Alibaba Deploys 10,000-Node AI Cluster with Zhenwu Chips
As AI race with US intensifies, Alibaba launches 10,000-card computing cluster powered by the Zhenwu AI chips developed by its T-Head semiconductor design arm. https://t.co/XHmAX5hhjW
US Chip Curbs Threaten Supply Chain, Timeline Unrealistic
Proposed US chip curbs on China risk deeper supply chain disruption ...whether the proposed 150-day timeline was sufficient to achieve meaningful policy coordination remained uncertain.... Clearly not feasible. It has been nearly 4 years already... https://t.co/RLwyFRVVUe
Meze Audio Merges High-End Features Seamlessly
In which Meze Audio takes elements of one of its more expensive models, adds elements from one of its similarly priced models, but manages to comfortably avoid a Frankenstein’s monster -style outcome… https://t.co/Jbc12fZNak
RMBS Spotlight: Labs’ IP Accelerates Memory Industry
I heard people may be starting to look into $RMBS. I published (in February) an interview with their SR Fellow of Labs on how the memory industry is being pushed forward with their IP. Hope it helps. https://t.co/nrz9hxwGHR
WavKong's DPD
WavKong introduces a router using Digital Pre-Distortion to improve Wi-Fi consistency, questioning whether industry focus on peak speeds addresses real-world performance. https://t.co/aQwvDkOWp0
Invented Patent‑Pending Cover for Persistent Screen
I made a cover for that annoying ass screen that won’t stay off. Filing a patent for this. https://t.co/VRgM4jDtqj
Apple’s Voice Transcription Frustrates Users, Prompting Device Switch
@apple pls fix voice transcription. Your built in stuff sucks. Do better. I spend all day talking to my computer. Then I pick up my phone and I am immediately frustrated. The iPhone does not feel magical. It’s this...
Meta's MTIA AI Compute Engine Roadmap Unveiled
I finally had time to circle back to the Meta MTIA AI compute engine roadmap. $META $NVDA $GOOG $AMD https://t.co/0K4g5DFB3P
MacBook Neo's Success Prompts New Affordability Outlook
Apple's MacBook Neo success should lead to some fresh affordability perspectives on other product lines. https://t.co/VNkqOr8JnE
Ubuntu Bumps Minimum RAM to 6 GB Amid Shortages
Ubuntu raises its minimum RAM to 6GB despite global shortages, calling it an honesty bump for modern web browsing and multitasking. https://t.co/QUZLW1ZVSw
New Solar Panel Grid Shields PV Systems From Pigeons
Sassmann develops “solar panel grid” for PV systems for pigeon protection #energysky -- via pv magazine global: https://t.co/3bfBmYevfZ
Quest Users Abandon Headsets Over Frustrating UI Decision
And with that, the last remaining Quest users will put their headsets on the shelf because of the frustration this UI will cause. Worst decision they've yet made.
Apple’s Proprietary Chargers: Forced Lock‑in and Frequent Breakage
I HATE how Apple locks you into their own chargers, and then they break every three months.
Lenovo Yoga Slim 7x 2026: 14‑inch, Longest Battery Life
14" Laptop with THE longest battery life right now. Lenovo Yoga Slim 7x 2026. Video up
AR Camera Maps Real World for Holodeck Experiences
I got a demo of this. You aim your phone’s camera at almost anything in the real world and it knows exactly where that thing, say a building is, and exactly where your camera is too. Makes a great platform for...
Nvidia's Rubin GPU Delayed by Memory Shortage, Technical Hurdles
Nvidia's Rubin GPU is likely to be late thanks to memory shortage and technical challenges https://t.co/VMHNcFjnzc https://t.co/jjDxxHh9FN
Early Kindles Remain Among Last Reliable Tech
this is terrible. the early kindles are some of the last pieces of Good Tech that still work without issue
Tech Firms Skip Middle East, Boost Latin America Data Hubs
Outstanding day for LatAm today. War ending or not… one thing seems highly likely: None of the major tech companies will go out of their way to allocate capital toward building new data centers or large-scale facilities in the Middle East anytime...
2026 Market Forecast Jumps $200B, Extending ROIC Horizons
It is wild that about two months ago, consensus memory in dollars for 2026 was ~$600B and now people are saying north of $800B... Very challenging to square this with ROIC timelines now, as they will have to lengthen, and...
IBM System/360's Tiny Compilers Birthed PL/I
History of the IBM System/360. Compilers in 10’s of k. (“New Programming Language” is what became PL/1) https://t.co/05GlEITHrf
From $1T in 70 Years to $2T in Five
What no one saw coming about this, since most $$ estimates were on volume not ASP, is just that - this is simply costs going up. It took >70 years to hit $1T and it will go from...
Supply Chains Plan Years Ahead, Not Weeks.
It’s 2026, and I have to wait a month to obtain a basic stripped down Mac Mini. The semiconductor supply chain plans for demand years in advance. It should be able to plan and respond weeks in advance.
Advanced Packaging Forces US Chips Back to Taiwan
Choke Points: Why even the best chips made in the U.S. take a round trip to Taiwan? It’s because of Advanced Packaging facility… World has woken up to the supply chain choke points… Katie Tarasov @KatieTarasov of CNBC explains moe...
Steam Machine Looms; Performance Estimator May Arrive Soon
The Steam Machine is now on the horizon, and clues in the Steam Client suggest a performance estimator could be coming as well. https://t.co/GfdB1PXH9I
Dreaming of Cyberpunk‑Style Glasses in Real Life
A cool collab. If only these glasses did what they could do in Cyberpunk 2077. https://t.co/LtULUh0ZgL
TSMC Poised to Dominate Silicon Photonics Like AI Packaging
I'm glad TSMC COUPE is getting more attention of those in the weeds in optics. Our view: "TSMC is increasingly positioned to occupy the same role in silicon photonics that it came to occupy in advanced AI packaging." https://t.co/WMdxP2tF3R
Transformers: Powertrain Driving Grid Upgrade Surge
Why we who track the AI buildout should care about transformers. They are the “powertrain” of the grid upgrade cycle, with demand being driven by three forces at once: aging grid infrastructure, the shift toward renewables, and a sharp increase...
Galaxy Z Trifold Back on Shelves Friday, Limited Stock
I told you the Samsung Galaxy Z Trifold wasn't dead — it returns 'in limited quantities' to shelves on Friday https://www.techradar.com/phones/samsung-galaxy-phones/i-told-you-the-samsung-galaxy-z-trifold-wasnt-dead-it-returns-in-limited-quantities-to-shelves-on-friday
Dell GB10 Cluster Powers
3x Dell GB10s, 128GB unified memory each, 384GB memory for the cluster, mesh connected over 200Gbps QSFP, currently running Trinity-Large-Thinking (398B) Q4_K_M 17-18 t/s. Will review this model in time. Using as coding agent and via Hermes. https://t.co/u2fKP1V0NE
From Wedding Best Man to Smart‑Meter Revolution
Cree Edwards was the best man at my wedding. That friendship changed the energy industry forever. Back in 1985, Cree and my Stanford roommate Larsh Johnson decided to tackle one of the biggest problems they could think of: electricity waste. Here's what they...
Samsung Predicts Profit Surge From AI-Driven Memory Price Boom
MyPOV: @Samsung forecasts insane operating profit growth thanks to surging memory prices https://t.co/TtaW3vxXCN @SiliconANGLE @Mike_Wheatley “Nobody could have foreseen the ferocity of AI’s memory appetite, but it’s still a great advertisement for…” - @holgermu @constellationr
AI Cow Collars Turn Farming Into Billion-Dollar Industry
An AI cow collar just created a billion-dollar company. Farmers draw boundaries on a phone app, and the collars guide cows using sound and vibration. It works by collecting over 6,000 data points per min, feeding ML models that track grazing patterns,...
Invisibility‑Cloak Tech Boosts Optical Switching in Data Centers
The same technology that could be used to create “invisibility cloaks” has applications in data centers, speeding up optical switching. https://spectrum.ieee.org/optical-metamaterials-ai-data-centers
Invest in Data Center Supply Chain, Not Just Builders
Clip from My 2025 @GeoInvesting convo with @Mike10947310 (MultiBagger Mike). Gives shoutout to @citrini. “I tend to focus on 2nd order beneficiaries of large trends, like data centers getting built out. Am I interested in whoever is building the data centers,...
Raspberry Pi Prices Rise, Yet Projects Remain Impressive
Raspberry Pi not cheap anymore due to the hike of memory. Yet all these are pretty cool projects.
AI Build‑Out to Spark $1T Infrastructure Spend by 2029
IDC: AI capacity build out drives $1T in infra spending by 2029 - 15X growth since 2023 https://t.co/YrrNmy8LTe
NVIDIA Jetson Powers Real-Time AI on Lunar Spacecraft
$FLY 🤝 $NVDA “Integrating the NVIDIA Jetson platform into Firefly’s Elytra spacecraft enables autonomous, on-orbit AI processing that transforms raw lunar imagery into actionable insights in real time.” 🚀🌖 https://t.co/Uk3IGXn8jp https://t.co/nqePqTPMlk
Export Controls Separate H200 From Vera Rubin Supply Chains
Export Controls: National Security Tool or Industrial Policy Lever? H200 exports do not pose a meaningfully trade off against newer Vera Rubin due to distinct supply chains. Yes, have been saying this for some time, fully debunks this TP.... https://t.co/WJlqCYF9zG
Travel‑Ready iPhone Charger: Powering Your Cool Tech
Cool tech & the cool tech that powers that cool tech #travel #charger #iphone best phone charger
Elon Musk’s $16.5B Deal Rescues Samsung From Chip War
Samsung was getting crushed by TSMC in the chip war. - $3.6B in losses - 7% market share vs TSMC's 67% - About to be overtaken by China's SMIC But Elon Musk just changed everything with one $16.5 BILLION deal... Leaving Big Tech in shock. Here's...
Amazon Ends Support for Pre‑2013 Kindles—Upgrade Now
Own a Kindle from 2012 or earlier? It could be time to upgrade as Amazon's officially ending support for very old models https://www.techradar.com/tablets/ereaders/own-a-kindle-from-2012-or-earlier-it-could-be-time-to-upgrade-as-amazons-officially-ending-support-for-very-old-models
Galaxy Book5 Pro Now Pricier than Newer Book6
I have the Galaxy Book5 Pro in the 14 inch 32/1TB model At launch that model was $1,649 It now costs $2,199, more expensive than the 14 inch 32/1TB Book6 Pro ($1,999)
Seestar S30 Pro Brings the Cosmos to Your Backyard
The Seestar S30 Pro brought the wonders of the universe into my backyard. Here's what I love about it. https://t.co/Z95qFERXbb
Amazon to End Support for Pre‑2012 Kindles May 20
It shouldn't come as a surprise, but some users are being emailed that their pre-2012 Kindles will lose support from May 20. https://t.co/hNC4ZxbeET
Data Center Capacity to Quintuples in Two Decades
#Technology #Thread #Semiconductor #Manufacturing #Data The Semiconductor Data Center Installed Capacity: 1/ - In 2005, Global Installed Data Center Capacity Was About 21.4 GW. - By 2025, Estimates Put Global Capacity At Roughly 114 GW, More Than A Five-Fold Increase Over 20 Years. -...
New Bath Tub Eliminates Lifts and Discomfort in Care Settings
#WhatsNext? Bath tub #Innovation takes the lifting and patient discomfort out of the bathing process at retirement homes and hospitals. (GiGadgets) #HeatlhTech https://t.co/aeuSly4tb2
IBM Unveils System/360, Reshaping Computing Forever
#ThisDayInTechHistory. April 7, 1964. The IBM System/360 is announced. (Computer History Archives Project) #Computer #History https://t.co/UW6laIvGpi
Leaker Predicts iPhone 18, Air 2 Retain Familiar Design
A Weibo leaker says the iPhone 18 and iPhone Air 2 will look almost identical to previous versions. https://t.co/USCxni2auj
Refurbished iPhone 13 Minis: The Inflation‑Proof Investment
If you want an inflation-proof investment, fill a room with refurbished iPhone 13 minis. Apple will never make a reasonably-sized phone again, but the demand will always be there.
Palm‑sized Ryzen 5 Mini PC Delivers Full‑Power Windows 11
The PELADN WO4 AMD Ryzen 5 Mini PC is an amazing little device: It'll fit in the palm of your hand, but offers impressive performance and Windows 11 Pro. I got my hands on one and ran it through...