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
From Punjab Fields to Global Urea Crisis
I have never heard the word Urea since I left our agricultural fields in Punjab, India, in early 1990s. Iran-US has brought the Urea fertilizer supply chain disruption to major news outlets. Yes, I have done the job of spreading...
NVIDIA Unveils 120B‑parameter Nemotron3 Super for Scalable Agent
Launched today, @NVIDIA #Nemotron3 Super is a 120‑billion‑parameter open model with 12 billion active parameters designed to run complex agentic AI systems at scale.
Tencent Unveils WorkBuddy, OpenClaw-Powered Automation Tool
A good thread on Tencent’s launch of WorkBuddy - an OpenClaw based desktop automation tool.
Telcos Must Fuse AI, 6G, Quantum to Win
Just finished my segment on @theCUBE from #MWC26, 5th year in a row. @furrier and I had a great discussion on what it takes for telcos to win this time, where AI, #6G and #QuantumComputing are going to converge in...
AI‑Powered Monetization Boosts Telco Revenue at MWC
From @GoogleCloud booth at #MWC26: An interesting use case of AI driven monetization for Telcos (aka CSPs). @dvellante @rseroter @furrier @stephr_wong @dee_bosa https://t.co/mCJUbRzTiM
Telcos Power Networks, Yet Miss OTT Value—Spinouts Proposed
We power the system but we barely get any value from it, says Christel Heydemann, CEO of @Orange during kickoff keynote at #MWC26 in. Barcelona. This has been a complain of telcos for several years as OTT vendors can innovate...
Security Requires Collaboration, Regulation for Trust in OTT
Trust needs security and security needs collaboration, institutions, regulations, says SUNIL BHARTI MITTAL FOUNDER & CHAIRMAN BHARTI ENTERPRISES during the kickoff keynote. The OTT (likes of WhatssApp and Telegram) players are not in same frameworks of regulations, he added. https://t.co/QDRuQ5KKOJ
Amazon Commits $50B, Makes AWS Exclusive OpenAI Cloud
.@amazon/@awscloud forges a multifaceted partnership with @OpenAI. Part of deal consists of: - Amazon will invest $50 billion in OpenAI - OpenAI to use AWS chips - Amazon will be exclusive 3P cloud distribution provider for OpenAl Frontier “Developers and companies of...
Amazon's $50B OpenAI Bet Depends on IPO or AGI
.@theInformation Exclusive: @Amazon’s potential $50B investment in @OpenAI may hinge on two triggers: an IPO or reaching AGI.
SaaS Evolves Into AI‑Driven Middleware for New UX
Will most of SaaS turn out to be middleware for AI based UX/Interfaces? Parts of SaaS sure will, the ones who don’t change fast enough to reality of changing UX in AI era. Ref: @AnthropicAI announced new AI tools yesterday...
IBM Poised to Cut Labor Costs with Upgrade Tools
“Why don’t people recognize that @IBM is likely to adopt these tools and be able to reduce their labor cost by making it easier to do upgrades”, brilliant commentary on IBM from @ACMJoAnneFeeney of Advisors Capital Mgmt, moments ago. Same...
AI Levels Playing Field for SMB Automation
.@Workday falling 10% after giving below estimates 2027 guidance is no sigh of relief for SaaS sector. Once again folks, no amount of vibe coding can produce complex systems like HCM, CRM, or SCM. Besides migration costs in such scenarios...
Zoho's OS of Intelligence Unifies Data, Ensures Sovereignty
Zoho’s @rajuv just finished a great presentation describing @Zoho’s systems philosophy, summing up to following 3 key outcomes at #ZohoDay 2026 in Austin. - Operating System of Intelligence - Unified Business Context with live data - Sovereignty by design https://t.co/y6UWOmv1dv