OpenAI and AWS to Co‑develop Joint AI Model
.@OpenAI - @AWSCloud collaboration seems deeper than what I thought. AWS and OpenAI are planning to co-develop a joint model. Sam Altman @sama joined the presentation via video. Denise Dresser, Chief Revenue Officer of @OpenAI was on stage in person. https://t.co/YXacBiRmMa
Amazon Launches Connect Suite and AmazonQ Collaboration Platform
.@Amazon spread its SaaS wings by announcing Amazon Connect, a family of agentic solutions to transform entire business functions with four segments: 1. Customer 2. Decisions 3. Talent 4. Health Along with this Amazon is bringing the power of OpenClaw to Amazon Quick (aka AmazonQ)....
OpenAI IPO Delay Pulls Oracle, Nvidia Lower
As @OpenAI says that they are falling short of their IPO plans, OpenAI contagion drags tech stocks down, especially the ones which are heavily intermingled with it. @Oracle is down 4%, @nvidia is lower by 3.5%.
Join Live Talk on Agentic AI with AWS, OpenAI
I am looking forward to joining tomorrow's live conversation with leaders from @awscloud and @OpenAI to discuss what's next in Agentic AI. See original tweet to register to follow along live…
BYD's Patent Surge Powers China to Lead Car Exports
BYD, the company Elon Musk laughed at in 2011, is filing 52 patents per day, on average. Thanks to BYD, China now exports more cars than U.S. and Japan combined. https://t.co/v5sRfTeDFH
Nvidia Shares Halved in 2022 After 2021 Surge
It is hard to believe that the @nvidia stock was down more than 50% in 2022! After starting 2022 near $300, the stock dropped to around $146 by the end of December, driven by reduced demand in the gaming market,...
Google Cloud Showcases AI Agentic Apps at Next 2026
Richard Seroter, @rseroter, Chief Evenangenist, Google Cloud and Emma Twersky, @twerske, Developer Relations Engineer, Google Cloud kickoff series of demo which will showcase various parts of Google Cloud 🌧️ platform for building AI based agentic applications, during #GoogleCloudNext 2026 Developer...
Patrick Marlow Delivers Best Google Cloud Next Demo
Patrick Marlow, Senior Product Manager, Applied Al, @GoogleCloud, gave the best demo of the #GoogleCloudNext 2026 keynote so far, IMHO. https://t.co/LyppH8165c
Security Must Accelerate to Match AI Pace
.@wiz_io co-founder Yinon Costica takes stage at #GoogleCloudNext 2026 to explain different layers of security. AI has changed the game he implied. Security needs to move at the speed of AI, he added. https://t.co/z7uIwJbngP
Kevin Warsh: Potential First Tech‑Bro Fed Chair
A Fed chair of our own 😉! Kevin Warsh would be the first tech bro Fed chair. How #SiliconValley shaped Fed nominee Kevin Warsh. More from CNBC: https://t.co/RLxsAakgXV https://t.co/VC5HmdThld
Google's SpaceX, Anthropic Stakes Fuel 126% Stock Surge
Fact: Google owns 7% of SpaceX and 14% of Anthropic — In last one year, Google stock has been up 126.48% up and in last 5 days Google stock has been up 7.5%. https://t.co/AwFexWK4co
Iran Shifts Tactics: Stock Manipulation Over Oil, Gunboats Attack
Can Iranians be pumping and dumping stocks instead of oil? Iranian gunboats fire on tanker after Strait of Hormuz closed again.
Semiconductors: The 21st Century Transport Industry
Semiconductor are the transport (industry) of 21st century, says @PaulHickey of Bespoke. He was talking on CNBC, moments ago.
Broadcom Surges as Meta Partnership Drives 2nm AI Chips
.@Broadcom jumps 3.5% after hours as Meta and Broadcom sign new Strategic Partnership for Next-Generation 2nm AI Compute Accelerator Expansion. Hock Tan gets off of @Meta’s Board to clear any conflict of interest for building Meta the chips they need...
AWS Engineers Deliver Invisible, Game‑Changing Infrastructure Advances
“The best engineering is invisible. You never notice. And for twenty years, this is exactly what our engineers have done day in and day out”, says AWS @Werner as AWS enters 21st year. “The hypervisor overhead that disappeared. The cold...
OpenAI Opens London Office After Stargate Halt
AI never sleeps: today in AI, @OpenAI announces first permanent London office after halting UK #Stargate project.
NVIDIA Nemotron 3 Super Boosts Agentic AI 5× Throughput
Launched on March 11, 2026, NVIDIA Nemotron 3 Super Delivers 5x Higher Throughput for Agentic Al. NVIDIA Nemotron 3 Super is a 120‑billion‑parameter open model with 12 billion active parameters designed to run complex agentic AI systems at scale.nbsp; Details about...
OpenAI's $100 ChatGPT Pro Arrives Six Months Late
Today in AI News: @OpenAI takes on @AnthropicAI with $100 per month ChatGPT Pro subscriptions. My POV, they are 6 months late to the party and 6 months is a long time in this fast paced industry, especially when it...
Meta Launches New LLM After Long Hiatus
OMM - one more model 😊 Seriously, @Meta releases a new LLM after a wide gap…
Advanced Packaging Forces US Chips Back to Taiwan
Choke Points: Why even the best chips made in the U.S. take a round trip to Taiwan? It’s because of Advanced Packaging facility… World has woken up to the supply chain choke points… Katie Tarasov @KatieTarasov of CNBC explains moe...
AMD Likens CUDA Battle to Mountain Climb, Doubts RT Rollout
.@AMD being humble, says taking on @NVIDIA’s CUDA is like climbing a mountain… 👇🏽 Then again, why will AMD RT this? 🤔 @dvellante @furrier @Srasgon @dfloyer @Scobleizer @om @karaswisher
Putin Calls NATO a Paper Tiger to POTUS
NATO is a paper tiger… Putin has explained that to me several times - POTUS 🤔
Artemis II Captures First View of Orientale Basin
The first Artemis II image of the moon includes a portion of the Orientale basin (far left)- @NASA #ArtemisII https://t.co/JUWYGEPBFN
More Open‑Source Models Means Better Quality
Simply speaking, quantity has quality of its own, and that rules apply especially well to Open Source Models [of all modes]! cc @NVIDIAAI @NVIDIAAIDev #GTC2026
AI CapEx Dries up as Anchor Tenant and Funding Vanish
It looks like that slowly, AI CapEx is evaporating: Poolside’s Project Horizon just lost $CRWV as anchor tenant and its $2B Nvidia-led funding round at the same time.
TSMC Doubles Campus Size to 2,000 Acres
I had to google “purportedly” 😄. Nonetheless, this #TSMC related news is important 😊 TSMC recently acquired approximately 900 acres of land adjacent to its existing 1,100-acre campus, bringing the total area of the site to 2,000 acres —————- Purportedly is an adverb...
Decision Traces as Knowledge Graphs Form AI Data Moats
Decision Traces as Knowledge Graphs, this makes a lot more sense to me. Take a look, @dvellante and @ggilbert41! I still believe that process mining (from our legacy systems) is a bigger challenge that retrofitting old systems with knowledge graphs...
Nvidia and Google Scientists Discuss AI's Next Frontier
What’s next in AI… chief scientists from @Nvidia and @Google talk at #GTC2026. It’s interesting how jittery handoffs were between two esteemed technologists 😊 Bill Dally, Chief Scientist and SVP of Research, @NVIDIA | @JeffDean, Chief Scientist, @GoogleDeepMind and Google Research Interesting...
Iran Claims Cyberattack on Oracle, AWS Data Centers
Iran says that they have hit Oracle datacenter in Dubai, AWS datacenter in Bahrain - CNBC (just now)
Artemis II: Moon Flyby, Not Landing, Tests Systems
Few Artemis II Mission Details: Not on Moon: Astronauts will not land on the Moon during the Artemis II mission. I have no idea why some of the media saying that astronauts will step on lunar surface 🤔 Closest Approach: The...
Nike Shares Dip Despite Beating Earnings Estimates
.@Nike is running low today even after jumping over the analyst estimates on top line and bottom line. #PunsIntended https://t.co/Kd0tq71cgi
Nasdaq Ends Q1 Upbeat Despite 7% YTD Decline
Tech savvy Nasdaq Composite index closes the 1st calendar quarter of 2026 on an upbeat note after going sideways for most of past 3 months; year-to-date, Nasdaq Composite has been down 7.11%. https://t.co/t4IdP3uYzK
Sequoia Appoints Veteran Doug Leone as Chairman, Returns to Deals
Renewed economy begs renewed focus: @Sequoia Capital Names Former Leader Leone as Chairman. Sequoia Capital on Tuesday named Doug Leone, an investor who has been at the firm since 1988, as chairman. After stepping back from making new investments in...
China Says Hormuz Shutdown Will Raise U.S. Prices
“China suppliers warn of higher prices for Americans due to Strait of Hormuz closure”, who writes these headlines at @CNBC 🤣! AI? https://t.co/B3hagjn68P
Tech Faces Looser Rules than NYC Sandwich Regulations
“There is more regulation on making a sandwich in New York City than there is on building world Artificial General Intelligence or Social Media companies.”, says Tristan Harris He was talking to @FareedZakaria today on his weekly Global Public Square wrt...
Reflection AI Seeks $2.5B to Build Sovereign AI Hub
I got to reflect on @reflection_ai 😉 Reflection AI aims to counter Chinese AI systems by promoting freely available, high-performance U.S. AI models. As of March 25, 2026, Reflection AI is in talks to raise $2.5 billion at a $25 billion...
OpenAI Flags Microsoft Dependence as IPO Risk
Interesting: @OpenAI calls out @Microsoft reliance as risk in investor document ahead of expected IPO. cc @dvellante @furrier @dhinchcliffe @DavidLinthicum @MarshaCollier @waqasmakhdum https://t.co/dsbT4BKzZu
Trust in AI Agents Directly Drives Market Share
The lack of trust in you AI agents will equate to lack of market share you can capture as a company, implies, Jeetu Patel @jpatel41, President & Chief Product Officer, @Cisco during his Monday evening keynote ‘Reimagining Security for the...
Agentic AI Demands an Observability Control Plane
“In this era of Agenetic AI, organizations will need an ‘observability control plane’”, says Vasu Jakkal, Corporate Vice President, Microsoft Security, @Microsoft during her Monday keynote ‘Ambient and Autonomous Security: Building Trust in the Agentic Al Era’ at #RSAC2026 in...
SaaS ISVs Will Build Own Frontier AI Models
Call your SaaS, AI Agents, be the AI VAR for likes of @OpenAI and @AnthropicAI and call it a day? My POV is that this not how the software market will progress. Definitely, most of the SaaS vendors will use...
Jensen Huang: Warn, Don’t Panic Over Anthropic Risk
The gist of @chamath's question for Jensen Huang was, if @AnthropicAI CEO, @DarioAmodei over-rotated on cautionary side. Jensen's answer is spot on and I 100% agree with such stance. "Warning is good, scaring is less good", Jensen added. Jensen Huang...
Nvidia Accelerates Quantum Research with GPU‑Coupled Platform
@Nvidia is moving ahead with their Quantum computing efforts, after their 2024 remarks which stir a big debate. I got a lowdown of what’s latest from #GTC2026 expo today. #GTC26 #GTC @NVIDIAGTC @NVIDIAAI @NVIDIAAIDev @furrier @dvellante @MarshaCollier @Scobleizer RELATED INFORMATION: _________________________ NVIDIA Quantum...
Huang Merges AI Sovereignty, Domain Specificity, Launches Nemotron Coalition
During his #GTC2026 keynote, Jensen Huang lumped two different topics AI Sovereignty and Domain Specificity under one bucket while announcing NVIDIA Nemotron Coalition to advance Open Frontier Models. #GTC #GTC26 #NvidiaGTC @EdLudlow @jonfortt @furrier @dvellante https://t.co/5rGWsbdWok
NVIDIA's CUDA Library Suite Expands with 70+ New Additions
I have said this repeatedly, in many discussions with @furrier and @dvellante on @theCUBE that Libs are what developers live by and Nvidia’s biggest moat is the breadth and depth of Libs for CUDA. Jensen Huang, highlights the fact that...
Unified Data Now Essential for AI Factories
“In past, there was never a good reason to bring all siloed data together, now there is a reason to do it” says @MichaelDell during @NVIDIAGTC keynote pre-show. Michael was on AI factories panel and that panel discussion is a...
Agentic AI Panel Sparks Excitement as Jensen Huang Joins
Great panel on Agentic AI during Pre-game show at #GTC26 in San Jose and Jensen Huang walks in 😊 #GTC #GTC2026 @furrier @nvidia @NVIDIAGTC @NVIDIAAI @NVIDIAAIDev https://t.co/RpvVOHsuat
Exploring Next‑Gen AI Factories at Palo Alto Pre‑GTC
Great being here in @theCUBE studio in Palo Alto, today for pre-GTC event on next generation AI factories. @furrier @dvellante @GemmaAllenSays @theCUBEresearch @SiliconANGLE #NextGenDataCenters #AIFactory #AIInfrastructure #DataCenters #Compute #SiliconValley #DeepTech #NYSEWired #FutureOfAI #NYSEWired #theCUBE #GTC #GTC26
Judge Blocks Subpoenas, Citing Trump's Insults of Powell
Judge blocks subpoenas in criminal probe of Fed Chair Jerome Powell. Judge cites Trump's TruthSocial posts in his ruling in which Trump was called Powell incompetent and stupid. https://t.co/SA5Sib2xDN
Nvidia, Samsung Team Up on Ultra‑Low‑Power AI Memory
More AI infrastructure innovations abound as @nvidia and @Samsung plan co-development of ferroelectric NAND. ______________ Ferroelectric NAND (#FeNAND) is an emerging 3D non-volatile memory technology using ferroelectric field-effect transistors (FeFETs) with hafnia-based materials to replace conventional charge-trap NAND, offering faster speeds,...
XAI Recruits Two Cursor Execs to Boost Coding Capabilities
.@xAI Hires Two Senior Leaders From Cursor to Catch Up on Coding - @theinformation https://t.co/DV4gM0G5PB