Groq Integration and Nemoclaw Promise AI Security, HPC Boost
I had a chance to speak with Josh Lipton at @YahooFinance about the biggest takeaways from today's @nvidia GTC event. At least two things stood out for me. One in Nemoclaw and it's potential to be used for Openclaw deployments and as a frameworks for overall agentic AI security, governance etc. The second one, and I believe this is a sleeping giant moving forward, is the integration Groq LPU in the NVIDIA stack and its future advances. Right now, many people don't understand the future potential for Groq. When we're looking at real serious High Performance Computing where you need to use a bazillion (a made up technical term there) tokens, basically, Groq is going to be the answer when you look at things like scientific discovery, finance, energy. Both of those announcements combined provide short term and then one more longer term impact that will be very powerful for the company. #NVIDIAGTC
Physical AI to Power Nvidia’s $70B Growth
Physical AI gets its time in the keynote (as expected). I believe physical AI is going to be a meaningful growth driver for Nvidia starting in CY28. Today, only about 1% of Nvidia’s sales are used to deliver physical AI, which...
Jensen Huang Hails AI Natives Powered by Nvidia
And Jensen Huang break a lance for the AI natives that run on @Nvidia. #NVIDIAGTC https://t.co/8tNGm7JDOo
Nvidia Nails Heterogeneous Computing Showcase at GTC
$NVDA was going to make its best case yet for heterogenous computing at GTC. Mission accomplished today. What I told @cvpayne today as the keynote kicked off. 👏🏻💪🏻🚀 https://t.co/Jxor9SWxXD
CudaJet Unveils High‑Performance Underwater Jetpack
CudaJet: A High-Performance Underwater Jetpack Redefining Aquatic Mobility via @WevolverApp #Innovation #EmergingTech #Technology #Tech https://t.co/cF5kNZliKd
NVIDIA's BlueField-4 STX Redefines Storage for Agentic AI
NVIDIA Launches BlueField-4 STX Storage Architecture With Broad Industry Adoption With agentic AI, storage must evolve to meet the demands of real-time responsiveness and longer context windows. #NVIDIAGTC @nvidianewsroom @NVIDIAGTC https://t.co/RWwx1pijbv
Rubin+Groq Shows Custom Accelerators Becoming Unnecessary
The Rubin + Groq narrative is the best case $NVDA has made to date about less real need for custom accelerators. I don't think it changes the calculus for certain hyperscalers, but as it comes to silvering for training and...
Integrating Groq Keeps In‑House, Not Outsourced
Jensen is articulating what my main concern with Groq was in that as an independent solution why would I outsource all my inference. By integrating it as a part of the solution, it's just disaggregated but not 100% outsourced,...
DLSS 5 Rewrites Graphics, Not Just Upscales
DLSS 5 is legitimately one of the wildest things I've ever seen in graphics. It's not upscaling it's...totally reworking the image to look photorealistic(ish).
Nvidia Forecasts $1 Trillion AI Spend by 2027
In October, Jensen Huang said he saw $500 billion in spending on the company's Blackwell and Rubin systems over five fiscal quarters through the end of 2026. Nvidia now says the opportunity will reach $1 trillion between 2025 and 2027,...
NVIDIA's Vera Rubin Platform Now Mass‑Producing Seven‑Chip AI Supercomputer
NVIDIA Vera Rubin is opening the next frontier of AI. #NVIDIAGTC news: The Vera Rubin platform’s seven chips are now in full production to scale the world’s largest AI factories. Vera CPU, Rubin GPU, NVLink 6, ConnectX-9, BlueField-4, Spectrum-6 and Groq 3...
Nvidia's CPU Renaissance: Multi‑Billion Dollar Standalone Business
Jensen just said 'CPU will be a standalone multi-billion business for $NVDA' Agents on agents on agents. The CPU renaissance is among us.
NVIDIA's Co-Designed System Delivers 35× Efficiency Boost
The new system of compute from NVIDIA. Extreme co-design = 35X more throughput per MW. https://t.co/Z6JtDKckOh
NVDA's Compute Still Cheapest, Investors Await Shift
Jensen reminds investors that the cost of $NVDA compute is still the lowest when you consider price and output. My take: True and investor are still waiting for the day when that changes. Part of the wall of worry.
AI Chips Beat Moore's Law: 35× Cheaper, 50× Efficient
In one generation, Moore’s law would have made AI chips 50% faster. Instead, it was 35 times lower cost and 50 times higher perf per watt https://t.co/FFdwHr0nXk
Z80-MBC2 SBC Runs CP/M
The Z80-MBC2 is a Z80 Single Board Computer. It uses SD as 'disk emulator' and a 128KB banked RAM for CP/M 3. It can also run CP/M 2.2, QP/M 2.71, UCSD Pascal, Collapse OS and Fuzix. 🔗https://t.co/mJFq6SDNY3 https://t.co/mz5BcTfw1X
Nvidia Unveils DLSS 5, a Graphics Breakthrough
Nvidia just announced DLSS 5, calling it the “most significant breakthrough in computer graphics” since the introduction of real-time ray tracing in 2018. DLSS 5 uses “real-time neural rendering” and is coming to RTX 50 series GPUs later this year...
Computing Advances Accelerate Creation of New Computer Models
MyPoV: computing advancements are rapidly moving to create new models of computer. @NVIDIAGTC @nvidia #NvidiaGTC https://t.co/pLwqWqrXSQ
NVIDIA AI CUDA Expands Across All Major Cloud Platforms
Jensen highlighting a few @NVIDIAAI CUDA integrations with $IBM, $DELL, integrations with "every cloud" $GOOGL, $AMZN, $MSFT, $ORCL https://t.co/MLYzhbAlp6
Snap Leverages Nvidia to Slash Google Cloud Costs
$SNAP shoutout at #GTC from Jensen on-stage for utilizing @nvidia to bring down Google Cloud costs https://t.co/HkgyO7MNW3
Fusing Graphics, Data, and AI Drives Future Industries
ok. I admit I am impressed by the graphics improvement of the new @nvidia DLSS 5. It's beautiful. But Jensen's comment on what it means at large was key....".We combine 3d graphics, structured data with generative AI, probabilistic computing. One of them is completely predictive, the other one probabilistic, yet highly realistic. This concept of fusing structured information and generative AI will repeat itself in one industry after another." #NVIDIAGTC
NVidia Vera Rubin Delivers 50 PFLOPs, Massive Bandwidth
$NVDA Vera Rubin NVL72 by the numbers: • 50 petaflops NVFP4 compute • 260 TB/s NVLink bandwidth (more than the entire internet) • 88 custom Olympus CPU cores • 3.6 TB/s per-GPU bandwidth • 10x inference token cost reduction • H2 2026 availability https://t.co/AxiE8GBpvR
RTX 5090 Powers First Global Programmer Accelerator
MyPoV: the world’s first programmer accelerator. RTX 5090 This is how CUDA got installed everywhere. @nvidia @NVIDIAGTC #NvidiaGTC https://t.co/8Cdk2zVzLg
NVIDIA's Massive Installed Base Fuels Ecosystem Strength
Jensen is emphasizing something he has said a few years now on the strength of the NVIDIA ecosystem. Massive installed base and architecture compatibility.
Celebrating Two Decades of NVIDIA CUDA Innovation
I personally can't believe it has been 20 years of @nvidia CUDA. Wow. #NVIDIAGTC https://t.co/d0y659DfrC
OpenClaw Competition Heats up at NVIDIA GTCC
Everyone is building an @openclaw competitor. Just ran into @mreflow and he has a DGX in his backpack. #nvidiagtc networking. Everyone is talking about the claw. Jensen just said hi to Peter. Two people everyone knows just by their first names. Said...
AI Inference Surge Could Challenge Nvidia's Dominance
Nvidia ruled the first wave of AI by powering the training of large models. But the next phase may look different. Running AI at scale, inference is now growing much faster than training. That’s where real-world deployment happens. If the center of gravity...
Inference's Future Lies in Compute‑Memory Bandwidth Integration
Inference will dominate tomorrow’s compute Inference isn’t just about FLOPs.. it’s about compute tightly coupled to memory bandwidth That’s why it’s encouraging to see Nvidia making this a central theme at GTC this year: h/t @WSJ https://t.co/Aeq9EnOdPR
Edge AI Needs HW/SW/Model Co-Development, Not Simple MCU Extensions
Architecting solutions for edge AI is not about minimizing cloud solutions or making small extensions of existing MCUs/MPUs. It’s a HW/SW/model co-development problem. https://t.co/l0tM94PKEl #EdgeAI #lowpower #semiconductor
Nvidia’s $20B Groq Deal Set to Redefine AI Hardware
Jensen Huang is on stage right now at GTC 2026. But the real story isn't the keynote — it's the $20 billion move Nvidia made on Christmas Eve that's about to reshape the entire AI hardware industry. Here's why the...
Helium and Sulfur: Unexpected Essentials for Advanced Chip Production
Iran conflict and chip supply chain. Advanced chips rely on some surprising ingredients. Helium helps cool wafers and move gases through chip-making machines so the process stays stable and ultra-precise. Sulfur is used in gases that “etch” microscopic patterns into silicon —...
NVIDIA's Expanding Stack Inflates Total Infrastructure TCO
One of the more interesting things I'm curious about is how, as NVIDIA expands its infrastructure offerings, all new infrastructure competes for GW. The story has to be about the compounding TCO of the full solution, beyond GPU racks.
GTC Shifts Focus From GPUs to Broader AI
GTC stands for “GPU Technology Conference” Yet today, the unofficial title of Jensen Huang’s speech might as well be “Beyond GPUs” https://t.co/RKZuN87GrL $NVDA https://t.co/q2Kpsvlltm
Apple’s New USB‑C AirPods Tempt Reluctant Upgrade
Just when I thought I'd managed to escape Apple's big March releases unscathed, they go and drop this bad boi. I've been narrowly avoiding upgrading just to switch from Lightning to USB-C but now with better ANC and H2 chip? I...
Kids' Over‑Ear Trend Signals AirPods Max Refresh
Not surprised to see a refresh of the AirPods Max considering how the kids all walk around with over the ear headphones nowadays
Apple’s $499 Laptop Shines, $549 Headphones Overpriced Yet Viable
Apple deserves considerable credit for delivering a laptop that represents remarkable value at a $499 student price, while also offering headphones priced at $549 that are difficult to justify. And yet, both products are likely to be very successful.
AirPods Max: Pricey, yet Surprisingly Common on Streets
It’s easy to laugh at $550 AirPods Max but it is really shocking to me at how many people I see in the real world wearing these. A true gen 2 has been way overdue…
Converging Tech Tsunami Will Redefine Life in Six Months
We’re watching the Supersonic Tsunami hit. Neuromorphic chips (1000x efficiency). Fusion plants coming online. Humanoid robots entering our homes. $1 trillion infrastructure deployment. These aren't separate trends—they're one converging system. The next 6 months will be wild.
TinyEngine NPU Expands to Third MCU Family for Sensor Edge
.@TXInstruments has added its home-grown NPU, TinyEngine, to a third MCU family that will go into sensor edge applications. It's not a scaled-down version of the C7, the accelerator in some of TI's bigger processors, which has a DSP component: https://t.co/fZU4XOsdBF
NVIDIA GTC Promises World‑shaking Chip Amid Tech Week
The Week Ahead In Technology for March 16. @NVIDIAGTC is the main event, with Jensen set to unveil a chip that will “surprise the world.” I’ll be there all week. Plus $MU earnings, the Fed dot plot, @ofcconference in LA,...
Global Race Accelerates Development of Directed Energy Weapons
Yes, and AeroVironment is not the only manufacture of directed energy weapons. Israel’s Rafael Advanced Defense Systems manufacturers the drone and missile proven Iron Beam. India’s DRDO working aggressively on directed energy weapons (such as the 30kW laser-DEW Mk-II(A) and...
Meta Reports 10× Reliability Boost After Fixing Gen 1 Issue
Drew Alduino from Meta presented update on reliability of Broadcom Bailey gen 1 systems. 10x pluggables once a manufacturing issue with elsfp was isolated. 40M test hours. Gen2 hardware hasn’t failed enough yet to count even with more device hours...
Prototype Fluidics System Thrives Overnight at 50Y HQ
Came in to find this prototype @cephlainc fluidics system running on the kitchen table at @fiftyyears. Part of an overnight reliability test. The energy at 50Y HQ is unbeatable. https://t.co/eOyN8nBXd9
Smart Garage Opener Syncs Bedtime Routine via Google Home
Just installed the Meross automatic garage smart home opener. Love this thing. Finally have a garage door opener that ties into Google Home. When I said it's time for bed: 1. Alarm kicks on. 2. Garage door closes if open. 3. All lights...
Catch All NVIDIA GTC Updates Here Tomorrow
This week a ton of news is coming from the NVIDIA GTC event. Especially tomorrow. The best way to watch the news is this feed: https://t.co/wAjs9SAZfe
AI Voice Recorder Eliminates Missed Lecture Notes
Tired of taking notes or forgetting key points from lectures and meetings? I check out the AILITH RecNote N1 AI Voice Recorder and find it a smart solution with lots of useful tech inside. Here's my detailed demo and review:...
Starlink’s First 100K Terminals Cost $2,500 Each
Starlink is a good example of this, everyone now seems to forget that the first 100K+ terminals cost ~$2500 each to make...
Apple's AI Hardware Push Could Lift Stock 33%
Apple’s AI Hardware Blitz Could Send The Stock 33% Higher, Says Wedbush’s Dan Ives https://asymco.com/2026/03/09/apples-ai-hardware-blitz-could-send-the-stock-33-higher-says-wedbushs-dan-ives/
Apple's Siri Setbacks Delay Smart Home Launch, Eye Foldable iPhone
Also in today’s Power On: Apple’s Siri and AI snags cost the company its big smart home launch — again & iOS 27 to have major changes to support upcoming foldable iPhone. https://www.bloomberg.com/news/newsletters/2026-03-15/apple-s-liquid-glass-ui-isn-t-going-anywhere-siri-home-hub-foldable-iphone-mmrpcylx
Data Drives the Future of Semiconductor Manufacturing
#Technology #Newsletter #Semiconductor #Manufacturing #Data NLOG-295 | Semiconductor And Beyond Newsletter | The Semiconductor Data Supply Chain: https://newsletter.chetanpatil.in/p/semiconductor-and-beyond-newsletter-295/