Kindle's New Default Tap-to-Turn Setting Can Be Turned Off
Noticed that when you accidentally tap anywhere on your Amazon Kindle, it now changes pages? Turns out that it's a new setting that defaults to "enabled". Fortunately, it's easy to disable: https://t.co/WGas8NxOoZ #kindle #kindleos @AmazonKindle https://t.co/4j42TWq9lO
Apple's Intel Partnership Validates Foundry, Spurs Industry Adoption
Apple using Intel is a big deal, not just because Apple would be using Intel’s 18A-P or 14A process, but because it would give Intel Foundry a major stamp of approval and make it easier for other customers to follow.
Jetson Thor Humanoid Robot Gains Full Autonomous Mobility
Jetson Thor–Powered Humanoid #Robot Achieves Fully #Autonomous Wheeled Mobility via @ZappyZappy7 #Robotics #ArtificialIntelligence #MI #ML #Tech #Innovation https://t.co/ZSC3d2yCMB
Data Centers Are Essential, Regardless of Onsite Staff
Saying we don’t need data centers because not a lot of people work on site is like saying we don’t need electricity because not a lot of people work at power plants.
Only Data Centers with Silicon Truly Count
A new framework I built while researching the global AI buildout. The Empty Shell Test. Simple rule: A data centre announcement only counts when there's silicon committed to go inside it. No chips. No factory. Brazil announced 8 GW. They've delivered ~250 chips. Norway announced 0.8...
IFi's New Mini DAC Upgrades Phone Audio Dramatically
iFi's tiny DAC is smaller and lighter than the first generation and delivers an excellent audio upgrade to phones in particular https://t.co/J0SM1W7eaX
Speed Wins: Time-to-Compute Becomes Currency
We’ve now mapped more than 25 constraints across the AI compute and power supply chain. Across conversations with operators in nearly every pocket of the industry, the message is consistent: speed is what matters. This may be less about the best...
Memory and Photonics Stocks Outpace Magnificent 7 as AI Shifts Downstream
Memory chip makers and photonics companies are outperforming almost every Magnificent 7 stock this year. The AI trade is quietly shifting downstream. 🔒 Members-Only https://t.co/psFbwiQSDw
Four Top Soundbars to Elevate Your World Cup
Complete your World Cup experience with an audio upgrade with a new soundbar: here are my four current picks. https://t.co/cqKNsUQrH9
ZimaBoard V2 Boosts CPU, RAM, Keeps Passive Cooling
Following the original ZimaBoard, version 2 has an improved processor and memory, but the same passively cooled NAS credentials. https://t.co/m8DNLqUpp4
OnePlus 15R's Giant Battery Outshines Missing Telephoto Lens
Even with a missing telephoto lens, the OnePlus 15R's massive new battery makes it unbeatable in its category. https://t.co/yKXAPmliFe
Insta360's New Vlog Camera Features Detachable Remote
It looks as though the upcoming vlogging camera from Insta360 will offer a detachable remote control unit. https://t.co/RZCR3W8Oq7
Elon’s Compute Sale Reshapes Anthropic and SpaceX IPO
The All-In pod asked: what would it take to truly "solve" compute for Anthropic/Claude? Elon sold them 300MW of compute to help them in the short term. As usual the conversation was hard to follow, but let me see if I can...
China’s Chip Imports Surge to $50B, Oil Stalls
If you want to sell to China, it sure helps to make chips -- at least right now. April chips imports topped USD 50b Note the lack of any bounce in oil imports in dollars terms as well 1/ https://t.co/sc6I5sL5uw
Consider Two Alternatives Before Buying Newegg’s Top Gaming PC
Before you buy Newegg's #1 best-selling gaming PC - consider these two other options. https://t.co/j5uxN64hBy
AI Investment Shifts From Nvidia to Full Stack
The AI trade is starting to broaden beyond NVIDIA. As AI shifts from chatbots to autonomous agents, investors are rotating into companies like Intel, AMD and infrastructure players tied to CPUs, memory and connectivity. The next phase of AI may reward the...
AI Packaging Boom Accelerates with Massive Backlog
Suss Microtec’s Q1 2026 call confirmed the AI packaging boom is still surging. Strong bookings for advanced bonding & lithography, with a massive backlog. Management is bullish on the multi-year runway. 📈🤖 Semiconductors
Ex‑BYD, Huawei Engineers Launch Compact 32 Km/H Bike‑Electric Kit
Turn Any Bike Electric: Ex-BYD and Huawei Engineers Unveil Compact 32 km/h Drive System via @Rainmaker1973 #Innovation #EmergingTech #Technology #Tech https://t.co/ZxKjyTE4ZE
Three AI Buttons Transform My Mac Experience
I got one of these. Each button has a different set of AI agents. I didn't think I would like it as much as I do. Interesting how adding three buttons to my Mac changes how I use it.
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/590jrtIYYr
Why the $400 vSeeBox V6 Plus Isn't Just a Roku
This Android set-top box costs $400! Why? Because it ain't just a bigger Roku, as I explain in my review of the vSeeBox V6 Plus Android TV device. It's a grey market device, quite interesting, and probably illegal. Sort of......
Brother Laser Printer: A Top Fit‑for‑Purpose Choice
The Brother Laser Printer is one of the best “fit for purpose” products ever made
TCL QM8L Offers Gemini Hands‑Free Control, Bright Display, Color Compromises
The TCL QM8L Series is an impressive TV in person with Google Gemini-powered hands-free control and a bright screen. Cinephiles might take issue with its less-than-accurate colors. https://t.co/EcyZB6W8ke
AI's Future Hinges on Integrated Semiconductor Infrastructure
#Technology #Thread #Semiconductor #Manufacturing #AI The Semiconductor AI Infrastructure: 1/ - Artificial Intelligence Has Quietly Shifted From A Software Challenge Into A Semiconductor Infrastructure Challenge. - Today, AI Scalability Depends Less On Algorithms And More On Compute, Memory, Interconnect, Power, Cooling, And Packaging...
MOKiN 8‑in‑1 USB‑C Hub Simplifies All Connections
Running out of ports or want to simplify plugging your notebook into your accessories, from keyboard to monitor? Then you'll really appreciate the MOKiN 8-In-1 USB-C Hub. It even has some secret functions that are pretty slick, as I demonstrate:...
Intel Foundry MFN Deal Points to Nvidia, Not AMD
If you sign with Intel Foundry first, you’ll likely get a MFN deal. Tim Apple is a supply genius. Question is, who will the MFN high performance wafer customer be? Likely Nvidia. (Yes I know the deal they cut but...
Intel's Split Misses $10B USG Investment, I Apologize
I told you all how dumb Intel Foundry and Intel Design splitting. I missed the USG investing $10B. I hope you can forgive me.
Agentic AI Drives CPU Demand, Boosting Graviton Relevance
Interesting nugget from Amazon's quarter on CPUs. In training, you needed maybe 1 CPU per 8 GPUs. Agentic workloads might push that closer to 1:1. Suddenly, Graviton matters a lot more.
Smart Bed Offers Earthquake Survival Protection
Smart bed designed for safe survival during an earthquake by @Rainmaker1973 #EmergingTech #Technology #Innovation https://t.co/2O9nQ91Jmn
Memory ETFs Arrive: 2x DRAM Filing Signals Full Treatment
New filing for a 2x DRAM.. I called this yesterday (altho wasn't that hard of a call). We about to see the Memory trade get the full ETF treatment. Next up: Memory Buffers https://t.co/5kl6U1V8K4
Physical AI Moats Await VC Wake‑up in 12‑24 Months
i'm suprised it's taking vcs so long to embrace physical ai. hardware + hard earned acquisition of proprietary data may be the only moats left. in 12-24 months the companies that have been building this for the past 5 years...
Husband's Obsession with DGX Spark Racks up Purchases
Wife: did you buy one of those dang dgx spark things again?? How many do you need?? Me: https://t.co/nqgEmm31xW
Top-Tier Screen, but only for 6K TV Enthusiasts
This might just be the best screen on the market right now — but only if you like having a 6K TV as a monitor. https://t.co/fg4yjVgNjW
Kenya's New Data Center Threatens Half‑Country Power Outage
“To switch on that one data center, we would need to shut off power for half the country,” he said of the project. “That’s when I knew there was a problem.” https://www.semafor.com/article/05/06/2026/energy-shortfall-problem-scuppers-kenyas-1b-microsoft-data-center
AI Component Shortage Reveals Systemic Supply Chain Fragility
This is yet another example of the far-reaching nature of the AI-driven component crisis. https://t.co/oeB83TsHLc
Next‑gen Headsets Will Boast 10,000‑nit, Ultra‑vivid Displays
Better displays coming to headsets. 10,000 nits? What does that mean? Much more colorful displays with much bigger dynamic range. IE, your movie looks a lot more like you are in the Sphere in Las Vegas than watching on your dad's old color...
US Gov't Intel Stake Soars to $55B Amid Apple Deal
After @WSJ report on @Apple striking preliminary deal to use @intel chips, the US government stake in Intel now worth $55 billion
ASML's $400M Machine Monopoly Drives Skyward Breakout
$ASML blue-sky breakout. These guys sell their semiconductor making machines for $400 million a piece...and they're the only people who can make them.
Apple‑Intel Partnership Hinges on 14A PDK Delivery
Not surprised at all. Apple needs Intel, Intel needs Apple and Apple is one of the few companies with the resources to successfully pull off a real, dual foundry strategy for a single device. An agreement doesn’t mean wafer revenue...
SK Hynix Lock‑in Hopes Meet Commodity Reality
SK Hynix customers begging for long term lock ins. But of course this time couldn’t be any different. Just a commodity
Vocci Ring: The First AI Wearable I Actually Like
Vocci Ring may be the first AI wearable I do not hate — it's a ring that records, transcribes, organizes, and mostly stays out of the way https://www.techradar.com/ai-platforms-assistants/vocci-ring-may-be-the-first-ai-wearable-i-do-not-hate-its-a-ring-that-records-transcribes-organizes-and-mostly-stays-out-of-the-way
CPU TAM Has Expanded Significantly Since the Recent Report
As I laid out months ago. And CPU TAM is now meaningfully larger via our models and others, TAM wise, then I when wrote this report two months ago. https://t.co/dKqm16myKH https://t.co/s0K2vC0J8C
Intel Emerges as Vital Second‑source Foundry Amid Capacity Crunch
Intel is the only foundry, and a now officially viable foundry second source, who has the capacity to expand to meet this DEEP foundry capacity shortage we have in the semiconductor industry. I'd expect any deal with Apple to...
Intel's Apple Chip Deal Was Inevitable After U.S. Investment
$INTC making chips for $AAPL was inevitable from the day the U.S. became an investor. And here we are. 👀
Nintendo Faces $640M Hit, Switch 2 Costs Rise $40
Nintendo reporting that it expects a 100 billion yen ($640 million) impact this fiscal year (April 2026 - March 2027) as a result of rising component prices and tariffs. Based on the 16.5m unit forecast for Switch 2, that's around...
Essential Computer Design Laws: Did I Miss Any?
My current list of "laws" governing computer design I miss any ? Rents Rule Pollacks’s Rule Amdahls Law Moores Law Dennard Scaling Bitter lesson Little’s Law Jevon’s Paradox
Memory Chips Become 2026's Hottest Thematic Trade
The hottest sector trade of 2026 isn't where you think. Memory chips — the actual bottleneck of the AI buildout — quietly became the most crowded thematic trade since the 2024 spot-Bitcoin ETFs. This week proved it. Micron just had...
Semiconductor Roundup: M&A, Apple
Latest: M&A activity; GF’s CPO; Apple looks beyond TSMC; EU chip map; earnings; MIT’s new lidar chip; AI inferencing at sea; quantum HW $; PCIe 7; home data centers; AI security warnings; temperature impact on EVs... https://t.co/iKPAzMZzfB #semiEDA
High-Speed Automation Delivers Precise Package Sorting
Precision in Motion: High-Speed #Automated Package Sorting in Action by @amazingthings_ #EmergingTech #Technology #Innovation #Tech https://t.co/Hjv7ashwQf
AI-Driven Memory Shortage Spikes Console Prices
Sony, Nintendo grapple with memory price surge as AI boom constrains supply More collateral damage from US controls on memory... https://t.co/zUdAvKWJsv