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NVIDIA JUST CAME FOR INTEL AND AMD WITH FOUR NUMBERS Microsoft and NVIDIA posted the exact same tweet at the exact same time - "A new era of PC" and a set of coordinates. The numbers point straight to the Taipei Music Center, where Jensen Huang takes the stage...

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689,525 views • 4 months ago •via X (Twitter)

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Microsoft is cooking! Windows 11’s faster app launches released today, and everything is noticeably faster on low-end PCs. Windows 11’s CPU boost feature is no longer just for Start, Search, and shell flyouts. After installing the August 2026 security update, it is now silently active while opening apps too. We tested this on the same PC before and after KB5121003, and the difference is real. Notepad, Calculator, Chrome, VLC, PowerPoint, Weather, and even the Epic Games Store now trigger the same Low Latency Profile behavior Microsoft first rolled out for the Windows shell in June. The moment you open an app, Windows briefly pushes the CPU close to its maximum frequency for one to three seconds, finishes the launch work faster, and then drops back to idle. This is called “race to sleep,” and it is not a lazy trick. macOS and Linux already do similar things. CPU utilization does not spike the same way, so this is not your PC suddenly working harder forever. It is a short frequency burst to make Windows feel more responsive. I know people love mocking Windows performance, and often for good reason, but this one actually works. Apps open faster now, especially on budget and older PCs where every second of delay is noticeable. Windows 11 is finally getting the kind of performance work it should have had from day one.
0:11

Microsoft is cooking! Windows 11’s faster app launches released today, and everything is noticeably faster on low-end PCs. Windows 11’s CPU boost feature is no longer just for Start, Search, and shell flyouts. After installing the August 2026 security update, it is now silently active while opening apps too. We tested this on the same PC before and after KB5121003, and the difference is real. Notepad, Calculator, Chrome, VLC, PowerPoint, Weather, and even the Epic Games Store now trigger the same Low Latency Profile behavior Microsoft first rolled out for the Windows shell in June. The moment you open an app, Windows briefly pushes the CPU close to its maximum frequency for one to three seconds, finishes the launch work faster, and then drops back to idle. This is called “race to sleep,” and it is not a lazy trick. macOS and Linux already do similar things. CPU utilization does not spike the same way, so this is not your PC suddenly working harder forever. It is a short frequency burst to make Windows feel more responsive. I know people love mocking Windows performance, and often for good reason, but this one actually works. Apps open faster now, especially on budget and older PCs where every second of delay is noticeable. Windows 11 is finally getting the kind of performance work it should have had from day one.

Windows Latest

718,487 views • 2 months ago

🚨 MICROSOFT IS HOLDING A MAJOR WINDOWS + SURFACE EVENT Microsoft will host its first major Windows-focused event since May 2024 on October 7 in San Francisco. 🧠 LOCAL AI IS THE FOCUS → Microsoft says the event will explore how local AI will shape the next chapter of PCs → Satya Nadella, Pavan Davuluri and NVIDIA CEO Jensen Huang will attend 💻 SURFACE LAPTOP ULTRA → More details on the Surface Laptop Ultra are expected → Powered by NVIDIA’s RTX Spark → Up to 128GB unified memory → Full CUDA support → Designed to run AI models with up to 120 billion parameters locally ⚡ RTX SPARK + WINDOWS → Microsoft has been tuning Windows 11 for RTX Spark → New workload scheduling uses its 20 CPU cores → Improved Prism emulation for x86 apps on Arm → More details on the Surface RTX Spark Dev Box could also be revealed 🤖 WINDOWS 12 → Don’t expect Windows 12 at this event ❌ → The focus appears to be Windows 11, local AI and the next generation of PCs 📅 October 7, 2026 📍 San Francisco ⏰ 10 AM PT / 1 PM ET Microsoft’s last major Windows event was in May 2024, when it introduced its Copilot+ PC push. Full coverage: 1. 2. 3.
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🚨 MICROSOFT IS HOLDING A MAJOR WINDOWS + SURFACE EVENT Microsoft will host its first major Windows-focused event since May 2024 on October 7 in San Francisco. 🧠 LOCAL AI IS THE FOCUS → Microsoft says the event will explore how local AI will shape the next chapter of PCs → Satya Nadella, Pavan Davuluri and NVIDIA CEO Jensen Huang will attend 💻 SURFACE LAPTOP ULTRA → More details on the Surface Laptop Ultra are expected → Powered by NVIDIA’s RTX Spark → Up to 128GB unified memory → Full CUDA support → Designed to run AI models with up to 120 billion parameters locally ⚡ RTX SPARK + WINDOWS → Microsoft has been tuning Windows 11 for RTX Spark → New workload scheduling uses its 20 CPU cores → Improved Prism emulation for x86 apps on Arm → More details on the Surface RTX Spark Dev Box could also be revealed 🤖 WINDOWS 12 → Don’t expect Windows 12 at this event ❌ → The focus appears to be Windows 11, local AI and the next generation of PCs 📅 October 7, 2026 📍 San Francisco ⏰ 10 AM PT / 1 PM ET Microsoft’s last major Windows event was in May 2024, when it introduced its Copilot+ PC push. Full coverage: 1. 2. 3.

Abhishek Yadav

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🇺🇸 DALLAS IS ABOUT TO BECOME THE CAPITAL OF THE AMERICA FIRST MOVEMENT! For the first time in party history, Republicans are holding a midterm convention. Not a debate stage. Not a press conference. A full blown convention, September 9th and 10th, right in the heart of Dallas. The Democrats aren't ready for this! Trump called it exactly what it is. "It has never been done before, and will be a truly Historic Event." Think about that for a second. Presidential conventions happen every four years like clockwork. Midterm conventions do not happen at all, because most parties do not have anything worth celebrating in the off year. The GOP just decided they do. RNC Chairman Joe Gruters is already calling it Trumpapalooza. That is not a typo. That is the energy level we are talking about. This is not just a rally. It is a two day showcase of the Great American Comeback. No tax on tips. No tax on overtime. Falling oil prices while the administration denuclearizes Iran. A border that finally has a lock on the door. Trump is not asking Republicans to imagine the wins. He is putting them on a stage in Texas and pointing at them. And Texas is not a random choice. It is the epicenter of this year's fight for Congress, with Ken Paxton battling for Senate and multiple House seats hanging in the balance. Dallas Mayor Eric Johnson called it exactly right, an event that will "energize our party, strengthen the conservative movement, and help build momentum." Now look across the aisle. Democrats floated the idea of their own midterm gathering. Then they quietly shelved it. No unifying message. No standout headliner. No comeback story to tell voters, because they do not have one. That is the difference in one sentence. Republicans are throwing a party because they have something to celebrate. Democrats are staying home because they do not. Midterms usually punish the party in power. Trump just decided to rewrite that rule in Texas, in front of the cameras, with the whole country watching. Buckle up. Trumpapalooza is coming, and the other side has nothing on the calendar to answer it with.
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🇺🇸 DALLAS IS ABOUT TO BECOME THE CAPITAL OF THE AMERICA FIRST MOVEMENT! For the first time in party history, Republicans are holding a midterm convention. Not a debate stage. Not a press conference. A full blown convention, September 9th and 10th, right in the heart of Dallas. The Democrats aren't ready for this! Trump called it exactly what it is. "It has never been done before, and will be a truly Historic Event." Think about that for a second. Presidential conventions happen every four years like clockwork. Midterm conventions do not happen at all, because most parties do not have anything worth celebrating in the off year. The GOP just decided they do. RNC Chairman Joe Gruters is already calling it Trumpapalooza. That is not a typo. That is the energy level we are talking about. This is not just a rally. It is a two day showcase of the Great American Comeback. No tax on tips. No tax on overtime. Falling oil prices while the administration denuclearizes Iran. A border that finally has a lock on the door. Trump is not asking Republicans to imagine the wins. He is putting them on a stage in Texas and pointing at them. And Texas is not a random choice. It is the epicenter of this year's fight for Congress, with Ken Paxton battling for Senate and multiple House seats hanging in the balance. Dallas Mayor Eric Johnson called it exactly right, an event that will "energize our party, strengthen the conservative movement, and help build momentum." Now look across the aisle. Democrats floated the idea of their own midterm gathering. Then they quietly shelved it. No unifying message. No standout headliner. No comeback story to tell voters, because they do not have one. That is the difference in one sentence. Republicans are throwing a party because they have something to celebrate. Democrats are staying home because they do not. Midterms usually punish the party in power. Trump just decided to rewrite that rule in Texas, in front of the cameras, with the whole country watching. Buckle up. Trumpapalooza is coming, and the other side has nothing on the calendar to answer it with.

Bill Mitchell

13,955 views • 3 months ago

WIRED magazine just gave a 10/10 rating to a piece of hardware for the first time in a decade. It is a robot vacuum. Meet Matic. You do not use an app to control it. You literally treat it like a pet. You can point at a coffee spill and say "Hey Matic, clean this." You can even tell it to "follow me" and it walks behind you. It spent 9 years in development to solve the biggest smart home problem: privacy. It has 5 cameras, but it processes everything locally on an Nvidia chip. Your data is deleted in real-time. Hardware is finally getting fun again.
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WIRED magazine just gave a 10/10 rating to a piece of hardware for the first time in a decade. It is a robot vacuum. Meet Matic. You do not use an app to control it. You literally treat it like a pet. You can point at a coffee spill and say "Hey Matic, clean this." You can even tell it to "follow me" and it walks behind you. It spent 9 years in development to solve the biggest smart home problem: privacy. It has 5 cameras, but it processes everything locally on an Nvidia chip. Your data is deleted in real-time. Hardware is finally getting fun again.

shirish

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Holy sh!t ! OpenAI will have their custom inference chips ready in just a few months and deployed at scale by the end of the year! 🤯 Training chip = The heavy lifters that require massive amounts of data and power to build and teach the AI models from scratch. Inference chip = The specialized, highly efficient chips that actually run the AI and generate the answers in real-time when you use it. This is going to help OpenAI drastically cut down their massive compute costs, speed up model reasoning times, and finally break free from relying entirely on Nvidia to scale their operations.
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Holy sh!t ! OpenAI will have their custom inference chips ready in just a few months and deployed at scale by the end of the year! 🤯 Training chip = The heavy lifters that require massive amounts of data and power to build and teach the AI models from scratch. Inference chip = The specialized, highly efficient chips that actually run the AI and generate the answers in real-time when you use it. This is going to help OpenAI drastically cut down their massive compute costs, speed up model reasoning times, and finally break free from relying entirely on Nvidia to scale their operations.

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The new Jaguar Type 01 is here, powered by NVIDIA. Under its stunning design is NVIDIA Hyperion, the computer and sensor platform that takes in everything the car sees and senses, then helps it make smart decisions in real time. It’s paired with NVIDIA Halos, a safety system that covers everything from the chips to the software. Before reaching the road, Type 01's software passed 150,000 tests over tens of thousands of hours. And with over-the-air updates, it’ll keep getting better long after it leaves the showroom. Our own Ali Kani and Rishi Dhall joined the JLR team in New York to celebrate the reveal. Congratulations! 🔗

NVIDIA

95,690 views • 8 days ago

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$IONQ caught in 4K - "Cisco has a market cap of hundreds of billions of dollars. At minimum, the future of IonQ looks like that and the ceiling of it looks like Nvidia." This is the craziest statement from a CEO I have ever heard and I went to prison for securities fraud.

Martin Shkreli

885,551 views • 1 year ago

Since RCCL is an fork of NCCL, RCCL is basically a copy+paste carbon copy of NCCL except it takes months for new features added to NCCL to reach RCCL. This is clearly not optimal for AMD to be building on their competitors platform as that means that AMD will never be better than NVIDIA or even reach parity (when iso-time) due to the delays/engineering burden of syncing with upstream. AMD is working on an moonshot project cuz MORI-CCL aims to be an first principles from scratch re-built of the AMD collective library software to not be dependent of their competitor's software. Ironically enough with MORI-CCL, it currently doesn't support AMD's Pensando NICs yet it supports NVIDIA ConnectX-7 NICs with AMD GPUs. Support for AMD's Pensando NICs is coming after support for NVIDIA ConnectX-7 NICs.
0:19

Since RCCL is an fork of NCCL, RCCL is basically a copy+paste carbon copy of NCCL except it takes months for new features added to NCCL to reach RCCL. This is clearly not optimal for AMD to be building on their competitors platform as that means that AMD will never be better than NVIDIA or even reach parity (when iso-time) due to the delays/engineering burden of syncing with upstream. AMD is working on an moonshot project cuz MORI-CCL aims to be an first principles from scratch re-built of the AMD collective library software to not be dependent of their competitor's software. Ironically enough with MORI-CCL, it currently doesn't support AMD's Pensando NICs yet it supports NVIDIA ConnectX-7 NICs with AMD GPUs. Support for AMD's Pensando NICs is coming after support for NVIDIA ConnectX-7 NICs.

SemiAnalysis

33,549 views • 11 months ago

🚨HUNTER BIDEN TO LAUNCH A $LAPTOP MEME COIN! WSJ Markets says the former president’s son is bringing out a token named after the laptop that defined years of U.S. politics, and that it takes aim at President Trump. Newswires citing the same report say the launch is set for Sept. 9 on a Coinbase-linked chain, with 1 billion tokens and 30% reserved for founders.
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🚨HUNTER BIDEN TO LAUNCH A $LAPTOP MEME COIN! WSJ Markets says the former president’s son is bringing out a token named after the laptop that defined years of U.S. politics, and that it takes aim at President Trump. Newswires citing the same report say the launch is set for Sept. 9 on a Coinbase-linked chain, with 1 billion tokens and 30% reserved for founders.

Crypto Banter

26,875 views • 1 month ago

CEO of Salesforce: WE ARE ALL FOLLOWING YOU, BRO! The answer is not to fear the future, but to guide it wisely! Jensen Huang said this at a commencement speech this year while every other AI relevant commencement speech received boos due to the inability to read the room. Jensen brings wisdom because he has been in the industry for decades. He jokes that he has raised many of the industry leaders. No hysteria, no doomerism. We will work prudently to make the world better AND safer. To lead or to be safe is a false choice. It is not fair for the industry to fear monger the public which has no choice in the development. I am a cautious optimist, and boy is the future bright. And every day I am grateful to have a front row seat at NVIDIA
0:17

CEO of Salesforce: WE ARE ALL FOLLOWING YOU, BRO! The answer is not to fear the future, but to guide it wisely! Jensen Huang said this at a commencement speech this year while every other AI relevant commencement speech received boos due to the inability to read the room. Jensen brings wisdom because he has been in the industry for decades. He jokes that he has raised many of the industry leaders. No hysteria, no doomerism. We will work prudently to make the world better AND safer. To lead or to be safe is a false choice. It is not fair for the industry to fear monger the public which has no choice in the development. I am a cautious optimist, and boy is the future bright. And every day I am grateful to have a front row seat at NVIDIA

Baxate

202,754 views • 1 month ago

🚨 WARNING: YOU’RE NOT READY FOR THIS 99% chance we will see this exact pattern. The S&P 500 is giving one of the cleanest bearish setups of 2026. Look at this chart for 30 seconds. The Dot-Com crash overlay is still tracking today's market almost perfectly. The next major support sits around 4,600. And nothing about this rally is healthy. Five stocks are keeping the entire S&P 500 alive. → Apple → Nvidia → Amazon → Microsoft → Meta Remove those five stocks, and the S&P 500 is already in a downtrend. The structure is bearish. This rally is only delaying the inevitable. Bookmark this post. Follow and turn notifications on. I'll post the warning BEFORE it hits the headlines.
0:17

🚨 WARNING: YOU’RE NOT READY FOR THIS 99% chance we will see this exact pattern. The S&P 500 is giving one of the cleanest bearish setups of 2026. Look at this chart for 30 seconds. The Dot-Com crash overlay is still tracking today's market almost perfectly. The next major support sits around 4,600. And nothing about this rally is healthy. Five stocks are keeping the entire S&P 500 alive. → Apple → Nvidia → Amazon → Microsoft → Meta Remove those five stocks, and the S&P 500 is already in a downtrend. The structure is bearish. This rally is only delaying the inevitable. Bookmark this post. Follow and turn notifications on. I'll post the warning BEFORE it hits the headlines.

Wimar.X

86,164 views • 2 months ago

Microsoft teases a faster and configurable context menu (right-click menu) for Windows 11 after years of complaints! Marcus Ash, who leads Design and Research for Windows and Devices, says Microsoft is working on making context menus faster, simpler by default, and configurable to what you use most. That last part is huge. Windows 11’s context menu was supposed to fix the cluttered Windows 10 right-click menu. Instead, it became slower, padded, inconsistent, and still messy. You often need “Show more options” just to reach the old menu, which defeats the whole point of redesigning it. Now Microsoft is taking the same approach it used with Start and taskbar: give users control. Resizable Start. Movable taskbar. Smaller taskbar. Customizable Start sections. And now, configurable context menus. This is the Windows 11 reset users wanted 🥳
0:12

Microsoft teases a faster and configurable context menu (right-click menu) for Windows 11 after years of complaints! Marcus Ash, who leads Design and Research for Windows and Devices, says Microsoft is working on making context menus faster, simpler by default, and configurable to what you use most. That last part is huge. Windows 11’s context menu was supposed to fix the cluttered Windows 10 right-click menu. Instead, it became slower, padded, inconsistent, and still messy. You often need “Show more options” just to reach the old menu, which defeats the whole point of redesigning it. Now Microsoft is taking the same approach it used with Start and taskbar: give users control. Resizable Start. Movable taskbar. Smaller taskbar. Customizable Start sections. And now, configurable context menus. This is the Windows 11 reset users wanted 🥳

Windows Latest

28,900 views • 4 months ago

🚨 PRESIDENT TRUMP JUST DROPPED THIS: The U.S. is locked and loaded against Iran at levels not seen since World War II. Iran and other Middle Eastern countries just asked us to hold off because the perimeter of a deal has been agreed to. That deal includes: • Immediate, complete, and total OPENING of the Hormuz Strait • An end to Iran’s nuclear threat Trump agreed, for the benefit of the world and a successful Iran, subject to rapidly making the DEAL. “Get to work, everybody, and get it DONE.” Peace through strength is not a slogan. It’s happening in real time.
0:13

🚨 PRESIDENT TRUMP JUST DROPPED THIS: The U.S. is locked and loaded against Iran at levels not seen since World War II. Iran and other Middle Eastern countries just asked us to hold off because the perimeter of a deal has been agreed to. That deal includes: • Immediate, complete, and total OPENING of the Hormuz Strait • An end to Iran’s nuclear threat Trump agreed, for the benefit of the world and a successful Iran, subject to rapidly making the DEAL. “Get to work, everybody, and get it DONE.” Peace through strength is not a slogan. It’s happening in real time.

Gunther Eagleman™

134,869 views • 2 months ago

BREAKING: The man who saw 2008 coming just placed his biggest bet against the AI boom, and the strangest name on his list is not a tech company at all. It is a bulldozer maker. Dr. Michael J. Burry shorted Nvidia, Applied Materials, Tesla, and the whole chip index this week. But the one he led with, the one he said jumped out at him, was Caterpillar, a 100-year-old maker of construction equipment. Why would the most famous bubble-caller alive make a heavy-machinery company his headline AI short? Because that is the whole tell. Caterpillar hit an all-time high this year, up 86 percent, its valuation richer than at any point in three decades. And look at the twist that makes the bet so sharp .. the re-rating is not pure fantasy. Caterpillar's order backlog is up 79 percent, because new chip factories and data centers need its generators, turbines, and earth-movers before a single server switches on. The market noticed, and repriced a machinery company as an AI stock. In Dr. Burry's words: “I have never shorted Caterpillar. It has always done great for me on the long side.” His trigger was South Korea. Burry named it directly: hundreds of billions in new chip-fab spending announced this week, the pledge that sent Caterpillar to its record. His verdict: “I see that as the beginning of the end.” Read and understand carefully what that means. Dr. Burry is not shorting artificial intelligence. Nope! He is shorting the moment the mania grew so vast it priced a maker of earth-movers like a designer of chips, betting that even real, booming orders have been valued as if they last forever. When the bubble reaches the machines that dig the holes the servers sit in, that is the line he chose to stand on. And the timing is also not quite subtle. He placed the bet at all-time highs, on the very day the chip index logged its greatest half-year run since the year 2000, the year he keeps naming. Will Burry prove himself right this time?
0:10

BREAKING: The man who saw 2008 coming just placed his biggest bet against the AI boom, and the strangest name on his list is not a tech company at all. It is a bulldozer maker. Dr. Michael J. Burry shorted Nvidia, Applied Materials, Tesla, and the whole chip index this week. But the one he led with, the one he said jumped out at him, was Caterpillar, a 100-year-old maker of construction equipment. Why would the most famous bubble-caller alive make a heavy-machinery company his headline AI short? Because that is the whole tell. Caterpillar hit an all-time high this year, up 86 percent, its valuation richer than at any point in three decades. And look at the twist that makes the bet so sharp .. the re-rating is not pure fantasy. Caterpillar's order backlog is up 79 percent, because new chip factories and data centers need its generators, turbines, and earth-movers before a single server switches on. The market noticed, and repriced a machinery company as an AI stock. In Dr. Burry's words: “I have never shorted Caterpillar. It has always done great for me on the long side.” His trigger was South Korea. Burry named it directly: hundreds of billions in new chip-fab spending announced this week, the pledge that sent Caterpillar to its record. His verdict: “I see that as the beginning of the end.” Read and understand carefully what that means. Dr. Burry is not shorting artificial intelligence. Nope! He is shorting the moment the mania grew so vast it priced a maker of earth-movers like a designer of chips, betting that even real, booming orders have been valued as if they last forever. When the bubble reaches the machines that dig the holes the servers sit in, that is the line he chose to stand on. And the timing is also not quite subtle. He placed the bet at all-time highs, on the very day the chip index logged its greatest half-year run since the year 2000, the year he keeps naming. Will Burry prove himself right this time?

Shanaka Anslem Perera ⚡

235,980 views • 3 months ago

AI just hit a wall that no amount of money can move. The planet itself. There is not enough power, water, or land on Earth to build the data centers the AI race now demands. So the most valuable bet in artificial intelligence is no longer a chip company or a model. It is a rocket company. The plan is to leave. In January, SpaceX filed with the FCC to launch up to 1 million solar-powered data center satellites into orbit. In February it bought xAI, the maker of Grok, folding an entire frontier AI lab into a rocket company in the largest corporate merger ever recorded. On June 8 it unveiled the AI1, a compute satellite with a 70-meter wingspan, wider than a Boeing 747, powered by the sun, cooled by the vacuum of space, and wired to the ground through Starlink. Four days later it went public in the largest IPO in history, near 1.77 trillion dollars, touched 2.1 trillion on its first day, raised close to 86 billion, and made one man the first trillionaire alive. Now read the direction of that merger, because it is the whole story. A rocket company bought the AI lab. Not the reverse. For three years everyone assumed the constraint on AI was chips, or data, or talent. It is none of them anymore. It is energy and heat and dirt. The head of Anthropic said his company grew faster than the exponential, 80 times in a single year, and that is exactly why it ran out of compute. The answer was not to build more data centers in Virginia. It was to leave the atmosphere, where the sun never sets and a solar panel does five times the work. The moat in artificial intelligence is no longer the model. It is the launch. And the first rent is already being paid. A rival lab, Anthropic, is reported to be sending roughly 1.25 billion dollars a month to Musk for compute. Google near 920 million. If intelligence moves to orbit, the company that owns the only affordable road there becomes the landlord of the next layer of the internet, the way one bookstore became the landlord of the cloud. The merger is the proof of concept. The IPO is the war chest. Those monthly checks are the lease. Here is the part the price tag does not want you to read. Close to a trillion dollars of that valuation rests on orbital data centers that do not yet exist, and on a chip factory, Terafab, that SpaceX's own public filing calls a general framework with no binding deal, one that may not achieve commercial viability. Musk said it on camera. This is not a promise. The largest IPO ever written is priced on a future the filing itself cannot verify. The other side is just as real. Compute in orbit costs about four times what it costs on the ground today, and the curve may not cross for fifteen years. The machines that print the chips are backordered for years. Shedding heat in a vacuum at this scale has never been done. Musk's timelines have a long history of meaning later. And Bezos is racing the same orbit with a constellation of 51,600 satellites of his own. But strip it all away and the trade underneath is one sentence. Earth has run out of room for intelligence, and whoever owns the road off the planet owns whatever gets built next. Call it the most expensive science fiction ever sold, or the first time the map of the internet pointed up.
0:10

AI just hit a wall that no amount of money can move. The planet itself. There is not enough power, water, or land on Earth to build the data centers the AI race now demands. So the most valuable bet in artificial intelligence is no longer a chip company or a model. It is a rocket company. The plan is to leave. In January, SpaceX filed with the FCC to launch up to 1 million solar-powered data center satellites into orbit. In February it bought xAI, the maker of Grok, folding an entire frontier AI lab into a rocket company in the largest corporate merger ever recorded. On June 8 it unveiled the AI1, a compute satellite with a 70-meter wingspan, wider than a Boeing 747, powered by the sun, cooled by the vacuum of space, and wired to the ground through Starlink. Four days later it went public in the largest IPO in history, near 1.77 trillion dollars, touched 2.1 trillion on its first day, raised close to 86 billion, and made one man the first trillionaire alive. Now read the direction of that merger, because it is the whole story. A rocket company bought the AI lab. Not the reverse. For three years everyone assumed the constraint on AI was chips, or data, or talent. It is none of them anymore. It is energy and heat and dirt. The head of Anthropic said his company grew faster than the exponential, 80 times in a single year, and that is exactly why it ran out of compute. The answer was not to build more data centers in Virginia. It was to leave the atmosphere, where the sun never sets and a solar panel does five times the work. The moat in artificial intelligence is no longer the model. It is the launch. And the first rent is already being paid. A rival lab, Anthropic, is reported to be sending roughly 1.25 billion dollars a month to Musk for compute. Google near 920 million. If intelligence moves to orbit, the company that owns the only affordable road there becomes the landlord of the next layer of the internet, the way one bookstore became the landlord of the cloud. The merger is the proof of concept. The IPO is the war chest. Those monthly checks are the lease. Here is the part the price tag does not want you to read. Close to a trillion dollars of that valuation rests on orbital data centers that do not yet exist, and on a chip factory, Terafab, that SpaceX's own public filing calls a general framework with no binding deal, one that may not achieve commercial viability. Musk said it on camera. This is not a promise. The largest IPO ever written is priced on a future the filing itself cannot verify. The other side is just as real. Compute in orbit costs about four times what it costs on the ground today, and the curve may not cross for fifteen years. The machines that print the chips are backordered for years. Shedding heat in a vacuum at this scale has never been done. Musk's timelines have a long history of meaning later. And Bezos is racing the same orbit with a constellation of 51,600 satellites of his own. But strip it all away and the trade underneath is one sentence. Earth has run out of room for intelligence, and whoever owns the road off the planet owns whatever gets built next. Call it the most expensive science fiction ever sold, or the first time the map of the internet pointed up.

Shanaka Anslem Perera ⚡

54,545 views • 3 months ago

🇺🇸 🇨🇳 CHINA JUST TOLD THE US TO KEEP THEIR OLD NVIDIA CHIPS. Because they're smuggling the newest ones in. 🇻🇳 Taiwanese prosecutors just arrested three people for smuggling $NVDA AI chips into China. They forged documents to ship 50 Super Micro servers loaded with advanced Nvidia silicon to China, Macau, and Hong Kong. Some already cleared customs. Same company (Super Micro) whose US employees were indicted in March for allegedly diverting BILLIONS in Nvidia chips to China. The black market for Nvidia silicon is now one of the most lucrative trades on earth.
0:13

🇺🇸 🇨🇳 CHINA JUST TOLD THE US TO KEEP THEIR OLD NVIDIA CHIPS. Because they're smuggling the newest ones in. 🇻🇳 Taiwanese prosecutors just arrested three people for smuggling $NVDA AI chips into China. They forged documents to ship 50 Super Micro servers loaded with advanced Nvidia silicon to China, Macau, and Hong Kong. Some already cleared customs. Same company (Super Micro) whose US employees were indicted in March for allegedly diverting BILLIONS in Nvidia chips to China. The black market for Nvidia silicon is now one of the most lucrative trades on earth.

CryptoGoos

62,733 views • 4 months ago

As they say, so as not to have to get up twice, they decided to shoot a second staged video in the same room with the very same people. The same floor, the same voting booths, the same guy wearing that distinctive jacket and with gray hair. But the funniest thing is this: they moved the little flag on the table, but forgot to remove the exact same papers and folders. This fake was made in three minutes without much effort. And how wonderful it is that the level of intellectual development of European political experts and even some politicians allowed them to mindlessly swallow this stupid, cheap fabrication. And just imagine if Kyiv made higher-quality fakes. But the most important question is: who, then, launched the drone over Leipzig Airport?
0:15

As they say, so as not to have to get up twice, they decided to shoot a second staged video in the same room with the very same people. The same floor, the same voting booths, the same guy wearing that distinctive jacket and with gray hair. But the funniest thing is this: they moved the little flag on the table, but forgot to remove the exact same papers and folders. This fake was made in three minutes without much effort. And how wonderful it is that the level of intellectual development of European political experts and even some politicians allowed them to mindlessly swallow this stupid, cheap fabrication. And just imagine if Kyiv made higher-quality fakes. But the most important question is: who, then, launched the drone over Leipzig Airport?

Anatolij Sharij

17,622 views • 24 days ago

SMRT x NVIDIA🤝 We are excited to announce we have been enrolled into the NVIDIA Developer program! Included in this prestigious program is access to advanced tools and SDKs, training resources, early access programs and unlimited use of NVIDIA On-Demand Services. Additionally, the SmartMoney team will be attending the NVIDIA GTC AI Conference, networking with the top brains in AI development who will be in attendance, including Jensen Huang CEO of NVIDIA and Brad Lightcap COO of OpenAI . As a nascent AI Blockchain project, this partnership will be crucial as we scale and build out our platform and services, given NVIDIA's wealth of resources in the AI industry. Make sure to follow our twitter for more updates as we continue to partner with and learn from the strongest projects and firms in our field.
0:10

SMRT x NVIDIA🤝 We are excited to announce we have been enrolled into the NVIDIA Developer program! Included in this prestigious program is access to advanced tools and SDKs, training resources, early access programs and unlimited use of NVIDIA On-Demand Services. Additionally, the SmartMoney team will be attending the NVIDIA GTC AI Conference, networking with the top brains in AI development who will be in attendance, including Jensen Huang CEO of NVIDIA and Brad Lightcap COO of OpenAI . As a nascent AI Blockchain project, this partnership will be crucial as we scale and build out our platform and services, given NVIDIA's wealth of resources in the AI industry. Make sure to follow our twitter for more updates as we continue to partner with and learn from the strongest projects and firms in our field.

SmartMoney

21,233 views • 2 years ago