel and glass substrates, this article from @stshank from 2023 was from when a small group of us got to tour their advanced packaging rnd center and saw the glass substrate work in action. @stshank got some of the only pics allowed inside :) https://t.co/D8ks3WgTg8
New Model Illuminates AI Infrastructure Economy Landscape
This model we developed turned out to be one of the more interesting lenses to analyze those in the AI infra economy. Hypers, neos, and power REITs. And soon for subs there will be a dashboard/simulator to interact with...
AI Spurs $256 Trillion Infrastructure Investment Boom
Interesting note via MS. "AI is creating an unprecedented infrastructure investment cycle, with early spending already tracking ~10x above prior early cloud cycle spend. We estimate ~US$256 trillion of global capital is available to finance the AI build-out"
RTX Spark: Copilot+ PC Prioritizes GPU for Agents
I didn’t think this needed clarifying but of course RTX Spark is a Copilot+ PC. The emphasis for agentic is GPU although many small agents can and will run on background on NPU.
RTX Spark Powered by MediaTek CPU and Arm Architecture
Nice shoutout to the collaboration with @MediaTek who did the CPU design on RTX Spark. Obviously need to call out @Arm also since this is Arm based and adding to the growing landscape of Arm based notebooks and desktops.
Memory Evolution: Co-Designing Systems for Inference Era
New report @DiligenceStack From standardized industry dynamics to systems co-design. Memory in the age of inference. https://t.co/G4oNInVYs0
Angstrom Era Resets Semiconductors; LAM Accelerates New Geometries
Enjoyed kicking off the day with @LamResearch CEO Tim Archer and discussing why this moment for semis is different, how the angstrom era is causing a reset in semis, and what LAM is doing to help accelerate the adoption of...
Lightwire Tackles Scalable Interconnect Solutions for Startups
Very interesting startup presenting here at LAM Capital called Lightwire focusing on scale in (something you will hear more about) as we move through scale up/out and bringing interconnect on package. https://t.co/t2gKh2vObF
NVDA's $400B CY26 Target Tests Multiple Compression
I queried my $NVDA model, essentially the what has to be true for the multiple model. So here you go, notes post earnings. $NVDA printed ~$81.6B and guided ~$91B next quarter. That guide implies a ~$364B annualized exit...
Dell and Nvidia Deploy On-Prem Gemini 3 AI
And, remember, @DellTech and @nvidia are brining all the Gemini 3 family of models to be run on-prem for enterprises. Intelligence unmetered coming to a enterprise campus near you.
Dell Enables On-Prem Gemini and OpenAI Models, Threatening Cloud
I believe in the on-prem AI infra thesis @MichaelDell has continued to emphasize and @dell today announced bringing Google Gemini 3 family models and codex with OpenAI on Dell AI factory infra to run on prem. Token generators at the edge...
Nvidia's Near‑Term Upside Lies in Scalable Agentic CPU Racks
Seeming like $nvda consensus ranges for FY27 ~$370-385b and FY28 ranges ~$570-580b. All those estimates not yet with firm upside models to CPU racks or Groq racks. Biggest short term upside will be from agentic CPU racks if NVIDIA...
Inference Era Shifts Infrastructure Economics to Full-System Value
One of the most compelling things I've landed on, and validated now with a handful of reports is how the inference era changes the unit economics of infrastructure. And this extends to an outdated stat of just tracking GPU hour...
CIOs Shift AI Funding to Production, Reallocate Budgets
New report with our newest CIO survey data: How CIOs and CTOs are funding AI, where deployment is moving into production, and which vendor categories are exposed as AI shifts from experimentation to budget reallocation https://t.co/q8I4QW5HCo
AMD
Why not $AMD more though? I agree with the dynamic - as my saying goes - all viable compute will be used but Helios is going to be a beast. And AMD has CPUs. I know it’s a both situation...