AI Makes Rapid, Creative UI Experiments Easy
One fun thing about AI is that it lets you play with interfaces and approaches to displaying information in new ways without a lot of effort. I got a an internet connected e-ink display and set it up to show me the weather as interpreted by nano banana using rotating styles. https://t.co/BOD4V0jhlM
Asus ROG Ally X Revives Hope for Windows Handheld Gaming
The @asusrog @xbox Ally X has rekindled my hope for the handheld Windows gaming PC. https://moorinsightsstrategy.com/research-notes/the-asus-rog-xbox-ally-x-has-rekindled-my-hope-for-windows-gaming-handhelds/
Google Partners with Intel for SmartNIC‑powered Datacenters
Google wants more Intel inside ... its datacenters, taps Chipzilla for more SmartNICs https://t.co/NWjnTCSr9z https://t.co/IGYOky9NxI
AI Compute Shortage Far Worse Than Expected
I was not emphatic enough about just how short we are of compute, memory, energy, etc. The demand curve for AI has been greatly understated. And the estimates aren’t bullish enough. Watch. 👀 We do not have even close to enough to...
US Data Center Rollouts Stalled by Equipment Shortages
ICYMI: “.. Almost half of the US data centers planned for this year are expected to be delayed or canceled. One big reason is the shortage of electrical equipment, such as transformers, switchgear and batteries.” @business https://t.co/F04P0tZO1m https://t.co/wwlVqspf9b
Amazon Graviton Surges; CPU Bottleneck Drives ARM AGI Push
$AMZN Graviton is soaring. As we've said, the CPU is the next great bottleneck. $ARM is on to something its AGI CPU.
Quantum Computing Sales Surge 68% MoM, 88% YoY
Quantum computing is the next big technology revolution solving hours/days/weeks problems into minutes. Quanta Computing - just posted March sales up 68% m/m and 88% y/y. Likely 2029 event but CTOs are starting spend now.
Nvidia N
Alleged images of the long-awaited Nvidia N1/N1X SoC surface on laptop motherboard — board features 128 GB of LPDDR5X memory alongside 8+6+2 phase VRM https://t.co/fFeae7JJ8r
Amazon's Kindle Purge May Repeat Sonos' Costly Error
Amazon is about to kill off almost a dozen Kindles, and it might be making the same mistake that tripped up Sonos for years. https://t.co/oCfm8K8KJm
Accelerator Mismatch Turns Datacenters Into
Historically this doesn’t work In chips we call it dead silicon Predicting dead datacenter Ratioing accelerators to the main computer is fragile Models change, size changes and you have a brick Possibly $$$
MacBook Neo: Windows' Best Innovation in Years
I'm officially back at work, so that means a new issue of my Notepad 📒 newsletter. This week I lay out why I think the MacBook Neo is the best thing to happen to Windows in years. Live now for...
Liquid Cooling Unlocks AI-Scale Compute Capacity
Part 2 of the future of the datacenter series. 800 vDC + liquid cooling becomes a co-design situation with compute infra decisions. The key is the compute capacity it unlocks. Liquid Cooling: The Thermal Prerequisite for AI Infrastructure...
CPU Designs Race Ahead, yet Trail AI Breakthroughs
Processor architectures are evolving faster than ever, but they still lag the pace of AI development https://t.co/KPtUjyF6PQ #processors #CPU @Arm #AgenticAI @Synopsys @unisouthampton @arteris_noc @quadric_io #NPU @Keysight @Cadence @AlphaDesignAI https://t.co/3Nu81L1qgc
Pick the Right Tool: ReMarkable, iPad, or Paper
Should I go w/ a reMarkable 2, iPad, or stick to pen and paper for enterprise sales meetings?
AirPods Max 2: Incremental Upgrades, Familiar Flaws Remain
Apple's AirPods Max 2 headphones are better than the company's original pair, but are far too familiar considering how long it's been. Better noise cancellation. Slightly improved sound. Same old downsides. Here's my Bloomberg review (free-to-read gift link): https://tinyurl.com/2mkm3ehp
Rising Memory Costs Threaten AI ROI and Market Confidence
While we talk about memory prices 📈, and while that is true (great for memory names), I am worried about what this does to capex costs and in return on AI $$. If the cost to serve AI goes...
Langsdom AirWave Max: Good Features, Notable Flaws
There's lots to like about the Langsdom AirWave Max Open Ear Sports Headphones, but there were some significant issues I experienced too, rather disappointingly. Here's the scoop: https://t.co/233vmudphH #headphones #openear #sports https://t.co/SH0gj2EBZO
Tenstorrent Launches $9,999 AI Workstation with 384 GB RAM
New Tenstorrent AI workstations are expected to cost US $9,999, with 384 GB of memory, designed to run cutting-edge AI models at your desk. @Nvidia has released its own AI workstation with 748 GB. https://spectrum.ieee.org/ai-workstation-looks-like-pcs
New Intel Driver Enables Arc GPUs to Run Crimson Desert
Official Intel GPU support in Crimson Desert is still on the way via Pearl Abyss, but the latest driver has made the game playable for Arc GPU users. https://t.co/cJb22naU7y
Nothing's Newest Phone Finally Impresses Me
The look of early Nothing phones left me lukewarm, but here’s how its latest handset totally won me over. https://t.co/uLD2Ram0Ni
Amazon and Nvidia Share Israeli AI Chip Roots
For those of you blown away by $AMZN announcement on Trainium4 and $NVDA growth, they have something important in common…🇮🇱🇮🇱
Intel Missed Chance by Denying Gelsinger's Foundry Investment
Can you imagine if Intel's board let @PGelsinger invest in the foundry capacity he asked them for? I agree, it seemed crazy at the time, but hindsight is 20/20.
DJI Osmo Pocket 4 Rumored for April 16 Release
Looks like we'll be hearing more about the much-rumored DJI Osmo Pocket 4 on April 16th! I'm hoping for 4K vertical and optical zoom. 🤞
Intel and Google Team up for Next‑gen AI Cloud Infrastructure
INTEL $INTC AND GOOGLE $GOOGL PARTNERSHIP Intel and Google just announced a multiyear collaboration to "advance the next generation of AI and cloud infrastructure"
TSMC and Top Memory Makers Set Prices, Customers Agree
TSMC, and the three memory names right now, are the primary beneficiaries of a name your price market dynamic. Meaning they can literally name their price and customers will pay it.
SmartV Globe Introduces Holographic Presentation Platform
Meet SmartV Globe: A New Dimension for Holographic Presentation via @WevolverApp #EmergingTech #Innovation #Technology https://t.co/XcD2baglcb
Honor's MouseBuds Pro: Mouse‑Earbud Hybrid Unveiled
Is it a mouse? Is it earbuds? Is it a plane? No, it's the Honor Choice MouseBuds Pro, which you can buy right now if you really, really want. https://t.co/YkFcNuDsqx
DJI Debuts Premium, High‑Performance Home Cleaning Drone
Welcome to the future with DJI’s first foray into the pantheon of home cleaning — expensive, but extremely capable. https://t.co/yiJzFJSRmy
Integrating IonQ 256‑Qubit System to Boost Quantum Advantage
We're pushing forward with our effort to unlock broad quantum advantage by adding a frontier system to our testbed: @IonQ_Inc 's next-gen 256 qubit system, which is expected to have more nines of fidelity than you can shake a stick...
XAI Trains Seven New Models, Including 6T‑10T Systems
Elon Musk revealed that xAI has seven new models currently in training on its Colossus 2 supercomputer, including massive 6T and 10T parameter systems #ArtificialIntelligence #Innovation #Technology #Tech #TechNews
AI Will Fuel Bull Market Despite GPU Scarcity
"As the Iran War has ebbed and flowed, GPU availability for B200s has collapsed to zero...H100s close behind. Whatever happens with the war, the AI complex is likely to lead any true sustainable bull market" -Warren Pies, 3Fourteen Research
Samsung Hikes US Prices on Galaxy Z and S25 FE
Samsung has increased the prices of the Galaxy Z series and S25 FE in the US • Z Fold7 12/512GB: $2199, +$80 16/1TB: $2499, +$80 • Z Flip7 12/512GB: $1299, +$80 • S25 FE 8/256GB: $749, +$40
NVIDIA's Partnership Fuels Rapid AI Compute Scaling
NVIDIA's infrastructure partnership is smart, scaling software vendors' needs. In AI's booming compute demand, the real arms race is how fast vendors can build processing capabilities. #NVIDIA #AI #Tech https://t.co/yg1BGb3jqI
Flash Charging Hits Europe Before Lunch
Ready to rumble before lunch 🌶️ Flash charging coming to Europe 🇪🇺 ⚡️⚡️⚡️ #alwaysbecharging #offgrid https://t.co/O9IBeCFGrM
Industrial Heat Pumps Scale Up for Real-World Deployment
Industrial heat pumps are one of the most underrated technologies in the energy transition. They work. They scale. And they’re finally moving from demonstration to deployment. Here’s a 95t heat pump component just traveled l by river to reach BASF’s...
US Forces Allies to Adopt Stricter China Chip Bans
So, after a war in Iran, threats to leave NATO, and zero focus on Asia, what position is Washington in to demand this of Japan or the Netherlands? Washington pushes allies to match tougher China chip curbs under new bill New US...
Microsoft Launches Sovereign Edge AI for Industrial Networks
Microsoft brings sovereign edge AI to Industry 4.0 private networks “While corporate headquarters enjoy high-bandwidth, low-latency access to hyperscale public clouds, the factory floor, the offshore oil rig, and the remote mining site operate in an entirely different physical domain....
Flagship Specs, $449 Price: Meet Galaxy A57 & A37
Flagship upgrades starting at $449 The new Galaxy A57 | A37 Class leading 1/1.56" main camera, faster LPDDR5X memory, 45w charging, bigger vapor chamber, IP68 certification & more Available here: Galaxy A57: howl.link/yse5vraxt5428 Gaalxy A37: howl.link/9uozv90y5y82a
Network Giant Taps Controversial Line to Expand Mobile Coverage
Network giant uses contentious new transmission line to boost regional mobile coverage #energysky -- via Renew Economy: https://t.co/sBFy3HFlKV https://t.co/Kzll4uowdT
Tarran L1 Introduces Smart-Stable Cargo E‑Bikes
Tarran L1 Reinvents Cargo E-Bikes with Smart Stability #Tech by @IntEngineering #EV #TechForGood #Technology #Innovation #EmergingTech https://t.co/loWq6Q9TtM
Compact 8U Rack Houses Mac Mini and Nvidia DGX
built my openclaw a new home (mac mini + nvidia dgx spark in a 8U mini rack) https://t.co/gLBcKVqtjX
Use IoT to Boost Customer Engagement
How to Leverage #IoT for Enhanced Customer Engagement by @antgrasso #DigitalTransformation #InternetOfThings #Technology #Innovation #Tech https://t.co/4vOwQsJnpH
Smart Saddle Adjusts to Motion, Redefining Bike Comfort
This Smart Bicycle Saddle Syncs With Your Motion to Redefine Riding Comfort by @QuantumTech_X #EmergingTech #Innovation #TechForGood #Technology https://t.co/WOxmDyfuJJ
AI Turns Power Grid Into Semiconductor Bottleneck
#Technology #Thread #Semiconductor #Manufacturing #AI The Semiconductor AI Infrastructure Grid: 1/ - Artificial Intelligence Is Not Just Powering Chips It Is Reshaping The Grid That Powers Semiconductor Fabs And Data Centers. - Rising AI Workloads Plus Advanced Semiconductor Fabs Equal Surging Electricity Demand. -...
Barroom Chats Reveal Data Center Construction Insights
This is how you do it. One of my other favorite anecdotes was a friendly on the buy side who sent analysts to research data center builds (delays, issues, etc.,) and they got info talking up contractors at the local...
MIT Study Reveals Companies Underpay for AI Infrastructure
Consider the source of course but some welcome numbers on whether companies are actually paying for all this AI infrastructure. That MIT study was an alarming data point in a data vacuum
TV Makers Disagree: Is RGB the Next Premium Standard?
RGB is the next big premium TV tech, right? Well, you'll get a different answer depending on whether you ask LG, Samsung, Sony, TCL or Hisense… https://t.co/NVaXO9tMtz
NearHub Frames 10: Smart Photo Frame with Environmental Monitoring
Another digital picture frame? Yep, but the NearHub Frames 10 Smart Photo Frame actually has some slick features, including environmental monitoring. Here's my detailed demo and review: https://t.co/TRCOvBe2Tc #nearhub #pictureframe #photography @nearhub_global https://t.co/uj33L1Feod
Sodium‑ion Battery Creates Internal Heat Barrier, Preventing Fires
Chinese researchers develop sodium-ion battery design that forms internal heat barrier to stop thermal runaway reactions linked to battery fires. https://t.co/FkcIBp6aFj
Chinese Memory Makers Gain Share with Cheaper, Higher‑capacity Chips
Chinese memory giants seen grabbing market share on lower prices, more capacity Leading Chinese memory producers Yangtze Memory Technologies Co (YMTC) and ChangXin Memory Technologies (CXMT) are working on boosting capacity this year. https://t.co/erh2vmYWgO