Hardware Social Media and Updates
Hardware Social Media and Updates
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Tuesday recap
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Every morning
Weekly
Tuesday recap
#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 Is The Idea Behind Warehouse-Scale Computing (WSC).
At $599, MacBook Neo is evidence of Apple closing its Mac price umbrella. That’s a BIG deal when contemplating potential Mac unit sales.
This was the $NVDA show, but how did their ecosystem show up to the event?
I miss having up-to-date https://t.co/74pVKrfrhG. It is one of the best resources for checking your performance work, but unfortunately it stopped being updated around Zen 4.
.@Nvidia GTC 2026: 7 takeaways from Huang's analyst meetings https://t.co/y3gCqHvoeN >> @LDignan beat me. Stay tuned to the 1Slide - still waiting for the open panel. #NVidiaGTC https://t.co/FVIC2eT4i8
🦾@RevolveSurgical just received FDA 510(k) clearance for their surgical robot platform. They built a system that mounts directly to the operating table—zero footprint, one-person setup. Their goal is to bring physical AI to operating rooms at scale. https://t.co/CWRG5009yK https://t.co/smBh8Hc9nN
$MU just obliterated it. $23.86B revenue vs ~$19B expected. $12.20 EPS vs $8.69 consensus. 75% gross margins. And they guided Q3 to $33.5B with 81% margins. I said AI breaks the memory cycle. I pounded the table under $100. They said...
@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...
Remember what I said, a few quarters ago, the story will be for memory and storage. Margin expansion. You will hear it all over these earnings calls.
How does the MacBook Neo compare to the MacBook Air M1? Here’s a quick benchmark comparison. The differences are interesting
@SandiaLabs is testing supercomputers with reconfigurable accelerators, similar to FPGAs, that optimize their hardware for specific computations that are being run. https://spectrum.ieee.org/reconfigurable-supercomputer
The comments sure seemed negative on $AXTI This will most definitely become an issue for $AXTI - One major customer saying denied the existence of an InP bottleneck while another secured a 7-year supply agreement with AXTI's main competitor, Sumitomo https://t.co/ooUWdVkK2o
Agentic AI will require all kinds of compute engines, including CPUs, GPUs, DPUs, and now LPUs. $NVDA $GOOG $AMD $INTC https://t.co/WVnnc36X2U
The only downside of the @DellTech UltraSharp 52 is that when I move away from it I hate every screen I use
.@Fortinet’s sees advantage in AI, chip, data center investments https://t.co/l4n1P1c5O0 Fortinet is betting that long-term investments in its own AI data centers and silicon, being early to quantum-safe offerings and AI agents moving to the edge will drive its results...
GTC this year giving 2017 ICO mania vibes - people adding “Nvidia powered / partner” when they are just customers compute economy local top in 12 - 18 months?
$NBIS priority allocation from Vera Rubin clearly signals that Nebius is being treated as a real partner That matters because in AI infrastructure, getting the newest GPUs early directly translates into attracting top customers and higher-margin workloads. This validates $NBIS strategy...
Micron reports earnings tonight. The stock is up 350% in a year. And somehow, at 10.7x forward earnings, it might still be cheap. Here's why the memory chip industry is experiencing something that hasn't happened in four decades — and...
How new equipment and methodologies are improving reliability, yield, and time-to-market for multi-die assemblies. https://t.co/aO5qUKLpbY #semiconductor #advancedpackaging #metrology @cohu_inc @oontoinnovation @yieldWerx #ASE #DataAnalytics #metrology https://t.co/draBrAqta5
Are Chiplet Architectures a Real Answer to Chip Miniaturization Limits? by @antgrasso #EmergingTech #Innovation #Tech #Technology https://t.co/AZQUeZYhHw
This is the best take on DLSS 5 I’ve seen yet. There IS cool tech here but the presentation was Xbox One launch levels of out of touch…
Curious about how NVIDIA's latest SoC achieves face detection in less than a millisecond while conserving power? https://spectrum.ieee.org/face-recognition-nvidia-chip-soc?share_id=9270633
The new MacBook Pro in many ways is the same as my old one, but going from M1 to M5 and the overall speed and power makes it feel like something very different. https://t.co/65h89Z2Y0T
The human brain uses only 20 watts of power but performs ~1 exaFLOP (10^18 operations/sec). Today's top AI chips burn 700 watts for ~1 petaFLOP. We're still ~1,000x less efficient than biology. When neuromorphic chips close that gap, we won't...
Nvidia gets Beijing's nod for H200 chip sales, adapts Groq chip for China, sources say Not really "approval", more like, Beijing will not stand in the way of company preferences.... https://t.co/nmGLKjWY6Z
Plaud is finally selling in India through Amazon. The company is now officially selling its new Plaud Pro device for ₹19,490. The device sells for $189 in the U.S. https://t.co/O2S52C07LL
Samsung's own S26 Ultra cases can't reliably deliver the 25W wireless charging it advertises, claims dbrand ✅ Details - https://t.co/eDbr8A7clm https://t.co/8RcwPC1y4b
.@Akamai Inference Cloud deploys Nvidia AI Grid https://t.co/L2i6iabxJ7 Nvidia GTC 2026 is turning out to be a bit of a coming-out party for Akamai's Inference Cloud. Akamai's Inference Cloud is the first global implementation of Nvidia AI Grid, which routes...
.@CoreWeave launches latest @Nvidia instances, adds Weights & Biases tools https://t.co/MH7YFtkal4 CoreWeave said its Nvidia HGX B300 instances, part of the Nvidia Blackwell Ultra platform, are generally available on its cloud infrastructure and said it will be among the…
Oppo got its start as a maker of MP3 players in the early 2000s, and now it is a maker of premium cutting edge mobile products. At Oppo's Dongguan campus, all the previous products live on in this futuristic time...
Nvidia $NVDA CEO Jensen Huang said today that they are gearing up to sell its H200 processors to customers in China 🇨🇳 according to CNBC’s @KristinaParts “We have received purchase orders, and we’re in the process of restarting our manufacturing,”...
"This is really the strongest memory supercycle I have ever seen. It reminds me of the last very robust one, in the 1990s, when personal computers began to really take off, but with AI, it seems it's even stronger this...
My son has walked 3 Lenovos to the death screen. lol. I confused one of them with my actual laptop (that I let him borrow) and thought he had blown it as well. I almost died. I’m so serious. BUT...
Jensen trying really hard to aikido the negative sentiment that DLSS 5 is post-processed "AI slop." Kind of wild that the term "generative AI" has become a liability for the company that literally coined the GPU revolution. https://t.co/O3dKFgsHDO
Jensen says Nvidia has received orders from Chinese customers for H200 GPUs, licenses from US gov't — H200 manufacturing restarting https://t.co/upKaT2fpBz
Jensen Huang says gamers are "completely wrong" about DLSS 5 — Nvidia CEO responds to DLSS 5 backlash https://t.co/RgDOKPXfPL
At press q&a, Jensen Huang was asked if the $20 billion Groq deal meant Nvidia was slow to shift from AI training to inference. He replied, “First of all, you are looking at the inference king.” https://t.co/lnNoqtepBH
Groq rack is 8 LPU, 1 FPGA, 1 CPU, 1 BF DPU per tray and 32 trays in a rack.
Vera CPU tray. 8 CPUs per tray total 256 CPUs per rack. 64 Bluefield DPU (still a CPU) per rack. No wattage disclosed yet for a full Vera CPU rack. Fully liquid cooled. https://t.co/6bbrZEGGuP
Groq board. FPGA (likely Altera) and CPU head node (likely Intel) and 8 Groq LPUs on top. Groq rack also on the right paired with VR NVL72. https://t.co/CM4ni9TDyX
Getting some clarification, but CPX is not dead will go forward on its own product path along side Groq. Both have separate, but very specific jobs to accelerate AI.
This robotic hand can weave itself together in minutes. Allonic developed a process that "braids" robot bodies around a 3D-printed skeleton in a single automated step. The tech draws from the textile industry, using braided fibers instead of traditional mechanical joints and...
As always, solid interview by @benthompson with Jensen. Lots of nuggets, but one key for me is agentic CPUs requiring the best single core performance. Seems likely agentic CPUs will require a different architectural approach. https://t.co/uovoNuv1fg
Dell has taken another step into the rapidly evolving world of autonomous AI agents, unveiling new desktop systems that integrate NVIDIA NeMo and NVIDIA AI Enterprise. It is a notable escalation of the long-running collaboration between Dell Technologies and NVIDIA,...
AI glasses are really cool. But there's a big problem with them. Full chat with Tom Capper is here: https://t.co/WacBGL0D8H https://t.co/qJDOgXczZE
DLSS 6 mode on about to take greyboxed 3d assets to final render. Ai video-to-video foreshadowed this; many said it could never happen in real time. Yet here we are. https://t.co/PC3JwZHlEF
It's not often that you get two phone launches on the same day. This is the POCO X8 Pro Iron Man Edition: https://t.co/XAfoncIoZv https://t.co/4UuU8Ns8MR
Nvidia CEO predicts i$1 trillion in sales through 2027. Wow, up .52% You would think the bulls would try harder. Maybe they are concerned about HOW that happens if $TSM is 'encumbered' or energy is 'scarce'. Encumbered Scarcity Trumps "Insane Demand" https://t.co/LVLaK2mfjg
Signed $NVDA DGX Spark which features Grace Blackwell superchip (CPU + GPU) & SK Hynix LPDDR5X DRAM memory
Meta signed a $27B deal with Nebius to deploy AI cloud infrastructure, including one of the first large-scale deployments of Nvidia's Vera Rubin platform https://t.co/jZIGtPgNBf #ArtificialIntelligence #Innovation #Technology #Tech #TechNews https://t.co/EA3sXbhho4
