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Daily
Every morning
Weekly
Tuesday recap
The Find N6 is fantastic, and the creaseless design gives it a clear advantage. My review, and shots as always by @apoorvab89: https://t.co/wnMA9ADmqU https://t.co/hiA1LAtghS
Thoughts? What do you think? Micron estimates raised by Baird on surging DRAM pricing and AI demand
Iran war chokepoints begin to cast doubt on global chip supply https://t.co/oHuurB7rl9 via @debbywuintaipei @ckyrious https://t.co/EFKkB6ppV0
#TechTuesday. October 4, 1993. 3DO Interactive Multiplayer video gaming system was first released in North America by Panasonic. (Are You Not Entertained) #Vintage #Gaming #History https://t.co/w4QpligNKF
Nvidia announces Vera Rubin Space-1 chip system for orbital AI data centers “Orbital data centers have been an increasingly popular proposition as AI demand tests Earth's energy constraints.” https://t.co/fWrKyLiAij #SpaceEconomy https://t.co/SBqD6vmYbz
Visiting the NVIDIA GTC expo hall shows you why OpenAI is changing strategy. All the big booths are enterprise. Does this mean @sama is gonna give up his dreams of stealing Tim Cook’s lunch? The biggest news here is how NVIDIA is bringing...
“Days after Chinese regulators approved…the world’s first invasive brain-computer interface device cleared for commercial use in patients, Shanghai announced three new research centers aimed at accelerating the technology’s development.” @SixthTone https://t.co/q1mrOAY82F
#WhosNext? Tea harvesters? This motorized tea plucking machine eliminates a lot of manual labor and as a result laborers. (GiGadgets) #AgTech #Automation https://t.co/saGtJTH3Dk
Have a @Rakuten @Kobo eReader? Smart choice, it's quite as capable as an Amazon Kindle, with strengths all its own. But is it up-to-date with system software? Here's how to check (and update it, as needed): https://t.co/L67emcu2fa #rakuten #kobo #software...
NVIDIA GTC 2026: The Company That Made Sure You Knew Its Name Before You Needed Its Chips https://t.co/BQ4crizikL
Jensen Huang forecasts $1 trillion in orders for Blackwell and Vera Rubin through ’27. The technical term for this is "a lot." https://t.co/0mqhlqtnzA
$NVDA just dropped the biggest forward demand signal in semiconductor history. Jensen Huang disclosed at GTC 2026 that he sees at least $1T in Blackwell and Vera Rubin demand through 2027, up from $500B in forward visibility just 12 months...
NVIDIA does it again. NVIDIA gives us more exponential multipliers, but not the one that could be 35x by itself. I suppose we can live with 5x out of existing infrastructure. 🙂 Here's a great Synopsis of the GTC Keynote:
In case it helps here is a visual on how NVIDIA describes scale up, out, and across. https://t.co/BVhQbE17Qk
Inference doesn’t break on compute these days, it's GPU memory that's the choke. But Dynamo + VAST turns KV cache into a first-class, shareable system resource so GPUs stop redoing context. Cool stuff https://t.co/4v0Au4rcM5
Nvidia GTC 2026: @Nvidia’s hardware strategy goes beyond GPU in AI inference pivot https://t.co/1ZWled5xXB >> It takes a family of processors to build the #AIFactory. @LDignan is first out. #NvidiaGTC
Hey, did you know you can run OpenClaw on the $59 @arduino UNO Q? Amazing. https://t.co/Nrl1lpBYdY
Enjoyed chatting with @CNBCOvertime on the $NVDA keynote while it was still going on inside. Paired up with @dylan522p. The $1T number got the highlights. Talked about the competition, as well. https://t.co/QwmyZ9SZRx
.@nvidia hand delivered a pre-production unit of the @Dell Pro Max with GB300 to my house. 100lbs beast with 750GB+ of unified memory to power the best open-source models in the world. What should I test first? https://t.co/fmHXIUr1NR
Iran Conflict Threatens Global Chip Supply Chain, Risks Higher Costs for TSMC - Bloomberg https://t.co/nu9qEGPpB0
The era of Physical AI requires us to solve the hardest problems in unpredictable conditions in real time. @KodiakRobotics is doubling down on its ability to do exactly that. We announced a collaboration with @nvidia today in which our next-generation driverless...
I had a chance to speak with Josh Lipton at @YahooFinance about the biggest takeaways from today's @nvidia GTC event. At least two things stood out for me. One in Nemoclaw and it's potential to be used for...
Physical AI gets its time in the keynote (as expected). I believe physical AI is going to be a meaningful growth driver for Nvidia starting in CY28. Today, only about 1% of Nvidia’s sales are used to deliver physical AI, which...
And Jensen Huang break a lance for the AI natives that run on @Nvidia. #NVIDIAGTC https://t.co/8tNGm7JDOo
$NVDA was going to make its best case yet for heterogenous computing at GTC. Mission accomplished today. What I told @cvpayne today as the keynote kicked off. 👏🏻💪🏻🚀 https://t.co/Jxor9SWxXD
CudaJet: A High-Performance Underwater Jetpack Redefining Aquatic Mobility via @WevolverApp #Innovation #EmergingTech #Technology #Tech https://t.co/cF5kNZliKd
NVIDIA Launches BlueField-4 STX Storage Architecture With Broad Industry Adoption With agentic AI, storage must evolve to meet the demands of real-time responsiveness and longer context windows. #NVIDIAGTC @nvidianewsroom @NVIDIAGTC https://t.co/RWwx1pijbv
The Rubin + Groq narrative is the best case $NVDA has made to date about less real need for custom accelerators. I don't think it changes the calculus for certain hyperscalers, but as it comes to silvering for training and...
Jensen is articulating what my main concern with Groq was in that as an independent solution why would I outsource all my inference. By integrating it as a part of the solution, it's just disaggregated but not 100% outsourced,...
DLSS 5 is legitimately one of the wildest things I've ever seen in graphics. It's not upscaling it's...totally reworking the image to look photorealistic(ish).
In October, Jensen Huang said he saw $500 billion in spending on the company's Blackwell and Rubin systems over five fiscal quarters through the end of 2026. Nvidia now says the opportunity will reach $1 trillion between 2025 and 2027,...
NVIDIA Vera Rubin is opening the next frontier of AI. #NVIDIAGTC news: The Vera Rubin platform’s seven chips are now in full production to scale the world’s largest AI factories. Vera CPU, Rubin GPU, NVLink 6, ConnectX-9, BlueField-4, Spectrum-6 and Groq 3...
Jensen just said 'CPU will be a standalone multi-billion business for $NVDA' Agents on agents on agents. The CPU renaissance is among us.
The new system of compute from NVIDIA. Extreme co-design = 35X more throughput per MW. https://t.co/Z6JtDKckOh
Jensen reminds investors that the cost of $NVDA compute is still the lowest when you consider price and output. My take: True and investor are still waiting for the day when that changes. Part of the wall of worry.
In one generation, Moore’s law would have made AI chips 50% faster. Instead, it was 35 times lower cost and 50 times higher perf per watt https://t.co/FFdwHr0nXk
The Z80-MBC2 is a Z80 Single Board Computer. It uses SD as 'disk emulator' and a 128KB banked RAM for CP/M 3. It can also run CP/M 2.2, QP/M 2.71, UCSD Pascal, Collapse OS and Fuzix. 🔗https://t.co/mJFq6SDNY3 https://t.co/mz5BcTfw1X
Nvidia just announced DLSS 5, calling it the “most significant breakthrough in computer graphics” since the introduction of real-time ray tracing in 2018. DLSS 5 uses “real-time neural rendering” and is coming to RTX 50 series GPUs later this year...
MyPoV: computing advancements are rapidly moving to create new models of computer. @NVIDIAGTC @nvidia #NvidiaGTC https://t.co/pLwqWqrXSQ
Jensen highlighting a few @NVIDIAAI CUDA integrations with $IBM, $DELL, integrations with "every cloud" $GOOGL, $AMZN, $MSFT, $ORCL https://t.co/MLYzhbAlp6
$SNAP shoutout at #GTC from Jensen on-stage for utilizing @nvidia to bring down Google Cloud costs https://t.co/HkgyO7MNW3
ok. I admit I am impressed by the graphics improvement of the new @nvidia DLSS 5. It's beautiful. But Jensen's comment on what it means at large was key....".We combine 3d graphics, structured data with generative AI, probabilistic computing. One of them is completely predictive, the other one probabilistic, yet highly realistic. This concept of fusing structured information and generative AI will repeat itself in one industry after another." #NVIDIAGTC
$NVDA Vera Rubin NVL72 by the numbers: • 50 petaflops NVFP4 compute • 260 TB/s NVLink bandwidth (more than the entire internet) • 88 custom Olympus CPU cores • 3.6 TB/s per-GPU bandwidth • 10x inference token cost reduction • H2 2026 availability https://t.co/AxiE8GBpvR
MyPoV: the world’s first programmer accelerator. RTX 5090 This is how CUDA got installed everywhere. @nvidia @NVIDIAGTC #NvidiaGTC https://t.co/8Cdk2zVzLg
Jensen is emphasizing something he has said a few years now on the strength of the NVIDIA ecosystem. Massive installed base and architecture compatibility.
I personally can't believe it has been 20 years of @nvidia CUDA. Wow. #NVIDIAGTC https://t.co/d0y659DfrC
Everyone is building an @openclaw competitor. Just ran into @mreflow and he has a DGX in his backpack. #nvidiagtc networking. Everyone is talking about the claw. Jensen just said hi to Peter. Two people everyone knows just by their first names. Said...
Nvidia ruled the first wave of AI by powering the training of large models. But the next phase may look different. Running AI at scale, inference is now growing much faster than training. That’s where real-world deployment happens. If the center of gravity...
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
Architecting solutions for edge AI is not about minimizing cloud solutions or making small extensions of existing MCUs/MPUs. It’s a HW/SW/model co-development problem. https://t.co/l0tM94PKEl #EdgeAI #lowpower #semiconductor
