The Global Reset | Energy Security, The AI Gold Rush & The Case For Gold | Lighthouse Canton
The program “The Global Reset” hosted by Prashant Nyer featured Lighthouse Canton’s MD and CIO Sunil Gag, who outlined the macro‑economic themes reshaping markets – energy security, the AI hardware boom and a renewed case for gold – against a backdrop of heightened US‑Iran tensions and an upcoming Trump‑Xi summit. Gag argued that the current oil price spike is a symptom of a longer‑term energy‑security dilemma, not a bullish signal for crude. He highlighted nuclear power and uranium miners as the primary hedge, noting that ETFs such as NLR and URA have recently corrected, creating entry points. On the grid side, under‑investment in battery storage and aging infrastructure offers multiple avenues for capital, especially as data‑center demand soars. He cited concrete figures: Samsung’s projected memory revenue could rise from $30 bn to $200 bn by 2026, while foreign investors hold roughly $750 bn in the three biggest memory manufacturers. Gag also referenced the “picks‑and‑shovels” analogy, emphasizing that semiconductor and memory makers enjoy pricing power amid a global shortage, making earnings visibility strong despite broader AI valuation debates. For investors, the takeaway is to seek diversified exposure – uranium miners, battery‑storage suppliers, and selective AI‑hardware names – preferably through ETFs, derivatives or structured products that temper valuation risk. Positioning now could capture multi‑year secular growth while hedging against geopolitical shocks and commodity volatility.
Korean Economy Recovers on Chip Boom, but Concerns Loom Due to Middle East Tensions
South Korea’s latest economic outlook shows a clear turn toward recovery, propelled primarily by an explosive surge in semiconductor exports. The Korea Development Institute upgraded its assessment in May, moving from a cautious “gradual improvement” narrative to a more confident...
The American Science Cloud: Powering the DOE Genesis Mission
The Department of Energy’s Genesis mission unveiled the American Science Cloud (AMSAC), a unified digital infrastructure designed to interconnect the nation’s 17 DOE national laboratories. AMSAC provides a single federated sign‑on that stitches together flagship supercomputers, experimental facilities, massive data repositories...
Why New Smartphone Cameras Feel Worse
The video investigates why the newest smartphone cameras can sometimes look worse than older models, using side‑by‑side shots from every iPhone generation and several Android flagships. It reveals that while sensor size and computational photography have dramatically improved low‑light and...
🔴 LIVE: Scality Presents at AI Field Day 8 #AIFD8 #TFDLive
Scality’s presentation at AI Field Day 8 centered on demystifying cloud computing, contrasting it with traditional on‑premise data centers. The speaker defined the cloud as the delivery of servers, storage, databases, and software over the internet, emphasizing its role as the...
Meet CryoFab | 2026 President's Innovation Challenge Ingenuity Award Winner
CryoFab, the 2026 President's Innovation Challenge Ingenuity Award winner, unveiled a novel 3‑D printing platform that uses ice as a sacrificial material to create vascular channels in engineered tissues. With over 100,000 patients awaiting transplants, lack of internal vasculature stalls tissue...
Huawei Pura X Max Unboxing: First Wide Foldable, 66W Charging & Satellite Tech 📦📱
Huawei unveiled the Pura X Max, its first wide‑format foldable smartphone, positioning it as the next evolution in mobile productivity. The device folds out to a 167.7 mm by 120.1 mm display, 11.65 mm thick (5.79 mm without cameras), making it over 25 mm larger than...
Laser Weapons Going to 5 US Bases to Deal with Drones
The Pentagon announced that laser and other directed‑energy weapons will be fielded at five U.S. installations to blunt the growing threat of small, low‑cost drones targeting critical assets. The sites—Fort Bliss, Texas; Fort Huachuca, Arizona; Grand Forks Air Force Base, North...
Server - HPC _ High Performance Computing - Sub-Project - (2026-04-14)
The OCP HPC sub‑project held an informal meeting to reassess its roadmap after a recent funding application fell through. Participants discussed the need to reboot the effort, benchmark against Nvidia’s latest Vera Rubens chiplet advances, and explore new partnership opportunities. A...
This Tiny Engine Explains Entropy
The video uses a marble‑filled test tube and a Stirling engine to illustrate how heat—an inherently disordered form of energy—can be turned into organized mechanical work. By heating one side of the tube, the air expands, pushes a piston, and...
Server - HPC _ High Performance Computing - Sub-Project - (2026-03-31)
The meeting focused on Nvidia’s latest high‑performance computing platform – the Vera Rubin Ultra built on the Kyber rack blade architecture. Presenter Andrew walked the team through the hardware specs revealed at GTC, highlighting the shift from the Grace Blackwell...
60 Seconds at Interpack with TSC Auto ID Technology
The video captures TSC Auto ID’s showcase at Interpack 2026, where the company highlights its transition from a traditional label‑printer manufacturer to a broader solutions provider for packaging and logistics. TSC demonstrates a print‑and‑apply system that uses RFID to automatically identify...
What The Internet Of Things Means For Manufacturing
In this CIO Talk Radio interview, Gartner’s research vice‑president Simon Jacobson explains how the Internet of Things is reshaping manufacturing. He frames IoT as a trillion‑dollar economic driver that finally pushes digital manufacturing beyond its long‑standing, under‑delivered promises. Jacobson highlights three...
Digital Design & Computer Architecture D10: Problem-Solving Session 10 (Spring 2026)
The session opened with a dual focus on VLIW (referred to as VIW) architectures and systolic‑array designs, providing a quick theoretical refresher before diving into hands‑on exercises. The instructor emphasized that VLIW’s performance hinges on the compiler’s ability to group...
FSM Sequence Detector 101 Design with Clock Gating | Verilog Project Development Series
The video walks through a Verilog implementation of a 101 sequence detector that incorporates clock gating to reduce dynamic power consumption. After a brief recap of prior projects, the presenter explains that clock gating selectively disables the clock for portions...
SystemVerilog Testbench Day 11 | Test Case Development for Decoder RAM
The video walks through a SystemVerilog testbench for a decoder‑based RAM, detailing how to construct and extend test cases within a UVM‑style environment. Fifteen distinct test scenarios are described, ranging from a random test (32 writes, 16 reads) and block‑boundary checks...
The Surprising Genius of Sewing Machines
The video spotlights Elias Howe’s lesser‑known 1851 patent that introduced the rotating‑hook bobbin, the core of today’s lock‑stitch machines. It walks through the needle’s descent, the brief bulge, and how the rotating hook snags the top thread, pulls it around the...
TSP #336 - A Fancy PID Controller! Keithley 2510 TEC Source-Meter Teardown, Repair & Experiments
The video documents a detailed teardown and repair of a Keithley 2510 TEC source‑meter, an instrument that combines a programmable power supply with a PID controller to heat or cool devices while measuring temperature. The host demonstrates the unit powering...
I Tried to Automate My Entire Property (This Got Out of Control)
In this video the creator chronicles his journey from a modest smart‑home setup to an ambitious attempt to automate an entire rural property—including a vineyard, hillside, driveway and orchard. He recounts modest progress over winter—clearing vines, tidying the house area, and...
Mental Models for Real-World Cryptography and Trusted Execution Environments
The seminar, led by Itai Abraham, examined mental models for Trusted Execution Environments (TEEs) and their role in bridging the security‑friction trade‑off that hampers widespread crypto adoption. He argued that pure cryptography cannot replace physical trust; a minimal hardware root‑of‑trust is...
Server - Mezz NIC - Sub-Project - (2026-01-07)
The meeting was a monthly status call for the Server Mezz NIC sub‑project, kicking off after the holiday break. Participants provided brief personal updates before diving into technical workstreams. The thermal workstream reported that the TSF specification, including hot and cold...
How China Is Fueling Russia and Iran's War Machine
The video examines how China has become a critical supplier of electronic components that keep Russia’s and Iran’s military machines operational. It highlights the flow of Chinese chips, cameras and other drone parts into Russian Shahed‑type drones and the same...
Installing a 75Tbps Switch at #YoloColo - Arista 7508N Install
Craft Computing documented the replacement of Yolo Colo’s core networking gear, swapping the aging Arista 7308 chassis for a brand‑new Arista 7508N 100‑Gbps distribution switch. The 7308 offered 40 Gbps back‑plane and roughly 272 logical interfaces, while the 7508N delivers 64 native...
AI Factories Building Canada's Dark Fiber Superhighway
The video outlines a progress report on building an AI‑focused tier‑three data center—dubbed an “AI factory”—and the accompanying dark‑fiber superhighway needed to move massive data volumes across Canada. The company recently raised $100 million through a zero‑cost coupon at a conversion...
We Tested an AI Camera at the Airport (OBSBOT Tail 2 Review)
The video is a hands‑on review by a live‑plane‑spotting channel testing Obsbot Tail Air 2, an AI‑powered PTZR camera marketed for subject tracking, to see if it could replace the human cameraman. The Tail Air 2 packs a 1‑/1.5‑inch sensor, 5× optical zoom...
Optimize Your Sleep Game
The video introduces EightSleep’s new AI‑driven Sleep Agent, now bundled with every new Pod, providing users with a detailed analysis of nightly sleep metrics and actionable recommendations. The presenter demonstrates the dashboard, highlighting a 43% rise in HRV to 129 ms, which...
Networking - SAI _ Switch Abstraction Interface - Sub-Project - (2025-12-11)
The meeting presented a proposal for a Switch Abstraction Interface (SAI) layer tailored to Optical Circuit Switch (OCS) hardware. The team outlined how the abstraction will expose cross‑connect and port‑level functions, enabling vendors and operators to manage OCS resources through...
BONUS: Nebius’s Arkady Volozh | On Building in the Agentic Era | Spotlight On | AccelVC
In this episode of Spotlight On, Arkady Volozh of Nebius outlines the company’s rapid expansion in AI infrastructure, highlighted by massive contracts with Meta and Microsoft, a deepening engineering partnership with Nvidia, and a multi‑billion‑dollar financing strategy. Volozh explains how...
Digital Design & Comp. Arch: L20b: GPU Programming (Spring 2026)
The lecture introduces GPU programming as a cornerstone of modern high‑performance computing, shifting focus from traditional graphics rendering to general‑purpose acceleration. It outlines the CUDA and OpenCL ecosystems, emphasizing the bulk‑synchronous parallel model that structures code into thread blocks, warps,...
How Did Apple Make This Work??
The video explores how Apple’s HomePod mini speakers achieve wireless stereo pairing without a physical cable. The presenter walks through the initial setup frustrations—requiring an iPhone or iPad, not a Mac—and then shifts focus to the underlying technology that synchronizes...
Global Manufacturing & Supply Chain Excellence for Hyperscalers, Keynote | The US Summit
The keynote at the US Summit framed cloud data centers as a tangible, industrial-scale commodity rather than an ethereal service. Nikita Parikh, Google’s global strategic sourcing lead, argued that the shift demands a re‑imagined manufacturing and supply‑chain model for hyperscalers. Key...
Nvidia CEO Jensen Huang Says Corning Partnership Will 'Revitalize American Manufacturing'
Nvidia CEO Jensen Huang announced a strategic partnership with Corning to develop a next‑generation data‑center architecture, emphasizing massive interconnects, GPU density, and unprecedented computing scale. Huang framed artificial intelligence as the new fundamental infrastructure, noting that the collaboration will channel the...
Hopefully You Don't Need RAM, SSDs or GPUs
Paul’s Hardware continues its price‑watch series, tracking U.S. retail listings for GPUs, RAM and SSDs via PC Part Picker. The methodology isolates the lowest listed price and the average of the ten cheapest offers, double‑checking retailer credibility and marketplace seller...
The Boeing MQ-28: The Drone Everybody Wants.
The Boeing MQ‑28 Ghostbat, slated for service by 2028, is Australia’s first combat‑drone design since World War II. Developed jointly by the Royal Australian Air Force and Boeing Australia, the unmanned aircraft operates as a “loyal wingman,” allowing a single fighter...
Do People Even Want a PlayStation 6?
The video questions whether gamers truly want a PlayStation 6, pointing to shrinking console cycles and stagnant demand. The host notes that major studios like Naughty Dog and Ken Levine haven’t delivered flagship titles for two generations, suggesting development timelines now outpace hardware...
This Solar Battery Is 800W, Not 2400W 👀
The video reviews the Zenure Solar Flow 2400 AC+ battery, clarifying a common misconception about its power rating. While the marketing touts a 2,400‑watt output, the reviewer explains that this figure only applies when the unit is installed on a...
That's a Wrap - Extreme Connect 2026
Extreme Connect 2026 wrapped with a focus on Platform One, the company’s unified management console for wired and wireless networks. The presenters highlighted that while only about 10% of customers currently use Platform One, Extreme believes up to 70% could...
Why One Company Holds the Keys to the AI Chip Boom
The video explains why ASML, a Dutch equipment maker, is the linchpin of the AI‑chip surge. While it does not fabricate semiconductors, its lithography machines enable the sub‑10‑nanometer patterns that power today’s most advanced processors. ASML’s extreme‑ultraviolet (EUV) tools cost roughly...
Tech Podcast: Can the Nvidia Monopoly on AI Chips Be Broken? | EE Times Current
The EE Times Current podcast dives into the sprawling AI‑chip ecosystem, from massive data‑center GPUs to tiny, microwatt sensors embedded in wearables. Host Sunny Baines interviews veteran reporter Sally Ward‑Foxton, who maps the market’s power‑centric trade‑offs and highlights the diversity...
Plex 50% Price Increase - Does This Affect You?
Plex announced a 50% price hike for its Remote Watch Pass, raising the monthly fee from $1.99 to $2.99 and the annual fee from $19.99 to $29.99. The change takes effect in roughly a month and targets users who rely...
Safran's Bellanger On Historic RISE Certification
Safran’s Bellanger accepted a prestigious award tonight, honoring the historic rise certification of the company’s latest propulsion system. The ceremony, attended by agency representatives and the FAA, underscored the milestone’s industry relevance. Bellanger highlighted that the achievement caps a more‑than‑10‑year effort...
Huawei Watch Fit 5 Pro - Everything You Need to Know
The video introduces the Huawei Watch Fit 5 Pro, a cross‑platform smartwatch that runs on both iOS and Android, priced from $159.99 with a limited‑time discount code. It highlights precise sleep tracking with deep‑sleep breakdown and breathing awareness, an ECG function...
CRC in Ethernet Frames | Error Detection Explained || Ethernet MAC Controller Design Series || ABV||
The video explains how Ethernet frames use a 32‑bit Frame Check Sequence (FCS) based on cyclic redundancy check (CRC) to detect transmission errors. It is part of a series on MAC controller design, focusing on the CRC32 algorithm that appends...
A "Shocking" Wearable, A Tiny E-Book, and A Phone With Something To Prove – Gadget Grab Bag!
In this May 2026 episode of Gadget Grab Bag, host Michael Fischer reviews four niche products: Pavlock’s Shock Clock, Extinct’s X3 ultra‑compact e‑reader, Oppo’s Find X9 Ultra smartphone, and Wand Company’s Star Trek Triorder replica. Each device pushes a specific boundary—pain‑based habit training, pocket‑sized...
Strategic Initiatives - Open Cluster Designs for AI - Workstream - (2025-07-31)
The workstream meeting centered on finalizing a draft white paper that defines Open Cluster and Open Pod Group architectures for AI‑focused data centers. Participants reviewed the document, agreed to publish it on a shared G‑Drive, and outlined the agenda for...
Server - CMS _ Composable Memory System - Workstream - (2026-02-05)
The video records a CMS workstream meeting on February 5 2026 at the Reality Lab, where team members coordinated logistics, addressed security protocols, and outlined the agenda to lock down deliverables for the composable memory system this year. A central focus was...
AI That Designs Its Own Chips: Ricursive's Anna Goldie and Azalia Mirhoseini
Recursive Intelligence, founded by former Google Brain researchers Anna Goldie and Azalia Mirhoseini, is building AI systems that design semiconductor chips. Their flagship technology, AlphaChip, demonstrated that deep reinforcement‑learning agents can produce chip layouts that surpass human experts and has...
Your AI Setup Needs This
The video spotlights AMD’s new Ryzen AI Pro processors, designed for business‑grade laptops that can run demanding generative‑AI workloads locally. By integrating a dedicated neural‑processing unit, a high‑performance GPU and a power‑efficient CPU on a single die, AMD promises faster...
Rebuilding the Computer for the AI Age: Unconventional AI's Naveen Rao
Naveen Rao, CEO of Unconventional AI, argued that the AI boom is hitting a hard energy wall and that the century‑old von Neumann architecture is fundamentally ill‑suited for intelligence‑scale computing. He framed the problem in terms of physical substrate efficiency, noting...
Synology Cameras NOW NEED A CAMERA LICENSE.. WAIT, WHAT???
The video explains Synology’s recent decision to require a surveillance license for its newest camera models, a departure from the brand’s long‑standing practice of bundling the license with the hardware. The BC‑800Z, turret and bullet‑style 510 series now appear on the...