DeepSeek V4 on Huawei Ascend Accelerates China Chip
Macro: DeepSeek V4 runs on Huawei Ascend, boosting China tech autonomy. Key: strong benchmarks, low cost, massive context. Risks: IP disputes, modality limits. Trade: overweight Chinese chipmakers tied to Ascend adoption. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Mobileye Quietly Builds Autonomous Driving Backbone with SuperVision
Mobileye (MBLY) is quietly building the backbone for autonomous driving, not just selling auto parts. With its ‘SuperVision’ system and a white-label strategy for global OEMs, this physical AI play is flying under the radar. 📡🚗 AIinvesting
Cisco Unveils Room‑temperature Universal Quantum Switch Prototype
.@Cisco develops universal quantum switch that operates at room temperature https://t.co/z7nSglKoMH Cisco has developed a research prototype of a universal quantum switch that can route quantum information between systems while preserving it.
Open AI Evolution: CPUs Remain Crucial, Says Google Cloud CEO
.@GoogleCloud CEO Kurian on AI model evolution, CPUs importance and being open https://t.co/L1ZFD5FX4Q Google Cloud CEO Thomas Kurian riffed on being open, enterprise AI adoption, measuring success and why CPUs matter. He also teased the next evolution of…
Getting a 360 Drone for 3D Gaussian Splats
Okay fine I’m buying a 360 drone - these things look like amazing sensor collection contraptions for making immaculate 3d gaussian splats https://t.co/rUffydIk9p
Future Glasses Will Let Us See Through Robots
Someday we will have lightweight glasses with displays and cameras. Someday we will see what the robots are seeing. It looks like this.
Advanced Nodes Push Performance, Efficiency, and Scaling Limits
#Technology #Thread #Semiconductor #Manufacturing #Node The Semiconductor Let Us Explore Advanced Node Status: 1/ - Advanced Nodes Represent The Leading Edge Of Semiconductor Innovation At 5nm, 3nm, And Moving Toward 2nm. - They Define The Limits Of Performance, Power Efficiency, And Scaling Economics...
Tech Hardware May Revert to Low‑margin Commodity Perception
5 years ago, investors considered tech hardware to be a commoditized, low-margin business. I think that market perception will eventually return.
Intel's 18A Beats TSMC N2 in Real‑World Availability
So, who is ahead in fab technology: Intel or TSMC? Have you seen any products you can buy today that were fabbed on TSMC N2? I haven’t. Have you? They say TSMC's N2 has a higher yield, but again where are...
Data Centers Take Center Stage at Climate Week
At San Francisco Climate Week, Everyone Was Betting on Data Centers #energysky -- via Heatmap News https://t.co/YFmif40CW4 https://t.co/Y419Lw7aVt
74% of Australia’s 33.2GW Storage Pipeline Uses Grid
Grid-forming inverters feature in 74% of Australia’s 33.2GW NEM battery storage pipeline #energysky -- via Energy Storage News: https://t.co/VdokHBygeV
Galaxy A57 Challenges Pixel 10a for Budget Crown
Samsung has made the Galaxy A57 thinner, lighter and more powerful than its predecessor — but I wanted to see if it could hold its own against the Google Pixel 10a and the Nothing Phone (4a) Pro and take the...
Apple IIc Launched in 1984 for Under $1300
#ThisDayInTechHistory. April 24, 1984. The Apple IIc is introduced with this new commercial and a neat new price ofunder $1,300. https://t.co/KnGoUtXbBR
AI Hardware War: Nvidia, Google, Amazon, Huawei Dominate
The fighters in the battle for the future of AI: - NVIDIA (heavyweight champion) - Google (TPUs) - Amazon (Graviton) - Huawei (Ascend) And then a bunch of startups with neuromorphic or mega-chip strategies that will, if they look promising, get bought up. Anything else?...
AI Data Centers Driving Photonics Stock Surge Amid Copper Limits
Photonics stocks are rising because AI data centers are hitting copper’s physical bandwidth limits. Optical interconnects carry more data, faster, over longer distances. Hyperscalers are now mandating the transition at scale, creating a structural supply shortage across transceivers, lasers, and...
Essential Printer Features Every Small Business Needs
If your small business needs to keep printing, make sure your printer has all of these features. https://t.co/VwA5k8LbvS
HP DeskJet 2855e: Affordable Home Office Inkjet
The HP DeskJet 2855e is an entry-level inkjet printer for home and small office use. Here's what people are saying about it. https://t.co/lEPV814GQr
Exploring AI-Driven Diagnostics for Vintage Hardware
Has anyone experimented with using Claude Code or Codex for device diagnostics? Like if you, say, plugged in an old laptop or Nintendo or Commodore 64 into your computer, could the AI take control of that device and retrieve data...
Xbox’s Next Dual Console Should Match Series X Specs
I think if Xbox goes ahead with another dual console release, the cheapest model should match the Series X Performancein the lineup starting at the equivalent of an RX 6700 and going up to an RX 9070 XT
AMD Poised for Datacenter Dominance Ahead of Helios
AMD’s in such a great position. Exceptional datacenter CPUs, the IP and SOC architectures to do about any derivative a customer wants. And this is before Helios has kicked in. $AMD
First Look: Google’s Sunfish and Zebrafish TPUs
Our first pass deep dive on Google new Sunfish TPU 8t and Zebrafish TPU 8i. $GOOG https://t.co/7LELhFu6Oi
Intel's CPU Foundry Must Match TSMC to Meet Demand
I still maintain my CPU foundry of choice thesis here for $INTC. They don't have to be better than TSMC, just parity, and increasingly aid to fill CPU demand. https://t.co/dKqm16myKH
Xbox Accelerates OS Revamp with Daily Helix Meetings
Xbox chief Asha Sharma also mentioned during her all-hands yesterday that the teams are meeting daily on Project Helix, and that there will also be biweekly Xbox Series S/X console updates until end of the year. The reinvestment in Xbox...
New AI‑Powered Devices Will Quietly Redefine Workspaces
From AI whiteboards and smart monitors to mini edge workstations and wearables, the next wave of devices will quietly transform how and where work gets done. #FutureOfWork #AI https://t.co/rNDUA2uhNx
Magnetic Privacy Filter Shields MacBook From Shoulder Surfers
Tired of shoulder surfers seeing everything on your MacBook screen when working in public? Then you'll want to learn all about the Afterplug Magnetic Privacy Filter Screen, which I demo and test in my latest review video: https://t.co/dVTvZyG5WE #privacy #macbook...
Solar-Powered Trash Cans Bring Night-Time Convenience in China
China’s Solar-Powered Smart Trash Can Turns Daylight into Nighttime Convenience by @XueJia24682 #Sustainability #RenewableEnergy #CleanEnergy #TechForGood https://t.co/3ZZSvc1tHb
Tenstorrent Accelerates Big MOE Models with V3/V4
This is cool. @tenstorrent is digging in. Big models are a passion project for us. May 1st we announce big numbers on V3, V4 results after that. Networked AI is a natural fit for big MOE models
Sony Xperia 1 VIII Leaks: Fresh Camera, Same Display
First look at the Sony Xperia 1 VIII from on leaks New camera design is here but the display remains the same design as the previous 7 generations
Quantum Computing Relies on Classical Co‑Processing, Not Just Shor
All quantum computers need classical co-processing. For Shor's, quantum is used for 1 step out of 5. Use quantum just for exactly what it's good for, use HPC for the rest. VQE, QAOA, similar, and NVIDIA and Cisco are building...
AMD Likely to Use Intel Foundry Amid Capacity Crunch
I’m not going to die on this hill, for a ton of reasons lol but hard to see AMD not making CPUs at Intel Foundry before too long. Capacity is scarce, Intel is the floor space to ramp capacity.
Customers Demanding Every Graviton Chip, Says Andy J
I suppose this was one of the customers who wanted ALL the Gravitons, per Andy Jassy.
AI Slashes Nvidia Chip Design From Months to Nights
Nvidia’s Chief Scienst Bill Dally at GTC explained how Nvidia uses AI to speed up the chip design process: ▫️trained an LLM on all proprietary internal Nvidia docs over past 30+ years (junior employees query it instead of interrupting senior designers) ▫️one...
Lunar Gateway Corrosion Confirmed as Serious Issue
Both Northrop and European space officials have confirmed the Lunar Gateway corrosion issue is real and significant. https://t.co/Z8Alf6N3mn
Intel Boosts Margins by Selling Salvaged Edge-Die Chips
Got some clarity from Intel IR on additional lift to margins. Intel got an unexpected margin lift from better yield salvage. Chips that would normally have been lower-value edge-die on the wafer were binned down and still sold into usable...
Nvidia’s Integrated Rubin Slashes AI Inference Costs Tenfold
5 Chip Stocks at the Center of the AI Spending Boom 👇 $NVDA Nvidia benefits from AI more directly than any other company because it sells the integrated system, not just the chip. Vera Rubin combines CPU, GPU, NVLink, ConnectX-9, BlueField-4...
Lito X1 Crowned Top Beginner Drone, Mini 4K Still Tempting
The newly released DJI Lito X1 comes with a host of features and specs that make it our favorite beginner drone – but the DJI Mini 4K retains some appeal. https://t.co/Fyy0bSk2jA
Motion‑Sync Smart Saddle Revolutionizes Bike Comfort
This Smart Bicycle Saddle Syncs With Your Motion to Redefine Riding Comfort by @QuantumTech_X #EmergingTech #Innovation #TechForGood #Technology https://t.co/ITANpiSOix
Chip Rally Lifts Qualcomm Stock Higher
The chip rally is so intense that even Qualcomm gets to go up $QCOM https://t.co/JHUQyG5MUs https://t.co/yQSvYsEvZ4
QCOM Poised for Lift with New DC CPU Launch
$QCOM should get a boost from launching a DC CPU. A much needed one. 💪🏻
SpaceX Falcon GPUs Not Ready for Gaming PCs
Don't think you'll be putting a SpaceX Falcon GPU in your gaming PC rather than an Nvidia, AMD or Intel graphics card. https://t.co/UhmLuz5zjv
Micron Set to Soar as Samsung Strike Spikes DRAM Demand
Few large specialists chiming in on $MU (memory) more bullish than ever. more server (or even client CPUs) means a lot more DRAM . MORE importantly SAMSUNG indicated a STRIKE, which cause $MU to surge https://t.co/7KhGWVDVdH
CPU Resurgence Fuels Gains for Intel, AMD, ARM, Qualcomm
$INTC, $AMD, $ARM, $QCOM all about to open higher on the great CPU resurgence. Expectations are $QCOM fleshes out their data center CPU/accelerator strategy soon.
Intel Emerges as the Go‑to CPU Foundry
$INTC because they are the only foundry who has line of sight to manufacturing expansion short-term. That, plus what I have been sharing for some time on my thesis Intel becomes the CPU foundry of choice for many. https://t.co/dKqm16myKH
Meta Bets on Heterogeneous Compute Across GPUs, XPUs, CPUs
$META understands that having the most heterogenous compute is key to its long term ambitions. From GPUs to XPUs to CPUs it continues to invest big. 💪🏻
Automated 3D Print Farm Mass‑Produces Precise Drone Frames
Inside an #Automated #3D Print Farm Mass-Producing High-Precision #Drone Frames by @amazingthings_ #EmergingTech #Technology #Innovation https://t.co/k3QAtZy7DQ
Graviton Win Fuels $5B AWS CPU Revenue Growth
Solid win for Graviton, the most mature custom Arm CPU program of any hyperscaler. This business is around ~5B annualized revenue for AWS, and this will help escalate that number. AWS needs more CPUs. I know a foundry...
Malaysia Launches Laser Crosswalk for Safer Pedestrians
Malaysia Introduces Its First Laser Crosswalk to Boost Pedestrian Safety by @x_viral_vibes #EmergingTech #Innovation #Tech #TechForGood https://t.co/MpY2IeRmuO
Xiaomi 17 Ultra: Camera Leader and Flagship Powerhouse
Innovative camera upgrades lead the charge, but the Xiaomi 17 Ultra is an all-round powerhouse in the flagship phone space. https://t.co/URwgpzbyQU
Mapping AI/ML Workloads Onto VLIW and Systolic Arrays
Digital Design & Comp. Arch: L18: VLIW and Systolic Array Architectures https://t.co/f8o08XDUGf Join us live in ~10 minutes. We will discuss applications that can benefit from both architectures & describe how to map AI/ML computations to modern systolic execution hardware.
Vantrue Pilot 2’s Thermal Camera Feels Like a Gimmick
Three standard views from the Vantrue Pilot 2 dash cam are a boon, but the external thermal-imaging camera seems like more of a gimmick. https://t.co/L5S2gI6k2o