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CES Report #2: Asygn claims it has the best computer vision chips for glasses. Uses very little power. I include this because these chips are going to run the vision workloads in glasses of the future. They will demonstrate how glasses can recognize everything in the world in a... show more

Robert Scoble

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13,524 次观看 • 8 个月前 •via X (Twitter)

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Great #ces2026 Report #7: The company inside the coolest AI products at CES. Makes low power AI chips inside a wide range of consumer products. Watches, rings, AI glasses, medical devices, all use their chips because they are best at running neural networks at very low power. I've been touring the suites all morning, getting a look at augmented reality AI glasses. It's quite clear that the Pickle glasses are not possible with today's technology, and I'll have a video up someday soon about that with several different vendors. So agree with others that it is selling something that isn’t currently possible to manufacture. I got a look at the latest state-of-the-art technologies that go into the glasses, and this is the first part of that. This gives you a lot of insights into the future.

Great #ces2026 Report #7: The company inside the coolest AI products at CES. Makes low power AI chips inside a wide range of consumer products. Watches, rings, AI glasses, medical devices, all use their chips because they are best at running neural networks at very low power. I've been touring the suites all morning, getting a look at augmented reality AI glasses. It's quite clear that the Pickle glasses are not possible with today's technology, and I'll have a video up someday soon about that with several different vendors. So agree with others that it is selling something that isn’t currently possible to manufacture. I got a look at the latest state-of-the-art technologies that go into the glasses, and this is the first part of that. This gives you a lot of insights into the future.

Robert Scoble

17,396 次观看 • 8 个月前

I don't worry about the actual firmware stack. I would want every country to be using American chips so that the programmers there are held at bay by our technology. The Chinese are actually trying to develop this on their own. They are beating us in developing a larger electrical grid in China very quickly, because they don't have any permitting problems. And the other area that people have been talking about directly concerning these chips is they have much more compute power. They're building data centers at a rate that's four times ours. We have more data centers, but they're catching up very quickly.

I don't worry about the actual firmware stack. I would want every country to be using American chips so that the programmers there are held at bay by our technology. The Chinese are actually trying to develop this on their own. They are beating us in developing a larger electrical grid in China very quickly, because they don't have any permitting problems. And the other area that people have been talking about directly concerning these chips is they have much more compute power. They're building data centers at a rate that's four times ours. We have more data centers, but they're catching up very quickly.

Kevin O'Leary aka Mr. Wonderful

23,346 次观看 • 4 个月前

Elon Musk explains how data centers in Space could help the US compete with China in AI “Given that Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems that if they had a lot of compute, there’s a good chance they would be the leaders. The constraints on AI are essentially electricity and AI chips. China is very strong in digital AI, and it has far more electricity than the United States. In fact, China already has more electricity than the United States, Europe and India combined. The US government can prevent US companies from using Chinese models, but it can’t stop the rest of the world from using them. That won’t stop China from becoming the leader in AI. Digital intelligence comes down to how much AI compute, how many chips and how much electricity you have. The current constraint is electricity outside China. In China, the constraint is chips. China is also closer than most people realize to solving the lithography problem, which would enable it to make AI chips in very large volumes. Once we address the power constraint with AI data centers in space, the constraint will once again be chips outside China.”

Elon Musk explains how data centers in Space could help the US compete with China in AI “Given that Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems that if they had a lot of compute, there’s a good chance they would be the leaders. The constraints on AI are essentially electricity and AI chips. China is very strong in digital AI, and it has far more electricity than the United States. In fact, China already has more electricity than the United States, Europe and India combined. The US government can prevent US companies from using Chinese models, but it can’t stop the rest of the world from using them. That won’t stop China from becoming the leader in AI. Digital intelligence comes down to how much AI compute, how many chips and how much electricity you have. The current constraint is electricity outside China. In China, the constraint is chips. China is also closer than most people realize to solving the lithography problem, which would enable it to make AI chips in very large volumes. Once we address the power constraint with AI data centers in space, the constraint will once again be chips outside China.”

DogeDesigner

246,547 次观看 • 2 个月前

#WATCH | Semicon India 2025 | Sandeep Kumar, CEO, L&T Semiconductor Technologies, says, "We are building a new security protocol chip. All the chips currently in use in passports, Aadhaar cards, and payment cards are imported. There are high chances of security and data breaches. At L&T, we will develop those chips for the security protocol. These chips will be released within 1.5 years. These chips will be used in passports, credit cards, and Aadhar cards, which will become electronic, and all payment gateways... The government already has plans to make new passports with electronic chips, so as soon as the chips are ready, passports will be made using these chips..."

#WATCH | Semicon India 2025 | Sandeep Kumar, CEO, L&T Semiconductor Technologies, says, "We are building a new security protocol chip. All the chips currently in use in passports, Aadhaar cards, and payment cards are imported. There are high chances of security and data breaches. At L&T, we will develop those chips for the security protocol. These chips will be released within 1.5 years. These chips will be used in passports, credit cards, and Aadhar cards, which will become electronic, and all payment gateways... The government already has plans to make new passports with electronic chips, so as soon as the chips are ready, passports will be made using these chips..."

ANI

57,226 次观看 • 1 年前

Meta’s new VR glasses look cool, and 100 grams is impressive. 👀 But they’re tethered to a GIANT computer that lives in your pocket. That’s the entire computer, not just a battery. It’s a big reason the glasses can be so light. 🧱 I’m already seeing “Vision Pro is dead” takes. I don’t buy it. Even at a third of the price, I’d bet these sell fewer units than Vision Pro. I also expect Vision Pro to deliver a more immersive, higher quality experience. The Meta glasses will get plenty of attention, but I want to see how people feel once the launch buzz fades. Are you Team Meta VR or Team Vision Pro? 🥽

Meta’s new VR glasses look cool, and 100 grams is impressive. 👀 But they’re tethered to a GIANT computer that lives in your pocket. That’s the entire computer, not just a battery. It’s a big reason the glasses can be so light. 🧱 I’m already seeing “Vision Pro is dead” takes. I don’t buy it. Even at a third of the price, I’d bet these sell fewer units than Vision Pro. I also expect Vision Pro to deliver a more immersive, higher quality experience. The Meta glasses will get plenty of attention, but I want to see how people feel once the launch buzz fades. Are you Team Meta VR or Team Vision Pro? 🥽

Fernando Silva

81,810 次观看 • 3 天前

These are the Rokid Glasses A pair of smart glasses very similar to the Meta RayBan but powered by the AR1, with the addition of a Monochrome binocular Waveguide display for Live translation, Ai recognition, teleprompter, navigation and more. Plus like the RayBan camera and audio. The live translation was surprisingly good, and fast. They are already available in China. Hopefully we will get them in the US soon! They are just 49 grams! It's crazy to see how the smart glasses are evolving fast. #CES2025 #rokid The last video is from their Air Max 2 6DoF version, for AR at the museum!

These are the Rokid Glasses A pair of smart glasses very similar to the Meta RayBan but powered by the AR1, with the addition of a Monochrome binocular Waveguide display for Live translation, Ai recognition, teleprompter, navigation and more. Plus like the RayBan camera and audio. The live translation was surprisingly good, and fast. They are already available in China. Hopefully we will get them in the US soon! They are just 49 grams! It's crazy to see how the smart glasses are evolving fast. #CES2025 #rokid The last video is from their Air Max 2 6DoF version, for AR at the museum!

Tyriel ᯅ

17,301 次观看 • 1 年前

$META delaying the launch of Ray-Ban Display smart glasses in Europe due to higher-than-expected demand in the US is great news. The numbers are still irrelevant, but Zuck’s vision — where the ~2 billion people who already wear glasses every day eventually switch to smart glasses — is slowly starting to gain traction. A world where smart glasses become the default device for many isn’t that far away. And for now, META is years ahead of its closest competitor. All $META needs to do is successfully integrate these smart glasses with a frontier AI model.

$META delaying the launch of Ray-Ban Display smart glasses in Europe due to higher-than-expected demand in the US is great news. The numbers are still irrelevant, but Zuck’s vision — where the ~2 billion people who already wear glasses every day eventually switch to smart glasses — is slowly starting to gain traction. A world where smart glasses become the default device for many isn’t that far away. And for now, META is years ahead of its closest competitor. All $META needs to do is successfully integrate these smart glasses with a frontier AI model.

Daniel

48,317 次观看 • 8 个月前

Roads are getting slick in the Metro area as the snowfall rates pick up. I was out to get my kids and grabbed a little video near Stavanger Drive. This was taken with my Meta glasses, not a smartphone. Very similar to a dash cam. #NLwx

Roads are getting slick in the Metro area as the snowfall rates pick up. I was out to get my kids and grabbed a little video near Stavanger Drive. This was taken with my Meta glasses, not a smartphone. Very similar to a dash cam. #NLwx

Eddie Sheerr

15,938 次观看 • 8 个月前

Chips are the foundation of every AI experience. That's why understanding the hardware behind the software has never mattered more. When you ask a chatbot a question or generate an image, there's a physical chip somewhere doing the heavy lifting. For most of computing history, that was a CPU—the "brain" of a computer—great for general tasks needed to run software and operating systems. AI is more complex: for workloads called training and inference, AI needs to perform trillions of calculations in parallel. That's where AI accelerators come in. Purpose-built accelerators can deliver significantly better performance and efficiency than general-purpose chips. Amazon Web Services Trainium chips are an example—purpose-built for AI training and inference. New chips for a new era. ⬇️

Chips are the foundation of every AI experience. That's why understanding the hardware behind the software has never mattered more. When you ask a chatbot a question or generate an image, there's a physical chip somewhere doing the heavy lifting. For most of computing history, that was a CPU—the "brain" of a computer—great for general tasks needed to run software and operating systems. AI is more complex: for workloads called training and inference, AI needs to perform trillions of calculations in parallel. That's where AI accelerators come in. Purpose-built accelerators can deliver significantly better performance and efficiency than general-purpose chips. Amazon Web Services Trainium chips are an example—purpose-built for AI training and inference. New chips for a new era. ⬇️

Amazon

27,151 次观看 • 4 个月前

$Americans are being priced out of playing videos games and the reason is Data Centers The Nintendo Switch 2 is $500 A high-end Xbox is $800 The PlayStation 5 Pro is $900 It’s causing major shifts: - PlayStation is ending physical disks - NVIDIA GeForce is implementing a gaming cap for a maximum amount of hours played per month - XBox is divesting in 5 gaming studios Data Centers are buying and using so much RAM memory that one stick that used to cost $200 now costs over $1,000 “Huge increases across the board” 3 companies make almost all memory chips “these chips are really only made by about 3 companies in the entire world, and those 3 companies have limited output. So they have to decide, do they want to build high-end memory chips for AI data centers or consumer-grade memory chips for all of our devices? As you can probably guess, They didn't choose us. OpenAI reportedly committed to buying 40% of all the memory chips in the entire world just for their Stargate multi-state data center project. For memory chip companies, this was a huge payday, but it meant absolute scarcity for consumer memory chips, which of course means massive price increases for you and I” Gaming companies aren’t going to invest in next gen consoles that will only sell a fraction of the amount of previous consoles because of price. It wouldn’t make sense because game developers are going to focus on the consoles with all the users, the older consoles So gaming console manufacturers are moving towards new revenue streams like controlling how you can buy a game, more subscription costs and more$

Americans are being priced out of playing videos games and the reason is Data Centers The Nintendo Switch 2 is $500 A high-end Xbox is $800 The PlayStation 5 Pro is $900 It’s causing major shifts: - PlayStation is ending physical disks - NVIDIA GeForce is implementing a gaming cap for a maximum amount of hours played per month - XBox is divesting in 5 gaming studios Data Centers are buying and using so much RAM memory that one stick that used to cost $200 now costs over $1,000 “Huge increases across the board” 3 companies make almost all memory chips “these chips are really only made by about 3 companies in the entire world, and those 3 companies have limited output. So they have to decide, do they want to build high-end memory chips for AI data centers or consumer-grade memory chips for all of our devices? As you can probably guess, They didn't choose us. OpenAI reportedly committed to buying 40% of all the memory chips in the entire world just for their Stargate multi-state data center project. For memory chip companies, this was a huge payday, but it meant absolute scarcity for consumer memory chips, which of course means massive price increases for you and I” Gaming companies aren’t going to invest in next gen consoles that will only sell a fraction of the amount of previous consoles because of price. It wouldn’t make sense because game developers are going to focus on the consoles with all the users, the older consoles So gaming console manufacturers are moving towards new revenue streams like controlling how you can buy a game, more subscription costs and more

Wall Street Apes

80,910 次观看 • 1 个月前

BlackRock's Tony Kim (Tony Kim): Chips are not a commodity. " This notion that they were a commodity was just a false notion." "People always said, 'Chips are a commodity.' But yet they have the highest profitability of any company in the world." "This industry is very interesting. There were hundreds of chip companies, and then systematically over 20 years, now there's just a few." " The number of companies have collapsed, and then those that have survived are behemoths with huge pricing power—the complete opposite of commodity." "And by the way, venture capital, Silicon Valley, until recently, never funded these companies."

BlackRock's Tony Kim (Tony Kim): Chips are not a commodity. " This notion that they were a commodity was just a false notion." "People always said, 'Chips are a commodity.' But yet they have the highest profitability of any company in the world." "This industry is very interesting. There were hundreds of chip companies, and then systematically over 20 years, now there's just a few." " The number of companies have collapsed, and then those that have survived are behemoths with huge pricing power—the complete opposite of commodity." "And by the way, venture capital, Silicon Valley, until recently, never funded these companies."

Molly O’Shea

50,589 次观看 • 2 个月前

Neil thinks 90% of AI workloads will run in the background versus real time. In that future, latency matters less and cost matters more, and he's configured his company around a unique way of serving tokens at the cheapest possible price. "There's no bad chips. There's only bad pricing, and I will make any chip work at the right price. Let's talk about AMD, great chips overall. People don't understand how to program them very well. That's music to my ears. I'm happy for them to sleep on this chip and for me to buy as much as I can." "One of the ways I describe what we do is, we will buy any chip anywhere in the world for any duration of time. That is a level of flexibility and liquidity that no one else has right now. You'd have basically zero buyers for a data center that is ninety-five percent uptime. I'm that first buyer. First we scavenge chips, and then we scavenge power for those chips. The idea is, in both cases, I do not want to be bidding against Anthropic or OpenAI for compute capacity. I'm not gonna win against them, and I don't want to. I want to be more creative and use the supply that they don't find legible today. Over time I amass enough aggregate supply...and build my aggregate factory that is unbeatable in economics." "My whole goal is to so dramatically expand the supply of power across the United States that I have a home for a lot of chips that otherwise would not have earned their place in a data center." "We've really pushed AI to be an interactive chatbot tool, and everyone has chosen latency optimization because the shape of usage was chatbot oriented. That's the most profound change we're going to see in the next year, we're gonna move away from chatbots to more proactive or background agents, and in that world, it makes a lot more sense to build a stack around throughput." "I love this market because it's unbounded. There's no human in the loop, so you can consume as many tokens as you like in the background versus human attention span. So long term, we're going to end this year at maybe fifty-fifty background and real time workloads, but I see this going to ninety ten in favor of background." "The best latency is no latency at all. When you wake up in the morning, the work's already been done overnight, you didn't even have to ask for it. What we'd like is the agent to operate on more human time scales. You don't manage your colleagues every five minutes. You come back and check in maybe once a week." "My job is to make the tokens as cheap as humanly possible, and I will do it through every layer in the stack available to me."

Neil thinks 90% of AI workloads will run in the background versus real time. In that future, latency matters less and cost matters more, and he's configured his company around a unique way of serving tokens at the cheapest possible price. "There's no bad chips. There's only bad pricing, and I will make any chip work at the right price. Let's talk about AMD, great chips overall. People don't understand how to program them very well. That's music to my ears. I'm happy for them to sleep on this chip and for me to buy as much as I can." "One of the ways I describe what we do is, we will buy any chip anywhere in the world for any duration of time. That is a level of flexibility and liquidity that no one else has right now. You'd have basically zero buyers for a data center that is ninety-five percent uptime. I'm that first buyer. First we scavenge chips, and then we scavenge power for those chips. The idea is, in both cases, I do not want to be bidding against Anthropic or OpenAI for compute capacity. I'm not gonna win against them, and I don't want to. I want to be more creative and use the supply that they don't find legible today. Over time I amass enough aggregate supply...and build my aggregate factory that is unbeatable in economics." "My whole goal is to so dramatically expand the supply of power across the United States that I have a home for a lot of chips that otherwise would not have earned their place in a data center." "We've really pushed AI to be an interactive chatbot tool, and everyone has chosen latency optimization because the shape of usage was chatbot oriented. That's the most profound change we're going to see in the next year, we're gonna move away from chatbots to more proactive or background agents, and in that world, it makes a lot more sense to build a stack around throughput." "I love this market because it's unbounded. There's no human in the loop, so you can consume as many tokens as you like in the background versus human attention span. So long term, we're going to end this year at maybe fifty-fifty background and real time workloads, but I see this going to ninety ten in favor of background." "The best latency is no latency at all. When you wake up in the morning, the work's already been done overnight, you didn't even have to ask for it. What we'd like is the agent to operate on more human time scales. You don't manage your colleagues every five minutes. You come back and check in maybe once a week." "My job is to make the tokens as cheap as humanly possible, and I will do it through every layer in the stack available to me."

Patrick OShaughnessy

82,491 次观看 • 1 个月前

Elon Musk in new G20 interview on the AI power crisis: "There actually is a crisis of power. If you just follow the AI topic on the 𝕏 platform, you'll get a very good sense of where things are headed. That's how I get my news; There will be a significant power shortfall next year. The consensus estimate is there will be a 15GW power shortfall in 2027 for AI chips. This is why Google and Anthropic are leasing compute from SpaceX, because we've been able to turn on AI better than anyone else so far. This is by constructing our own power plants is how we've been able to do it." Recently, SpaceX powered down 11 turbines at their Southaven datacenter facility as they make way for their new 1.2 GW power plant coming online in the near future (under the Clean Air Act permit).

Elon Musk in new G20 interview on the AI power crisis: "There actually is a crisis of power. If you just follow the AI topic on the 𝕏 platform, you'll get a very good sense of where things are headed. That's how I get my news; There will be a significant power shortfall next year. The consensus estimate is there will be a 15GW power shortfall in 2027 for AI chips. This is why Google and Anthropic are leasing compute from SpaceX, because we've been able to turn on AI better than anyone else so far. This is by constructing our own power plants is how we've been able to do it." Recently, SpaceX powered down 11 turbines at their Southaven datacenter facility as they make way for their new 1.2 GW power plant coming online in the near future (under the Clean Air Act permit).

Sawyer Merritt

133,997 次观看 • 26 天前

Elon Musk talks about how important electrical power production is for AI He underlines that later this year, the world might reach a point in which it will produce more AI chips than it can power, with the exception of China, which still produces enormous quantities of power.

Elon Musk talks about how important electrical power production is for AI He underlines that later this year, the world might reach a point in which it will produce more AI chips than it can power, with the exception of China, which still produces enormous quantities of power.

Visegrád 24

29,386 次观看 • 8 个月前

If your chips and models aren't built in lockstep, you're already behind. At VivaTech, Amazon SVP Peter DeSantis—who leads a new org uniting foundation models and custom chips—explained why they have to develop together, not in sequence. 🤝 "If the chips are not telling the model designers what capabilities are coming and where they can optimize, then we're not doing the science necessary to take advantage of those capabilities until the chips are available—and then you're waiting months and months." Amazon has been doing this since day one. That’s why Trainium is a chip of choice for AI companies building applications from large language models to world models and more.

If your chips and models aren't built in lockstep, you're already behind. At VivaTech, Amazon SVP Peter DeSantis—who leads a new org uniting foundation models and custom chips—explained why they have to develop together, not in sequence. 🤝 "If the chips are not telling the model designers what capabilities are coming and where they can optimize, then we're not doing the science necessary to take advantage of those capabilities until the chips are available—and then you're waiting months and months." Amazon has been doing this since day one. That’s why Trainium is a chip of choice for AI companies building applications from large language models to world models and more.

Amazon

76,124 次观看 • 2 个月前

The most powerful man in the world uses this power to… ban plastic straws. Claiming “They explode” “I don’t think plastics are going to affect a shark very much… as they’re munching their way through the ocean”. What. A. Fucking. Moron.

The most powerful man in the world uses this power to… ban plastic straws. Claiming “They explode” “I don’t think plastics are going to affect a shark very much… as they’re munching their way through the ocean”. What. A. Fucking. Moron.

Parody Nigel Farage

916,937 次观看 • 1 年前

“After 10 years in development, Mark Zuckerberg says Meta has unveiled what may be the future of communication.” Cleo Abram: I'd love to just hear in your voice what are these? Mark Zuckerberg: Well, these are the First full holographic augmented reality glasses I think that exist in the world. We've made I think it's a few thousand or something, right? Very hard to make each one of these, but this is the culmination of 10 years of research and development that we've done to basically miniaturize all the Computing that you need to have glasses—not a headset—but glasses that can put full Holograms into the world with a wide field of view. So you can imagine sort of in the future we'd be having a version of this conversation where, you know, maybe I or you are not even here. It's like one of us is physically here and the other one is here as a kind of a full body hologram. And it's not just a video call; you can actually interact, you can do things.

“After 10 years in development, Mark Zuckerberg says Meta has unveiled what may be the future of communication.” Cleo Abram: I'd love to just hear in your voice what are these? Mark Zuckerberg: Well, these are the First full holographic augmented reality glasses I think that exist in the world. We've made I think it's a few thousand or something, right? Very hard to make each one of these, but this is the culmination of 10 years of research and development that we've done to basically miniaturize all the Computing that you need to have glasses—not a headset—but glasses that can put full Holograms into the world with a wide field of view. So you can imagine sort of in the future we'd be having a version of this conversation where, you know, maybe I or you are not even here. It's like one of us is physically here and the other one is here as a kind of a full body hologram. And it's not just a video call; you can actually interact, you can do things.

SatisfyZone

95,640 次观看 • 2 个月前

More or less confident in Jayden Daniels & Commanders? nick wright answers: “I have very, very little confidence in the Commanders and I had very little before arguably their best player got hurt… On the offensive side of the ball, it is asking Jayden to do a lot.”

More or less confident in Jayden Daniels & Commanders? nick wright answers: “I have very, very little confidence in the Commanders and I had very little before arguably their best player got hurt… On the offensive side of the ball, it is asking Jayden to do a lot.”

First Things First

96,807 次观看 • 1 个月前