Hardware Social Media and Updates
Hardware Social Media and Updates
Hardware Pulse
EMAIL DIGESTS
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Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
The XPU is one part of what is now becoming a custom solutions approach (not just the compute ASIC) but @mediatek showing what they have been investing in across the custom solution stack. Hadn’t seen many of these details before. https://t.co/SjzRiF795u
Smart SLAM Security Camera That Patrols Indoors with Built-In #Privacy Protection by @CaliCrypto714 #Innovation #EmergingTech #Tech #Technology https://t.co/b9oNmbqBjv
Getting into the guts of @MediaTek data center/custom XPU details but this slide is informative of market work they have been doing in this space since 2011. Expecting more details on SerDes, advanced packaging, fabric, and their networking capabilities. https://t.co/OWT2MbypXK
Helium, electricity, and now water. TSMC is jumping in to mitigate a problem before it becomes one. Exclusive details at Culpium https://t.co/mCHVC62aYq
This is what the market is still missing about @MediaTek that the brands they end up in are strong tier one players https://t.co/NnkLW0ZH2p
Almost half of US data centers planned for 2026 are expected to be delayed or canceled. One big reason is the shortage of electrical equipment, such as transformers, switchgear and batteries. US doesn't have manufacturing capacity, forcing it to rely...
100-hour LDES battery technologies from Form, Noon and Ore: how do they compare? #energysky -- via Energy Storage News: https://t.co/CjiddvgGDw
MY LATEST Speedtest data helps highlight the Wi-Fi router vendors that will be most directly affected by the FCC's new rules. Here is a list of the top 10 Wi-Fi router vendors in the U.S. from January 2025 to March 2026,...
The closure of the Strait of Hormuz is choking off about a third of the world’s global supply of helium. Helium is a critical input in semiconductor manufacturing used to cool chipmaking tools. LESS HELIUM = FEWER CHIPS = MORE EXPENSIVE CHIPS....
Spending the day with @MediaTek to learn more about what’s coming and I have the feeling we’ll spend little time talking phones https://t.co/Uj9JOH2TLl
Interesting discussion on the opportunities and challenges of using AI in chip design (part 1) https://t.co/izxyUVZPSf #semiEDA #semiconductor #chipdesign @intel @AMD @nvidia @Synopsys @Microsoft @UCBerkeley #agenticAI https://t.co/XGRc1mfUFg
Road Ahead 1. Data Centers, $2.5T Capex. 2. $2T US Power Grid Rebuild - copper, aluminum. 3. Currency Debasement: USA $1.9% Defecit / 6.2% of GDP vs 3% average last 40 years. 4. Re-Build: Gaza, Iran, Ukraine, Israel - copper. 5. Robotics -...
Chinese chipmakers claim nearly half of local market as Nvidia's lead shrinks Nvidia's share has gone from 95 to basically 0 in the data center, except for legacy GPUs. With H200s on the way, this could change.... https://t.co/KeYmyyAu7C
In 2013, Shark Tank rejected this “useless” doorbell. The company asked for $700K investment. The Sharks laughed. But 5 years later, Amazon bought the company for $1B... And Shaq invested $1M of his OWN money into the business. Here's the story...
$MU Cantor gets it. We don’t have enough and won’t have enough memory for many years. https://t.co/RVEiSu5wgd
Came across some interesting things from supply chain friendlies on memory. And... Not going to get better anytime soon. Next year will be worse than this year.
The Apple TV HD is now 'obsolete', even though it's working perfectly fine for happy users. https://t.co/qxH0j5LXWu
Nvidia vs AMD over the last 5 years: NVDA: +1,158% AMD: +157% Same industry… completely different outcomes. The difference? Positioning around the AI boom. The market rewards companies that dominate trends—not just participate in them.
What to know about plans for one of Europe’s largest AI data centres “The facility in Lappeenranta, Finland 🇫🇮will offer up to 310 megawatts of power, the same as three hyperscaler data centres.” https://t.co/tvYvZDo6mF https://t.co/tDTsB2Bw4L
'I won't spoil it, you'll kind of have to see it for yourself' Google's screenless Fitbit teased on 'performance advisor' Steph Curry's Insta. https://t.co/ENQUYed7SO
Quantum computers need vastly fewer resources than thought to break vital encryption - Ars Technica https://t.co/pLuvHMFLOP
Report even hints at 'DDR5 16GB module prices potentially normalizing by end-2026' — but I really wouldn't get carried away with that idea. https://t.co/DCKYexsGpx
Zhipu accelerates pivot to domestic chips amid AI boom in China "The deep optimisation has enabled the GLM series models to achieve inference efficiency on domestic chips that rivals that of the world's leading foreign chips. --Zhang Peng https://t.co/JFivhulfnU
The Samsung Galaxy Book6 Pro has a majestic display and design — but does it do enough to justify its high price tag? https://t.co/Y0oEjSM4Ne
Hindsight is a luxury, but the biggest innovations are rarely obvious at the start. I sat down with former @ASMLcompany President Martin van den Brink to discuss how they bet the company on EUV technology long before the AI boom made...
Shenzhen activates China’s first 10,000-card AI cluster with Huawei’s chips Hub launches new cluster built with Huawei advanced chips, delivering 11,000 petaflops of computing power in push for home-grown tech https://t.co/RqgqZdNH6B via @scmpnews
KVV Electric: The World’s Smallest Foldable Smart Golf Cart with Remote Control by @DonaldTunp75739 #Innovation #EmergingTech #Tech #Technology https://t.co/HFKwPS1USd
Ride a Handmade Pseudo-Hoverboard and Feel Like a Real-Life Hero via @ZappyZappy7 #EmergingTech #Technology #Innovation https://t.co/yZ9PlFdXb4
America's AI goals are running into a shortage of electrical parts needed to build and power massive data centers https://t.co/pXqrxtFOy0
We know what day it is but these Raspberry Pi price hikes are no joke https://t.co/pOAmZDzIFT https://t.co/BIpeHXYCH2
I’ve been saying this for past decade at least. TEEs are a bad idea, from inception.
Supply crunch in Intel, AMD CPUs deals fresh blow to PC and server makers https://t.co/sMgQY3kMbL
TSMC to mass-produce 3nm in Japan by 2028 (15k wafers/mo). Macro: advances node capacity and onshoring. Risks: capex, execution, geopolitics. Trade: overweight semiconductor equipment. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Wow. Short-lived absolute steal on Woot earlier tonight. Lens was new, not used or refurbished.
Swallowable #AI Capsule Can Diagnose Digestive Issues in Minutes by @China_Amb_India #MedTech #HealthTech #Tech #Technology #EmergingTech #TechForGood https://t.co/AAR1YthCd3
Per the $NVDA + $MRVL investment... I do wonder if this also opens the door to $NVDA selling CPU racks to custom XPUs made by $MRVL for hyperscale customers. Obvsiously, it does help them lock up more parts of the...
📺 March 31, 1999: The TiVo digital video recorder was released in the U.S. It was the first commercially-sold device that provided television viewers the ability to watch their favorite programs more frequently on their own schedule sans VHS tape...
UK chip giant Arm to sell its first in-house chip in China ... we would expect the demand for this product to be just as strong in China as it is in the rest of the world.... Yup.... https://t.co/jHDazUTU3m
Samsung launches 13-inch color e-paper display using digital ink, enabling low-power signage updates across workplaces, retail and hospitality. https://t.co/3hJ9exkrbH
Apple turns 50 In my opinion this is the most beautiful computer they ever made, the 1996 20th Anniversary Macintosh https://t.co/mEETde9jSd
Meta just debuted a duo of new AI glasses styles in its Ray-Ban smart specs lineup, and they’re designed for folks who have prescriptions https://t.co/atVjAJ8Pnc
Devices startup Nothing is working on smart glasses for next year and looking at AI earbuds, joining the chorus of device makers entering the space. https://www.bloomberg.com/news/articles/2026-03-31/device-startup-nothing-technology-plans-to-release-ai-glasses-next-year?srnd=undefined
Carl-August Zehnder & Niklaus Wirth with the Lilith computer. Lilith was strongly influenced by the Alto computer developed at Xerox’ Palo Alto (in which Niklaus Wirth had been working during his sabbatical in 1976). The whole Lilith system sotware was...
"It is becoming clear how to build a utility scale quantum computing, capable of many applications. Cryptography is just one of those. But it's highly UNLIKELY this happens overnight" - Dolev Bluvstein https://t.co/OMA9HmxIQs
Micron hit $471 eight days ago on the best earnings in its history. Revenue tripled. HBM4 sold out. Guidance raised to $33B. Today it trades at $331 — down 30%. The reason? A Google blog post about a year-old compression...
You could use a mix of self-managed and managed MCP servers. Here's an example of using both, and securing them in a production-ready way. https://t.co/reHeaq6QEV https://t.co/5pLxHwGKWv
Will do a memory market update next week. But in the meantime. Nothing has changed since this report a month ago. Memory still on track to ~$200B https://t.co/QSHAd1OxK2
Panic about micron & DRAM /NAND price “crashing” This is a soft dip after higher prices for longer — not a cycle reversal. Don’t confuse cooling with collapsing. $MU $SNDK
As agentic AI boosts productivity and shifts verification bottlenecks, trusted verification IP remains the foundation that captures decades of protocol expertise while evolving to meet rising complexity. https://t.co/R0W2oYPqL9 #semiEDA #verification #AgenticAI #AI
Was fun going deep on 800 VDC. I had to talk to my friends in the trade working on these data centers for context lol. Lots of juicy nuggets I uncovered. 800 VDC: The Inflection Point Reshaping Datacenter Power...
