We Need Servers – Lots Of Servers. . . .
IDC reports Q4 2025 server revenues surged to $125.3 billion, a 52.4% year‑over‑year jump, with GPU‑accelerated systems accounting for $70.65 billion (56.4%). Non‑x86, primarily Arm‑based servers grew 2.5× YoY, signaling a structural shift away from traditional x86 architectures. Dell remains the top OEM at $12.65 billion, while Chinese up‑start IEIT Systems and Lenovo capture significant market share. The United States led regional growth, up 72.4%, underscoring AI‑driven demand as the primary engine of the server market.
AI Agents Drive Observability Surge, Boost Datadog
Macro: SaaS selloff from AI agent hype. Key: AI agents amplify telemetry, boosting observability demand. Risk: agent errors and trust slow adoption. Buy Datadog — AI-monitoring tailwind. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Fewer TSA Agents, yet Lines Stay Short with Precheck
I traveled this week and went through four airports. I used TSA precheck and Clear. I saw no unually long standard lines. However, it was apparent that there were fewer TSA agents.
‘Privacy Sweep’ Finds EU Online Safety Measures Stagnating over Past Decade
The Global Privacy Enforcement Network’s 2025 audit of nearly 900 websites and apps used by children revealed a deterioration in privacy safeguards, with more personal data collected and age‑verification mechanisms easily bypassed. Over half of the services required email addresses...
Honeycomb CEO on the 30-Second Fix that Took Hours
Christine Yen, CEO of Honeycomb, recounts a 13‑year‑old outage at Parse that exposed a critical visibility gap, later solved by Facebook’s Scuba tool. The experience inspired her to build Honeycomb, a real‑time observability platform that links infrastructure metrics to business‑level...
AI Boom Persists Despite Market Stress, Not a Bubble
The Mag 7 notwithstanding, the AI playbook (led by memory stocks and data centers, with software lagging behind) has not been materially impacted by the stress in the broader market. To me this strongly suggests that the AI boom continues...
Building the First Agentic Brokerage with Leif Abraham, Co-CEO of Public
In this episode, Public’s co‑CEO Leif Abraham explains how the firm is building the first truly agentic brokerage, where AI agents help users construct and manage multi‑asset portfolios, from fractional stocks to bonds, crypto and options. He discusses Public’s shift...
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The True Cost of Conversational Analytics: A Guide to Implementing a Phased Approach
Conversational analytics, powered by Google’s Analytics MCP, lets users query GA4 data with natural language, turning dashboards into instant answers. The model introduces layered costs: free GA4 API tokens, BigQuery’s $6.25 per terabyte scan fees, and AI platform subscriptions. Seer...
AI Could Improve Accuracy of PD-L1 Scoring for NSCLC
AI algorithms scored PD‑L1 expression in non‑small cell lung cancer with accuracy comparable to, and in some cases exceeding, manual pathologist assessment, especially for the SP142 assay. The study analyzed 80 slides from the Blueprint project against consensus scores from...
Authorized Distributor Mouser Electronics Offers Engineers the Latest in Secure Component Solutions From NXP Semiconductors
Mouser Electronics, the leading New Product Introduction distributor, has become an authorized global source for NXP Semiconductors' latest secure component solutions. The partnership gives engineers access to more than 14,000 NXP parts, including MCX N microcontrollers, i.MX 93 application processors, S32K3 automotive...
Chrome Silently Generates DNS Requests for Every Site
I just wrote this post about DNS leaks and tunnels. So today I go to visit a web are and my host-based firewall is popping up repeatedly connection attempts to the website like it’s beaconing to maintain a connection. So...
Xero Partners with Anthropic to Put Small Business Finances Inside Claude
Xero announced a multi‑year partnership with Anthropic to embed Claude directly into its accounting platform, letting small‑business owners ask the chatbot about cash flow, overdue invoices and profit margins using live data. The integration works both ways: Claude powers Xero’s...
How Redaction Software Can Help Government Agencies Comply with FOIA
Government agencies are grappling with a record 1.5 million FOIA requests in fiscal 2024, inflating backlogs by 267,000 cases. Manual redaction cannot keep pace, exposing agencies to legal penalties and eroding public trust. Automated redaction platforms, such as Tonic Textual, use...
8 New EV Charging Locations Planned At ShopRite Stores
ShopRite in Paramus, New Jersey, installed six public fast EV chargers capable of up to 350 kW, delivering a 10‑80% charge in under 40 minutes. The retailer plans eight additional charging stations across New Jersey, New York and Pennsylvania this year, potentially bringing the...
Apple's Expanding Enterprise Footprint to Boost Sales: What's Ahead?
Apple’s fiscal Q1 2026 results show a surge in enterprise adoption, with companies such as Snowflake, AstraZeneca and Coppel deploying thousands of Macs, iPads and iPhone devices. The rollout of Apple Business as a free service across more than 200...
Biopharma Industry Pushes Back on FDA's 'America First' User Fee Proposals
The FDA’s upcoming user‑fee framework, dubbed "America First," seeks to tighten eligibility for the small‑business waiver, limiting it to U.S.‑based applicants. Industry groups argue the change politicizes fee policy and could disadvantage foreign‑owned biotech firms that rely on the waiver...
MTN Invests in AI Network Start-Up Alongside Nvidia
MTN’s digital infrastructure arm has joined a $45 million Series‑A round for US‑based ORAN Development Company (ODC), alongside Nvidia, Cisco and other telecom giants. ODC’s AI‑RAN platform will embed AI processing into radio access networks, turning traditional cell towers into edge‑computing...
Spot Real Adoption, Not Just Early Interest
Execution is visible. Adoption is not. Many teams are active in the market, but unclear on where real demand is forming. In AI-driven categories, this becomes harder. Strong demos and early interest can mask a lack of commitment from the...
Xbox’s Latest Games Showcase Had Hades 2, The Expanse, and Bluey
Microsoft’s Xbox Partner Preview showcased a surprisingly diverse slate of upcoming titles, highlighted by the imminent arrival of Hades II on Xbox and PlayStation 5 next month. The event, held amid a major leadership reshuffle at Xbox, emphasized third‑party support with...
Stop Marketing Money Leaks with a Deep‑Dive Audit
Hello Thriends- I am gauging interest in a multi-day marketing leak audit. I’d use my investigative journalism skills to find where you’re marketing and comms are bleeding, and map out a plan with you 1-1 to plug said leaks. It’s a...
World IoT Day: Wireless Logic on Data Sovereignty, Reaching 1bn Connections and the Next Phase of IoT
World IoT Day highlights that global NB‑IoT and LTE‑M connections have topped one billion, marking a decade of collaborative network expansion. Cyril Deschanel of Wireless Logic warns that the focus is shifting from merely linking devices to managing them over...
Google Expands AI Search Globally, Boosting Engagement
JUST IN: Global availability expands Google’s AI‑driven search ecosystem, driving higher engagement and data collection across diverse markets. https://www.pulse.bot/saas/blogs/search-live-is-expanding-globally-a50b1072-674e-4e09-a3b2-479e6cebec68/ SaaS
Growth Requires New Strategies, Not Past Success Playbooks
It doesn’t matter if you’ve scaled past $5M, $10M, or $20M. You’ll fail if you think the same strategies will get you to your next milestone. • The offer • Creative approach • Targeting • Product lineup • The team All can change at each...
What Is an AI Presentation Maker for PowerPoint? (Full Guide)
AI presentation makers embed directly within PowerPoint to automatically generate and edit slides based on simple prompts, documents, or web content. They streamline the creation process by handling structure, design, and speaker notes, cutting draft time from hours to minutes....
Honda's Walking Robot Foreshadows First Lady's Humanoid Teachers
Robots in the classroom? 🤖 🏫 The first lady believes “humanoid educators” should help teach the next generation. One potential candidate walked alongside her at the White House, but did you know Honda paved the way 30 years ago...
US Official Accuses China of Supporting, Exploiting Cyber Scam Crisis in Southeast Asia
A senior U.S. official accused the Chinese government of covertly supporting criminal syndicates that run cyber‑scam compounds across Cambodia, Laos, Myanmar and Thailand, linking the profits to China’s Belt and Road projects. The hearing highlighted that these scams steal more...
Duke Steering Committee Publishes Extensive Blueprint for University AI Growth
Duke University’s AI steering committee released a 45‑page blueprint outlining a comprehensive strategy for artificial intelligence across the campus. The plan calls for establishing an Office of AI Strategy, a faculty Guidance Hub, expanded AI credential programs, and hiring additional...
NAB Show: Alfalite To Showcase LED Solutions
Alfalite is returning to the NAB Show in Las Vegas (April 18‑22) to exhibit its latest LED screen technologies alongside U.S. partner FOR‑A America. The company will showcase three product lines—Litepix, Neopix and UHD Finepix MATIX AlfaCOB—targeted at broadcast, control‑room...
AI Threat Looms: Universal Risk Within Decade
From Associated Press interview on “The AI Doc”: “I honestly think if 99% of people on the planet were just to understand the basics of what’s going on here, they would say, ‘That doesn’t sound good,’” Harris said. “The film is...
AI Is Redefining Hiring: Hire Engineers Already Obsessed
A candidate used AI to ace the coding test. The team couldn't tell the difference. This is the new hiring reality for SaaS founders 👇 On this week's SaasRise Mastermind, we broke down the biggest challenges SaaS CEOs are facing...
FCC Approves Order to Accelerate High-Speed Network Rollouts
The Federal Communications Commission unanimously approved a network‑modernization order that streamlines the retirement of copper telephone lines and accelerates the rollout of high‑speed fiber and wireless networks. The rule eliminates filing requirements, simplifies upgrade applications, and preempts state or local...
Production-Ready Vector RAG: Blueprint for Every Pipeline Layer
How to Build a Production-Ready Vector RAG 🧠🔎 RAG isn’t just “embeddings + LLM.” It’s a pipeline — and every layer matters. Here’s the practical blueprint 👇 1️⃣ Ingest & Preprocess Data Collect from search, docs, web, internal systems. Clean,...
The Pulse: Is GitHub Still Best for AI-Native Development?
GitHub’s reliability has slipped to roughly 90% uptime, equating to about nine hours of downtime per year. The decline is linked to surging traffic from AI‑powered coding agents and a perceived leadership vacuum after the CEO’s departure. A third‑party status...
TACC Launches CFDE Cloud Workspace for NIH Common Fund Datasets
The Texas Advanced Computing Center (TACC) has publicly launched the Common Fund Data Ecosystem (CFDE) Cloud Workspace, a collaborative effort with Johns Hopkins, Penn State and the San Diego Supercomputer Center’s CloudBank. The platform gives researchers instant, no‑cost access to...
New Flashing Warning Systems Roll Out at High-Risk Intersections Across Denver Metro Area
Colorado Department of Transportation launched a $1.45 million conflict‑warning project to install radar‑based flashing signs at four high‑risk rural intersections along CO 83, CO 86 and CO 74. Sturgeon Electric began work on March 9, with a second phase adding lane closures on March 23, and...
ICC Launches Aquarius R-117A Immersion-Native 1U Server with 6 NVIDIA H200 GPUs
ICC unveiled the Aquarius R-117A, an immersion‑native 1U server that packs six NVIDIA H200 SXM GPUs and a single‑socket AMD EPYC Turin processor with up to 192 cores and 3 TB DDR5 RAM. The system delivers 846 GB of combined GPU memory...
Automate ISO 27001, SOC 2, and DORA Compliance with Expert CISO Support, Starting at -2,999/Year
Copla, an EU‑based compliance‑automation platform, offers automated ISO 27001, SOC 2, DORA and other frameworks with dedicated CISO support, starting at €2,999 ($3,269) per year. The tool claims up to 80% reduction in compliance workload by reusing controls across six standards and...
You May Not Have to Return That Item to Get Your Money Back — Here’s Why
Retailers are increasingly offering “refund without return” policies, allowing customers to keep low‑margin items while receiving a full refund. The approach saves on shipping, labor, and warehousing costs that often exceed the product’s resale value. Major players such as Amazon,...
Cuba's Renewable Push Stymied by U.S. Sanctions
I don’t think people understand how much work Cuba is actually putting towards transitioning their grid to run on renewables. They don’t want to rely on their old thermoelectric system. But US sanctions force it upon them.
New Study Exposes AI Sycophancy in Scientific Research
The problem of AI sycophancy addressed in the new issue: @ScienceMagazine cover and original research by @chengmyra1 and colleagues https://t.co/P8112DRIIH https://t.co/7natpzaVpG
Open Cosmos Accelerates Ka‑Band Satellite Build for ITU Deadline
.@Open_Cosmos @RafelJorda, under September @ITU deadline for Ka-band constellation: 'We're building satellites like there's no tomorrow, 24/7, at our four sites.' @esa @TesatSpacecom @trans_celestial. https://t.co/25uSLtzteI https://t.co/avruEhlyux
Join Tuesday Demo of New Metrics Engine Software
I'm providing a quick overview of my new metrics engine software on Tuesday. Save your seat here: https://t.co/8LmsFlZ8bu If you can't make it, a replay will go out. https://t.co/CDzvmA4cIP
Grok Adopts ChatGPT’s Fake‑enthusiasm Voice, Users Protest
noooo... Grok suddenly started doing the Chatgpt FeFe voice (fake enthusiasm for everything) make it stop @elonmusk https://t.co/xWAvzaztwt
US Wafer Origin Rules Threaten Solar Content Bonus
US wafer origin rules put solar domestic content bonus at risk #energysky -- via pv magazine global: https://t.co/PWrWOkSYsc
Microsoft Now Lists All Game Platforms During Xbox Shows
I love that Microsoft now regularly lists every platform a game is coming to during their Xbox shows https://t.co/1hJxjepNvG
FERC Chair Urges Tech Firms to Power AI Data Centers
The @FERC chairman publicly prodded tech companies on Thursday to engage more as they race to power a massive buildout of AI data centers. https://t.co/S9mmfJEQsk via @axios https://t.co/BIishr9Acl
Gstack Now Available in Claude Code Distribution
I guess gstack is now in distribution in Claude Code You can just open a blank window and say install gstack and it works now https://t.co/w4ERSXrjFC
AGIBOT Launches Genie G2, Next‑Gen Wheeled Humanoid
AGIBOT Unveils Genie G2: Next-Generation Wheeled Humanoid #Robot by @CyberRobooo #Robotics #EmergingTech #Innovation #Technology https://t.co/zJXkohLjsA
Closing the Incrementality Gap with Northbeam on April 8
The gap between marketers talking about incrementality and marketers actually using it to drive efficient scale is MASSIVE. @northbeam's Brayden Cruz and I are changing that for folks who tune in here on April 8. https://t.co/TwO3b0W6pP
AI Agents Finally Get Production-Ready Integration Layer
AI agents just got their missing piece. 47,000 actions. 250+ apps. One integration layer. This is the infrastructure that makes agents actually useful in production.
