Hardware Social Media and Updates
Hardware Social Media and Updates
Hardware Pulse
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Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Our review of the M5 Max MacBook Pro, M5 MacBook Air and Studio Display XDR: When the MacBook Neo isn’t enough. https://www.bloomberg.com/news/articles/2026-03-21/apple-m5-macbook-pro-and-air-review-fast-enough-for-demanding-users
Macro: physical AI; Key: Tesla improves hands/forearms, in-house HW & AI training; Risks: validation, costs, reliability. Trade: modest long TSLA on internal Optimus rollout. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
TartanAUV Develops Osprey #Autonomous Underwater Vehicle at Carnegie Mellon by @CarnegieMellon #Innovation #EmergingTech #Technology #Tech https://t.co/nYvWXe6spB
Everyone talks about AI chips. But the real bottleneck may be electricity. Data centers now consume ~7% of US power demand - up more than 10x in two decades. https://t.co/wQARGxiefq
The Netherlands is testing something that sounds futuristic at first — laser lines along roads where wildlife crossings are common. But they’re not there to stop animals. They’re there to warn drivers. When animals approach the road, thin beams of light appear —...
#Technology #Thread #Semiconductor #Manufacturing #Data The Semiconductor Let Us Learn About Data Bottleneck: 1/ - The Semiconductor Data Bottleneck Is Emerging As A Critical Constraint In Modern Chip Development And Manufacturing. - As Data Volumes Explode Across The Silicon Lifecycle, The Ability To...
I think it would behoove Jensen & Nvidia to quickly and publicly cut Super Micro from its supply of chips. What’s the upside from keeping them as a customer? There’s plenty of others who’d take the allocation, without the security and...
As far as technical glitches go, not being able to turn on TVs is just a super weird thing to go wrong.
Is it April 1 already?! “Amazon plans smartphone comeback more than a decade after Fire Phone flop” https://t.co/817QPldoXL
God i love these sensor data collection contraptions -- really wish they weren't sold out https://t.co/kPISWm2pI9
And who will specify, build, run, & secure all the data centers needed to do the jobs of 200 million people?
Have HBM and DDR on your mind? Daniel and I chat with Paul Cho and Indong Kim from @SamsungSemiUS about, unsurprisingly, AI!
Amazon is making an Alexa phone. Codenamed “Transformer,” the phone is reportedly being developed by a group led by Xbox cofounder J Allard https://t.co/d7wDAuNwpK
OK, I'm set for a while... thanks @AMD and @HP, I can finally put these features to good use. I can already feel the difference. https://t.co/G7WzjlhJPH
Latest: US AI framework; GPU smuggling; HBM4; war’s impact on supply chain; GTC; restart of H200; memory prediction; TFLN photonics; test/metrology platforms; NoC verification automation; AI distillation attacks; high-NA EUV..https://t.co/2n7vmUL47D #semiEDA #DRAM #semiconductor
The device industry has been flying blind for a decade. Chipmakers, carriers, and analysts all thought they understood smartphone performance. They didn't. We just proved it. 🧵🚨
Quantum networks are extending IoT architectures with qubits, QKD and entanglement-based links. As connected assets multiply in energy, healthcare and mobility, secure key exchange and synchronized nodes reduce risk and protect critical services at scale. Microblog @antgrasso https://t.co/BjZH6mjWA6
are we gunna get a @DavidSacks tweet about Super Micro smuggling billions of chips to China? https://t.co/TgZEv5DUed
Nokia's Platform Bet: Why Application-Optimized Optics Is a Manufacturing Strategy, Not a Product Launch https://t.co/A4kRZdcTHk
Meta just committed $12 billion to AI infrastructure. Not models. Infrastructure. The real AI race is not about who has the smartest LLM. It's about who controls the compute. Your AI strategy should be asking: who owns our compute dependencies? https://t.co/yZO3XQcf8j
Handheld #3D Scanners Bring Fast, Accurate Inspection to the Shop Floor via @WevolverApp #Innovation #TechForGood #EmergingTech #Technology https://t.co/U8of8RqgW7
Smuggling GPUs to China despite already having a net worth of $500 million Pure love for the game https://t.co/J5bqwSwL3F
Hang on. You mean there are people out there who use SD cards ONCE? Then buy new ones for the next shoot? Not back them up, reformat, and reuse? Wow. Can’t do that any more with the price of memory these days...
🎱 Peering inside the Apollo Lunar Module 8-Ball There are just two known examples in private hands, and Curious Marc's intrepid crew are trying to revive the remains of a damaged one (left). Mine is on the right, and the image...
Super Micro Computer Employees Arrested for Alleged Sales to China—An indictment alleges the three men conspired to sell servers housing AI technology to buyers in China https://t.co/dFYGL3rcpX https://t.co/dFYGL3rcpX
I am now at 5 GPU providers being completely sold out for a single node of 8xH100s. I don’t think people understand the gravity of what is about to come.
#Technology #Thread #Semiconductor #Manufacturing #Copilot The Semiconductor Copilot For Semi: 1/ - The Semiconductor Industry Is Becoming Increasingly Complex. - From Design To Manufacturing, Engineers Must Navigate Massive Volumes Of Data, Tools, And Decisions Across The Entire Silicon Lifecycle. The Question Is: How...
A Quick Stop, Massive Range: BYD Unveils Megawatt #EV Charging by @IntEngineering #Innovation #Sustainability #CleanEnergy #Technology https://t.co/wG8TDDxHDA
The same narrative that I'm hearing about memory chip companies: "only three left, so they finally have pricing power"
Absolute herculean effort by the team. Excited to share more about some of our probablistic primitves in silicon.
it wasn't enough for these guys to *cook the books*. they had to illegally send chips to china. $SMCI
We think these token generators that can live on-prem and serve tokens to teams are a new factor to consider in modeling where all this hardware goes and how agentic plays at the edge. Good example from @dell here with...
Jensen says at the 42-minute mark, “we’re not the solutions provider" for autonomy. Obviously they won't make cars but what exactly is NVIDIA’s role beyond compute and training? Do Mercedes and others still need a separate AV partner?...
US 100-hour battery startup Form Energy’s first overseas deployment ‘set to fill a critical gap in Ireland’s power system’ #energysky -- via Energy Storage News: https://t.co/fSUXWsSHhn
Nvidia has spiced up its 2028 AI hardware roadmap with reveals about the future Rosa-Feynman systems. $NVDA https://t.co/vLAotJHTKh
The Kingston Dual USB-A/USB-C Portable 1TB SSD is one of the most fascinating demos I've recorded: A capacious storage device, it's super fast, but you can also see it negotiate optimal transfer speed with MacOS. Check it out: https://t.co/EUsSw8DAE7 #ssd...
Apple Now Makes About 25% of iPhones in India After China Pivot. More on this in the Chartbook Top Links today. https://t.co/qnDkCJRBFG
Inside NVIDIA Groq 3 LPX: The Low-Latency Inference Accelerator for the NVIDIA Vera Rubin Platform | NVIDIA Technical Blog https://t.co/lHAref0UAn
$NVDA post GTC report on The @DiligenceStack The product family is now a full drop in AI factory. NVIDIA Is Expanding the AI Factory and Narrowing the Competitive Window https://t.co/N1Sb2hBqxm
Had a great time talking on the @engadget podcast with @devindra about DLSS 5! https://www.youtube.com/live/WNSp9cbRe5M?si=8vEj9wwh_u7iqDe3
This robotic hand can be 3D printed by anyone and assembled in under 8 hours. Researchers at ETH Zurich created the Orca hand, fully open-sourced with artificial bones and tendons. For context, advanced robotic hands cost over $100,000 and require constant maintenance... Orca...
Tencent Holding Ltd. Q4 FY2025 earnings call transcript CSO Mitchell: “Higher-end imported GPUs are now becoming available again.” Well yes..... https://t.co/93O4LUslpq
Have you ever wondered how self-driving cars actually “see” the world? It’s not just cameras. One of the key technologies is LiDAR - a system that uses laser pulses to scan the environment and build a real-time 3D map of everything around...
Alongside @NVIDIA and our ecosystem of partners, we’re bringing AI to the network edge to make a real impact. Appreciate @FierceWireless’ highlight of how connectivity is becoming a platform for intelligence. 👇 https://t.co/esZ6ZWwc7G
This has to be one of the most useful accessories you don't know about. The @pebblebee Clip 5 has nearly all the same functions of an AirTag, but it can send out alerts. All I can think of is that...
"Iran war could cause supply chain kinks: Taiwan and Korea, top chip producers, rely on the Middle East for nearly 70% of their crude oil imports, and 20-25% of LNG imports." - BofA on AI capex
Nothing isn't making a flagship phone this year - and honestly that's okay. Because fun design, and excellent software are their real bread and butter: https://youtu.be/D4QyStJWgCc
Organizations working on #infrastructure projects will need to take 5 key steps in the year ahead. Learn more on The Peggy Smedley Show now. https://t.co/hs1Xh2tbAk #TPSS #IoT #sustainability #AI #digitaltransformation #PeggySmedley #podcast
#Technology #Thread #Semiconductor #Manufacturing #Warehouse The Semiconductor Warehouse Computing Impact: 1/ - Modern Data Centers Are No Longer Just Buildings Filled With Servers. - At Hyperscale, They Behave Like One Giant Computer, Where Thousands Of Machines Work Together As A Single System. This...
At $599, MacBook Neo is evidence of Apple closing its Mac price umbrella. That’s a BIG deal when contemplating potential Mac unit sales.
