Supply Chains Plan Years Ahead, Not Weeks.
It’s 2026, and I have to wait a month to obtain a basic stripped down Mac Mini. The semiconductor supply chain plans for demand years in advance. It should be able to plan and respond weeks in advance.
Seeking AI‑Native Builder to Scale Consumer Platform
Taken a consumer platform from 1 to N? Knows the tradeoffs required to build infrastructure that supports millions? AI-native builder and culture carrier? @daraladje @withdelphi would love to entice you to join his team:
Inference's Future Lies in Compute‑Memory Bandwidth Integration
Inference will dominate tomorrow’s compute Inference isn’t just about FLOPs.. it’s about compute tightly coupled to memory bandwidth That’s why it’s encouraging to see Nvidia making this a central theme at GTC this year: h/t @WSJ https://t.co/Aeq9EnOdPR
GoFormic Makes Automation as Simple as Hiring Workers
The gap between SOTA robots and the many factories and warehouses that don’t use them is being closed by @goformic Making automating as easy as hiring workers: that’s the trillion-dollar opportunity.
Optics Become AI Datacenter's New Bottleneck and Gold
- Scale out bottleneck is real - Co-packaged optics to be a “must” - NVDA pouring $$ into Lumentum/Coherent to lock down supply - Yet optical supply chain is still constrained and lumpy Photons are having their biggest moment since long-haul comms: