NVIDIA Secures Warrants to Buy Corning for AI Connectivity
LOL Jensen buying $GLW at 50x eps NVIDIA (NVDA) has received warrants to purchase up to 15 million shares of Corning (GLW) at an exercise price of $180 per share, as part of a new long-term partnership aimed at advancing AI connectivity. This partnership includes a 3 million share pre-funded warrant, aimed at scaling optical fiber connectivity for AI data centers.
India's Deep-Tech Startup Crafts Next-Gen Sleep System
This is wild. Look at how seriously the Indian deep-tech scene is taking sleep now: > bed senses your sleep stage in real time > auto-cools when you hit deep sleep > auto-elevates when it detects snoring > tracks HRV, RHR, breathing without a wearable >...
Smart PDLC Film Instantly Privatizes Any Glass Surface
Smart PDLC Film Turns Any Glass Surface Instantly Private by @DonaldTunp75739 #Innovation #EmergingTech #Tech #Technology https://t.co/JpWGP3CrO8
Doodlers Love reMarkable Paper Pure, Crave AI Boost
I cannot stop doodling on the reMarkable Paper Pure, a new tablet that drops some premium features to bring digital paper back to those who miss handwritten notes — but I wouldn't mind a little AI assistance https://www.techradar.com/tablets/remarkable-paper-pure-hands-on-review
NANO Nuclear, Supermicro Partner to Power AI Data Centers
JUST IN: NANO Nuclear and Supermicro sign a strategic MOU to power next-generation AI data centers using advanced nuclear energy.
STMicroelectronics Boosts Starlink Chip Revenue Eightfold
.#STMicroelectronics @relouzzane: Chip deliveries to @Starlink, $175M in 2021 & $600M in 2025; our BOM up 8x between Starlink v1.5 and v3, now $10s of 000s per satellite. We're pursuing other LEO operators, including Chinese (for UTs only, not sat...
Unifi Router's Ad Blocker Unreliable, Blocks Entire Pages
I love my Unifi router by ad blocking is so oddly buggy It never actually blocked any ad, then today it blocked an entire page, then I added that domain to the allow list but it keeps blocking it Interesting... https://t.co/le5qpUC87P
MacBook Neo's Future Threatened by Dwindling Leftover iPhone Chips
Subscribers to Culpium just got an exclusive update on the plight of the super-popular MacBook Neo. Neo is an important part of @Apple's Mac strategy. But it's built on binned ("less-than-perfect") iPhone chips. And those leftover chips are running out.
Garmin Expands Into Hi‑fi Audio with JL Audio Speakers
Garmin has unveiled some hi-fi speakers through its JL Audio brand, including a streamer, loudspeakers and floor speakers. https://t.co/GjYwvsg0Ag
Samsung Code Leak Reveals Galaxy Wide Fold, Z Fold 8
Images of the Samsung Galaxy Wide Fold and Z Fold 8 have both been spotted in Samsung code. https://t.co/82L2RsJJjr
Huawei Luxeed Auto‑Charges When You Walk Away
Huawei Luxeed Charges Itself Automatically After You Step Out by @XueJia24682 #EmergingTech #Technology #Innovation #Tech #TechForGood https://t.co/93DtkTCuhg
Galaxy Book6 Pro $300 Off – Best Value Laptops
Galaxy Book6 Pro is now $300 off here: Book6 Pro 14 inch: bestbuycreators.7tiv.net/enAmE6 Book6 Pro 16 inch: bestbuycreators.7tiv.net/0Gd4AY At the discounted prices, they are the best laptops in those segments. Amazing laptops finally with a good price tag
Boox Pro Adds Color E‑Ink, Stylus, Data—Price Spikes
Boox’s phone-like ereader gets a flashy Pro upgrade, with color E Ink, stylus support and mobile data making it more versatile, though the even higher price stings. https://t.co/v8D1Pdsg3I
Rapid Semiconductor Rally Echoes Dot‑com Bubble Warning
The last time semiconductor stocks rose this far this quickly, the dot-com bubble burst. @jsadinolfi reports https://t.co/uaqLSPxJqY
Direct Protein Reading Platform Ends Proteomics Blind Spot
🐠 Everything we know about biology has been built on an incomplete picture. DNA tells us what a cell might do. Proteins tell us what it’s actually doing. Pumpkinseed announced their $20M Series A today (led by Future Ventures and NfX)...
Fab Evaluation: Look Beyond Node to Process Flavors
#Technology #Thread #Semiconductor #Manufacturing #Process The Semiconductor Process To FAB Count: 1/ - When Evaluating Semiconductor Fabs. - It Is Essential To Look Beyond Just The Manufacturing Node. - While The Node, Such As 7nm, 5nm, Or 3nm, Often Grabs Headlines. - The True Versatility...
Ex‑Macquarie Bankers Target 4,800 MWh Australian Battery
Former Macquarie bankers plan one of Australia’s biggest six-hour batteries with 4,800 MWh of storage #energysky -- via Renew Economy: https://t.co/fAFbll5GaW https://t.co/IKtVfQzKyi
Modder's Gaming PC Takes Up an Entire Room
This modder's gaming PC build meets the definition of unique, as it's quite literally the size of a room. https://t.co/0Q9qrmd4xf
AI Arms Race Shifts to Securing Data Centers
The Next AI Arms Race Is About Fortifying Data Centers https://t.co/FgUFDOP3m7 via @YouTube #AIarmsrace #AIweapon #datacenter #storage #artificialintelligence #AI @lexfridman @KirkDBorne @Ronald_vanLoon @erikbryn @antgrasso @sallyeaves @Nicochan33 @HaroldSinnott @mvollmer1 @marcusborba @CatherineAdenle @vinod1975 @YuHelenYu @ingliguori @fogoros @ylecun @TerenceLeungSF @SourabhSKatoch @wil_bielert @HsrYueli @faustospain @Whats_AI...
AI‑Driven Power Demand Boosts AMD and Electrification
AI Food chain of AI + DC +grid + power theme: $AMD: 1Q DC +57% y/y & server CPU revenue guide +70% in Q2 bc of demand for EPYC processors and AI infrastructure. It’s happening throughout technology, industrials, utilities and power...
AMD's Server CPU TAM Surges, Revenue Soars 70%
Some color from the $AMD call that wasn't in the release. -Server CPU TAM revision. From ~18% annually (FAD November baseline) to >35% annually, reaching >$120B by 2030. This is a structural reframe. -Q2 server CPU revenue guide: >70% YoY. -Q1 server...
AMD's CPU Growth Outpaces GPU Surprise
$AMD CPU business may be even cooler than the GPU business. Who would have believed that a year ago? 🙃
Wafer Shortage Forces Companies to Fight for Compute Capacity
What is clear in semis right now is that we are in a wafer and capacity scarcity moment. A key part of the analysis is which companies are best positioned to secure the capacity they need to meet unprecedented compute...
AMD Forecasts 35% YoY Rise in Server CPU Market
$AMD @LisaSu conviction that CPU server TAM 35% YoY driven by agentic. This is actually going to be more fun to track than GPU/ASIC volumes YoY :)
Lisa
Lisa Su: "With loads and loads of agents, you could imagine more CPUs than GPUs." CALLED IT. I FRICKIN CALLED IT.
AMD Poised for 10% Jump on 18% CPU Growth
$AMD will be up 10% tomorrow after their new 18% growth on CPU. The Datacenter demand is shifting,
Undisclosed AMD Deal May Rebate Chips on Stock Surge
Have the precises terms and conditions of the Open Ai and $Meta deals with $AMD been disclosed. As far as I can tell the higher the share price goes the chips bought be these two go to zero in...
Data Center Sales Surge 57% on EPYC, Instinct Demand
JUST IN: Sales in the chip maker's data center segment rose 57% year-over-year, fueled by robust demand for its EPYC processors and the escalation of Instinct GPU shipments.
By 2030, Data Centers Use 10% of Golf’s Water
TIL that by 2030, data center water usage will be 1/10th of what the US golf industry uses h/t @itsvijen
AMD Data Center Surge Confirms AI Bull Thesis
AMD monster data center numbers another validation sign for AI Revolution bull thesis. Brick by brick 🔥🏆🐂🧱🍿
Floating Data Centers Promise Faster AI Deployment, Yet Risks Persist
Samsung and partners propose floating data centers to accelerate AI infrastructure deployment, though execution challenges and offshore risks remain unresolved. https://t.co/Rir1ZinY7J
More GPUs, Not Innovation, Are the Only Answer
Oh Martin, you know there will never be any real innovation in these models so only solution is to buy more GPUs and memory… 😂
QCi Launches NeuraWave Photonic Reservoir for Edge AI
Technology Spotlight: QCi introduces NeuraWave, a photonic reservoir computer for development at the edge - Quantum Computing Inc https://t.co/gNJKZ2d8Wn
Neoclouds' CPU Shortfall Threatens Agentic Inference Competitiveness
What gets missed in the neocloud narrative is the CPU side of the equation. If neoclouds intend to compete with hyperscalers on inference workloads at scale, and particularly on agentic inference, they will need substantially more CPU capacity than their...
Agentic CPU Market Forecast May Become Obsolete in Six Months
The agentic CPU, as a specific product, will evolve over this year. It's possible much of what we know now will be out of date in six months. That said... This was a stab at detailing the market...
PCB and Wire Bonding: Overlooked Semiconductor Bottleneck
"Clearly the most underrated bottleneck in the semi supply chain is in printed circuit board and die-attach wire bonding", EthereumFire's senior crypto analyst wrote in a note to clients.
AI-Driven Import Surge Widens March US Trade Deficit
US imports are soaring again -- led by imports related to the "AI"/ data center investment boom. That pulled the March trade deficit up even with strong exports .. 1/ https://t.co/pyJlnGeCph
LG's 3rd‑Gen Tandem OLED Doubles Lifespan, Boosts Efficiency
3rd Gen Tandem OLED has arrived LG announced its next generation Tandem OLED panel with improvements across the board • Double the lifespan at 15,000 hours with brightness at 1200 nits • 18% more efficient Mass production begins this year
2006 Macworld: Jobs Unveils First Intel Macs
Throwback to Macworld 2006, when Steve Jobs announced the first Intel-based Macs with Intel CEO Paul Otellini coming out on stage in a semi-conductor white bunny clean room suit amidst a cloud of smoke. https://t.co/Tgo1KU3Vhc
Ex-Apple Designer Launches Wearable to Quantify Emotions
.@Michaelblhssn spent 5 years at Apple designing iPhones, recently the iPhone 17 Pro enclosure. He spent a decade asking: can human emotion be scientifically understood? Today he's launching @Anoria_inc, the first wearable that reads your emotions to enhance your EQ. https://t.co/dsxBzodbtp
10% Utilization Cuts Rack Power to 45 kW
Hey, if that hardware is only operating 10% of the time, it means that 450 kilowatt rack only needs 45 kilowatts, right? right??
U.S. Forms Global Coalition to Tackle Memory Chip Shortage
LOS ANGELES -- The U.S. is working to address the global memory chip shortage through a supply chain coalition with allies in Asia, Europe and the Middle East, a State Department official told Nikkei Asia Monday.
Xteink X4 Emerges as Kindle’s New Rival
The Xteink X4 ereader is the latest social media tech obsession, and it's emerging as a serious Kindle rival. https://t.co/4D8d6ZEJux
Steam Machine Near Launch, HDMI 2.1 Firmware Update Planned
Valve's Steam Machine may be close to launch –and a post-launch firmware update may deliver HDMI 2.1 https://t.co/U8MvLjCtVZ
CSAIL Revives 80s Three‑s
In the '80s, future MIT prof. Bill Freeman envisioned a three-sided zipper that could switch items between soft & rigid states. Last year, CSAIL revived his idea w/an automated design tool. It 3D prints "Y-zippers" that snap gear, robots, & art...
AI Inferencing Nodes Will Soon Blanket the Planet
Quote of the day comes from Sean Farney, VP, Data Center Strategy – Americas at JLL, here at @ConnectX_USA #ConnectX26 “We need to carpet the planet with AI inferencing compute nodes....We’re in the infancy of this.” #EdgeComputingReturns
Galaxy S26 Ultra Hits Record Low—Best Android Yet
The Samsung Galaxy S26 Ultra just hit a new record-low price at Amazon, so now's the time to buy if you're shopping for the best Android phone we've ever tested. https://t.co/W5kNf6iAHt
AMD Poised to Beat Estimates; Watch GPU Ramp
$AMD reports after close. Consensus ~$9.84B / ~$1.30 EPS (+32% rev, +35% EPS). Stock up 74% in April sets a high bar. I think they will beat. I’m watching a few things: MI355 ramp, MI400/Helios timing, Meta 6GW progress, EPYC...
Bose Launches Flagship Soundbar, Supports Cross-Brand Multi‑Room Audio
Bose's Lifestyle Collection features a new flagship soundbar and multi-room compatibility — including with other firms' speakers https://t.co/atUHPOWGxh
Next-Gen Low-Power Memory Boosts High-Performance Computing
New CPU Memory Module: Benefits and questions surrounding a next-gen low-power standard for high-performance compute. https://t.co/1O8k7qRB7d #DDR #SOCAMM #thermalmanagement #lowpowermemory https://t.co/pfo54Qm7Pt