Hardware Social Media and Updates
Hardware Social Media and Updates
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Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Great to be on @CNBCTheExchange with @KellyCNBC discussing what to expect from Nvidia and the Godfather of AI Jensen and Nvidia with tonight’s key earnings. Also walking thru the “AI Ghost Trade” black cloud over the software sector and how to navigate 🏆📺🐂🥇🎯🍿👇 @CNBC @CNBCtech
this is cool as hell. new Samsung display tech uses narrow pixels to give privacy screen to certain apps and even smaller elements like notifications, making it so people around you can't see private info https://t.co/IpQYd5od6I
Hands-down the most interesting feature of the S26 Ultra: the new Privacy Display. Samsung spent five years developing a screen that could do the same job as the stick-on privacy protectors that prevent "shoulder surfing" ... but this one can be...
Just keeps going $FORM Seeing this Co-Packaged Optics discussed across a bunch of big winners this year https://t.co/sosRLrP3tq
One of the biggest divergences in the market overall & tech trade specifically...has been the outperformance of semiconductors & underperformance of software...being long chips & short software has produced a massive return since June 2025. What is the potential catalyst for...
Back-End Automation Tackles Growing Complexity: As packaging complexity rises, the industry faces gaps in data, inspection, & process integration https://t.co/14Rnd13D5a #semiconductor #automation #metrology @aseglobal @cohu_inc @oontoinnovation @yieldWerx #semiconductortest https://t.co/iG4eFqvoOn
This is where the shift from research → real hardware starts. NYC expansion + hires from Apple, Meta & Samsung shows $BTQ moving toward silicon validation and commercialization. Quantum-secure chips are starting to look like real execution. 👀
This isn’t new. Here’s an article from 2024. US Generals have publicly indicated 2027, but the recent PLA leadership purge should be alarming. And China realizes they need bleeding edge GPU to keep pace with US models and datacenters. Alarmed...
The Legacy Friction: Integrating Intelligence into Iron - the structural, technical, and cultural resistance that occurs when you try to integrate 21st-century autonomous intelligence into 20th-century physical iron. https://t.co/6dgJ5aZe4w
Dell and Lenovo laptops with Nvidia CPUs 'could come in the first half of this year' — so get ready for some thin-and-light gaming powerhouses (hopefully) https://www.techradar.com/computing/cpu/dell-and-lenovo-laptops-with-nvidia-cpus-could-come-in-the-first-half-of-this-year-so-get-ready-for-some-thin-and-light-gaming-powerhouses-hopefully
the most interesting part of this: "Our studio system is fully built around being first-party. We're not built to just be a publisher," Matt Booty explained. "It is core to our partnership with the Microsoft platform, being involved in early hardware...
The AI accelerator/compute market is not a one-size-fits-all market. There will be a host of solutions and a variety of workloads. While Intel has yet to show an AI accelerator solution, this is a step in the right...
Not quite exponential but another multiplier of the vertical growth path we're on now ASML just unveiled a 1,000W EUV light source, up from 600W, potentially enabling fabs to pump out ~50% more advanced chips by 2030. The chip arms race...
$META is and has been in the chip business. It will build and buy and make sure it has ample compute to achieve its AI era ambitions. 👀🚀 https://t.co/1qcNqVVws8
"We don't need a touchscreen MacBook Pro" takes are genuinely silly. Foolish. If nothing else, as a frequent photographer, I can't wait to more directly edit images and move sliders around. Doing that is already better on an iPad than...
Scaling to dozens (or hundreds) of smart cameras? Bandwidth chokes fast if everything streams 24/7 Edge compute flips the script: process locally, send just metadata, pull video only when it matters. Cleaner networks, smarter ops across retail, warehouses, even healthcare. Solid demo...
one of the most impressive teams in AI I’ve ever been honored to meet. going to their christmas party last year was a big “oh wow…. they are assembling some low key legends up and down the stack” moment for...
Morgan Stanley downgraded some chinese Module makers , seems to be hitting $SNDK and $MU AI boosts NAND demand, but Asian module maker margins may soon compress. We see challenges for module makers with constrained supply, margin normalization, and weakening...
A new Science #Robotics study describes a #bionic eye that can simulate irregular pupils such as a cat’s vertical pupil for precise focus while hunting and a toad's heart-shaped pupil for improved depth perception. https://t.co/p1uZy6rbky https://t.co/uE8l7VpDSq
tough look for Jensen and @DavidSacks and everyone arguing to keeping the China market open to older US chips (myself included) The case against export controls was always: sell to China so theres no market for their own. But they're...
It looks like Meta is going to spend almost as much money on AMD GPUs as it does for Nvidia GPUs. $META $AMD $NVDA https://t.co/1gQI8giGK1
OpenCV Speed Secrets: Hardware Acceleration Explained Why does OpenCV fly on some devices but crawl on others? 🚀🐢 It’s not just your code-it’s hardware acceleration. Behind the scenes, OpenCV swaps generic C++ routines for optimized backends like Intel IPP, ARM NEON,...
New technical papers recently added to SemiEngineering’s library https://t.co/tJFP1cjlmA #2nm #semiconductor #RTL #semiEDA #memristors #RISCV @imec_int @tudresden_de @kaistpr @RWTH #CNNs @DTUtweet https://t.co/5nerWHSDyb
As many as half of the world's data center projects slated to come online this year could face delays. https://t.co/99YJh9NSoo via @axios
Wow, a respondent to the Dallas Fed's Service Sector report said that the prices they're paying for memory chips have jumped 50% in the last two weeks https://t.co/RdULT0epp4
#Technology #Thread #Semiconductor #Manufacturing #Data The Semiconductor Data Networking: 1/ - Modern Data Center Networking Is No Longer Just A Software Or Infrastructure Challenge. It Starts With Semiconductor Capability. - Bandwidth Growth, AI Traffic, And Cloud Scale Push Silicon To Become The Core...
Forget Starlink – this PS5-sized device promises to deliver fiber-like 25Gbps internet speeds using invisible beams of light https://www.techradar.com/computing/forget-starlink-this-ps5-sized-device-promises-to-deliver-fiber-like-25gbps-internet-speeds-using-invisible-beams-of-light
Samsung's 'Wide' Galaxy Z Fold might include a clever way to save your screen from damage with a new "foreign material detection" alert feature. ✅ Details - https://t.co/N5TPQ8poEf https://t.co/3mQNBbdYnr
The Galaxy S26 series may already be behind Pixel phones in one big way Another year with no support for finding the phone when powered off through Find Hub ✅ Details - https://t.co/m3rASS8CAq https://t.co/vqhg7SV3Ok
I did a live stream over on LinkedIn this morning on another show and saw @auradeluxe asked me what my latest thinking on AI-driven glasses are. For me, it splits up into three different categories: 1. Ultra-lightweights Where...
Headed on @CNBCOvertime in a bit to talk $NVDA earnings, Cloud debt, and interesting AI companies I'm tracking. https://t.co/F6LkN3AUt6
I have not used the TriFold but I am sure I would agree with Chris cause it is exactly the same argument I have made in the past about the great Android Tablets Samsung brought to market. I hope shifting...
Me after rumors of a red iPhone Pro after the success of the orange one https://t.co/0UnPH6y6VI
Samsung (employee) leaked the Galaxy S26 in the most unlikely place last year Last October, a Samsung employee filed a bug report to Google’s Chromium Issue Tracker sharing a video of S26 ✅ Details - https://t.co/mfLeDMV5I2 https://t.co/AoanqBdUEr
#Technology #Thread #Semiconductor #Manufacturing #Compute The Semiconductor Compute Evolution: 1/ - Compute Architecture Is No Longer Static. - It Continuously Evolves With Workload Demands, Data Growth, And System-Level Complexity. - What Once Worked For General Computing Struggles To Sustain Modern AI, Data, And...
As 5G, IoT, and Agentic AI converge, telecom networks are no longer passive infrastructure, they’re becoming adaptive, self-optimizing systems that sense, decide, and act in real time. How connectivity is evolving from moving data to orchestrating intelligence ⬇️ Read: ➡️ https://t.co/uwh6kF4fVy #AI...
User accidentally gains control of over 6,700 robot vacuums while tinkering with their own device to enable control with a PlayStation controller — security flaw reveals floor plans and live video feeds https://t.co/G8sfl730OU
Incredible reporting from @anissagardizy8 in @theinformation about OpenAI's struggle to get more computing power as Stargate—its $500B data center buildout—has floundered. https://t.co/5u1swqrWTm It includes this detail. We are in the dirt-eating phase of the AI hype cycle. https://t.co/jv5KL9bptf
I am incredibly excited to see the first shipment of @Qualcomm’s rack‑level AI hardware and software solutions arrive in the Kingdom of Saudi Arabia for deployment at @HUMAIN data centers. This marks a major milestone for our data center business,...
My prediction is that the @OpenAI device (rumored to have camera, microphone, and speaker, which means it has a full computer inside with a few other sensors and radios) will be very small. Easy to throw in your pocket. Or...
Nvidia CEO Huang Says Trillions More Needed for AI Buildout https://t.co/gk4YrrCQym @nvidia @nvidianewsroom #WEF26 #DAVOS #AI #IoT #MWC26 https://t.co/M2lTdcJyST
After spending about 10 hours and $200 debugging how to connect my openclaw to Google Chat, so it could communicate with my team, we finally found the fix Sharing the solution below in a format you can give to your openclaw...
MIT-developed 3D printer can output a fully functional electric motor in a single process — team only needed to magnetize the linear motor after printing, motors cost just 50 cents each https://t.co/qW2D8hE6fc
Also in Power On: Apple eyes red for the iPhone 18 Pro and Pro Max, the next color on the chart after the popular Cosmic Orange. The foldable iPhone, on the other hand, will likely come in black and white....
Fresh Galaxy S22 bootloop complaints surface after February update amid ongoing lawsuit ✅ Details - https://t.co/k15Zd2kQBK https://t.co/3pkpv3Y0rR
#Technology #Blog #Semiconductor #Manufacturing #Simulation BLOG-315 | The Semiconductor The Semiconductor Simulator Landscape, Types And Their Roles: https://www.chetanpatil.in/the-semiconductor-simulator-landscape-types-and-their-roles/
Nvidia reportedly invested $30B in OpenAI, its own major customer. The chip maker powering AI now has equity in the models running on it. When hardware becomes equity, your AI vendor list has a silent shareholder at the table. Source: https://t.co/KNtNLIRTOQ
iPhone 17 Pro Max vs IPhone 3 GS perfectly illustrates 16 years of smartphone photography progress https://www.techradar.com/phones/iphone/iphone-17-pro-max-vs-iphone-3-gs-perfectly-illustrates-16-years-of-smartphone-photography-progress
Macro: AI demand drives chip & platform leaders. Factors: HBM tightness (Micron), AIP adoption (Palantir). Risks: supply, concentration. Trade: buy MU on pullbacks for HBM exposure. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Smart glasses and covert filming. Are they a real privacy concern? https://t.co/TehOK0XVKI via @YouTube #smartglasses #glass #AR #privacy #CyberSecurity #CyberSec @sonu_monika @enilev @Jagersbergknut @TysonLester @chidambara09 @labordeolivier @BetaMoroney @tlloydjones @Nicochan33 @jeancayeux @RLDI_Lamy @pierrepinna @pierrecappelli @pchamard @JeromeMONANGE @thierry_pires @MaiaGabunia @amalmerzouk @NewsNeus @mary_gambara @PawlowskiMario...
