Smaller Context Window Runs Faster, Larger One Slower
Google Gemma 4 26B-A4B ran on MacBoook Pro M4 Pro 48GB ram with competing apps using memory ran at ~56 tokens/second & 48K token context window max memory limited on LM Studio. Compared to ~18 tokens/second higher 64K token context window with my Minisforum X1 AMD Ryzen 255H with 96GB memory on LM Studio with memory room for higher context window still 😎 Fast with smaller context window vs slower but higher context window 🤔 Write up comparisons to come at https://ai.georgeliu.com 😉
Memory Dominance Determines AI Compute Winners for Years
If the winners and losers in AI compute come down to who gets the most memory in the most ridiculous memory-constrained market we have ever seen.... For the next 3-4 years.... Predicting those winners is pretty easy.
AMD Likens CUDA Battle to Mountain Climb, Doubts RT Rollout
.@AMD being humble, says taking on @NVIDIA’s CUDA is like climbing a mountain… 👇🏽 Then again, why will AMD RT this? 🤔 @dvellante @furrier @Srasgon @dfloyer @Scobleizer @om @karaswisher
IPhone's Biggest Milestone: First Device Used in Space
I don't care about the iPhone Fold — the biggest moment in iPhone history just happened in space https://www.techradar.com/phones/iphone/i-dont-care-about-the-iphone-fold-the-biggest-moment-in-iphone-history-just-happened-in-space
Mizuho Hosts Optical Call on InP Demand, Constraints
FWIW, Mizuho has an Optical call on InP Demand $AXTI $LITE , InP constraints and many other optical topics on Thursday, April 9th @ 10am with a leading Japanese component supplier
TorchTPU Runs PyTorch Code with Zero Changes
"Our core principle for usability is simple: [TorchTPU] should feel like PyTorch. A dev should be able to take an existing PyTorch script, change their initialization to 'tpu', and run their training loop without modifying a single line of core...
CATL and Envision Unveil Sodium‑Ion BESS at ESIE 2026
CATL, Envision sodium-ion BESS cells among next-gen tech and solutions showcased at Beijing expo ESIE 2026 #energysky -- via Energy Storage News: https://t.co/2tw94NzD0M
AXTI Set for Q2 GaAs Wafer Price Surge
very positive for $AXTI - Tomorrows Digitimes China is reporting Gallium arsenide epitaxial wafers are poised for a Q2 price surge amid large demand. AXTI owns Tongmei Xtal Technology Co., Ltd in China https://t.co/lZIckgtRlu
OpenClaw Vending Machine Pops up at SF Startup Tower
So San Francisco. An @openclaw run vending machine. Met @cvander who built it. At @frontiertower which is a high rise in San Francisco stuffed with startups. https://t.co/rSneLIEts3
Self‑Optimizing AI Loop Cuts Cost, Boosts Speed
Awesome. 680% speed improvement. 97% cost reduction. As the hardware/software loop condenses, intelligence is folding back on the physical substrate of its own existence, optimizing the lithography that prints the transistors that run the models that optimize the lithography. We're seeing...
Apple's Foldable iPhone Set for September Launch
NEW: Apple’s foldable iPhone is - as of now - on track for a September debut with the iPhone 18 Pro. While supply could be limited initially, it’s also on track to go on sale at the same time -...
Trim ASML Position Amid Stretched Valuation Despite Strong Demand
Macro: robust EUV demand supports ASML. Key: €100m buyback, Q4 rev beat, large SK hynix order. Risk: stretched valuation despite 113% YTD gain. Insight: trim position to lock gains. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Android XR Gets Tweaks, Still Trails visionOS Reality
Some nice quality-of-life Android XR updates here, though they exemplify how Google and Samsung are still playing catchup with visionOS. https://blog.google/products-and-platforms/platforms/android/android-xr-immersive-features-update-april-2026/ But I must say, the idea of anyone using a Galaxy XR in a coffee shop (as shown below) is...
Memory and Storage Converge Into a Single Layer
New report on @DiligenceStack. Companion to the memory deep dive as co-optomization is a memory and storage story. Storage Wars: When Memory and Storage Collapse Into One Layer https://t.co/ozDZpHYNi3
Apple Undecided on Expanding MacBook Neo Production
Exclusive: Apple is pondering whether to ramp up production of MacBook Neo, or let it run its course. Quanta and Foxconn aren't yet sure whether they'll be asked to make a new batch of this year's model. Or just wait until next...
Intel Partners with Musk on Terafab AI Chips
Intel joins Musk's Terafab AI chip project to power humanoid, data center goals “One facility would power cars and humanoid robots, while the other would be designed for AI data centers in space, Musk had said.” https://t.co/tCGZgjWZ72 @intel https://t.co/M5L1Q6Njr6
Interface Issues Appear in Advanced Packages, Not Originate There
In advanced packages, the interface is where problems show up, but rarely where they begin. https://t.co/Tefs3KJnTc #semiconductor #advancedpackaging #semiconductortest #interface
Bluetti Unveils 13 kWh EnergyPro Storage System in U.S.
Bluetti launches new EnergyPro 13K energy storage system in the U.S. #energysky -- via pv magazine usa: https://t.co/ockkQGrxOp
Intel Poised to Surge if Musk's Terafab Materializes
Intel $INTC would jump up more if the market would realize what exactly @elonmusk is about to pull off with Terafab (no I don't invest, just observing, ignore me) https://t.co/Y5iJPsX0w7
Seeking Best Inference Provider Amid GPU Shortage
what's your favorite inference provider? I'm currently struggling with GPU availability for @SciRouterAI with runpod
Terfab Ranks Among Top Three WFE Spenders for 1GW Compute
Putting Terfab into perspective. Based on stated goals: 1GW of compute requires about 50kwpm of logic, 140kwpm of DRAM, ~30kwpm of NAND, and ~35 kwpm of CoWoS (advanced packaging). That translates to about $30bn of WFE per 1GW produced...
Intel Partners with Musk's Terafab, Signaling Its Decline
Poor, old Intel is reduced to working with Musk. How the once-mighty do fall. Intel says it’s joining Elon Musk’s ‘Terafab’ project https://t.co/kXVUDQWDBf
China Claims 99% Cost Cut for Military‑grade Infrared Chips
China reports 99% cost cut on military-grade infrared chips Researchers have developed a new way to make high-end infrared chips that could slash their cost and boost smartphone cameras, self-driving cars https://t.co/t52LLpN3xK via @scmpnews
Polaroid Hi-Print Turns Phone Photos Into Instant Framed Prints
Polaroid's Hi-Print 3x3 portable printer-cum-frame breathes analog life into your smartphone pics, producing and giving a home to display square prints https://t.co/l914OmmbCX
Photonics Emerges as AI’s Next Data Bottleneck
From Copper to Light: The Critical Bottleneck Reshaping AI Infrastructure 🧵 Photonics is becoming one of the most important AI bottlenecks. Compute is scaling fast, but moving data between GPUs is now the harder problem. Copper hits power and bandwidth limits....
Anthropic Secures TPU Capacity, Signaling Compute Diversification
.@Anthropic inks deal with @Google, @Broadcom for TPU capacity https://t.co/FCwUyLMN3c >> Congrats. Compute restrictions are real and supplier diversity is critical. Inflection point for Google TPUs going beyond @GoogleCloud. #NextGenApps by @LDignan
Questioning Chip's Role Replacing Marvell Backend for TPU
Wasn’t this the chip that supposedly was going to replace $MRVL back end design for TPU?
12-Year-Old Sony Recorder Still Performs Perfectly
Can you believe this Sony ICD-SX1000 voice recorder is 12 years old? I got it in 2014. And it still works great.
Dual‑screen Phone‑eReader Merges Reading and Calling
The Bigme Hibreak Dual is a phone and ereader all in one, with two screens and no folds. https://t.co/3exfHhRmmp
Mac Mini, Studio Face up to Four‑month RAM Delays
It looks like Mac mini and Mac Studio PCs have been hit by the 'RAMpocolypse', with delays of up to four months. https://t.co/Wb6NgpKAjt
AMD‑Arm 2014 Opteron A1120 Packs Eight Cortex
I finally got one. @AMD x @Arm in 2014. Opteron A1120, aka AMD Seattle Up to 8x Cortex-A57, 4MB L2, 8MB L3 128-bit DDR3/4-1866 PCIe 3.0 x8 and 2x10GbE https://t.co/w08sMceEPB
Broadcom Expands AI Chip Deal with Google, Anthropic
Broadcom to Supply AI Chips to Google, Computing Capacity to Anthropic in Expanded Collaboration https://t.co/yHCXipodGy
Apple’s Chips Reshape Tech, Windows Remains Biggest Win
Apple's chips are the core of a new landscape, but its biggest win is Windows https://t.co/4r2S3X5l3x https://t.co/cZkkMSXv99
Broadcom Secures Expanded AI Chip Deals, Shares Surge
Only good news for $AVGO I will post my scorecard soon. Broadcom agrees to expanded chip deals with Google, Anthropic - Broadcom said it agreed to produce future versions of Google's artificial intelligence chips, - The company also announced an expanded deal with Anthropic,...
Foldable iPhone Faces Engineering Snags, May Delay Shipments
Ouch for Apple. Another big scoop from @Lauly_Th_Li & @ChengTingFang from @NikkeiAsia Foldable iPhone hits engineering snags, shipment delays possible: sources https://t.co/8cqnC2fxl4
Semiconductors Demand Trillion‑scale Cleanliness Beyond Human Vision
#Technology #Thread #Semiconductor #Manufacturing #Trillion The Semiconductor Visualizing Trillion: 1/ - I Was Once Asked How Small A Contaminant Has To Be To Ruin A Chip. - My Answer: "Smaller Than A Speck Of Dust And A Million Times More Invisible." - That Is...
Samsung Hikes Korean Laptop Price to $3,867
Samsung's most expensive laptop ever • At launch in Korea: Galaxy Book6 Ultra U7/5070: $3,271 • After today's price increase: Galaxy Book6 Ultra U7/5070: $3,867 US prices remain unchanged as of now: howl.link/yt50f3oq9dmq8
Internet Hype Overbuilt Bandwidth, Causing Massive Failures
The early internet had a plumbing problem that nobody wanted to talk about at the time. Bandwidth providers, backbone operators, and data center builders were treated as unglamorous inputs to the real story: browsers, portals, search engines, and e-commerce storefronts...
Samsung Hikes Korean Device Prices, Tablets up $100
Samsung pushes second wave of price increases in Korea • Galaxy Tab S11 series increases another 150,700 won ($100) • Galaxy Book6 Pro gets it's first increase, ranging from 250,000 won ($165) to 680,000 won ($451) • Galaxy Book6 Ultra increases by up...
Transformer Shortage Extends US Manufacturing Upcycle
The lack of power generation transformers and infrastructure is a good thing for American manufacturing, especially with the incentives under the Big Beautiful Bill - pent up demand will drive the manufacturing upcycle longer
Broadcom to Build Custom TPUs for Google AI Racks
Broadcom $AVGO just said it has entered into a long term agreement with Google $GOOGL "for Broadcom to develop and supply custom Tensor Processing Units (“TPUs”) for Google’s future generations of TPUs and a Supply Assurance Agreement for Broadcom to...
Predicting XPUs: Once Mocked, Now Inevitable GPU‑only World
I remember so many people thinking I was nuts to suggest that years ago that XPUs would be successful and that it would be a GPU-only world.
AirPods Max 2 Keep Design, Add H2 Chip
The NEW AirPods Max 2! Design is the same, but the brains have been upgraded to the H2 chip from the AirPods Pro 2. Is that enough for you? @apple #airpods #airpodspro #airpodsmax #apple
Rediscover HTC Universal: 2005 Pocket Laptop Nostalgia
I promise that some day I will get over my "pocket laptop" obsession – but today is not that day. NEW on the MrMobile YouTube channel: journey back 2 decades with me, for a look at a very special "High-Tech Computer"...
China’s CXMT IPO Casts Doubt on Memory Upcycle
China’s CXMT IPO clouds memory upcycle outlook Rising supply risks threaten pricing power of Samsung, SK hynix, Micron Clouds? Shortages everywhere you look.... https://t.co/VfzNQDNgtZ
Merino Energy Debuts $3,800 All‑in‑one Heat Pump
Exclusive: Merino Energy Launches an All-in-One Heat Pump for $3,800 #energysky -- via Heatmap News https://t.co/C2Dq0McRIO https://t.co/1I5vvKBiyQ
Apple Poised for Record Mac Sales with Neo, Mini
Between MacBook Neo and Mac minis (thanks to Open Claw) Apple may have a record year of Mac sales.
Simplified Process Comes at Cost: 15% Grid Tariffs
"So yes, the process has been simplified, but only through making many goods subject to heavier tariffs." 15% tariffs on electrical grid equipment at time of rising electrical bills (and rising AI needs) is quite the choice. https://t.co/fR9FByhdMA
Samsung's S27 Lineup Splits Ultra: With and Without S Pen
S27 series will basically be this: Galaxy S27 Galaxy S27 Plus Galaxy S27 Ultra Galaxy Note27 Ultra One Ultra without Spen, one with Spen.
Proposed S27 Series Prices Aim for $899‑$1299
S27: $899 S27 Plus: $1099 S27 Pro: $1299 S27 Ultra: $1399 That's what I think the pricing of the S27 series will be. Ideally I'd price it like this: S27: $899 S27 Plus: $999 S27 Pro: $1199 S27 Ultra: $1299 I think it'll all depend on memory/storage pricing &...