Nvidia Earnings in Focus; SpaceX Eyes Historic IPO | Bloomberg Tech 5/20/2026
Bloomberg Tech opened with a dual focus: Nvidia’s upcoming earnings report, which could cement its role as the AI‑driven engine of the market, and SpaceX’s anticipated historic initial public offering. Analysts expect Nvidia to post roughly 80% top‑line growth and an 85% jump in earnings per share, figures that would reinforce its dominance in the semiconductor sector but also raise questions about valuation and sustainability. The discussion highlighted several risk factors. Jensen Huang emphasized that while partners have secured supply chains, demand is outpacing capacity, especially in training‑heavy AI workloads. A lingering overhang in China—where U.S. export restrictions could limit sales—adds uncertainty. Moreover, Nvidia’s forward P/E of about 24 sits below its historical average, making the stock appear relatively cheap despite its massive growth outlook, yet post‑earnings sell‑offs remain common. Turning to SpaceX, the network detailed a potential $75 billion raise that could push the company’s market cap beyond $2 trillion, positioning it as the largest IPO ever. Goldman Sachs and Morgan Stanley are slated to lead the underwriting syndicate, mirroring the bank consortiums that managed past mega‑IPOs like Alibaba. The filing also mentioned a planned $60 billion acquisition of a coating startup within 30 days of the listing, underscoring aggressive expansion plans. For investors, Nvidia’s results will likely set the tone for the broader chip rally and S&P 500 weighting, while the SpaceX IPO could reshape capital‑raising benchmarks and spur further private‑to‑public transitions in the tech sector. Both events underscore the high‑stakes interplay between AI demand, supply chain geopolitics, and capital market dynamics.
The iPhone Ultra Is Coming...
Apple’s rumored first foldable—nicknamed the iPhone Ultra—appears headed for a passport-style design with a 5.5‑inch cover screen and a 7.8‑inch inner display, prioritizing pocketability and a wider tablet-like interior. Leaked specs and mockups point to a thin chassis, dual 48MP...
Cleaning up the Mess - ISPASS'26 Talk by Nisa Bostanci and Haocong Luo
The ISPASS 2026 presentation by Nisa Bostanci and Haocong Luo challenges a recent best‑paper that claimed the open‑source DRAM simulator Emulator 2 dramatically under‑performed real hardware. The speakers identified three fatal flaws: missing source code prevented replication; the simulation used only eight DDR5 channels while the...
Liontrust Focused on Nvidia Suppliers Ahead of Earnings
Liontrust’s latest briefing zeroes in on Nvidia’s supplier strategy as the chipmaker approaches its earnings release. The firm highlights a dramatic jump in Nvidia’s purchase commitments—from $50 billion in Q3 to $90 billion last quarter—effectively locking down two‑thirds to three‑quarters of critical...
How Do You Build a UI for an Exabyte-Scale Distributed Storage System with Scality
Scality’s CTO George Reni walks through the evolution of the management interface for an exabyte‑scale distributed storage platform, describing how early customers demanded granular manual controls and how that mindset shaped the first UI. He outlines four development phases: a control‑heavy...
Data I/O Corporation (NASDAQ: DAIO) Talks Semiconductor Programming, Automation & Growth Strategy
Data I/O CEO Bill Wentworth said the 52-year-old semiconductor programming firm is repositioning from a niche capital-equipment vendor toward broader data-provisioning services and automated solutions. He highlighted deep employee tenure and legacy platform expertise as competitive advantages while acknowledging underinvestment...
The Impact of War on the Hardware Industry
The speaker argues that military technology is evolving faster than consumer electronics, driven by AI and rapid field-level innovation exemplified by Ukraine’s daily-updated, 3D-printed drones. This acceleration is reshaping how wars are fought and highlights the need for faster hardware...
Introduction to Processors | Fetch - Decode - Execute | All About VLSI || RISC - V Processor Design
The video introduces the three core stages of processor operation—fetch, decode, and execute—to lay a foundation for learning RISC‑V CPU design. It targets VLSI beginners, FPGA hobbyists, and computer‑architecture students, emphasizing that mastering these cycles simplifies later work with RISC‑V...
Imec ITF 2026: Day 1 Wrap
The Imec International Technology Forum 2026 opened in Antwerp with a clear message: collaborative co‑optimization is the new strategic imperative for the semiconductor ecosystem. New CEO Patrick Vanden Nila outlined five axes for the show, emphasizing that hardware, software, and...
What Is a Clock in an FPGA? (Or Digital Logic in General)
The video explains that the clock is the fundamental timing signal in FPGA and digital logic designs, feeding every flip-flop and acting like the system’s heartbeat. It’s a periodic square wave (typically 50% duty cycle) whose frequency determines how fast...
3 Takeaways From Rick Munarriz and Tim Beyers on Nvidia
The Motley Fool Scoreboard episode spotlights Nvidia (NVDA), rating its business, management, financials, and valuation through a ten‑point lens. Analysts Rick Munarriz and Tim Beyers give the AI‑chip leader high marks, noting its evolution from a gamer‑focused GPU maker to...
1000x More Powerful Than an RTX 5090
The video showcases Cisco’s UCS H200 server, a rack‑mount system that packs eight Nvidia H200 GPUs – the second‑generation Hopper accelerators – and claims each chip delivers roughly a thousand times the performance of a consumer‑grade RTX 5090. The H200 builds on...
MSI Crosshair 16 HX AI (D2XWX) Disassembly & Teardown
The video walks through a full teardown of MSI’s Crosshair 16HX (D2XWX), a mid‑range gaming laptop that emphasizes strong cooling and user‑friendly upgradability. The presenter details the 13 Phillips screws securing the bottom cover, the plastic clips that must be...
Have You Ever Seen One of These?
DJI's Osmo Mobile 8P is a revamped smartphone gimbal package that adds a detachable AI tracking module with an integrated fill light, a wider-folding tripod, magnetic phone clamp, and a remote ‘frame tap’ control. The tracking module offers eight brightness...
Hardware's Pain Is Software's Gain, Analyzing Small Cap & Yield Activity
Schwab’s Nate Peterson says the recent leadership shift from semiconductors to software looks like a technical mean reversion after an extended, self-reinforcing rally in chips and AI infrastructure. Key tech indexes have broken short-term uptrends and momentum indicators are turning...
Hardware Architect Answers Microchip Questions | Tech Support | WIRED
In this WIRED tech‑support segment, IBM’s chief technology officer Christian Jacobi fields a rapid‑fire series of questions about how microchips work, why they’re built the way they are, and what forces shape the industry. He starts with the fundamentals—binary data...
NVIDIA Gifted Me This AI Super Computer 🎉
In this video, creator Abhishek showcases the NVIDIA DGX Spark, a $5,000 "AI supercomputer" that NVIDIA gifted him after a brief office visit. The compact box fits on a desk yet packs a 20‑core ARM Grace CPU, 128 GB unified memory,...
Driving AI Efficacy in Wi-Fi (Sponsored)
The Heavy Wireless episode explores how emerging agentic AI reshapes Wi‑Fi engineering, moving beyond traditional scripting toward autonomous network management. Agentic AI combines a reasoning node that talks to large language models, MCP tools that abstract APIs, and domain‑specific skills, allowing...
Honor 600 Pro Review: Shining Bright
The review examines Honor’s 600 Pro, a globally‑available premium smartphone positioned just below flagship pricing, roughly $800. It blends a high‑end Snapdragon 8 Elite processor, a 6.57‑inch OLED display, and a versatile triple‑camera suite, aiming to challenge devices like the Galaxy S26. Key insights include...
MII Interface Explained in Ethernet | MAC to PHY Communication || All About VLSI ||
The video introduces the Media Independent Interface (MII) as the standard link between an Ethernet MAC controller and a PHY chip, highlighting its role in separating digital frame handling from analog signal conversion. It outlines the overall Ethernet stack covered...
Ep. 94 | Sensing at the Control Level: Leveraging Data for Both Safety and Analytics
The episode wraps a three‑part Control Automation Day series, focusing on how modern sensors are evolving from simple on/off devices into smart, networked components that serve both safety and analytics functions. Host David Peterson and Rockwell Automation’s Kate Sokniki discuss...
China AI Chips Anthropic Dreaming and Enterprise AI Infra | Techstrong Gang
The TechStrong Gang episode dissected two parallel developments shaping the AI landscape: the stalled rollout of Nvidia’s H200 GPUs in China and Anthropic’s rollout of a new "dreaming" capability for its large language model. The panel highlighted how a high‑profile...
How SONiC Powers the World's Largest AI Infrastructure
The presentation introduced Microsoft’s Fairwater AI data center, the world’s largest AI infrastructure built on Broadcom’s Tomahawk 5 ASICs and the open‑source SONiC network operating system. It explained why AI traffic differs fundamentally from traditional workloads: tens of thousands of GPUs...
Deploying 10-000+ SONiC Switches: Broadcom's Data‑Center and Campus Transformation
Broadcom replaced a legacy, proprietary three‑tier network with an open, SONiC‑based disaggregated architecture beginning in 2019, consolidating 16 data centers into seven and extending SONiC into campus and WAN environments. In their largest site they scaled from 600 to 1,400...
How to Make a Garage Door Smart | Ask This Old House
The video walks through retrofitting a 1999, half‑horsepower chain‑driven garage‑door opener with a SmartHub, turning a legacy system into a Wi‑Fi‑enabled, app‑controlled unit. Ross explains that the SmartHub mounts about six feet high, draws power from a nearby outlet, and communicates...
The Most Underrated Apple TV 4K Upgrade
The video highlights an underrated upgrade for Apple TV 4K owners: pairing HomePod Mini(s) as the TV’s default speaker. A single HomePod Mini delivers seamless, low-latency audio across apps with minimal setup, while two Minis create a stereo pair with...
Dell Scales Up the AI Supply Chain to Meet Demand
Dell announced a major expansion of its AI hardware supply chain, aiming to serve roughly 1,000 new enterprise clients that want on‑premise GPU clusters. Michael Dell emphasized that the company’s partnership with Nvidia and long‑standing component suppliers will underpin the...
IREN CEO: Have Great Relationship With Dell and Nvidia
Iron, an AI‑cloud provider, is scaling its data‑center footprint worldwide, relying on Dell for server hardware and NVIDIA for GPU compute. The company announced a partnership delivering five gigawatts of NVIDIA‑powered capacity and is actively deploying reference architectures, such as...
FTS Sustainability Lightning Talks
The Future Technology Symposium’s Lightning Talks on Sustainability showcased cutting‑edge solutions for data‑center power, cooling and backup. Speakers from BE, Tokamak Energy, Creatine, InLight Energy and Excelsior presented technologies ranging from superconducting power distribution to advanced two‑phase cooling and novel...
FTS AI/HPC Lightning Talks
The OCP AI/HPC Lightning Talks showcased emerging solutions aimed at breaking the power wall in modern data centers. Phil from Lumi introduced optical compute, explaining how encoding vectors as light and matrix weights as transmissive pixels enables matrix‑multiply‑accumulate operations with...
Samsung Galaxy S26 vs S25: Which One to Get?
The video pits Samsung’s flagship Galaxy S26 against its predecessor, the Galaxy S25, to determine whether the latest model justifies its higher price tag. Both devices share a premium glass‑and‑metal build, an IP68 rating, and a flagship‑grade display that differs...
Nvidia's Strategy: Defending Leadership in the AI Chip Market
Nvidia is doubling down on its AI‑chip dominance as hyperscalers like Google and Amazon begin designing custom silicon to run large‑language models. The company’s latest public remarks focus on how it will protect market share against this emerging threat. Analysts note...
This Is the Near-Perfect Webcam...
The video reviews Insta360’s Link 2 Pro, a PTZ webcam positioned as the next‑generation solution for streamers, video‑call users and creators seeking cinema‑like quality without a full‑size camera. The device packs a 1.3‑inch sensor and an f/1.9, 24 mm‑equivalent lens, delivering sharp images with...
Army Buying $10 Million of Rifle Smart Scopes to Counter Small Drones
The U.S. Army is spending roughly $10 million on Smart Shooter’s Smash 2000LE (sometimes labeled Smash 3000) smart scopes, a new counter‑UAS solution aimed at the growing small‑drone threat at the fire‑team level. The device integrates a built‑in display, autonomous target...
The Death of Mini Consoles
The mini-console boom began with Nintendo’s unexpectedly viral NES Classic in 2016 and peaked with the Super NES Classic and strong third-party entries like Sega’s well-regarded Genesis Mini series. Early successes sold millions and sparked a wave of knockoffs and...
The White House Is Pressing ICE for Updates on Wearable Identity Verification Technology
The White House is closely tracking Immigration and Customs Enforcement’s effort to field wearable identity‑verification technology, specifically smart glasses that would give agents real‑time biometric data in the field. The FY2027 DHS budget, shaped by the administration, earmarks $7.5 million for the...
Why We’re at the Beginning of the AI Hardware Boom | Caitlin Kalinowski (Ex–OpenAI, Meta, Apple)
The episode spotlights the emerging AI hardware boom, featuring veteran hardware architect Caitlin Kalinowski—formerly of Apple, Meta, and OpenAI. Kalinowski argues that the rapid vertical acceleration of AI models will soon hit a saturation point in purely software‑driven tasks, pushing...
Veterans Power EXPLOSIVE Growth in Data Center Industry
Salute, a veteran‑focused data‑center lifecycle services firm, is scaling operations amid AI‑driven expansion. The company provides maintenance, facility work, and supply‑chain management while deliberately hiring U.S. veterans and other non‑traditional workers. Its 13‑year training program has certified more than 10,000 veterans,...
Scaling Design for Sustainability Across Meta's Hardware Organization
Meta’s hardware teams presented a systematic, AI‑driven Design for Sustainability framework that scales carbon‑footprint estimation across the entire rack portfolio. Leveraging the OCP PCR taxonomy, AI tools automatically map early‑stage specifications to component carbon data, select the highest‑quality scores, and...
ICE and HSI Plan to Spend up to $100 Million over the Next Five Years on Cellebrite
The Department of Homeland Security announced a five‑year, indefinite‑delivery, indefinite‑quantity contract with Cellebrite, capping spend at $100 million. The agreement, expected to be awarded later this year, formalizes a partnership that already powers Immigration and Customs Enforcement and Homeland Security Investigations...
Samsung and Apple Deleted This Feature, BUT Sony Brought It Back
Sony has revived the micro‑SD card slot in its 2026 flagship, a feature that Apple, Samsung and most premium Android makers have eliminated in recent years. The decision counters the industry narrative that expandable storage is slow and unnecessary. New UHS‑III...
💸 NEVER Ignore Compute Costs
The video stresses that compute costs must be front‑and‑center in product design, treating customer value as the primary driver while embedding financial guardrails into the architecture. By adopting a first‑principles mindset, teams can prevent wasteful spending and ensure that every...
Fitbit Air: 24 Hours Later
The video walks through the unboxing of the new Fitbit Air, juxtaposing it with the Whoop, Polar, and Amazefit bands while highlighting its ultra‑slim profile, unique pebble‑style charging connector, and a seven‑day battery claim. The reviewer also explains the media...
Stop Benchmarking Linux Wrong (Use This)
The video tackles a common flaw in Linux gaming benchmarks: relying solely on average FPS. The creator argues that this metric masks critical low‑frame‑rate moments, especially 1% lows, which directly affect perceived smoothness. Key insights include the dominance of the Proton...
Why Data Centers Are Leaving Europe's Biggest Hubs
The video explains that Europe’s traditional data‑center corridors—Frankfurt, London, Amsterdam, Paris and Dublin—are hitting grid limits as AI‑driven compute demand surges. With national power grids already near capacity, operators are looking beyond the continent’s core to regions with abundant, inexpensive...
A Stalled U.S.-China Chip Deal Could ‘Triple’ China’s Compute
The video discusses a pending export‑license deal that would allow Nvidia’s H200 AI accelerator chips to be shipped to China, a move that could dramatically reshape the global AI hardware balance. The U.S. Commerce Department has issued licenses for up to...
How Will Switch 2 Price Hikes Really Impact Nintendo?
Nintendo announced a $50‑plus price increase for the Switch 2, its fastest‑selling console, marking the first time the company has raised hardware costs across major markets. In the United States the Switch 2 will climb to roughly $500, Canada to $680, and Europe...
The Most Important E-Bike Maintenance You’re Not Doing Often Enough. #ebike #ebike #bikemaintenance
Electric bicycles demand more frequent brake‑pad inspections than conventional bikes. Because e‑bikes are heavier, often exceed 300 lb with riders and cargo, and travel at higher speeds, their disc brakes experience substantially greater friction and heat. The video warns that many...
☁️ DITCH Public Cloud Menus
The video explains how the company differentiates itself by operating a private cloud that spans the entire AI stack—from bare‑metal GPU farms in its own data centers to the AI‑powered user experiences—eschewing the public‑cloud hyperscalers that most large‑scale ML shops...
245TB SSDs Are Here and They’re Fabulous! #ssd #storage #data
The video introduces Micron’s new 6600 ION SSD, an unprecedented 245‑terabyte drive built in the emerging E3.L form factor. It represents the largest solid‑state storage unit demonstrated in the lab to date. The drive packs QLC NAND, a nanocontroller, DRAM cache...