LG C6 Sets New Standard for Mid‑Range OLEDs
We tested the LG C6 over two weeks — it's a notable upgrade over its predecessor, and sets the bar for mid-range OLED TVs in 2026 https://www.techradar.com/televisions/lg-c6-review
AMD Shares Surge on AI-Driven Chip Demand
ICYMI - .@AMD’s stock rises on surging demand for CPUs and GPUs for #AI workloads https://t.co/eTvgEPCV58 @SiliconANGLE @Mike_Wheatley “This is proof that innovation in chip design is still the key to accelerating revenue growth, because that’s where...” #Earnings https://t.co/e62KGJzFMq
XPS Sleeps on a Fraction of Battery Drain
Panther Lake isn't just super battery efficient when you're using the machine, but also when it's sleeping. My old Framework AMD would consume about 2% of its battery per hour in sleep. My new XPS only sips 0.45%. So 20h...
Kids' Voice Becomes Stickers via AI Printer
Kids Speak, It Prints: Stickerbox’s #AI Printer Brings Ideas to Life by @ritwikpavan #EmergingTech #Technology #Innovation https://t.co/sQ6Vam9QrS
Essential Steps to Secure Your IoT Devices
How to Protect #IoT Devices from #CyberSecurity Threats by @antgrasso #InternetOfThings #Infosec #IT #Technology https://t.co/iIDWrpr2Mm
Tiny BCI Chip Delivers High‑Bandwidth Wireless Neural Links
Ultra-Compact Brain–Computer Interface Chip Enables High-Bandwidth Wireless Neural Communication by @CUSEAS #MedTech #Healthcare #HealthTech #Tech #Technology https://t.co/nWSUX4xCRz
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...
AI and Batteries Revive Australian Mining Grid Instantly
Fortescue’s chairman says AI and battery storage ‘healed’ Australian mining grid in nanoseconds #energysky -- via Energy Storage News: https://t.co/GkPXR561K6
Yoga Pro 9i Beats All Windows Laptops, Near Desktop Speed
Geekbench CPU scores of my Yoga Pro 9i Aura Edition • Core Ultra 9 386H • RTX 5060 (100w) • 32GB 7467 MT/s memory Ahead of my XPS 17 and Book5 Pro by a lot, and better multi core than M4. Far behind...
Portable MSI EZgo Charger Delivers Reliable On‑the‑Go Power
Got an EV and dreamed of having a smart charger at your home or office? How about one for while you're on the road? The @MSIusa EZgo Portable J1772/NACS EV Charger neatly fits the bill, as I ascertained when I...
Palm‑Sized Ryzen 5 Mini PC Delivers Full‑Size Performance
The PELADN WO4 AMD Ryzen 5 Mini PC is an amazing little device: It'll fit in the palm of your hand, but offers impressive performance and Windows 11 Pro. I got my hands on one and ran it through...
Memory & Architecture Design Crucial for Inference Era
Good discussion here with @MicronTech Chief Business Officer Sumit Sadana, @AMD CTO Mark Papermaster on memory and architecture design needs in the inference era. https://t.co/H5d1zt1KbM
Supply Constraints Decide Winners in Compute Boom
You’d think no one would be surprised we can’t make enough chips. Three earnings prints in 48 hours just confirmed the same story that compute demand has lapped supply, and capacity is the binding constraint across silicon, optics, and IP....
Quantum Advantage Arrives 2024; Align AI with Quantum
.@IBM CEO Krishna touts quantum computing use cases, quantum-AI continuum https://t.co/FEpY7F817C IBM CEO Arvind Krishna said quantum advantage is here this year and enterprises need to align quantum computing with their AI strategies.
AI-Powered Robot Hands Ready to Cook Breakfast
Ever wanted a robot chef? Right in your kitchen. Right in your house. I sure have. Now we just might have hands that are good enough to make that a reality, & the AI to drive them. >> These Robot Hands Can Literally Make...
Fix Google Meet Camera Errors on Windows
Trying to join Google Meet, and it complains that your camera doesn't work or that it doesn't have access? Here are some basic ways to debug the problem on a Windows PC... https://t.co/Et6yQGfQci #googlemeet #zoom #webcam https://t.co/Qq27tDXsIc
Hardware-Encrypted USB Drive Secures Data Across Mac and Windows
Ever lost a USB drive with important data? That's why the Kingston IronKey Locker+ 50 G2 Encrypted USB Drive is so amazing: It has hardware encryption and is Mac & Windows compatible. Here's my detailed demo and review: https://t.co/idyrwob9KH #privacy...
Data Center CPU Market May Exceed $200B by 2030
I'm now beginning to wonder if the now consensus data center CPU TAM ranging between ~110-175B in 2030 could be off and it ends up being north of $200b. Just looking at our model, unit volume trends, what we hear...
G42 Secures Minneapolis Office-to-Data Center Lease
A unit of G42, the Abu Dhabi tech conglomerate backed by Emirati royal Sheikh Tahnoon bin Zayed al Nahyan, has signed on as the primary tenant for an office-to-data center conversion in Minneapolis https://t.co/jgG7C2gsvM
Denmark's Grid Overloaded: Data Centers Demand Optimization
Another country facing issues from data center demand. We need to refocus on optimization over assuming unlimited resources. Denmark faces data center reckoning as power grid overwhelmed by surging demand https://t.co/BNOTqpCMax #CIO #AI #DataCenter
Data Center Surge Makes Optics a New Bottleneck
$COHR delivered a clean BEAT and RAISE on every line that mattered, and the data center business is now the entire story. Record revenue, expanding margins, accelerating bookings, a structural tailwind from CPO. The stock is selling off post-print due...
Reddit Predicts RAM Economy Overhaul, Data Centers Become Nuisance
Following Lisa Su's revelation, a disgruntled Redditor predicted: 'The RAM economy will permanently change and data centers will be a nuisance for the rest of recorded time'. https://t.co/gECS95FAmu
ARM's AGI CPU Demand Doubles to $2B Quickly
$ARM delivers across the board. Noting it saw early demand for its new AGI CPU double from $1 to $2 Billion within weeks of its announcement.
First AI Pin Endorsed by MKBHD—Pre‑order Book
I've done it. I've made the first AI pin that @MKBHD can recommend. Pre-order my book and then redeem yours at http://joannastern.com/pin.
Arm's Data Center Royalties Double, Silicon Demand Soars
$ARM delivered a clean BEAT and RAISE on every line that mattered, and the data center business doubled YoY. The story is no longer pure IP licensing. It is now also silicon with AGI, and the silicon business is ramping...
Semiconductor Returns So High They're Fully Conductors
Semiconductors? With these kinds of returns, I am surprised the group should be called Fully conductors. There's nothing semi about them.
Compute Is Money: Race to Scale Inference Power
Hopefully, it is abundantly clear that Jensen was right when he said compute = $. The race is on to acquire and bring online as much compute as possible as fast as possible. Inference era economics $$$ 🚀
Nearity 360 Alien Camera Revolutionizes Multi‑Person Video Calls
Using a laptop webcam for your video meetings? Yikes. The Nearity 360 Alien Conference Camera, with 4 lenses, mic array & hi-fi speaker is a game changer that supports 10+ person meetings. Here's my demo and review: https://t.co/NL1YWMlGmn #zoom #meet...
Rare $14K 512GB Mac Studio Available—Will Vanish Fast
B&H currently has a $14,000 SKU of the Mac Studio in stock. It’s the discontinued model with 512GB of RAM. Bet it’s gone by closing time.
Blink Doorbell 2K+ Adds AI Video Captions for US
The Blink Doorbell 2K+ is available in wired and battery-powered versions, and US subscribers can get AI-generated video descriptions sent to their phones. https://t.co/HSaZ7MDz1V
Exploring CPU, GPU, QPU Convergence in Next‑Gen Supercomputing
Next up. It's @jmchow talking about the conversion of CPUs, GPUs and QPUs..The new super computing. #IBMThink https://t.co/oXRQoukO51
Discussing AMD, ARM, and NVIDIA on Power Lunch
Thanks @SullyCNBC for having me on Power Lunch to discuss $AMD, $ARM, and $NVDA. https://t.co/lK0BLNhhXg https://t.co/DGfK9M8mn7
Hamilton Unveils Integrated Glucose Sensor, Marks Decade Milestone
Hamilton Company has been coming to @SynBioBeta for years. This year, they showed up with something new. Tyler Schweder from Hamilton's process analytics team walked Gary George through their full upstream workflow: pH, dissolved oxygen, viable cell density, total cell...
Customers Accelerate Orders to Dodge Price Hikes, Supply Risks
While the AI infrastructure business is certainly robust, something I've been suspecting and mentioned in all the manufacturing PMIs (broadly) is the pull forward of ordering to get ahead of price increases and/or supply chain issues. That goes too for...
AI Compute Shortage Grants Providers Massive Pricing Power
One thing is for certain, the demand for AI compute resources far exceeds the supply, and probably will for the foreseeable future. Probably for a few years at least. Companies are going to have to compete for limited AI resources. They’re...
AMD Poised to Dominate Expanding Data Center CPU Market
Shared some thoughts on $AMD along with how we see the data center CPU TAM expansion playing out.
ARM Results Boost Growth and TAM for Agentic CPUs
$ARM results should continue to fuel the fire. Especially the expected order growth and TAM expansion for agentic CPUs. 💪
Data Centers Face Obsolescence Amid AI and Black‑Swan Risks
Two things can be true at the same time: We can (and certainly should) keep pushing the limits of AI while also acknowledging we may have a massive problem on our hands with the physical data centers themselves. And there isn't an...
New Buying Guide Walks You Through Choosing a Fitness Tracker
We're trying out new stuff with our buying guides. Here's how I actually guide people through picking a fitness tracker in person....but in written form. https://www.theverge.com/gadgets/924338/best-fitness-trackers-2026
Corning Boosts US Optical Capacity Tenfold for AI Demand
"Corning will increase its U.S.-based optical connectivity manufacturing capacity by 10x and expand its U.S. fiber production capacity by more than 50% to meet the accelerating demand driven by AI factory buildouts." https://t.co/VX9jOQr1Bg
Chipmakers Deploy AI to Consolidate Embedded Dashboard Data
Chipmakers are starting to use AI to manage data that is mined from different “dashboards,” many of which are already embedded in chips and systems and used to monitor everything from thermal gradients to voltage droop. https://t.co/zk6dbLIn9l #semiconductor #dashboards
CPU Market Set to Quadruple by 2030
We are tracking this as well going forward. This is the view of the pre-agentic CPU era, and when the CPU TAM is ~$25B. This may look very different as the TAM goes north of $100B in 2030....
NY Gets First Private Tesla Supercharger in Northeast
New York is about to get its first-ever privately owned Supercharger site. First such in Northeast US! It's built by EVIO Charging, which is dedicated to build out more Tesla-powered sites. EVwire is first to charge to the scene as always, read...
Hyperscaling Compute: Biggest Historical Bet, Risking Failure
Am I right that hyperscaling compute is the biggest bet in history? Any counter examples? It’s way more expensive than the Manhattan Project, the Apollo project, and railways across the US. If it doesn’t yield AGI, it may also be the...
Edge Computing Powers Real‑Time AI Performance
AI doesn’t fail because of bad models—it fails because of where it runs. Real operations need ultra-low latency and real-time decisions. With Edge Control from T-Mobile for Business, data is processed at the edge for faster, more secure performance. Managed through T-Platform, a...
AI Data Centers Will Match US Residential Power by 2030
The global AI data center industry will consume as much power as residential electricity across 2/3 of the United States by 2030 (950 TWh). We're literally building a parallel electrical civilization — except this one thinks faster and never sleeps.
Quantum and AI Will Co‑lead, Not Compete
I congratulated @jaygambetta on Quantum making it from no show to some show to 1/3 agenda point of the Think keynote - and asked when it will be #1. He answers he doesn't foresee Quantum to overtake AI. Its going...
Corning to Supply Passive Photonics for Inside‑Box SiPh
$GLW moving inside the box. I maintain that Corning becomes a key "co-design" partner for optical as SiPH really starts to ramp in 2028. But those conversations are happening now. "historically, we've had no inside the box content...
Container‑Sized Chip Fabs Offer Affordable Specialty Manufacturing
Okay this is genuinely cool: there's a startup selling shipping-container-sized chip fabs for $5–15M that can train a semiconductor workforce and compete on price with major foundries for specialty applications. started because an MIT grad student was sick of using...
Corning's Optics Will Dominate GPU Rack Interconnects
$GLW having a presentation on optics. This slide.. Everywhere you see yellow you see Corning. "And when we add the optical scale up network to interconnect all the switches in every GPU rack, well we add a lot...