AI Race Hinges on Compute, Not Just Smarter Models
Meta just committed $12 billion to AI infrastructure. Not models. Infrastructure. The real AI race is not about who has the smartest LLM. It's about who controls the compute. Your AI strategy should be asking: who owns our compute dependencies? https://t.co/yZO3XQcf8j
Handheld 3D Scanners Enable Rapid, Precise Shop‑Floor Inspection
Handheld #3D Scanners Bring Fast, Accurate Inspection to the Shop Floor via @WevolverApp #Innovation #TechForGood #EmergingTech #Technology https://t.co/U8of8RqgW7
Billionaire Smuggles GPUs to China for Gaming Passion
Smuggling GPUs to China despite already having a net worth of $500 million Pure love for the game https://t.co/J5bqwSwL3F
SD Cards Shouldn't Be Single‑use; Reuse to Save Costs
Hang on. You mean there are people out there who use SD cards ONCE? Then buy new ones for the next shoot? Not back them up, reformat, and reuse? Wow. Can’t do that any more with the price of memory these days...
Reviving Apollo's Rare 8‑Ball Navigation Instrument
🎱 Peering inside the Apollo Lunar Module 8-Ball There are just two known examples in private hands, and Curious Marc's intrepid crew are trying to revive the remains of a damaged one (left). Mine is on the right, and the image...
Super Micro Staff Indicted for Illegal AI Server Sales
Super Micro Computer Employees Arrested for Alleged Sales to China—An indictment alleges the three men conspired to sell servers housing AI technology to buyers in China https://t.co/dFYGL3rcpX https://t.co/dFYGL3rcpX
GPU Scarcity Signals Massive Upcoming AI Demand
I am now at 5 GPU providers being completely sold out for a single node of 8xH100s. I don’t think people understand the gravity of what is about to come.
Managing Growing Complexity Across the Silicon Lifecycle
#Technology #Thread #Semiconductor #Manufacturing #Copilot The Semiconductor Copilot For Semi: 1/ - The Semiconductor Industry Is Becoming Increasingly Complex. - From Design To Manufacturing, Engineers Must Navigate Massive Volumes Of Data, Tools, And Decisions Across The Entire Silicon Lifecycle. The Question Is: How...
BYD Launches Megawatt EV Charger for Rapid Long Trips
A Quick Stop, Massive Range: BYD Unveils Megawatt #EV Charging by @IntEngineering #Innovation #Sustainability #CleanEnergy #Technology https://t.co/wG8TDDxHDA
Memory Chip Oligopoly Myth: Only Three, Not Pricing Power
The same narrative that I'm hearing about memory chip companies: "only three left, so they finally have pricing power"
Team Unveils Probabilistic Silicon Primitives After Herculean Effort
Absolute herculean effort by the team. Excited to share more about some of our probablistic primitves in silicon.
SMCI Executives Falsified Books and Smuggled Chips to China
it wasn't enough for these guys to *cook the books*. they had to illegally send chips to china. $SMCI
On‑prem Token Generators Reshape Edge Hardware Strategy
We think these token generators that can live on-prem and serve tokens to teams are a new factor to consider in modeling where all this hardware goes and how agentic plays at the edge. Good example from @dell here with...
NVIDIA Clarifies Its Role: Not Full Autonomy Solutions Provider
Jensen says at the 42-minute mark, “we’re not the solutions provider" for autonomy. Obviously they won't make cars but what exactly is NVIDIA’s role beyond compute and training? Do Mercedes and others still need a separate AV partner?...
Form Energy's 100‑hour Battery to Bolster Ireland Grid
US 100-hour battery startup Form Energy’s first overseas deployment ‘set to fill a critical gap in Ireland’s power system’ #energysky -- via Energy Storage News: https://t.co/fSUXWsSHhn
Nvidia Unveils 2028 Rosa‑Feynman AI Hardware Roadmap
Nvidia has spiced up its 2028 AI hardware roadmap with reveals about the future Rosa-Feynman systems. $NVDA https://t.co/vLAotJHTKh
Kingston 1TB Dual‑Port SSD Delivers Lightning‑Fast Mac Transfers
The Kingston Dual USB-A/USB-C Portable 1TB SSD is one of the most fascinating demos I've recorded: A capacious storage device, it's super fast, but you can also see it negotiate optimal transfer speed with MacOS. Check it out: https://t.co/EUsSw8DAE7 #ssd...
Apple Shifts Production: 25% of iPhones Made in India
Apple Now Makes About 25% of iPhones in India After China Pivot. More on this in the Chartbook Top Links today. https://t.co/qnDkCJRBFG
Groq 3 LPX Delivers Ultra‑Low Latency Inference for Vera Rubin
Inside NVIDIA Groq 3 LPX: The Low-Latency Inference Accelerator for the NVIDIA Vera Rubin Platform | NVIDIA Technical Blog https://t.co/lHAref0UAn
NVIDIA's AI Factory Expansion Shrinks Competitors' Window
$NVDA post GTC report on The @DiligenceStack The product family is now a full drop in AI factory. NVIDIA Is Expanding the AI Factory and Narrowing the Competitive Window https://t.co/N1Sb2hBqxm
Exploring DLSS 5 on Engadget Podcast with Devindra
Had a great time talking on the @engadget podcast with @devindra about DLSS 5! https://www.youtube.com/live/WNSp9cbRe5M?si=8vEj9wwh_u7iqDe3
Open‑Source 3D‑Printed Robotic Hand Costs $2K
This robotic hand can be 3D printed by anyone and assembled in under 8 hours. Researchers at ETH Zurich created the Orca hand, fully open-sourced with artificial bones and tendons. For context, advanced robotic hands cost over $100,000 and require constant maintenance... Orca...
Imported High-End GPUs Returning to Market
Tencent Holding Ltd. Q4 FY2025 earnings call transcript CSO Mitchell: “Higher-end imported GPUs are now becoming available again.” Well yes..... https://t.co/93O4LUslpq
LiDAR Gives Self‑Driving Cars True Spatial Understanding
Have you ever wondered how self-driving cars actually “see” the world? It’s not just cameras. One of the key technologies is LiDAR - a system that uses laser pulses to scan the environment and build a real-time 3D map of everything around...
AI at the Edge Turns Connectivity Into Intelligence Platform
Alongside @NVIDIA and our ecosystem of partners, we’re bringing AI to the network edge to make a real impact. Appreciate @FierceWireless’ highlight of how connectivity is becoming a platform for intelligence. 👇 https://t.co/esZ6ZWwc7G
Pebblebee Clip 5: AirTag‑like Tracker with Emergency Alerts
This has to be one of the most useful accessories you don't know about. The @pebblebee Clip 5 has nearly all the same functions of an AirTag, but it can send out alerts. All I can think of is that...
Iran Conflict Threatens Chip Makers' Middle East Fuel Supply
"Iran war could cause supply chain kinks: Taiwan and Korea, top chip producers, rely on the Middle East for nearly 70% of their crude oil imports, and 20-25% of LNG imports." - BofA on AI capex
Great Design and Software Outweigh Missing Flagship Phone
Nothing isn't making a flagship phone this year - and honestly that's okay. Because fun design, and excellent software are their real bread and butter: https://youtu.be/D4QyStJWgCc
Five Essential Steps for Infrastructure Projects in 2024
Organizations working on #infrastructure projects will need to take 5 key steps in the year ahead. Learn more on The Peggy Smedley Show now. https://t.co/hs1Xh2tbAk #TPSS #IoT #sustainability #AI #digitaltransformation #PeggySmedley #podcast
Data Centers Evolve Into Single Giant Warehouse-Scale Computers
#Technology #Thread #Semiconductor #Manufacturing #Warehouse The Semiconductor Warehouse Computing Impact: 1/ - Modern Data Centers Are No Longer Just Buildings Filled With Servers. - At Hyperscale, They Behave Like One Giant Computer, Where Thousands Of Machines Work Together As A Single System. This...
Apple’s $599 MacBook Neo Narrows Mac Pricing Gap
At $599, MacBook Neo is evidence of Apple closing its Mac price umbrella. That’s a BIG deal when contemplating potential Mac unit sales.
NVDA's Ecosystem Steals Spotlight at the Show
This was the $NVDA show, but how did their ecosystem show up to the event?
Missing Updated Performance Resource After Zen 4
I miss having up-to-date https://t.co/74pVKrfrhG. It is one of the best resources for checking your performance work, but unfortunately it stopped being updated around Zen 4.
Key Insights: 7 Takeaways From Nvidia GTC 2026
.@Nvidia GTC 2026: 7 takeaways from Huang's analyst meetings https://t.co/y3gCqHvoeN >> @LDignan beat me. Stay tuned to the 1Slide - still waiting for the open panel. #NVidiaGTC https://t.co/FVIC2eT4i8
RevolveSurgical Gains FDA Clearance for Table‑Mounted Surgical Robot
🦾@RevolveSurgical just received FDA 510(k) clearance for their surgical robot platform. They built a system that mounts directly to the operating table—zero footprint, one-person setup. Their goal is to bring physical AI to operating rooms at scale. https://t.co/CWRG5009yK https://t.co/smBh8Hc9nN
Micron Shatters Forecasts, Heralds AI Regime Shift
$MU just obliterated it. $23.86B revenue vs ~$19B expected. $12.20 EPS vs $8.69 consensus. 75% gross margins. And they guided Q3 to $33.5B with 81% margins. I said AI breaks the memory cycle. I pounded the table under $100. They said...
Nvidia Accelerates Quantum Research with GPU‑Coupled Platform
@Nvidia is moving ahead with their Quantum computing efforts, after their 2024 remarks which stir a big debate. I got a lowdown of what’s latest from #GTC2026 expo today. #GTC26 #GTC @NVIDIAGTC @NVIDIAAI @NVIDIAAIDev @furrier @dvellante @MarshaCollier @Scobleizer RELATED INFORMATION: _________________________ NVIDIA Quantum...
Earnings Calls Will Spotlight Memory, Storage Margin Growth
Remember what I said, a few quarters ago, the story will be for memory and storage. Margin expansion. You will hear it all over these earnings calls.
MacBook Neo Outperforms Air M1 in Key Benchmarks
How does the MacBook Neo compare to the MacBook Air M1? Here’s a quick benchmark comparison. The differences are interesting
Sandia Labs Tests Reconfigurable Accelerators for Adaptive Supercomputing
@SandiaLabs is testing supercomputers with reconfigurable accelerators, similar to FPGAs, that optimize their hardware for specific computations that are being run. https://spectrum.ieee.org/reconfigurable-supercomputer
AXTI Faces Supply Risk as Competitor Secures Long-Term Deal
The comments sure seemed negative on $AXTI This will most definitely become an issue for $AXTI - One major customer saying denied the existence of an InP bottleneck while another secured a 7-year supply agreement with AXTI's main competitor, Sumitomo https://t.co/ooUWdVkK2o
Agentic AI Demands Diverse Compute Engines: CPUs, GPUs
Agentic AI will require all kinds of compute engines, including CPUs, GPUs, DPUs, and now LPUs. $NVDA $GOOG $AMD $INTC https://t.co/WVnnc36X2U
Dell UltraSharp 52 Makes All Other Screens Feel Lacking
The only downside of the @DellTech UltraSharp 52 is that when I move away from it I hate every screen I use
Fortinet Bets on AI, Silicon, and Edge Data Centers
.@Fortinet’s sees advantage in AI, chip, data center investments https://t.co/l4n1P1c5O0 Fortinet is betting that long-term investments in its own AI data centers and silicon, being early to quantum-safe offerings and AI agents moving to the edge will drive its results...
GTC Hype Mirrors
GTC this year giving 2017 ICO mania vibes - people adding “Nvidia powered / partner” when they are just customers compute economy local top in 12 - 18 months?
Early Rubin GPU Access Confirms Nebius as True Partner
$NBIS priority allocation from Vera Rubin clearly signals that Nebius is being treated as a real partner That matters because in AI infrastructure, getting the newest GPUs early directly translates into attracting top customers and higher-margin workloads. This validates $NBIS strategy...
Memory Chip Cycle Revives; Micron Still Cheap
Micron reports earnings tonight. The stock is up 350% in a year. And somehow, at 10.7x forward earnings, it might still be cheap. Here's why the memory chip industry is experiencing something that hasn't happened in four decades — and...
New Tools Boost Multi‑Die Assembly Yield and Speed
How new equipment and methodologies are improving reliability, yield, and time-to-market for multi-die assemblies. https://t.co/aO5qUKLpbY #semiconductor #advancedpackaging #metrology @cohu_inc @oontoinnovation @yieldWerx #ASE #DataAnalytics #metrology https://t.co/draBrAqta5
Chiplet Architectures Could Overcome Miniaturization Limits
Are Chiplet Architectures a Real Answer to Chip Miniaturization Limits? by @antgrasso #EmergingTech #Innovation #Tech #Technology https://t.co/AZQUeZYhHw
Best DLSS 5 Review yet, yet Presentation Falters
This is the best take on DLSS 5 I’ve seen yet. There IS cool tech here but the presentation was Xbox One launch levels of out of touch…