Red Cat Lands US Air Force Black Widow Drone Contract
Red Cat Holdins $RCAT large drone win for $RCAT accdg to The US Air Force is purchasing Black Widow drones manufactured by Teal Drones (a Red Cat subsidiary) for feeding live targeting data directly to airborne F-35 fighters. https://t.co/HJrKPkG4tr
OHB and Siemens Team up to AI‑drive Satellite Manufacturing
Space hardware prime @OHB_SE enters 'strategic development partnership' w/ @Siemens to bring AI to volume satellite production. OHB is a major @esa contractor, a likely platform provider to @SES_Satellites for @defis_eu Iris2 constellation & prime for @bundeswehrInfo SatcomBw-4. https://t.co/27vLOt5fhT
Nebius Secures $2B Nvidia Deal, Targets $
Top 5 AI beneficiaries across the stack 👇 $NBIS – Nebius Group Pure-play AI cloud built around GPU capacity. Business model is simple: rent compute at scale. Secured $2B strategic investment from Nvidia, locking access to next-gen accelerators. Over 2 gigawatts...
Meta's Heterogeneous Chip Fleet Boosts Competitive Edge
"while I was encouraged to see Meta’s diversified chip strategy, I was also a tad bit concerned whether the trade-off has too high a cost. However, I have now updated my opinion that Meta is increasingly quite enviably positioned due...
Three Stocks Poised for AI‑Driven Wealth Surge
Thoughts? We discuss three stocks positioned to capture the next major wealth-building opportunity: Rocket Labs as a critical private space infrastructure play that will gain attention when SpaceX goes public, Micron as one of only three global producers of high...
Logistics Giant Linfox Powers 16 EV Chargers, 2.3 MW
Electric vehicle uptake has spread much, much further than you'd think. This is a goEV site, for logistics heavyweight Linfox, 2.3MW total, 16 chargers. I think I'll start highlighting these cases every day, would that interest you? 📌 Laverton North (Melbourne), Australia. https://t.co/W3kj5PEXDx
Quantum Leap Threatens Bitcoin, Urges 2029 Crypto Upgrade
Quantum compute isn't a threat, it's an opportunity. Most people think that quantum compute is here to destroy everyone's lives. That's not the case. It's going to change a lot of lives, just like Internet, #Crypto and AI...
Qualcomm Snapdragon BootROM Flaw Enables Modem Takeover
We’ve discovered a vulnerability in the BootROM of Qualcomm Snapdragon chips (MSM/MDM family) – used in popular smartphones, cars, and IoT devices: attackers can use its Emergency Download Mode to take control of the modem module (physical access required) Advisory: https://t.co/hkZ3VjGfMC Our...
Fitbit Air Leaks Reveal Perfect Fit for Me
We've got more leaked details of the upcoming Fitbit Air tracker, and it seems well suited for someone like me. https://t.co/PwPjJ9vuBf
Feiyu Pocket 3 Impresses, Pocket 4 Promises Bigger Screen
Reviewed the Feiyu Pocket 3. Solid budget vlogging camera. Genuinely impressed. Then the Pocket 4 leaked and now I have to tell you to wait. Bigger screen. Smar
Samsung Unveils Bone‑conduction Galaxy Buds, Clip‑style Design
Our first look at the Samsung Galaxy Buds with bone conduction They have a clip style design. Expected launch alongside the new foldables
Galaxy S26 US Sales Surge 30% Over S25
Another hit Galaxy S26 series US sales are up almost 30% over the S25 series. Launch has been so successful it erased the previous decline caused due to their delayed release The lineup is outperforming the S25 series globally Get yours: howl.link/9xu0aa4nd4ckh
Chip Price Surge Rivals Oil Shock, Adds $300B Surplus
Chip price shock is by some measures as big as the current oil shock -- $300b annual increase in Korean/ Taiwan combined trade surplus v 24 based on latest data (depends of course on where oil settles for the rest...
Max‑setting Cyber
Well, not if someone in the single family home wants to play Cyberpunk 2077 at max settings - but I take your point. https://t.co/KTPoGJvvx5
PortalVR Enables SteamVR Gaming Without a Headset
PortalVR Lets You Play SteamVR Games Without Wearing a Headset by @GabRoXR #AR #VirtualReality #AR #AugmentedReality #Gaming https://t.co/P38JakGvGv
Pacific Energy to Supply 81 MWh Battery Storage in NT
Pacific Energy to deliver 81MWh battery storage systems to Australia’s Northern Territory #energysky -- via Energy Storage News: https://t.co/z79yYnDVND
First Soft 3D Hydrogel Semiconductor Replicates Living Tissue
World’s First Soft #3D Hydrogel Semiconductor That Mimics Living Tissue by @tweetciiiim #EmergingTech #Innovation #Technology https://t.co/va8SZaZejg
Google to Fund Multiple TPU Designs for Future FM Models
I’m pretty close to this stuff but there was something here that was affirming, and that is that Google will fund many different TPUs based on the potential future direction of FM model architectures. And many won’t ever make it...
Wearables Provide Context for Powerful, Private Personal AI
Intelligent wearables provide the context that will enable personal AI to reach its potential. @Snapdragon Wear Elite unlocks richer agentic experiences on wearables, enabling intelligence that is present, efficient, and private. Read the OnQ blog post. https://t.co/kCDzIjtmAl
Future AI: Tiny, Cheap, Embedded, Not Massive
There's enormous focus on the heavy frontier AI models right now, but I don't think they're the future. The future will be lightweight "good enough" AI that can be embedded on cheap devices. Imagine a weed-killing robot. A tiny little thing,...
Netherlands Hides Trash Underground for Spotless Streets
Underground Waste Systems: The Netherlands’ Secret to Spotless Streets by @HowThingsWork_ #Technology #Innovation #EmergingTech #TechForGood https://t.co/5uMNGFKUqk
Tim Cook's Top Apple Innovations: From AirPods to AI
Tim Cook top Apple products (2011-2026): 1. AirPods (2016) 2. Watch (2015) 3. M-Series Chip (2020) 4. Macbook Neo (2026) 5. iPad Mini (2012) 6. iPhone 17 (2025) 7. Apple Pay (2014) 8. Apple TV+ (2021) 9. Vision Pro (2019) — 99. Apple Intelligence (2024) 100. Apple Pencil (2015)
Disruption of Apple Hinges on This Chip Ecosystem
If something’s going to truly disrupt Apple, it’ll be powered by some derivative of this chip and ecosystem.
Tim Cook's Final Launch Sparks iPhone 18 Speculation
Who knew this would be Tim Cook’s last major launch as Apple CEO? Can’t wait to see what John Ternus is cooking up next. My money is on the iPhone 18 😮
AI and HBM to Power Half of TSMC Revenue
AI compute and networking plus HBM controllers will soon drive a third of TSMC’s revenues. And it won’t be long before it is half. $TSM https://t.co/8qSbTnKWqk
Air SE Wireless Mic Holds Strong Beyond Football Field
Saramonic Air SE wireless microphone review, including tests and audio demo. This compact wireless lav mic system keeps a strong connection at distances beyond the length of a football field, giving vloggers tons of flexibility. My review: https://t.co/9xHsO8Y3WI #microphone https://t.co/noBbpvaPGC
EU Mandates Replaceable Batteries on All New Smartphones by 2027
JUST IN: 2027 EU mandate requires all new smartphones sold in the EU to have batteries that users can replace themselves using basic tools at home
Wi‑Fi Chip Survives 500 kGy Inside Nuclear Reactor
This chip is a Wi-Fi receiver that still works inside a nuclear reactor. It can endure 500 kilograys of radiation. https://spectrum.ieee.org/robotics-in-nuclear-industry
Meta Pours $200B Into AI, Trains Fiber Technicians
Meta has committed ~$200B on AI Capex. There’s such a shortage of fiber technicians, it launched a free training program with CBRE. Beginning to think Meta is behind that “Data Centre” game on Steam where you buy racks, set up servers...
Agentic AI Adds $1.2B to CPU Substrate Market, Shortage Deepens
The one area I did not go deep in my CPU report. Morgan Stanley on the ABF substrate demand tied to the CPU TAM expansion. - Agentic AI to broaden the Server CPU ABF Substrate TAM by US$1.2B: - ABF Substrate under-supply...
New Google TPUs Arrive, Compute Shortage Trumps GPU Debate
$GOOGL will launch its next generation TPUs this week. The narrative in the press will be Google vs. $NVDA. I strongly suggest not spinning wheels on the TPU versus GPU debate. Right now all capacity is good capacity because we don't...
AI Fuels CPU Renaissance, Lifting AMD, Arm, Intel
AI-Driven 'CPU Renaissance' To Boost AMD, Arm And Intel, Analyst Says https://t.co/QTANhz2sSt $AMD $ARM $INTC $RMBS
MatX Shows How Chips and Models Co‑Evolve
MatX is quietly putting out some of the best content on how chips and models should evolve together
Server CPUs Drive Volume and Revenue Growth
That is largely server CPU only so all agentic increase in volume and dollars and general purpose servers.
AVGO Leads in SerDes; MRVL Eyes Google LPU
Agree with this from the JPM note on $AVGO. For at least the time being who has the best SerDes... On TPU / $MRVL it's not for TPU but possible LPU like product for $GOOG https://t.co/fZx7brNrka
Google Poised to Unveil Inference‑focused TPU at Next
Google likely to announce a TPU for AI inference at its Next conference this week. I look at Google's TPU customers (Meta, Citadel), how it tries to co-design TPUs with the AI model teams, and what's next for TPU: https://t.co/qxCQH8HpYH
Report Still Holds Up After TSMC Earnings
Yep, I detailed in depth in this report. Even going through it post-TSMC earnings, this report is holding up very well. https://t.co/C0GIvgrEll
MDA Space Secures Major Airbus Antenna Order for OneWeb Refresh
.@MDA_space, which supplied 2,000 antenas for @EutelsatGroup 650 Gen 1 OneWeb satellites, has won repeat order from @AirbusSpace for more than 880 Ka-band steerable antennas and 440 Ku-band user replacement antennas as part of 440-sat OneWeb Gen 1 refresh. https://t.co/Qm92DFyItN
Chips Define Potential, Yet Power, Build, and Politics Lag
Chips shape what's possible. Electrical infrastructure and construction capacity determine when. And geopolitical dependencies shape the conditions under which any of it can actually be trusted. Right now, all three are moving at once.
Agentic CPUs Forecast Hits $100B by 2030, Consensus Forms
Morgan Stanley's report on agentic CPUs has a TAM expansion forecast in line with mine from a month ago. I thought I was crazy for saying it will reach ~$100B in 2030, and now that is becoming consensus. https://t.co/jjdrB3k1Bt
RECARO Unveils AI Voice-Controlled Lie‑Flat Seat
RECARO Aircraft Seating is so confident in its new 'AI-powered seat control by voice' feature for lie-flats that it allowed journalists to test it at Aircraft Interiors Expo in Hamburg. VIDEO: RECARO reveals AI-powered seat control for R7 premium seat https://t.co/UZtj6Oe8vG https://t.co/AnG87SxjUu
Microsoft Unveils Vibrant Forza Horizon 6 Accessories
Microsoft went very colorful for the Forza Horizon 6 accessories. There's a controller, headset, and charging dock https://news.xbox.com/en-us/2026/04/20/forza-horizon-6-limited-edition-xbox-controller-and-headset/
Datacenter Boom Stalls: One‑third Built, Capex Cuts Thrill Hyperscalers
with moratoriums on datacenters + politicians using "affordability" (rising electricity costs) to get votes of ~240 GW of planned datacenter construction only ~1/3 getting built gap b/w announcement + construction widening+ hyperscalers are privately THRILLED to CUT CAPEX
Google Cloud Pushes Agentic Cloud to Outpace AWS, Microsoft
.@GoogleCloud Next opens Wednesday in Las Vegas with an opening keynote titled “The agentic cloud.” Google Cloud exited Q4 2025 with the fastest growth of the Big Three. Now Thomas Kurian needs to prove Google can turn TPU and model...
TSMC Controls AI Chip Supply; Packaging Limits Scale
AI Infrastructure Stack (and who’s actually capturing value) Let’s break down the stack 👇 Semiconductor Foundation (Foundries & Equipment) $TSM TSMC Fabricates nearly all advanced AI accelerators globally. 3nm capacity is heavily reserved for AI workloads, while 2nm ramps require new GAA...
AI Shifts From Coding to Autonomous Hardware Design
Last year: AI started writing code. This year: AI is starting to design hardware. And not just visually correct designs functionally correct systems with motion and constraints. We’re watching CAD evolve into an autonomous layer. The engineers who thrive will: Think in systems Define...
Fitbit Premium May Become Google Health with New Tracker
Fitbit Premium is rumored to be rebranding as 'Google Health' alongside the latest Fitbit tracker release https://t.co/JhgnCGV7OY
Earbuds Equipped with Miniature Camera Capture Wearer’s View
Researchers have squirrelled a tiny camera module into earbuds that allows your listening gear to see what you see — but don't get excited about AirPods with cameras just yet. https://t.co/cA383TEGGh
My Home Lab Runs Nonstop with 2×3090, 5090, M3 Ultra
This is how my home lab feels 😂 2x3090, 5090 and M3Ultra crunching day and night 🫠
Galaxy S26 Ultra Green Line Video Emerges, Authenticity Questioned
First Galaxy S26 Ultra green line video surfaces, but there’s reason to doubt it ✅ Details - https://t.co/0QqGSuHzFR https://t.co/YFU5Py7FtW