Podcast appearances and mentions of Vera Rubin

- 黃世聰 張禹宣 姚惠珍 劉寶傑

By Selva Ozelli Esq, CPA, Author of Sustainably Investing in Digital Assets Globally This is the second article in a series of articles I am writing for Irish Tech News to explore the financial, technical, legal aspects of utilizing space solar energized orbital data centers that are rapidly evolving into "AI Factories, designed specifically to convert massive amounts of electrical power into intelligence, measured in tokens" around the world. The US Space Race My new series is a follow up to an interview ITN conducted with me in 2020 exploring how space solar energy could sustainably energize the tokenization of the global financial markets which is projected to grow to multi-trillion dollars by the end of the decade. The shift toward space-solarized data infrastructure is accelerating in the US rapidly following the historic March 1, 2026, drone strikes on AWS data centers in the United Arab Emirates and Bahrain which has extended during April and May. Executed by Iran's Islamic Revolutionary Guard Corps (IRGC), these kinetic strikes marked the first time commercial hyperscale data centers were directly targeted and physically damaged in active warfare. The attacks caused prolonged service disruptions, exposed the vulnerability of terrestrial tech infrastructure, and proved that earth bound data centers are now prioritized military targets. As detailed in the table below US technology and aerospace companies are increasingly looking to space-solarized solutions to address the immense energy and cooling demands of AI, with several key initiatives emerging. US Tech and Aerospace Companies Focused on Space Solarized Data Centers Hyperscale Cloud Company Orbital Edge Computing Orbital Data Center/Number of Satellite Constellation Space Solar LEO Network Rocket Launch Robotics Amazon Web Services (AWS) Y Y, Blue Origin – Blue Ring spacecraft/ Project Sunrise 51,600 Y Y, Amazon LEO Y Y Microsoft Azure Y, Azure Space N, Sold Azure Orbital Ground Station N, Space Azure Solar Cell Tech N N Y Google Cloud Y, Space Llama Y, Project Suncatcher in partnership with Planet Labs a high-profile "moonshot" initiative aimed at building and deploying artificial intelligence (AI) data centers in space/81 Y N Space X Y, Google Deep Mind Meta N, Terrestrial Edge Computing N Y, Metasat & Overview Energy N, High-altitude, solar-powered drones (Aquila project) N Y Starcloud Y Y Partnership with AWS/88,000 Y Y, Starcloud-1 (November 2025): first test satellite containing an Nvidia H100 chip, that survived radiation and function in space. SpaceX Y Space X – Orbital Data Center Y Y/ 1,000,000 Y Starlink Y Y Nividia Y, NVIDIA Space-1 Vera Rubin computing platform Y Y Y Space X Y Atherflux rebranded to Cowboy Space Y Y/ 20,000 Y N N Y Lone Star Y, (2021) First data storage and edge processing test at International Space Station Y, Orbital and Lunar Data Center with NASA Y Y Space X Y Axiom Space Y, In March 2025, Axiom deployed Red Hat Device Edge on the ISS to test terrestrial cloud applications in space, serving as a prototype for ODC Nodes. Y Y Y Space X Y Two Distinct Approaches in Space Solarized Data Center Operations in the US US technology and space companies in a race are aggressively pursuing orbital and space-solarized data centers and are tackling these operations through two distinct methodologies: orbital data processing (in-space edge compute) and space-based terrestrial power harvesting. Both approaches aim to bypass the escalating energy demands, cooling constraints, and land footprint limitations of Earth-based data center infrastructure. The two approaches differ significantly in how they utilize space and solar resources. Here is a summary: Terrestrial vs. Space-Based AI Compute Constraint Terrestrial Data Centers Orbital Data Centers Power Source Strained local power grids Unlimited, direct solar energy Cooling High water and energy consumption Natural cold of space vacuum Space & Regulation Tight zoning laws and land limits No ter...

Meilleur trimestre de l'histoire de la boîte. Records sur absolument tous les indicateurs. Et pourtant, le titre recule en after-hours. Dans cette vidéo, on regarde ensemble ce qui s'est vraiment passé hier soir avec les résultats Q1 FY2027 de NVIDIA, et surtout la leçon de fond que ça nous apprend sur le fonctionnement réel de Wall Street. Au programme : des chiffres monstrueux ($81,6 milliards de CA, +85% sur un an, un Data Center à $75 milliards, une guidance Q2 à $91 milliards bien au-dessus du consensus), le grain de sable chinois ($0 de revenu Data Center en Chine contre $4,6 milliards un an plus tôt), la transition d'architecture Blackwell vers Vera Rubin, et le fameux "buy the rumor, sell the news" qui explique pourquoi un beat parfait ne suffit plus quand tout le monde l'attendait. L'idée centrale : les marchés ne rémunèrent pas la performance absolue, ils rémunèrent l'écart à l'anticipation. Une boîte qui fait +85% de croissance peut baisser si le marché en espérait +90%. Comprendre ça, c'est faire un pas immense dans ta façon de lire les marchés et de gérer tes propres entrées après une bonne nouvelle. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

Andrew and Tom discuss the US quantum computing grants going to IBM, Rigetti, and GlobalFoundries, and Nvidia's earnings call highlights including the Vera CPU opening a new $200 billion TAM with $20 billion in visible revenue this year, plus NVDA gaining inference market share against Amazon's Trainium and Google's TPUs thanks to frontier model partners like Perplexity, Cursor, Anthropic, TML, and Reflection.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

Nvidia just reported Q1 fiscal year 2027. The numbers are extraordinary even by Nvidia's own standards. Free cash flow of $49 billion. A nearly 60% free cash flow margin. Revenue guidance implying over $300 billion for calendar year 2026, with some estimates suggesting $400 billion is possible. Next quarter alone: $91 billion in guided revenue. Vera Rubin is beginning to ship and is expected to generate $20 billion in its first six months.And then Jensen Huang said something on the earnings call that almost nobody covered.Nvidia plans to become the world's largest CPU supplier in 2026.That single claim has profound implications — for Intel, for AMD, for every investor tracking the CPU market, and for the semiconductor supply chain at large. CSI called this out as a remote possibility during their CPU market share update just weeks earlier. Now it is a public commitment from Jensen Huang himself.CSI works through the full picture in this episode. They cover Nvidia's new revenue reporting framework — the shift from a single data center segment to two sub-markets. Hyperscale covers the five major cloud providers: Amazon, Microsoft, Alphabet, Meta, and Oracle. ACIE covers AI clouds, industrial, enterprise, and sovereign data centers. This segmentation matters enormously because 80% of global IT spending is still on legacy systems. The enterprise migration to AI infrastructure is just beginning to happen at scale, and for the first time investors have direct visibility into it through Nvidia's own reporting.They also run the reverse DCF at $223 per share. The result: 20% free cash flow per share growth over five years at a 6% terminal rate gets you to today's price. That is not historically cheap for Nvidia. But it is the lowest bar the company has had to clear in years — and given that EPS grew 214% and FCF per share grew 88% in Q1 alone, clearing that bar looks more feasible than it sounds.CSI's updated position: Nvidia remains their largest personal holding. The updated baseline assumption is 50% stock price growth for 2026, revised upward from 40%. Not a prediction. A framework for thinking about what the business needs to deliver to justify current prices.What we cover:— Nvidia Q1 FY2027: $49B FCF, 60% FCF margin, EPS +214% YoY— Revenue outlook: $300B+ in 2026, $91B guided next quarter— Vera Rubin: $20B in sales expected in first six months— New reporting framework: hyperscale vs. ACIE and why it matters— The enterprise migration — 80% of global IT still on legacy systems— Jensen's CPU claim: Nvidia to be world's largest CPU supplier in 2026— Reverse DCF at $223: 20% FCF/share growth, 6% terminal rate— Why Nvidia has looked "boring" while small caps ran hundreds of percent— Updated CSI baseline: 50% stock price target revised upwardSemi Insider members get access to CSI's full DCF and reverse DCF tools, live Q&A sessions, and analysis like this as it happens. Join at chipstockinvestor.comDisclosure: Nick and Kasey have a position in Nvidia. This content is for general information only and is not individual investment advice. All investing involves risk.chipstockinvestor.com

We know that blackholes exist. But their formation is often associated with a supernova - some of the biggest explosions in the universe. But recently, astronomers discovered a star that simply disappeared from video - likely forming a blackhole. In this episode of Kainaati Comment, astrophysicist and astronomy professor Dr. Salman Hameed breaks down this fascinating discovery:✅ How do stars die?✅ How astronomers detect blackholes✅ Why this discovery challenges existing models✅ What this means for the evolution of the universe

According to LikeFolio's data, Nvidia (NVDA) is gaining web traction while AMD Inc. (AMD) lost significant momentum. The main reason behind the divergence? Megan Brantley believes it's about the excitement behind Nvidia's upcoming Vera Rubin chip. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

During the 1960s, theorists like Jeremiah Ostriker used early computers to determine that spiral galaxies would be unstable and "fly apart" without a massive spherical halo of unseen matter. This theoretical need found concrete evidence through the pioneering work of Vera Rubin and Kent Ford. By observing the Andromeda galaxy, they discovered that rotational velocities did not diminish at the outer edges, a phenomenon called "flattening the curve." This proved that a significant amount of invisible mass must exist to provide the necessary gravity. To map this mass, modern astronomers use gravitational lensing, an effect predicted by Einstein where gravity bends light from distant objects. This work continues in Chile at the Vera Rubin Observatory, which is designed to map the distribution of dark matter across space and time. (2/8)2020 ESA EUCLID

Patrick Moorhead and Daniel Newman dig into the week's biggest moves in enterprise AI: Anthropic and OpenAI launching PE-backed enterprise JVs on the same day, Anthropic filling its compute gap with SpaceX's Colossus, Cerebris filing for a $3.5 billion IPO, NVIDIA going deep on co-packaged optics with Corning, and a full IBM Think and ServiceNow recap. Plus, for The Flip, hosts debate whether Anthropic, at $1.2 trillion, is the most important company in enterprise tech. The handpicked topics for this week are: 1. Anthropic and OpenAI Launch PE-Backed Enterprise JVs on the Same Day — Both companies announced private equity joint ventures, with OpenAI backed by Bain, Brookfield, and Advent, and Anthropic partnering with Blackstone, Goldman Sachs, Apollo, and General Atlantic. Daniel's read is that this is fundamentally a distribution play, using private equity portfolio companies as a deployment channel for AI at scale. Pat sees it as the clearest admission yet that enterprise AI cannot be self-implemented at scale without specialized consulting support, and flags that mid-tier systems integrators (SIs) could get cut out of the middle. (The Decode) 2. Anthropic Signs Massive Compute Deal with SpaceX Colossus — Anthropic urgently needed compute and SpaceX had 300 megawatts and 220,000 GPUs sitting at Colossus One in Memphis without enough business to fill them. Pat's take is blunt: this move is pragmatic. Anthropic needs it, xAI has it. Daniel adds that Dario himself said they planned for 10x growth and got 80x, and this deal is the fast backfill that reality demanded. The side note both hosts flag: Anthropic is running on H100s, H200s, and B200s, which puts the whole "Anthropic only runs on Trainium and TPUs" narrative to rest. (The Decode) 3. Cerebris Files for a $3.5 Billion IPO at $26.6 Billion Valuation — This marks their second attempt at an IPO after pulling the first filing. The architecture is genuinely unique, a complete wafer with massive on-chip SRAM and interconnects built directly onto the wafer rather than copper or photonics. Pat calls it the first credible Western alternative for AI inference. Daniel's framing cuts through: you do not have to beat NVIDIA to sell right now. You just need to have availability. The more interesting headline, both hosts agree, is that Sam Altman and Greg Brockman are angel investors, which adds fuel to the ongoing OpenAI lawsuit. (The Decode) 4. NVIDIA and Corning Announce $500 Million Optical Partnership — Three new US factories, co-packaged optics for Vera Rubin, and a supply chain strategy that mirrors what NVIDIA did with Coherent. Pat's context: this is vertical integration through investment rather than acquisition. Daniel's observation is that the pace of movement toward co-packaged optics is accelerating faster than anyone expected, and his "rule of and" applies here too. Copper is not going away. Optics are being added on top because the data volumes moving across these racks are outrunning what copper alone can handle. US manufacturing in North Carolina and Texas is a strategic bonus. (The Decode) 5. IBM Think 2026: Day Zero, Sovereign Core, and the Quantum Plus AI Bet — Pat moderated on stage with CEO Arvind Krishna and calls this IBM's best showing in five years. Arvind opened with the AI divide, the gap between companies still running POCs and companies already in production, and framed where IBM sits as day zero, not because nothing has happened, but because enterprise AI deployment at scale is still so early. Daniel's biggest takeaways: watsonX Orchestrate updates, Sovereign Core going GA with policy at runtime, and the Confluent acquisition potentially being IBM's most important asset since Red Hat, given that 40% of Fortune 500 companies run on it and real-time streaming data is foundational to agentic systems. Both hosts land on quantum plus AI as IBM's next inflection moment. (The Decode) 6. ServiceNow Knowledge 2026: Enterprise SaaS 2.0 is Emerging — Daniel got there on day three of the event and noted the conference was densely packed. His observation: enterprises have not gotten the memo from Wall Street that SaaS is supposedly dead. His emerging thesis is that middleware could make a comeback for AI, with companies needing a layer that lets agents work across any infrastructure, any app, and within the rules of their specific business. Pat agrees and adds that the growth question is about mix, not survival. (The Decode) 7. The Flip: Is Anthropic at $1.2 Trillion the Most Important Company in Enterprise Tech? — Daniel took the affirmative citing that Claude Code is deeply entrenched in developer workflows. Anthropic went from $9 billion to $45 billion ARR in months. Every major hyperscaler is both a customer and an investor. The PE JVs are turning verticals into Anthropic engines. Dario said they planned for 10x and got 80x. Pat's counter: the enterprise trust gap is real after what Anthropic pulled on pricing and performance. Microsoft has 2 billion users across 365, Azure, and Copilot. NVIDIA is the infrastructure Anthropic runs on. And workforce replacement, which is how Anthropic extracts its terminal value, is not arriving as fast as the valuation suggests. In reality, both hosts admit their notes looked almost identical. (The Flip) 8. AMD — Lisa Su guided AI data center growth up from 60% to 80%. With OpEx growing 83%, net income up 95%, free cash flow ripping, and CPUs growing at nearly 40% without price increases, Pat reads this as unit market share gains coming soon. Daniel's framing: AMD is now a two-headed juggernaut with CPUs and GPUs for the data center. And Helios has not even started shipping yet. Both hosts take a victory lap for previously calling this one. (Bulls and Bears) 9. Palantir — Triple beat on revenue, EPS, and forward guidance. Rule of 40 at 145%. Government revenue up 84%, 47 deals over $10 million, and the largest guidance raise in the company's history. Daniel's take: Palantir is redefining the category entirely. It's not a software company in the Salesforce or ServiceNow sense. It's technology, plus ontology, plus people, deployed at the deepest layers inside governments and enterprises. Pat adds that the four deployed FTE model lets them stand up AIP POCs within a week, which is why they are winning business at this pace. (Bulls and Bears) 10. ARM — AGI processor demand doubled from $1 billion to $2 billion within 45 days. Record revenue, strong pipeline, royalty growth at 21% for the full year. The stock ripped after hours, then sold the next day when management confirmed only enough supply for $1 billion of that $2 billion demand. Pat's read: 50% CPU market share with hyperscalers at the core level is the most underdiscussed signal on the call. Daniel adds that the worry about ARM competing with its own customer base in custom silicon has been quietly swept away by the sheer volume of compute demand. (Bulls and Bears) 11. Supermicro — A board member allegedly used a hairdryer to remove labels from GPU boxes being shipped to China. Approximately 20% of their revenue has reportedly been illegally shipped to China. They beat on EPS and Q4 guide but missed Q3 revenue versus consensus. Stock still ripped 18%. Daniel's take: if you are selling picks and shovels during a gold rush and you are this messed up, he cannot imagine owning it with the overhang that is building. (Bulls and Bears) 12. Lattice Semi and Coherent — Lattice revenue up 42%, back into growth, guiding to 50% year-on-year at midpoint. The AMI acquisition at $1.65 billion doubles their serviceable market from $6 billion to $12 billion and puts them inside every AI server on the planet at the BIOS and platform firmware layer. Pat calls the timing right: core financials crushing it, time to make a move. Coherent printed 21% year-on-year growth, 55% EPS growth, margins expanding, debt coming down, entered the S&P 500, and sits at the center of the co-packaged optics trend that is accelerating. Pat's choke point note: Indium phosphide capacity is the constraint. Six-inch fabs are doubling capacity in 2026, a quarter ahead of plan, and competitors are still ramping their transitions. (Bulls and Bears) Want the full breakdown from IBM Think and ServiceNow Knowledge, and check out our on-the-ground coverage linked in the show notes. Be part of our community. Hit that subscribe button and let us know what you want us to cover next week in the comments. Intro Pat on Stage at IBM Think https://x.com/PatrickMoorhead/status/2051381046537601101?s=20 The Decode OpenAI and Anthropic Both Launch PE-Backed Enterprise Services JVs on the Same Day — The Palantir FDE Model Goes Mainstream https://www.bloomberg.com/news/articles/2026-05-04/openai-finalizes-10-billion-joint-venture-with-pe-firms-to-deploy-ai https://techcrunch.com/2026/05/04/anthropic-and-openai-are-both-launching-joint-ventures-for-enterprise-ai-services/ https://www.semafor.com/article/05/04/2026/openai-anthropic-ramp-up-enterprise-push Anthropic and SpaceX Sign Massive Compute Deal — Full 300MW / 220,000 GPU Colossus 1 Memphis Data Center Plus Exploration of Multi-Gigawatt Orbital AI Compute https://www.cnbc.com/2026/05/06/anthropic-spacex-data-center-capacity.html https://www.bloomberg.com/news/articles/2026-05-06/anthropic-inks-computing-deal-with-spacex-to-meet-ai-demand https://www.tomshardware.com/tech-industry/artificial-intelligence/musks-spacex-has-rented-out-access-to-its-supercomputers-220-000-nvidia-gpus-and-300-megawatts-of-ai-compute-power-to-rival-anthropic Cerebras Files for $3.5B IPO at $26.6B Valuation — The First Major AI Chip IPO of 2026 https://www.cnbc.com/2026/05/04/cerebras-ipo-ai-chipmaker.html https://theaiinsider.tech/2026/05/06/cerebras-systems-eyes-3-5b-in-largest-tech-ipo-of-2026-on-strength-of-ai-chip-demand/ https://www.briefs.co/news/ai-chipmaker-cerebras-just-filed-for-a-3-5-billion-ipo/ NVIDIA and Corning Announce Game-Changing Optical Partnership — $500M Investment, 3 New U.S. Factories, and Co-Packaged Optics for Vera Rubin and Beyond https://www.corning.com/worldwide/en/about-us/news-events/news-releases/2026/05/nvidia-and-corning-announce-long-term-partnership-to-strengthen-us-manufacturing-for-ai-infrastructure.html https://www.cnbc.com/2026/05/06/nvidia-corning-optical-factories-nc-texas-ai.html https://www.wsj.com/tech/nvidia-corning-form-partnership-to-expand-fiber-optic-manufacturing-17f525de https://kfgo.com/2026/05/06/corning-partners-with-nvidia-to-expand-us-fiber-optic-output-for-ai-growth/ IBM Think 2026 Boston — Watsonx Orchestrate Next-Gen, Confluent Real-Time Data, IBM Concert, and Sovereign Core Define IBM's Agentic Operating Model https://newsroom.ibm.com/2026-05-05-think-2026-ibm-delivers-the-blueprint-for-the-ai-operating-model-as-the-ai-divide-widens https://www.ibm.com/new/announcements/ibm-announcements-at-think-2026 https://www.instagram.com/reel/DX42DlrglOs/ ServiceNow Knowledge 2026 Las Vegas https://www.servicenow.com/events/knowledge.html https://newsroom.servicenow.com/press-releases/details/2026/Cohesity-and-ServiceNow-Deliver-Real-Time-Recovery-for-Enterprise-AI-Agents/default.aspx https://www.cnbc.com/2025/09/04/nvidia-backed-cohesity-eyes-2026-ipo-with-valuation-rivaling-17-billion-rubrik.html   The Flip: Anthropic at $1.2T Now the Most Important Company in Enterprise Tech — More Important Than NVIDIA, Microsoft, or OpenAI FOR: Dual-hyperscaler compute anchor (Amazon $33B + Google $40B = $73B) is structural — unmatched https://futurumgroup.com/insights/anthropics-gigawatt-scale-tpu-deal-with-broadcom-creates-a-structural-advantage/ Constitutional AI safety positioning wins regulated industries https://www.anthropic.com/news/anthropic-nec-japan-ai-engineering-workforce $900B valuation surpasses OpenAI ($852B) at faster revenue growth and lower burn rate https://techcrunch.com/2026/04/30/anthropic-potential-900b-valuation-round-could-happen-within-two-weeks/   AGAINST: NVIDIA still controls the substrate — every Anthropic dollar of revenue requires NVIDIA inference at some layer https://www.cnbc.com/2026/04/27/nvidia-just-hit-an-all-time-high-why-some-think-a-rally-is-just-getting-started.html Microsoft has the enterprise distribution — 365 + Azure + Copilot reach >2 billion users https://www.marketbeat.com/originals/microsofts-maia-200-the-profit-engine-ai-needs/ $900B valuation is venture marketing — the IPO will reset the number https://www.semafor.com/article/05/04/2026/openai-anthropic-ramp-up-enterprise-push   Bulls & Bears: AMD Q1 2026 — Revenue $10.3B (+38% YoY), MI300X Data Center GPU Demand Drives Stock +20% on the Print https://ir.amd.com/news-events/press-releases/detail/1284/amd-reports-first-quarter-2026-financial-results https://www.cnbc.com/2026/05/05/amd-q1-2026-earnings-report.html https://finance.yahoo.com/markets/stocks/articles/amd-q1-2026-earnings-revenue-203331768.html Palantir Q1 2026 — Revenue +85% YoY, US Commercial +133%, Rule of 40 Score Hits 145%; Largest Guidance Raise in Company History https://investors.palantir.com/files/Palantir%20-%20Q1%202026%20Business%20Update.pdf https://www.reddit.com/r/PLTR/comments/1t3t0me/palantir_reports_q1_2026_us_revenue_growth_of_104/ https://finance.yahoo.com/markets/stocks/articles/palantir-technologies-inc-q1-2026-002218719.html https://semiconalpha.substack.com/p/palantir-q1-2026-rewriting-the-rule Arm Holdings Q4 FY2026 — Record $1.49B Quarter, Full-Year Revenue Crosses $4.92B, $2B AGI CPU Pipeline; Stock +16% After Hours https://finance.yahoo.com/markets/stocks/articles/arm-q4-earnings-call-highlights-225942093.html https://www.stocktitan.net/sec-filings/ARM/6-k-arm-holdings-plc-uk-current-report-foreign-issuer-7e9ca9ac7dda.html https://semiconalpha.substack.com/p/arm-q4-fy2026-record-quarter-2-billion Super Micro Computer Q3 FY2026 — Revenue $10.2B (+123% YoY), Strong Q4 Guide; Stock +18% AH on First Earnings Call Since Co-Founder Indictment Drama https://www.cnbc.com/2026/05/05/super-micro-smci-q3-earnings-report-2026.html https://www.stocktitan.net/sec-filings/SMCI/8-k-super-micro-computer-inc-reports-material-event-e70b2f8b3cb7.html https://www.instagram.com/reel/DX42DlrglOs/ Lattice Semiconductor Q1 2026 — Beat-and-Raise Quarter ($170.9M, +42% YoY) Paired With $1.65B AMI Acquisition That Doubles Lattice's SAM to $12B https://www.stocktitan.net/sec-filings/LSCC/8-k-lattice-semiconductor-corp-reports-material-event-642a862b2bf9.html https://www.ami.com/resources/ami-announces-agreement-to-be-acquired-by-lattice-semiconductor/ https://www.linkedin.com/posts/patmoorhead_lattice-semiconductor-posts-beat-and-raise-activity-7457411226944425984-xA8T Coherent Q3 2026 Earnings https://www.msn.com/en-us/money/companies/coherent-cohr-tops-revenue-expectations-in-q3-as-ai-demand-accelerates-shares-decline/ar-AA22Bz24?ocid=finance-verthp-feeds  

Hay algo en el universo que no podemos ver…pero sabemos que está ahí.Y todo empezó con una científica a la que casi nadie le creyó.En este episodio hablamos de Vera Rubin y uno de los descubrimientos más importantes (y menos reconocidos) de la astronomía moderna.Cuando empezó a estudiar cómo se movían las galaxias, algo no cuadraba. Según todo lo que sabíamos, deberían comportarse de cierta manera… pero no lo hacían.Sus datos apuntaban a algo invisible, algo que no podíamos ver directamente, pero que estaba afectando todo.Hoy lo conocemos como materia oscura.Platicamos cómo llegó a esa conclusión, por qué al principio no le creían, y cómo ese descubrimiento terminó cambiando por completo nuestra forma de entender el universo.Hay algo en el universo que no podemos ver… pero que lo cambia todo.En este episodio exploramos el trabajo de Vera Rubin y cómo su descubrimiento de la materia oscura transformó la astronomía moderna.

Vera Rubin Observatory lover storslagen og STOR data fra verdensrommet. DET vet vi, men hvem var denne Vera Rubin, som teleskopet er oppkalt etter? NÅ har Vegard funnet det ut, og hu var litt av ei dame!

I asked Jensen about TPU competition, Nvidia's lock on the ever more bottlenecked supply chain needed to make advanced chips, whether we should be selling AI chips to China, why Nvidia doesn't just become a hyperscaler, how it makes its investments, and much more. Enjoy!Watch on YouTube; read the transcript.Sponsors* Crusoe's cloud runs on state-of-the-art Blackwell GPUs, with Vera Rubin deployment scheduled for later this year. But hardware is only part of the story—for inference, Crusoe's MemoryAlloy tech implements a cluster-wide KV cache, delivering up to 10x faster TTFT and 5x better throughput than vLLM. Learn more at crusoe.ai/dwarkesh* Cursor helped me build an AI co-researcher over the course of a weekend. Now I have an AI agent that I can collaborate with in Google Docs via inline comment threads! And while other agentic coding tools feel like a total black-box, Cursor let me stay on top of the full implementation. You can try my co-researcher out at github.com/dwarkeshsp/ai_coworker, or get started on your own Cursor project today at cursor.com/dwarkesh* Jane Street spent ~20,000 GPU hours training backdoors into 3 different language models, then challenged my audience to find the triggers. They received some clever solutions—like comparing the base and fine-tuned versions and extrapolating any differences to reveal the hidden backdoor—but no one was able to solve all 3. So if open problems like this excite you, Jane Street is hiring. Learn more at janestreet.com/dwarkeshTimestamps(00:00:00) – Is Nvidia's biggest moat its grip on scarce supply chains?(00:16:25) – Will TPUs break Nvidia's hold on AI compute?(00:41:06) – Why doesn't Nvidia become a hyperscaler?(00:57:36) – Should we be selling AI chips to China?(01:35:06) – Why doesn't Nvidia make multiple different chip architectures? Get full access to Dwarkesh Podcast at www.dwarkesh.com/subscribe

Noticias de Astronomía y Exploración del Espacio – ABRIL 7, 2026. En este programa presentamos, comentamos y explicamos dos o tres noticias astronómicas y de exploración del espacio que fueron dadas a conocer en la semana, y que nos parecieron de particular relevancia e interés. Además, Pablo Lonnie Pacheco, de “Cielos Despejados,” nos presenta sus efemérides astronómicas. Esta semana: + 0) Premios de Obsesión por el Cielo: Marzo 2026. Constelación: Nuevo telescopio Vera Rubin descubre 11,000 asteroides en poco tiempo. https://phys.org/news/2026-04-early-vera-rubin-observatory-reveals.html https://noirlab.edu/public/news/noirlab2608/?lang Movimiento Retrógrado: Astrónomos protestan las actividades de SpaceX. https://www.space.com/space-exploration/satellites/this-is-really-intolerable-astronomers-protest-giant-orbiting-mirror-project-and-spacexs-million-ai-satellites + 1) Discontinuidad en las masas de los hoyos negros de origen estelar. https://skyandtelescope.org/astronomy-news/black-holes/have-we-found-the-black-hole-desert/ https://arstechnica.com/science/2026/04/black-hole-mergers-put-limits-on-star-destroying-supernovae/ https://phys.org/news/2026-04-gravitational-forbidden-zone-stellar-black.html https://www.nature.com/articles/s41586-026-10359-0 https://arxiv.org/abs/2509.04151 + 2A) Encuentran tercera galaxia sin materia oscura. https://phys.org/news/2026-04-astronomers-galaxy-dark-validating-violent.html https://arxiv.org/abs/2603.15860 + 2B) Descubren estrella de segunda generación con menor presencia de metales. https://phys.org/news/2026-04-pristine-star-universe.html https://carnegiescience.edu/found-most-pristine-star-universe https://www.nature.com/articles/s41550-026-02816-7  

2. Headline: Galactic Stability and the Proof of the Halo Guest Author:Govert Schilling Summary: The discussion shifts to Jeremiah Ostriker, who theorized that spherical halos of unseen matter are necessary to keep rotating galaxies stable. Vera Rubin and Kent Ford provided observational proof by discovering that galactic rotation curves do not "dwindle down" at the edges. Today, the Vera Rubin Observatory in Chile continues mapping this distribution. (2)NOVEMBER 1931

This week's AwesomeCast brought together one of those classic mixes that makes the show so much fun: real tech questions, weird internet discoveries, nostalgic gaming talk, and a strong dose of Pittsburgh personality. Sorg, Katie, and Dave Podnar kick things off with their Awesome Things of the Week, and the lineup is wonderfully varied. Dave looks ahead to Artemis II, the upcoming crewed moon mission that will send astronauts beyond low Earth orbit for the first time in decades. The conversation covers how the mission works, why the far side of the moon still creates communication challenges, and why “just rebuilding Apollo” is not nearly as simple as some people assume. Katie's pick is much closer to home, at least for Pittsburghers: Heinz Verified. The new site helps users find restaurants that serve Heinz ketchup, making it both practical and hilarious for anyone who has ever been personally offended by mystery catsup in a diner bottle. The crew immediately starts checking cities they'll be traveling to and appreciates that users can nominate restaurants for inclusion. Sorg's pick highlights Chachi's 3D-printing Etsy shop, Plastic Fun Time. From the now-famous bag of Fs to the Rock Lobster and other fun prints, it's a cool look at somebody taking a maker hobby and turning it into a real side business. It also turns into a broader appreciation for creative small-scale production and clever product design. The middle of the episode gets more serious with a discussion around a Stanford study on AI chatbot advice. Katie explains how researchers tested large language models against stories from the “Am I the Asshole?” subreddit and found that chatbots often validated problematic behavior more than humans did. That opens the door to a bigger conversation about AI agreeability, emotional dependency, digital literacy, and what it means when people begin treating chatbots like close confidants instead of tools. The AI thread continues with What's Up With That, a browser extension built to help readers analyze articles, pull out new signals, simplify jargon, and better connect ideas across sources. For anyone doing research-heavy work, the crew sees real promise in the concept. On the creative side, Dave shares Adobe Illustrator's Project Turntable, which can rotate 2D vector art in 3D space. That sparks a discussion about animation workflows, creative accessibility, and the kinds of production bottlenecks tools like this might reduce. The episode also finds time for ChannelSurfer.tv, a retro-TV style interface for YouTube, plus a look at Apple's TikTok presence, where the company seems to be leaning into a Finder-inspired mascot to help explain macOS features in a more playful way. Dave also wraps up Women's History Month by spotlighting several women who shaped space science, leading to a thoughtful discussion about visibility, representation, and why stories like these matter. And then, in true AwesomeCast fashion, the crew ends up hyped about LEGO Zelda sets, including Ocarina of Time: The Final Battle and the Great Deku Tree, prompting nostalgia, sticker shock, and renewed debate over whether Sorg finally needs to properly play Ocarina of Time. If you like your tech podcasts with equal parts curiosity, commentary, and chaos, this is a great episode. Links from this episode Chachi's Etsy shop / Plastic Fun Time https://www.etsy.com/shop/plasticfuntime/?etsrc=sdt Heinz Verified https://www.heinz.com/heinzverified Artemis II launch article https://www.wired.com/story/artemis-ii-countdown-how-and-when-to-watch-the-launch-of-the-manned-mission-to-the-moon/ Women who shaped our understanding of space https://womenshistory.si.edu/blog/five-women-who-shaped-our-understanding-space Channel Surfer https://channelsurfer.tv/?ch=14 What's Up With That https://whatsupwiththat.app/practice/ Adobe Illustrator Project Turntable article https://9to5mac.com/2026/03/30/adobe-illustrator-now-lets-you-rotate-2d-vectors-in-3d-space/ Apple on TikTok https://www.tiktok.com/@apple?_r=1&_t=ZP-959iBFWcaSN LEGO Ocarina of Time: The Final Battle https://www.lego.com/en-us/product/ocarina-of-time-the-final-battle-77093?cmp=PSO-FBIG-AMS-EN-RE-PO-LPV-LR_EXCLUSIVE_PRODUCT_LAUNCH-SHOP-HA-LkAd-PRS-Always_On-GAMINGZ_P&utm_campaign=120242713322920054&utm_content=120245958217060054&utm_id=120242713322920054&utm_medium=paid&utm_source=fb&utm_term=120242713322930054 LEGO Great Deku Tree 2-in-1 https://www.lego.com/en-us/product/great-deku-tree-2-in-1-77092

This week's AwesomeCast brought together one of those classic mixes that makes the show so much fun: real tech questions, weird internet discoveries, nostalgic gaming talk, and a strong dose of Pittsburgh personality. Sorg, Katie, and Dave Podnar kick things off with their Awesome Things of the Week, and the lineup is wonderfully varied. Dave looks ahead to Artemis II, the upcoming crewed moon mission that will send astronauts beyond low Earth orbit for the first time in decades. The conversation covers how the mission works, why the far side of the moon still creates communication challenges, and why “just rebuilding Apollo” is not nearly as simple as some people assume. Katie's pick is much closer to home, at least for Pittsburghers: Heinz Verified. The new site helps users find restaurants that serve Heinz ketchup, making it both practical and hilarious for anyone who has ever been personally offended by mystery catsup in a diner bottle. The crew immediately starts checking cities they'll be traveling to and appreciates that users can nominate restaurants for inclusion. Sorg's pick highlights Chachi's 3D-printing Etsy shop, Plastic Fun Time. From the now-famous bag of Fs to the Rock Lobster and other fun prints, it's a cool look at somebody taking a maker hobby and turning it into a real side business. It also turns into a broader appreciation for creative small-scale production and clever product design. The middle of the episode gets more serious with a discussion around a Stanford study on AI chatbot advice. Katie explains how researchers tested large language models against stories from the “Am I the Asshole?” subreddit and found that chatbots often validated problematic behavior more than humans did. That opens the door to a bigger conversation about AI agreeability, emotional dependency, digital literacy, and what it means when people begin treating chatbots like close confidants instead of tools. The AI thread continues with What's Up With That, a browser extension built to help readers analyze articles, pull out new signals, simplify jargon, and better connect ideas across sources. For anyone doing research-heavy work, the crew sees real promise in the concept. On the creative side, Dave shares Adobe Illustrator's Project Turntable, which can rotate 2D vector art in 3D space. That sparks a discussion about animation workflows, creative accessibility, and the kinds of production bottlenecks tools like this might reduce. The episode also finds time for ChannelSurfer.tv, a retro-TV style interface for YouTube, plus a look at Apple's TikTok presence, where the company seems to be leaning into a Finder-inspired mascot to help explain macOS features in a more playful way. Dave also wraps up Women's History Month by spotlighting several women who shaped space science, leading to a thoughtful discussion about visibility, representation, and why stories like these matter. And then, in true AwesomeCast fashion, the crew ends up hyped about LEGO Zelda sets, including Ocarina of Time: The Final Battle and the Great Deku Tree, prompting nostalgia, sticker shock, and renewed debate over whether Sorg finally needs to properly play Ocarina of Time. If you like your tech podcasts with equal parts curiosity, commentary, and chaos, this is a great episode. Links from this episode Chachi's Etsy shop / Plastic Fun Time https://www.etsy.com/shop/plasticfuntime/?etsrc=sdt Heinz Verified https://www.heinz.com/heinzverified Artemis II launch article https://www.wired.com/story/artemis-ii-countdown-how-and-when-to-watch-the-launch-of-the-manned-mission-to-the-moon/ Women who shaped our understanding of space https://womenshistory.si.edu/blog/five-women-who-shaped-our-understanding-space Channel Surfer https://channelsurfer.tv/?ch=14 What's Up With That https://whatsupwiththat.app/practice/ Adobe Illustrator Project Turntable article https://9to5mac.com/2026/03/30/adobe-illustrator-now-lets-you-rotate-2d-vectors-in-3d-space/ Apple on TikTok https://www.tiktok.com/@apple?_r=1&_t=ZP-959iBFWcaSN LEGO Ocarina of Time: The Final Battle https://www.lego.com/en-us/product/ocarina-of-time-the-final-battle-77093?cmp=PSO-FBIG-AMS-EN-RE-PO-LPV-LR_EXCLUSIVE_PRODUCT_LAUNCH-SHOP-HA-LkAd-PRS-Always_On-GAMINGZ_P&utm_campaign=120242713322920054&utm_content=120245958217060054&utm_id=120242713322920054&utm_medium=paid&utm_source=fb&utm_term=120242713322930054 LEGO Great Deku Tree 2-in-1 https://www.lego.com/en-us/product/great-deku-tree-2-in-1-77092

Our 238th episode with a summary and discussion of last week's big AI news!Recorded on 03/18/2026Hosted by Andrey Kurenkov and Jeremie HarrisFeel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:* OpenAI released GPT-5.4 mini and nano with 400k-token context windows, higher per-token prices but claimed token-efficiency gains in Codex; nano is API-only and pitched for high-volume classification/data extraction despite a major price increase.* Mistral open-sourced the Small 4 model family (MoE, 119B total/6B active) combining reasoning, multimodal, and coding-agent capabilities, and announced Forge to help businesses train or post-train custom models.* Agent “operating system” competition intensified with Meta's acquired Manus launching a local Mac agent, Nvidia announcing NeMo/“Open Shell” sandboxed agent runtime, and Nvidia also unveiling DLSS 5 plus major hardware forecasts including Groq LPU integration.* Business and safety updates included OpenAI shifting focus toward productivity/enterprise amid competition, Microsoft reorganizing Copilot and frontier-model efforts, Meta delaying its next model, China-linked ByteDance deploying large Nvidia clusters abroad, and new safety work on steganography, chain-of-thought faithfulness, fine-tuning defenses, cyber-attack evals, and constitution/spec compliance.A thank you to our current sponsors:Box - visit Box.com/AI to learn moreODSC AI - go to odsc.ai/east and use promo code LWAI for an additional 15% off your pass to ODSC AI East 2026.Factor - head to factormeals.com/lwai50off and use code lwai50off to get 50 percent off and free breakfast for a yearTimestamps:(00:00:10) Intro / Banter(00:01:56) News PreviewTools & Apps(00:02:39) OpenAI ships GPT-5.4 mini and nano, faster and more capable but up to 4x pricier(00:08:04) Mistral's new Small 4 model punches above its weight with 128 expert modules(00:14:03) Meta's Manus launches 'My Computer' to turn your Mac into an AI agent - 9to5Mac(00:17:57) NVIDIA Announces NemoClaw for the OpenClaw Community | NVIDIA Newsroom + Nvidia boosts knowledge work with Open Agent Development Platform(00:24:09) DLSS 5 looks like a real-time generative AI filter for video games | The Verge(00:26:36) OpenAI to Launch ChatGPT 'Adult Mode' Despite Warnings From Its Own Advisers - CNETApplications & Business(00:33:46) OpenAI Reportedly Pivoting to a Focus on Business and Productivity Only(00:41:25) Nvidia GTC 2026: CEO Jensen Huang sees $1 trillion in orders for Blackwell and Vera Rubin through '27(00:45:44) Mistral launches Forge to help enterprises build their own AI models(00:54:17) China's ByteDance gets access to top Nvidia AI chips, WSJ reports(00:57:57) Meta Delays Rollout of New A.I. Model After Performance Concerns(01:02:50) Microsoft Shakes Up AI Division As Copilot Falls Behind Google and OpenAIPolicy & Safety(01:07:26) A Decision-Theoretic Formalisation of Steganography With Applications to LLM Monitoring(01:13:09) Reasoning Theater: Disentangling Model Beliefs from Chain-of-Thought(01:18:29) In-Training Defenses against Emergent Misalignment in Language Models(01:23:07) How do frontier AI agents perform in multi-step cyber-attack scenarios?(01:25:20) Eval awareness in Claude Opus 4.6's BrowseComp performance(01:29:49) Introducing Bloom: an open source tool for automated behavioral evaluations(01:32:26) How well do models follow their constitutions?(01:37:11) Nvidia's H200 License Stirs Security Concern Among Top DemocratsResearch & Advancements(01:40:050) [2603.15031] Attention Residuals(01:47:11) Mamba-3: Improved Sequence Modeling using State Space PrinciplesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years. Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic. To keep up with the Exponential transition, subscribe to this channel or to my newsletter:  https://www.exponentialview.co/ ---- Last week Jensen Huang shared the numbers from NVIDIA's order book: AI compute demand has grown a millionfold in two years. Much GTC coverage focused on chips, robots, data centers in space, but I think Jensen revealed something far more important in his keynote: “the inference inflection has arrived,” and this is about to transform how all companies should manage their budgets. The inference era is already the operating assumption of the world's most valuable company. In this week's podcast, I cover: (1:20) NVIDIA's $1 trillion order book (1:56) OpenClaw: our era's web browser (7:54) Training vs Inference: how AI is changing (12:50) Pre-fill vs. decode: the technical split (18:06) The Harness: why OpenClaw changes everything (18:59) The engine is useless without a car (22:21) From 100M to 870M tokens per day (24:29) Meet my agent R Mini Arnold's team (26:16) AI focus group simulations at $10–50 a run (29:36) Jensen's self-interest (and why he's still right) (33:07) AI governance: token budgets don't belong with IT (35:07) From training economy to inference economy Read my essay "Magnitudes of Intelligence" on Substack: https://www.exponentialview.co/p/the-hundred-million-token-day Access the solar supercyle model here: https://www.exponentialview.co/p/solar-supercycle ---- Where to find me: Exponential View newsletter: https://www.exponentialview.co/ Website: https://www.azeemazhar.com/ LinkedIn: https://www.linkedin.com/in/azeem/ Twitter/X: https://x.com/azeem Production by EPIIPLUS1. Production and research: Baba Films, Chantal Smith, Marija Gavrilov. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia presentó en el GTC 2026 su visión completa de lo que viene: Vera Rubin, data centers en órbita, y Jensen Huang diciéndole a los gamers que están "completamente equivocados" sobre DLSS 5. La tesis es clara — quien controle la infraestructura de IA, controla la era.Al mismo tiempo, los gobiernos empezaron a mover ficha. La SEC y la CFTC publicaron la interpretación más importante en la historia de la regulación cripto en EE.UU.: 16 activos definidos como commodities, cinco categorías legales, y por primera vez claridad real sobre staking y airdrops. En LATAM, Argentina se convirtió en el primer país de la región en bloquear Polymarket tras sospechas de filtración del dato de inflación.Y mientras todo eso pasa, el dinero sigue fluyendo hacia stablecoins: KAST levantó $80M y TransFi $19M para construir los rieles del próximo sistema financiero de América Latina.00:09:09 Bienvenida y agenda del episodio00:10:41 Precios cripto de la semana00:18:43 Fondo privado de Robinhood00:22:30 Sección tech: resumen GTC00:33:29 DSL 5: demo y críticas00:40:32 Podcast con Friedman: ¿AGI logrado?00:45:54 Agentes y Nemo Cloud de Nvidia00:53:41 Meta: chips propios y video00:57:10 Probando Meta Display en tienda01:07:13 Finanzas: Polymarket y regulación

Nvidia CEO Jensen Huang is championing a strategic shift in software development by urging engineers to become orchestrators of AI agents rather than manual coders. He argues that high-earning developers should utilize large token budgets—estimated at half their annual salary—as essential tools for increasing productivity. This "tokenomics" model treats AI compute as a recruitment perk and a professional necessity, similar to how chip designers rely on CAD software. While Nvidia supports this vision with its new Vera Rubin and Blackwell architectures, critics raise concerns regarding the actual return on investment and the potential for corporate hype. Ultimately, the sources describe a future where autonomous agentic systems serve as the primary engine for global IT innovation and industrial efficiency.

This podcast dives into the groundbreaking announcements from NVIDIA GTC 2026, marking the official dawn of the agentic and physical AI era. We explore CEO Jensen Huang's vision of transitioning from traditional data centers to "AI factories" that manufacture intelligence, converting power into "tokens" as the new economic unit. Key highlights include the staggering projection of $1 trillion in AI infrastructure demand and the unveiling of the vertically integrated Vera Rubin computing platform. Furthermore, we discuss the revolutionary OpenClaw, an open-source operating system likened to "Android for agents", and the leap into physical AI with Cosmos for robotics. Tune in to understand how NVIDIA is architecting the foundational infrastructure of the next digital economy. 本集 Podcast 帶您深入了解 2026 年 NVIDIA GTC 大會，見證「代理與實體 AI」時代的正式來臨。我們將解析黃仁勳的最新願景：傳統資料中心正轉型為製造智慧的「AI 工廠」，將電力轉化為「代幣（Tokens）」以作為新型經濟單位。 節目將探討高達一兆美元的 AI 基礎設施需求、全新的 Vera Rubin 運算平台，以及被譽為「代理界 Android」的開源作業系統 OpenClaw。歡迎收聽本集節目，了解 NVIDIA 如何建構未來數位經濟的核心基礎設施。 Powered by Firstory Hosting

How do stars die? And what happens when they do? To find out, Dr. Charles Liu and co-host Allen Liu welcome Dr. Ashley Villar, who teaches astronomy at Harvard and whose team studies supernovas as they happen. As always, though, we start off with the day's joyfully cool cosmic thing, the release of a set of new Hubble Space Telescope images of the Crab Nebula and the pulsar at its center. Needless to say, it's a great start to an episode about a team of scientists who actually study the moment a star explodes and the immediate aftermath. Ashley explains how they have been able to use LIGO, the gravitational wave detector, as a sort of early warning detector that twice gave them enough time to set up their instruments to observe the explosion over the next few hours and days as it unfolds. Professor Villar talks about how neutron star mergers and magnetars may be the source of heavy elements like gold and uranium. Or, as Chuck says, “A gold-filled smoke ring puffing off of a highly spinning, highly magnetic neutron star - what a great picture that would be.” Ashley is looking forward to how the Vera Rubin Observatory is going to change the observation of these events. In the process of explaining, Professor Villar answers an audience question from Jamison, who asks how often stars explode in space. It turns out, in our observable universe, there's a supernova every 2 seconds! We currently detect about 10,000 of these explosions every year - Vera Rubin will be able to detect 10,000 of these explosions in just two weeks. In order to get a handle on this flood of data, Dr. Villar and her team will be looking for these exotic physics needles in a haystack using machine learning models to look for patterns and abnormalities and “go fishing.” Charles asks Ashley for her take on AI and whether we should be afraid of it or not.(And yes, take the opportunity to plug co-host Allen Liu's forthcoming book, “The Handy Artificial Intelligence Answer Book.”) Allen and Ashley discuss the difference between how a chatbot like ChatGPT operates and how she trains her models. There was a second part to Jamison's question about exploding stars: Are we in any danger. Dr. Villar explains that when we just look at our Milky Way, supernovas occur only once a century, so we're not in any danger. Next, Jessie asks, “How do we know the universe is infinite?” Our answer is, we don't. That doesn't stop us from discussing it, though, and the conversation takes us to, among other places, the Nazca lines in Peru and the quantum effect that creates iridescent blue butterfly wings. (You can read the scientific research mentioned in the episode here: https://www.nature.com/articles/ncomms8959) We end with a discussion about supernovas, neutrinos, space dust, gamma ray bursts, and what kind of event it would take to interrupt the normal activities of space telescopes like the James Webb Space Telescope or the Vera Rubin and hijack them for a disruptive observation. And we get a book recommendation from Ashley, “Katabasis” by R. F. Kuang, about a grad student who journeys to hell to get a letter of reference from her deceased advisor. If you'd like to know more about what Professor Villar is up to, you can check out her lab's website at http://astrotimelab.com/. We hope you enjoy this episode of The LIUniverse, and, if you do, please support us on Patreon. Credits for Images Used in this Episode: New Hubble mosaic of the Crab Nebula. – Credit: William P. Blair et al 2026 ApJ 997 81 Previous Hubble photo of the Crab Nebula. – Credit: NASA, ESA, J. Hester and A. Loll (Arizona State University) The Vera Rubin Observatory. – Credit: RubinObs/NOIRLab/SLAC/NSF/DOE/AURA/P. Horálek (Institute of Physics in Opava), CC BY 4.0 Nazca line “The Condor”. – Credit: Photo by Roger Canals Blue butterfly wings in an electron microscope. – Credit: Radislav A. Potyrailo et al. Aragonite plates in a shell. – Credit:  Fabian Heinemann SN 1987A (Bright central “star”). – Credit: European Southern Observatory Artist's illustration of Gamma Ray Burst jets. – Credit: International Gemini Observatory/NOIRLab/NSF/AURA/J. da Silva; Image processing: M. Zamani (NSF's NOIRLab) CHAPTERS: 00:00 - Welcome to The LIUniverse 02:14 - Joyfully Cool Cosmic Thing of the Day - Hubble Crab Nebula Images 07:06 - Neutron Star Mergers, Magnetars, and Space Gold 09:18 - How Often Do Stars Explode? 12:35 - Can AI Help Us Find Supernovas? 17:11 - Are We In Danger From Exploding Stars? 19:48 - How Do We Know the Universe Is Infinite? 24:01 - How Does Quantum Physics Impact Color in Butterflies and Supernovas? 31:16 - How to Hijack a Space Telescope

Google AI Studio just got databases, multiplayer, and persistent sessions. Vibecoding just grew up. We break down what it means for your AI workflow. This week on AI For Humans, we dig into Google's massive AI Studio upgrade that levels up vibecoding with Firebase databases, authentication, multiplayer support, persistent sessions, and Next.js integration. We discuss how it compares to Claude Code and Codex, and ask whether this changes the vibecoding stack for good.  Plus Google Stitch for design-to-code, OpenAI cuts side projects to focus on coding and fend off Anthropic, Claude Code Dispatch lets you run Cowork from your phone, DLSS 5 drama continues, Midjourney v8 launches to mixed reviews, Runway teams up with NVIDIA's Vera Rubin chip for near real-time video generation, Val Kilmer gets resurrected by AI to star in a new film, Meta's having trouble with rogue AI agents, Kagi's LinkedIn translator is hilarious. Oh and Kevin created open-source Generative DOOM. GOOGLE GOT A NEW TOOLBOX. WE OPENED IT. THINGS GOT WEIRD. #ai #google #ainews Come to our Discord: https://discord.gg/muD2TYgC8f Join our Patreon: https://www.patreon.com/AIForHumansShow AI For Humans Newsletter: https://aiforhumans.beehiiv.com/ Follow us for more on X @AIForHumansShow Join our TikTok @aiforhumansshow To book us for speaking, please visit our website: https://www.aiforhumans.show/ // Show Links // Google AI Studio https://aistudio.google.com/ Google AI Studio New Features Demo Videos https://x.com/GoogleAIStudio/status/2034654985850659149 Google Stitch: Design to Code with AI https://stitch.withgoogle.com/docs/design-md/overview Google Stitch Launch Announcement https://x.com/stitchbygoogle/status/2034332847893574080?s=20 OpenAI Cuts Back on Side Projects to Focus on Coding and Fend Off Anthropic https://futurism.com/artificial-intelligence/openai-cutting-projects OpenAI Cuts Back on Side Projects (WSJ) https://www.wsj.com/tech/ai/openai-chatgpt-side-projects-16b3a825 Claude Code Dispatch: Run Claude Cowork and Code From Your Phone https://x.com/felixrieseberg/status/2034381385134399913?s=20 How Claude's Team Uses Skills Internally https://x.com/trq212/status/2033949937936085378 Claude Superpowers Skill https://github.com/obra/superpowers DLSS 5 Drama: Digital Foundry Follow-Up https://youtu.be/5dTTfjBAFzc?si=gqiBAyahasQxFA0U DLSS Anything: Open Source AI Upscaling on Hugging Face https://huggingface.co/spaces/victor/dlss-5-anything Midjourney v8 Launch Announcement https://x.com/midjourney/status/2034015403542974793?s=20 Runway + NVIDIA Vera Rubin Chip: Near Real-Time Video Generation https://x.com/runwayml/status/2034284298769985914?s=20 Val Kilmer Resurrected With AI to Star in New Film https://variety.com/2026/film/news/val-kilmer-ai-film-as-deep-as-the-grave-1236691042/ Meta Is Having Trouble With Rogue AI Agents https://techcrunch.com/2026/03/18/meta-is-having-trouble-with-rogue-ai-agents/ Kagi's LinkedIn Speak Translator https://translate.kagi.com/ Kagi LinkedIn Translator (Fast Company Coverage) https://www.fastcompany.com/91511316/this-eerily-accurate-linkedin-speak-translation-tool-will-help-you-sound-like-an-instant-thinkfluencer Generative DOOM: Open Source AI-Powered DOOM (AI For Humans Project) https://github.com/0xunderl0rd/AI4H-DoomGen  

Visit Mixture of Experts podcast page to get more AI content → https://www.ibm.com/think/podcasts/mixture-of-experts NVIDIA announces NemoClaw. This week on Mixture of Experts, host Tim Hwang is joined by Merve Unuvar, Martin Keen and Olivia Buzek—who is reporting live from NVIDIA GTC. Jensen Huang revealed $1 trillion in orders for Blackwell and Vera Rubin systems through 2027, plus the launch of NemoClaw—NVIDIA's enterprise-grade AI wrapper built on the OpenClaw agent platform. Next, Anthropic announces the Anthropic Institute, but can AI labs honestly audit their own technology while building it? Then, Shopify enters the agentic shopping arena with AI-powered personal shoppers that could reshape e-commerce. Finally, OpenAI increases focus on enteprise users and coding, but are they behind? 00:00 – Introduction 1:14 – NVIDIA GTC 2026: Trillion-dollar orders, NemoClaw & agentic computing 11:17 – Anthropic Institute: Can AI labs audit themselves? 22:12 – Shopify shopping agents & the future of e-commerce 35:15 – OpenAI's enterprise pivot: Coding & business focus The opinions expressed in this podcast are solely those of the participants and do not necessarily reflect the views of IBM or any other organization or entity. Subscribe for AI updates → https://www.ibm.com/account/reg/us-en/signup?formid=news-urx-52120

Who gets to define what intelligence means in the age of AI, and why are tech companies so keen to shift blame onto their creations? This episode digs into moral outsourcing, agency, and the urgent need for independent oversight in the world of artificial intelligence. Nvidia Unveils NemoClaw Agent Software Nvidia's NemoClaw is OpenClaw with guardrails Jensen just put Nvidia's Blackwell and Vera Rubin sales projections into the $1 trillion stratosphere Nvidia Unveils Groq-Based Chip System to Speed Up AI Tasks Like Coding Nvidia's DLSS 5 is like motion smoothing for video games, but worse Zuckerberg has "finished" with Alexandr Wang, worth US$14 billion Meta didn't buy Moltbook for bots — it bought into the agentic web Meta's Manus AI agent arrives on your desktop to take on OpenClaw Introducing GPT-5.4 mini and nano | OpenAI Sources: OpenAI signed a deal with AWS to sell its AI services to US government agencies for both classified and unclassified work, amid the Anthropic-DOD spat Inside OpenAI's Race to Catch Up to Claude Code OpenAI, Musk and Focus A mystery 1T-parameter AI model called Hunter Alpha, which appeared on OpenRouter on March 11, sparks speculation that DeepSeek is quietly testing its V4 model Hustlers are cashing in on China's OpenClaw AI craze Baidu is integrating OpenClaw with its Xiaodu devices to work as voice-controlled remotes, as it seeks to catch up with Tencent and Alibaba in the AI race Tennessee grandmother jailed after AI facial recognition error links her to fraud Judges Find AI Doesn't Have Human Intelligence in Two New Court Cases - Slashdot AI Agent Hacks McKinsey A study of ~1,500 US workers finds AI use can reduce burnout but also cause "AI brain fry", a mental fatigue from using AI tools beyond one's cognitive capacity AI companies want to harvest improv actors' skills to train AI on human emotion A Reddit Post, An AI Hallucination, And Two Lawyers Who Never Checked Citations Walk Into A Dog Custody Case Digg's open beta shuts down after just two months, blaming AI bot spam EchoPrime – Cedars-Sinai’s AI system can read echocardiograms and write the report Robotic Surgery Performed Remotely on Patient 1,500 Miles Away - Slashdot Ex-Uber CEO Kalanick Debuts Plan for 'Gainfully Employed Robots' German philosopher Jürgen Habermas dies at 96 CanIRun.ai — Can your machine run AI models? We tried White Castle from an airport vending machine. It was bleak. I tried BigArch. A big mess. Hosts: Leo Laporte, Jeff Jarvis, and Fr. Robert Ballecer, SJ Guest: Rumman Chowdhury Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: spaceship.com/twit outsystems.com/twit zscaler.com/security preview.modulate.ai

Who gets to define what intelligence means in the age of AI, and why are tech companies so keen to shift blame onto their creations? This episode digs into moral outsourcing, agency, and the urgent need for independent oversight in the world of artificial intelligence. Nvidia Unveils NemoClaw Agent Software Nvidia's NemoClaw is OpenClaw with guardrails Jensen just put Nvidia's Blackwell and Vera Rubin sales projections into the $1 trillion stratosphere Nvidia Unveils Groq-Based Chip System to Speed Up AI Tasks Like Coding Nvidia's DLSS 5 is like motion smoothing for video games, but worse Zuckerberg has "finished" with Alexandr Wang, worth US$14 billion Meta didn't buy Moltbook for bots — it bought into the agentic web Meta's Manus AI agent arrives on your desktop to take on OpenClaw Introducing GPT-5.4 mini and nano | OpenAI Sources: OpenAI signed a deal with AWS to sell its AI services to US government agencies for both classified and unclassified work, amid the Anthropic-DOD spat Inside OpenAI's Race to Catch Up to Claude Code OpenAI, Musk and Focus A mystery 1T-parameter AI model called Hunter Alpha, which appeared on OpenRouter on March 11, sparks speculation that DeepSeek is quietly testing its V4 model Hustlers are cashing in on China's OpenClaw AI craze Baidu is integrating OpenClaw with its Xiaodu devices to work as voice-controlled remotes, as it seeks to catch up with Tencent and Alibaba in the AI race Tennessee grandmother jailed after AI facial recognition error links her to fraud Judges Find AI Doesn't Have Human Intelligence in Two New Court Cases - Slashdot AI Agent Hacks McKinsey A study of ~1,500 US workers finds AI use can reduce burnout but also cause "AI brain fry", a mental fatigue from using AI tools beyond one's cognitive capacity AI companies want to harvest improv actors' skills to train AI on human emotion A Reddit Post, An AI Hallucination, And Two Lawyers Who Never Checked Citations Walk Into A Dog Custody Case Digg's open beta shuts down after just two months, blaming AI bot spam EchoPrime – Cedars-Sinai’s AI system can read echocardiograms and write the report Robotic Surgery Performed Remotely on Patient 1,500 Miles Away - Slashdot Ex-Uber CEO Kalanick Debuts Plan for 'Gainfully Employed Robots' German philosopher Jürgen Habermas dies at 96 CanIRun.ai — Can your machine run AI models? We tried White Castle from an airport vending machine. It was bleak. I tried BigArch. A big mess. Hosts: Leo Laporte, Jeff Jarvis, and Fr. Robert Ballecer, SJ Guest: Rumman Chowdhury Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: spaceship.com/twit outsystems.com/twit zscaler.com/security preview.modulate.ai

Who gets to define what intelligence means in the age of AI, and why are tech companies so keen to shift blame onto their creations? This episode digs into moral outsourcing, agency, and the urgent need for independent oversight in the world of artificial intelligence. Nvidia Unveils NemoClaw Agent Software Nvidia's NemoClaw is OpenClaw with guardrails Jensen just put Nvidia's Blackwell and Vera Rubin sales projections into the $1 trillion stratosphere Nvidia Unveils Groq-Based Chip System to Speed Up AI Tasks Like Coding Nvidia's DLSS 5 is like motion smoothing for video games, but worse Zuckerberg has "finished" with Alexandr Wang, worth US$14 billion Meta didn't buy Moltbook for bots — it bought into the agentic web Meta's Manus AI agent arrives on your desktop to take on OpenClaw Introducing GPT-5.4 mini and nano | OpenAI Sources: OpenAI signed a deal with AWS to sell its AI services to US government agencies for both classified and unclassified work, amid the Anthropic-DOD spat Inside OpenAI's Race to Catch Up to Claude Code OpenAI, Musk and Focus A mystery 1T-parameter AI model called Hunter Alpha, which appeared on OpenRouter on March 11, sparks speculation that DeepSeek is quietly testing its V4 model Hustlers are cashing in on China's OpenClaw AI craze Baidu is integrating OpenClaw with its Xiaodu devices to work as voice-controlled remotes, as it seeks to catch up with Tencent and Alibaba in the AI race Tennessee grandmother jailed after AI facial recognition error links her to fraud Judges Find AI Doesn't Have Human Intelligence in Two New Court Cases - Slashdot AI Agent Hacks McKinsey A study of ~1,500 US workers finds AI use can reduce burnout but also cause "AI brain fry", a mental fatigue from using AI tools beyond one's cognitive capacity AI companies want to harvest improv actors' skills to train AI on human emotion A Reddit Post, An AI Hallucination, And Two Lawyers Who Never Checked Citations Walk Into A Dog Custody Case Digg's open beta shuts down after just two months, blaming AI bot spam EchoPrime – Cedars-Sinai’s AI system can read echocardiograms and write the report Robotic Surgery Performed Remotely on Patient 1,500 Miles Away - Slashdot Ex-Uber CEO Kalanick Debuts Plan for 'Gainfully Employed Robots' German philosopher Jürgen Habermas dies at 96 CanIRun.ai — Can your machine run AI models? We tried White Castle from an airport vending machine. It was bleak. I tried BigArch. A big mess. Hosts: Leo Laporte, Jeff Jarvis, and Fr. Robert Ballecer, SJ Guest: Rumman Chowdhury Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: spaceship.com/twit outsystems.com/twit zscaler.com/security preview.modulate.ai

Who gets to define what intelligence means in the age of AI, and why are tech companies so keen to shift blame onto their creations? This episode digs into moral outsourcing, agency, and the urgent need for independent oversight in the world of artificial intelligence. Nvidia Unveils NemoClaw Agent Software Nvidia's NemoClaw is OpenClaw with guardrails Jensen just put Nvidia's Blackwell and Vera Rubin sales projections into the $1 trillion stratosphere Nvidia Unveils Groq-Based Chip System to Speed Up AI Tasks Like Coding Nvidia's DLSS 5 is like motion smoothing for video games, but worse Zuckerberg has "finished" with Alexandr Wang, worth US$14 billion Meta didn't buy Moltbook for bots — it bought into the agentic web Meta's Manus AI agent arrives on your desktop to take on OpenClaw Introducing GPT-5.4 mini and nano | OpenAI Sources: OpenAI signed a deal with AWS to sell its AI services to US government agencies for both classified and unclassified work, amid the Anthropic-DOD spat Inside OpenAI's Race to Catch Up to Claude Code OpenAI, Musk and Focus A mystery 1T-parameter AI model called Hunter Alpha, which appeared on OpenRouter on March 11, sparks speculation that DeepSeek is quietly testing its V4 model Hustlers are cashing in on China's OpenClaw AI craze Baidu is integrating OpenClaw with its Xiaodu devices to work as voice-controlled remotes, as it seeks to catch up with Tencent and Alibaba in the AI race Tennessee grandmother jailed after AI facial recognition error links her to fraud Judges Find AI Doesn't Have Human Intelligence in Two New Court Cases - Slashdot AI Agent Hacks McKinsey A study of ~1,500 US workers finds AI use can reduce burnout but also cause "AI brain fry", a mental fatigue from using AI tools beyond one's cognitive capacity AI companies want to harvest improv actors' skills to train AI on human emotion A Reddit Post, An AI Hallucination, And Two Lawyers Who Never Checked Citations Walk Into A Dog Custody Case Digg's open beta shuts down after just two months, blaming AI bot spam EchoPrime – Cedars-Sinai’s AI system can read echocardiograms and write the report Robotic Surgery Performed Remotely on Patient 1,500 Miles Away - Slashdot Ex-Uber CEO Kalanick Debuts Plan for 'Gainfully Employed Robots' German philosopher Jürgen Habermas dies at 96 CanIRun.ai — Can your machine run AI models? We tried White Castle from an airport vending machine. It was bleak. I tried BigArch. A big mess. Hosts: Leo Laporte, Jeff Jarvis, and Fr. Robert Ballecer, SJ Guest: Rumman Chowdhury Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: spaceship.com/twit outsystems.com/twit zscaler.com/security preview.modulate.ai

Who gets to define what intelligence means in the age of AI, and why are tech companies so keen to shift blame onto their creations? This episode digs into moral outsourcing, agency, and the urgent need for independent oversight in the world of artificial intelligence. Nvidia Unveils NemoClaw Agent Software Nvidia's NemoClaw is OpenClaw with guardrails Jensen just put Nvidia's Blackwell and Vera Rubin sales projections into the $1 trillion stratosphere Nvidia Unveils Groq-Based Chip System to Speed Up AI Tasks Like Coding Nvidia's DLSS 5 is like motion smoothing for video games, but worse Zuckerberg has "finished" with Alexandr Wang, worth US$14 billion Meta didn't buy Moltbook for bots — it bought into the agentic web Meta's Manus AI agent arrives on your desktop to take on OpenClaw Introducing GPT-5.4 mini and nano | OpenAI Sources: OpenAI signed a deal with AWS to sell its AI services to US government agencies for both classified and unclassified work, amid the Anthropic-DOD spat Inside OpenAI's Race to Catch Up to Claude Code OpenAI, Musk and Focus A mystery 1T-parameter AI model called Hunter Alpha, which appeared on OpenRouter on March 11, sparks speculation that DeepSeek is quietly testing its V4 model Hustlers are cashing in on China's OpenClaw AI craze Baidu is integrating OpenClaw with its Xiaodu devices to work as voice-controlled remotes, as it seeks to catch up with Tencent and Alibaba in the AI race Tennessee grandmother jailed after AI facial recognition error links her to fraud Judges Find AI Doesn't Have Human Intelligence in Two New Court Cases - Slashdot AI Agent Hacks McKinsey A study of ~1,500 US workers finds AI use can reduce burnout but also cause "AI brain fry", a mental fatigue from using AI tools beyond one's cognitive capacity AI companies want to harvest improv actors' skills to train AI on human emotion A Reddit Post, An AI Hallucination, And Two Lawyers Who Never Checked Citations Walk Into A Dog Custody Case Digg's open beta shuts down after just two months, blaming AI bot spam EchoPrime – Cedars-Sinai’s AI system can read echocardiograms and write the report Robotic Surgery Performed Remotely on Patient 1,500 Miles Away - Slashdot Ex-Uber CEO Kalanick Debuts Plan for 'Gainfully Employed Robots' German philosopher Jürgen Habermas dies at 96 CanIRun.ai — Can your machine run AI models? We tried White Castle from an airport vending machine. It was bleak. I tried BigArch. A big mess. Hosts: Leo Laporte, Jeff Jarvis, and Fr. Robert Ballecer, SJ Guest: Rumman Chowdhury Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: spaceship.com/twit outsystems.com/twit zscaler.com/security preview.modulate.ai

Nvidia's GTC 2026 is finishing up and there is a lot of focus on AI inference. Remember that licensing deal with Groq? By pairing Groq 3 LPX compute with Vera Rubin systems, Nvidia is targeting a 10x revenue jump—moving from $30 billion with Blackwell to a staggering $300 billion opportunity in Ai inference. Jensen Huang's "five-layer cake" strategy now dominates the entire data center stack, from power delivery to AI models, aiming for $1 trillion in total revenue through 2027.This new heterogeneous architecture blends GPUs for high throughput with LPUs for ultra-low latency, creating near-instant AI interactions. But is Nvidia right-priced right now?Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipCheck out these other Nvidia videos:https://youtu.be/50UfALpisPghttps://youtu.be/_6w9EbjaSIIhttps://youtu.be/_uvIkPwDu5Ahttps://youtu.be/p5w0aPzDi3ISupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!⏳ Chapters00:00 – Nvidia GTC 2026: The Groq Licensing Deal 01:00 – The "Five-Layer Cake" of AI Data Centers 01:55 – From Chip Designer to Supply Chain Giant 02:50 – Road to $1 Trillion: 2025–2027 Revenue Outlook 04:20 – Groq 3 LPX & Vera Rubin: The New Rack Solution 05:45 – GPU vs. LPU: Solving the Latency Problem 06:30 – Heterogeneous Architecture: Throughput & Interactivity 07:45 – The 10x Revenue Jump (Blackwell to Rubin) 08:20 – Stock Valuation: Is Nvidia Still a Buy? *********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #Nvidia #GTC2026 #AIInference #VeraRubin #Groq #JensenHuang #StockMarket #Semiconductors #TechNews #DataCenterNick and Kasey own shares of Nvidia

AI's next phase is arriving fast—and it's reshaping everything from cloud performance to cybersecurity. This week, Amazon Web Services and Cerebras unveiled a new approach to dramatically accelerate AI inference by pairing specialized chips through Amazon Bedrock, while Dell, Nutanix, and CrowdStrike rolled out infrastructure and security innovations at GTC 2026 to support the rapid rise of agentic AI across enterprise environments. At the same time, Zscaler expanded data sovereignty controls to meet tightening global regulations, and Cisco rushed to patch a critical CVSS 10.0 SD-WAN vulnerability that could grant attackers full administrative access. Underscoring it all, Nvidia's Jensen Huang projected a staggering $1 trillion in demand for next-gen AI systems by 2027—making one thing clear: the race to power, secure, and scale AI is only just getting started. This and more on the Tech Field Day News Rundown with Tom Hollingsworth and guest host Dave Graham of MLCommons. Time Stamps: 0:00 - Cold Open0:28 - Welcome to the Tech Field Day News Rundown1:13 - AWS and Cerebras Partner to Accelerate AI Inference in the Cloud2:37 - Critical Cisco SD-WAN Authentication Bypass Vulnerability5:38 - Dell Expands AI Infrastructure Portfolio at NVIDIA GTC7:40 - CrowdStrike and NVIDIA Expand AI Security Alliance11:15 - Nutanix Expands AI Platform to Securely Run Enterprise AI Agents13:59 - Zscaler Expands Data Sovereignty Controls for Global Compliance18:26 - NVIDIA CEO Sees $1 Trillion in Orders for Blackwell and Vera Rubin Through 202728:38 - The Weeks Ahead: Upcoming Tech Field Day Events30:29 - Thanks for Watching the Tech Field Day News RundownTune in every Wednesday for the IT news of the week with a variable degree of snarkyness. Guest Host: ⁠Dave Graham, Head of Marketing at MLCommonsFollow our hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tom Hollingsworth⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alastair Cooke⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Stephen Foskett⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow Tech Field Day ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X/Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bluesky⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mastodon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

En el episodio de hoy de VG Daily, Andre Dos Santos y Valentina Orduz analizan una jornada donde Irán ataca esta mañana infraestructura energética en los Emiratos e Iraq mientras la esperanza de una coalición internacional se desvanece.El consumidor es el protagonista del segundo bloque, a través de Dollar Tree. El  acaba de revelar que los beneficios que esperaba de un entorno arancelario más favorable están siendo absorbidos por el costo del flete marítimo, que el conflicto en el Golfo encareció directamente. Las aerolíneas, en cambio, cuentan una historia diferente y sorprendente: Delta y American acaban de subir su guia de ingresos. El cierre del episodio llega con Nvidia y la GTC 2026, que funcionan como antídoto narrativo a todo lo anterior. Jensen Huang presentó una guia de órdenes que duplica las proyecciones anteriores, proyectando una infraestructura de inteligencia artificial que no frena por ningún dato macro y su nueva arquitectura Vera Rubin promete eficiencia de inferencia de un orden de magnitud superior a lo que existe hoy. 

Der Iran-Krieg bedroht über die Sperrung der Straße von Hormuz globale Lieferketten: Öl, Helium für die Chipproduktion, Düngemittel und Memory-Chips aus Südkorea sind betroffen. Nvidia präsentiert auf der GTC 2026 die Vera-Rubin-Generation und plant $1 Billion Umsatz bis Ende 2027. Zusätzlich investiert Nvidia $26 Mrd. in Open-Weight-KI-Modelle. OpenAI streicht Nebenprojekte und fokussiert auf B2B, um Anthropics Aufholjagd ($19 Mrd. ARR) zu begegnen. OpenAIs Adult-Mode-Pläne beunruhigen das eigene Advisory Board. Sowohl OpenAI als auch Anthropic werben um Private-Equity-Firmen für KI-Beratungs-Ventures. Tesla plant eine Terafab für eigene Chip-Produktion. Meta entlässt bis zu 16.000 Mitarbeiter, um KI-Investitionen zu finanzieren. Musks xAI wird erneut umstrukturiert – "nicht richtig aufgesetzt". Digg entlässt alle Mitarbeiter und schließt die App. 59% der Hiring Manager geben zu, KI als Vorwand für Entlassungen zu nutzen. Ein Polymarket-Journalist erhält Todesdrohungen wegen Iran-Wetten. Big Tech startet eine Anti-Fraud-Allianz. Teenager verklagen XAI, weil Grok Nacktbilder von Minderjährigen erstellt hat. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Iran-Krieg: Straße von Hormuz bedroht Lieferketten (00:20:35) Nvidia GTC 2026: $1 Billion Ziel und Vera Rubin (00:33:45) OpenAI fokussiert auf B2B, streicht Nebenprojekte (00:43:59) OpenAI Adult Mode: Berater warnen vor Erotik-Features (00:49:10) OpenAI und Anthropic werben um Private Equity (01:00:05) Tesla plant Terafab für eigene Chip-Produktion (01:04:13) Meta entlässt bis zu 16.000 Mitarbeiter (01:07:51) XAI-Umstrukturierung und Digg schließt App (01:10:05) AI-Washing (01:12:00) Polymarket: Todesdrohungen und Oscar-Insider-Trading (01:15:04) Big Tech startet Anti-Fraud-Allianz (01:17:16) Teenager verklagen XAI wegen Grok-Nacktbildern Shownotes Nvidia GTC 2026: $1 Billion Bestellungen für Blackwell und Vera Rubin - cnbc.com Nvidia investiert $26 Mrd. in Open-Weight-KI-Modelle - wired.com OpenAI streicht Nebenprojekte für Kerngeschäft - wsj.com OpenAIs Adult-Mode beunruhigt eigene Berater - wsj.com OpenAI sucht PE-Partner für Enterprise-KI-Venture - reuters.com Tesla-Aktie steigt dank Musks Terafab-Plänen - barrons.com Meta plant Massenentlassungen wegen KI-Kosten - reuters.com Musks xAI fängt erneut von vorne an - techcrunch.com Digg entlässt Mitarbeiter und schließt App - techcrunch.com AI-Washing: Stellenabbau als KI-Strategie verkauft - bloomberg.com Polymarket-Journalist erhält Todesdrohungen - spiegel.de Big Tech startet Allianz gegen Online-Betrug - axios.com Ex-Zalando-Chef Ritter wird Interims-CEO bei Kinnevik - manager-magazin.de Teenager verklagen Musk: Grok erstellte sexuelle Bilder - washingtonpost.com Meta investiert bis zu $27 Mrd. in Nebius KI-Infrastruktur - bloomberg.com

本節新聞重點：1.川習會延期1個月 川普：因伊朗戰事須留守華府2.輝達推Vera Rubin新架構 台灣供應鏈全數入列3.3年來首例蜱蟲病 男子無國外旅遊史4.北捷單程票將改版 配合多元支付系統上線5.氣流夾帶塵土捲上天 花壇出現「塵捲風」

En Capital Intereconomía seguimos en directo la apertura del Ibex 35 y de las principales bolsas europeas con el análisis de Patricia García, socia fundadora de MacroYield y directora del máster en finanzas de ESIC Business & Marketing School. La sesión viene marcada por el fuerte protagonismo del sector tecnológico y energético. Por un lado, Nvidia prevé generar hasta 1.000 millones de dólares en ingresos con la venta de sus chips Blackwell y Vera Rubin hasta 2027, lo que refuerza el peso de la inteligencia artificial como motor clave de crecimiento en los mercados. Por otro, el petróleo vuelve a dispararse ante las dudas sobre la seguridad y la escolta en el Estrecho de Ormuz, lo que reaviva las tensiones inflacionarias y la incertidumbre en los mercados. El programa se completa con el consultorio de bolsa junto a Juan Ignacio Marrón, analista independiente y fundador de Invertores, que responde a las dudas de los oyentes y analiza oportunidades de inversión.

En el Radar Empresarial de hoy revisamos la más reciente proyección de Nvidia, que ha provocado un fuerte movimiento en los mercados. Su consejero delegado, Jensen Huang, afirmó que la compañía prevé alcanzar ingresos de un billón de dólares antes de 2027 gracias a la comercialización de chips. El mensaje fue presentado durante la conferencia GTC de la empresa, donde reiteró su optimismo sobre el crecimiento del sector tecnológico. Estas declaraciones impulsaron a otras acciones tecnológicas, que junto con el descenso del precio del petróleo permitieron que los principales índices cerraran la jornada del lunes en terreno positivo. La estimación coincide con previsiones anteriores, en las que la empresa ya anticipaba ingresos de quinientos mil millones de dólares para finales de este año, calmando dudas sobre una posible burbuja en la inteligencia artificial. Para respaldar sus previsiones, Huang destacó que la demanda de capacidad de cómputo se ha multiplicado exponencial en los últimos dos años y continúa creciendo rápidamente. Durante el evento también se anunciaron alianzas estratégicas con diversos fabricantes, como la startup Groq, cuyos sistemas integrarán procesadores de la firma, y Samsung, encargada de producir nuevos chips. Asimismo, se presentaron innovaciones como la familia Blackwell Ultra y el modelo Groot N1. Además, la compañía profundizó en colaboraciones con empresas como General Motors para el desarrollo de vehículos autónomos y reveló detalles de su nueva arquitectura Vera Rubin, que promete mayor velocidad y ancho de banda. También anunció acuerdos con IBM y Adobe para expandir el uso de la inteligencia artificial en distintos sectores, así como una futura asociación con Uber para desplegar flotas autónomas hacia 2028. De igual forma, la presentación subrayó la importancia de consolidar un ecosistema tecnológico amplio que permita a empresas de todos los tamaños adoptar soluciones avanzadas, reforzando la posición de Nvidia como actor clave en la transformación digital global y en la evolución de la economía basada en datos.

MRKT Matrix - Monday, March 16th S&P 500 rebounds Monday following three straight weeks of losses as oil prices cool a bit (CNBC) Iran War Hits Europe With an Energy Shock It Can't Afford to Absorb (WSJ) Top Apollo Executive Sounds Off on ‘Arrogance' in Private Markets (WSJ) Exclusive: Meta planning sweeping layoffs as AI costs mount (Reuters) Nvidia GTC 2026: CEO Jensen Huang sees $1 trillion in orders for Blackwell and Vera Rubin through '27 (CNBC) Judge Throws Out Justice Department Subpoenas to Federal Reserve (WSJ) Change in Data Sources Led to Lower Inflation Reading (NYT) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

週一天下零時差關注以下財經大事： 一、 美伊戰爭如何影響利率政策？美聯準會本週告訴你。 二、油價飆升、川高會如何影響日圓匯率與日銀利率政策？ 三、黃仁勳「讓全世界震驚」的新晶片，可能是這兩種。 文：郭家宏、蔡娪嫣 製作團隊：莊志偉、張雅媛、鄭子鴻 ＊閱讀零時差，點這看全文

Apple's legendary evangelist Guy Kawasaki reveals how signal messaging and open-source AI are rewriting playbooks for privacy, immortality, and activism. Hear candid stories and sharp opinions from someone who has shaped—and challenged—today's tech giants. OpenAI robotics hardware lead resigns ChatGPT returns to the top of the App Store after DoD controversy OpenAI Had Banned Military Use. The Pentagon Tested Its Models Through Microsoft Anyway Anthropic Made Pitch in Drone Swarm Contest During Pentagon Feud Anthropic chief back in talks with Pentagon about AI deal OpenAI robotics leader resigns over concerns about Pentagon AI deal BREAKING: Sam Altman's greed and dishonesty are finally catching up to him ChatGPT update curbs 'cringe,' cuts down on answer refusals OpenAI's GPT-5.4 sets new records on professional benchmarks OpenAI Releases New ChatGPT Model For Working In Excel and Google Sheets - Slashdot OpenAI delays ChatGPT's 'adult mode' again OpenAI's IPO Hopes Face Skeptical Investor Community Sources: Meta has signed a multiyear AI content licensing deal with News Corp worth $50M per year; the deal will run for at least three years Zuckerberg has "finished" with Alexandr Wang, worth US$14 billion Yann LeCun Raises $1 Billion To Build AI That Understands the Physical World Mira Murati's Thinking Machines Lab signs a chip supply deal with Nvidia worth tens of billions of dollars, planning to deploy 1GW+ of next-gen Vera Rubin chips Meta didn't buy Moltbook for bots — it bought into the agentic web Where did you think the training data was coming from? You could be an influencer without even realizing it Amazon Wins Court Order To Block Perplexity's AI Shopping Bots Amazon's Health AI is now open to all US customers After outages, Amazon to make senior engineers sign off on AI-assisted changes Amazon Data Centers on Fire After Iranian Missile Strikes on Dubai Nvidia Is Planning to Launch an Open-Source AI Agent Platform How to Talk to Someone Experiencing 'AI Psychosis' Tiiny AI Pocket Lab: The First Pocket-Size AI Supercomputer A lot of journalism folks are offering editing advice as Grammarly's AI "experts" AI-generated art can't be copyrighted after Supreme Court declines to review the rule Judges Find AI Doesn't Have Human Intelligence in Two New Court Cases Ars Technica fires reporter after AI controversy involving fabricated quotes Start Up No.2624: Canadian journal retracts 25 years of studies, the AI writing question, Netflix buys Affleck AI firm, and more William Shatner says he turned a $42 money transfer from Elon Musk into nearly $200,000 for his charity YouTube Lays Claim to Another Crown: The World's Largest Media Company ET Fall Preview 1994 Payphone Go This company wants to pay you $800 to bully AI for a day Tweakbench - your favorite producer's favorite plugins lol Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Guy Kawasaki Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: helixsleep.com/machines monarch.com with code IM Melissa.com/twit get.stash.com/im

Apple's legendary evangelist Guy Kawasaki reveals how signal messaging and open-source AI are rewriting playbooks for privacy, immortality, and activism. Hear candid stories and sharp opinions from someone who has shaped—and challenged—today's tech giants. OpenAI robotics hardware lead resigns ChatGPT returns to the top of the App Store after DoD controversy OpenAI Had Banned Military Use. The Pentagon Tested Its Models Through Microsoft Anyway Anthropic Made Pitch in Drone Swarm Contest During Pentagon Feud Anthropic chief back in talks with Pentagon about AI deal OpenAI robotics leader resigns over concerns about Pentagon AI deal BREAKING: Sam Altman's greed and dishonesty are finally catching up to him ChatGPT update curbs 'cringe,' cuts down on answer refusals OpenAI's GPT-5.4 sets new records on professional benchmarks OpenAI Releases New ChatGPT Model For Working In Excel and Google Sheets - Slashdot OpenAI delays ChatGPT's 'adult mode' again OpenAI's IPO Hopes Face Skeptical Investor Community Sources: Meta has signed a multiyear AI content licensing deal with News Corp worth $50M per year; the deal will run for at least three years Zuckerberg has "finished" with Alexandr Wang, worth US$14 billion Yann LeCun Raises $1 Billion To Build AI That Understands the Physical World Mira Murati's Thinking Machines Lab signs a chip supply deal with Nvidia worth tens of billions of dollars, planning to deploy 1GW+ of next-gen Vera Rubin chips Meta didn't buy Moltbook for bots — it bought into the agentic web Where did you think the training data was coming from? You could be an influencer without even realizing it Amazon Wins Court Order To Block Perplexity's AI Shopping Bots Amazon's Health AI is now open to all US customers After outages, Amazon to make senior engineers sign off on AI-assisted changes Amazon Data Centers on Fire After Iranian Missile Strikes on Dubai Nvidia Is Planning to Launch an Open-Source AI Agent Platform How to Talk to Someone Experiencing 'AI Psychosis' Tiiny AI Pocket Lab: The First Pocket-Size AI Supercomputer A lot of journalism folks are offering editing advice as Grammarly's AI "experts" AI-generated art can't be copyrighted after Supreme Court declines to review the rule Judges Find AI Doesn't Have Human Intelligence in Two New Court Cases Ars Technica fires reporter after AI controversy involving fabricated quotes Start Up No.2624: Canadian journal retracts 25 years of studies, the AI writing question, Netflix buys Affleck AI firm, and more William Shatner says he turned a $42 money transfer from Elon Musk into nearly $200,000 for his charity YouTube Lays Claim to Another Crown: The World's Largest Media Company ET Fall Preview 1994 Payphone Go This company wants to pay you $800 to bully AI for a day Tweakbench - your favorite producer's favorite plugins lol Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Guy Kawasaki Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: helixsleep.com/machines monarch.com with code IM Melissa.com/twit get.stash.com/im

Apple's legendary evangelist Guy Kawasaki reveals how signal messaging and open-source AI are rewriting playbooks for privacy, immortality, and activism. Hear candid stories and sharp opinions from someone who has shaped—and challenged—today's tech giants. OpenAI robotics hardware lead resigns ChatGPT returns to the top of the App Store after DoD controversy OpenAI Had Banned Military Use. The Pentagon Tested Its Models Through Microsoft Anyway Anthropic Made Pitch in Drone Swarm Contest During Pentagon Feud Anthropic chief back in talks with Pentagon about AI deal OpenAI robotics leader resigns over concerns about Pentagon AI deal BREAKING: Sam Altman's greed and dishonesty are finally catching up to him ChatGPT update curbs 'cringe,' cuts down on answer refusals OpenAI's GPT-5.4 sets new records on professional benchmarks OpenAI Releases New ChatGPT Model For Working In Excel and Google Sheets - Slashdot OpenAI delays ChatGPT's 'adult mode' again OpenAI's IPO Hopes Face Skeptical Investor Community Sources: Meta has signed a multiyear AI content licensing deal with News Corp worth $50M per year; the deal will run for at least three years Zuckerberg has "finished" with Alexandr Wang, worth US$14 billion Yann LeCun Raises $1 Billion To Build AI That Understands the Physical World Mira Murati's Thinking Machines Lab signs a chip supply deal with Nvidia worth tens of billions of dollars, planning to deploy 1GW+ of next-gen Vera Rubin chips Meta didn't buy Moltbook for bots — it bought into the agentic web Where did you think the training data was coming from? You could be an influencer without even realizing it Amazon Wins Court Order To Block Perplexity's AI Shopping Bots Amazon's Health AI is now open to all US customers After outages, Amazon to make senior engineers sign off on AI-assisted changes Amazon Data Centers on Fire After Iranian Missile Strikes on Dubai Nvidia Is Planning to Launch an Open-Source AI Agent Platform How to Talk to Someone Experiencing 'AI Psychosis' Tiiny AI Pocket Lab: The First Pocket-Size AI Supercomputer A lot of journalism folks are offering editing advice as Grammarly's AI "experts" AI-generated art can't be copyrighted after Supreme Court declines to review the rule Judges Find AI Doesn't Have Human Intelligence in Two New Court Cases Ars Technica fires reporter after AI controversy involving fabricated quotes Start Up No.2624: Canadian journal retracts 25 years of studies, the AI writing question, Netflix buys Affleck AI firm, and more William Shatner says he turned a $42 money transfer from Elon Musk into nearly $200,000 for his charity YouTube Lays Claim to Another Crown: The World's Largest Media Company ET Fall Preview 1994 Payphone Go This company wants to pay you $800 to bully AI for a day Tweakbench - your favorite producer's favorite plugins lol Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Guy Kawasaki Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: helixsleep.com/machines monarch.com with code IM Melissa.com/twit get.stash.com/im

Apple's legendary evangelist Guy Kawasaki reveals how signal messaging and open-source AI are rewriting playbooks for privacy, immortality, and activism. Hear candid stories and sharp opinions from someone who has shaped—and challenged—today's tech giants. OpenAI robotics hardware lead resigns ChatGPT returns to the top of the App Store after DoD controversy OpenAI Had Banned Military Use. The Pentagon Tested Its Models Through Microsoft Anyway Anthropic Made Pitch in Drone Swarm Contest During Pentagon Feud Anthropic chief back in talks with Pentagon about AI deal OpenAI robotics leader resigns over concerns about Pentagon AI deal BREAKING: Sam Altman's greed and dishonesty are finally catching up to him ChatGPT update curbs 'cringe,' cuts down on answer refusals OpenAI's GPT-5.4 sets new records on professional benchmarks OpenAI Releases New ChatGPT Model For Working In Excel and Google Sheets - Slashdot OpenAI delays ChatGPT's 'adult mode' again OpenAI's IPO Hopes Face Skeptical Investor Community Sources: Meta has signed a multiyear AI content licensing deal with News Corp worth $50M per year; the deal will run for at least three years Zuckerberg has "finished" with Alexandr Wang, worth US$14 billion Yann LeCun Raises $1 Billion To Build AI That Understands the Physical World Mira Murati's Thinking Machines Lab signs a chip supply deal with Nvidia worth tens of billions of dollars, planning to deploy 1GW+ of next-gen Vera Rubin chips Meta didn't buy Moltbook for bots — it bought into the agentic web Where did you think the training data was coming from? You could be an influencer without even realizing it Amazon Wins Court Order To Block Perplexity's AI Shopping Bots Amazon's Health AI is now open to all US customers After outages, Amazon to make senior engineers sign off on AI-assisted changes Amazon Data Centers on Fire After Iranian Missile Strikes on Dubai Nvidia Is Planning to Launch an Open-Source AI Agent Platform How to Talk to Someone Experiencing 'AI Psychosis' Tiiny AI Pocket Lab: The First Pocket-Size AI Supercomputer A lot of journalism folks are offering editing advice as Grammarly's AI "experts" AI-generated art can't be copyrighted after Supreme Court declines to review the rule Judges Find AI Doesn't Have Human Intelligence in Two New Court Cases Ars Technica fires reporter after AI controversy involving fabricated quotes Start Up No.2624: Canadian journal retracts 25 years of studies, the AI writing question, Netflix buys Affleck AI firm, and more William Shatner says he turned a $42 money transfer from Elon Musk into nearly $200,000 for his charity YouTube Lays Claim to Another Crown: The World's Largest Media Company ET Fall Preview 1994 Payphone Go This company wants to pay you $800 to bully AI for a day Tweakbench - your favorite producer's favorite plugins lol Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Guy Kawasaki Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: helixsleep.com/machines monarch.com with code IM Melissa.com/twit get.stash.com/im

Apple's legendary evangelist Guy Kawasaki reveals how signal messaging and open-source AI are rewriting playbooks for privacy, immortality, and activism. Hear candid stories and sharp opinions from someone who has shaped—and challenged—today's tech giants. OpenAI robotics hardware lead resigns ChatGPT returns to the top of the App Store after DoD controversy OpenAI Had Banned Military Use. The Pentagon Tested Its Models Through Microsoft Anyway Anthropic Made Pitch in Drone Swarm Contest During Pentagon Feud Anthropic chief back in talks with Pentagon about AI deal OpenAI robotics leader resigns over concerns about Pentagon AI deal BREAKING: Sam Altman's greed and dishonesty are finally catching up to him ChatGPT update curbs 'cringe,' cuts down on answer refusals OpenAI's GPT-5.4 sets new records on professional benchmarks OpenAI Releases New ChatGPT Model For Working In Excel and Google Sheets - Slashdot OpenAI delays ChatGPT's 'adult mode' again OpenAI's IPO Hopes Face Skeptical Investor Community Sources: Meta has signed a multiyear AI content licensing deal with News Corp worth $50M per year; the deal will run for at least three years Zuckerberg has "finished" with Alexandr Wang, worth US$14 billion Yann LeCun Raises $1 Billion To Build AI That Understands the Physical World Mira Murati's Thinking Machines Lab signs a chip supply deal with Nvidia worth tens of billions of dollars, planning to deploy 1GW+ of next-gen Vera Rubin chips Meta didn't buy Moltbook for bots — it bought into the agentic web Where did you think the training data was coming from? You could be an influencer without even realizing it Amazon Wins Court Order To Block Perplexity's AI Shopping Bots Amazon's Health AI is now open to all US customers After outages, Amazon to make senior engineers sign off on AI-assisted changes Amazon Data Centers on Fire After Iranian Missile Strikes on Dubai Nvidia Is Planning to Launch an Open-Source AI Agent Platform How to Talk to Someone Experiencing 'AI Psychosis' Tiiny AI Pocket Lab: The First Pocket-Size AI Supercomputer A lot of journalism folks are offering editing advice as Grammarly's AI "experts" AI-generated art can't be copyrighted after Supreme Court declines to review the rule Judges Find AI Doesn't Have Human Intelligence in Two New Court Cases Ars Technica fires reporter after AI controversy involving fabricated quotes Start Up No.2624: Canadian journal retracts 25 years of studies, the AI writing question, Netflix buys Affleck AI firm, and more William Shatner says he turned a $42 money transfer from Elon Musk into nearly $200,000 for his charity YouTube Lays Claim to Another Crown: The World's Largest Media Company ET Fall Preview 1994 Payphone Go This company wants to pay you $800 to bully AI for a day Tweakbench - your favorite producer's favorite plugins lol Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Guy Kawasaki Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: helixsleep.com/machines monarch.com with code IM Melissa.com/twit get.stash.com/im

Menlo Ventures' Venky Ganesan talks with TITV Host Akash Pasricha about Nvidia's Vera Rubin chip deal and investment into Thinking Machines Lab. We also talk with The Information's Aaron Holmes about Microsoft's new Office + Copilot bundle and its antitrust risks and Finance Editor Ken Brown about Amazon's $42 billion bond sale to fund AI infrastructure. Then we get into Tencent's WeChat AI agents with Juro Osawa and Jing Yang, and the vibe coding paradigm shift with South Park Commons GP Aditya Agarwal.Articles discussed on this episode: https://www.theinformation.com/articles/tencent-joins-chinas-ai-agent-race-top-secret-wechat-projecthttps://www.theinformation.com/articles/org-chart-microsoft-legal-staff-girding-cloud-bundling-suitshttps://www.theinformation.com/newsletters/applied-ai/microsoft-doubles-seat-based-pricing-aihttps://www.theinformation.com/briefings/amazon-raising-42-billion-bondsSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Something dark and invisible makes up as much as 90 to 95 percent of the universe—and it took a little girl staring out a bedroom window at the night sky to bring it to light. As a child, Vera Rubin built her own telescope. As an adult, she uncovered a problem no telescope could solve: stars at the edges of galaxies were moving just as fast as those near the center. The math contradicted everything astronomers expected to see...unless the universe was filled with unseen matter.This is the story of how Vera Rubin pushed through the gender barriers of the 1950s and turned a fringe idea into one of astronomy's biggest open questions. What is dark matter? How did Rubin help prove it was real? And what does it mean that most of the universe is made of something we can't see?Guests: Ashley Yeager, Associate News Editor at Science News and Author of Bright Galaxies Dark Matter and Beyond: The Life of Astronomer Vera RubinRamona Rubin, Granddaughter of Vera Rubin Deidre Hunter, Astronomer at the Lowell Observatory in Flagstaff, Arizona Amruta Jaodand, Astrophysicist at the Chandra X-Ray Center in the Smithsonian Astrophysical Observatory

How much energy would it take to make a warp drive? Neil deGrasse Tyson joined by Sasheer Zamata & Pete Holmes explore the science in TV shows from antimatter annihilation to tachyons to warp bubbles with astrophysicist & science advisor for Star Trek, Erin Macdonald, and particle physicist & advisor for The Big Bang Theory and Oppenheimer, David Saltzberg.  NOTE: StarTalk+ Patrons can listen to this entire episode commercial-free. Thanks to our Patrons Kevin Lee, Meeka, Orlando Cruz, Landyn Blankenship, Gargoyleb, Matthew, Alex Anderson, MageLord, Akash Akash, Munch, Moien, Clarence Jones, Julie Harden, Thomas Cruz, Mike Nold, HEY JUDE BACA, Terry Melman, Zerain, Susan S, Jody Minx, Connor Wolanski, Dom, Aaron Alter, Scotty, Rawan Brou, Myrthu, Sean Smith, Roderick Van Nooijen, Clarence Jones, George Knapp, Lev Pickovsky, David, Jonathon Widmer, Keith Kimura, Wayne Terry, James Kovacs, CM Blake, C.M. Blake, Dj001, Don Wishnek, Joshua Leavitt, Aaron Ivey, MaconSTUFF, Siddhartha Krishnamurthy, Todd White, Steven Mc., Roberto Mariano, Curtis, Yan Drugalya, Grey Shirt Guy, Alexander Fish, Ellison Williams, Inara Liepa, Courtney Bui, Andrew Alford, Todd, Niclas Anton, Derek Evans, Elyssiel, Mick Ender, Josh Sroka, Kate Smith, Blake, Timothy Del Orbe, Hans Rikson, The Constant Imagination of John Scavella, Jason Racisz, Amrik Bhogal, Todd Farrell, Benjamin Lopez, Brian McCoy, Justin or Justy, Radu Dumitru, Pitou Devgon, Bradley Martin, Dylan Jones, Fredric Palmér, Odysimus (oh-dis-eh-mus), Arek, Steven Kania, John Swilley, Don Schmalbeck, O. Inha, M, Joseph Beckerman, Alf Ford, Gami Lannin, Kristi Pickens, Remi Verdel, Barry McIntyre, Raphael, David Films, Will T, Saurabh Jakate, Benzell Evans, Adithya Venkat, Hue, Rob, Geo, and Derrick for supporting us this week. Subscribe to SiriusXM Podcasts+ to listen to new episodes of StarTalk Radio ad-free and a whole week early.Start a free trial now on Apple Podcasts or by visiting siriusxm.com/podcastsplus. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia (NVDA) faces a high-stakes earnings report, with Rolf Bulk explaining why attention is shifting from revenue beats to forward guidance. He says the focus shifts to the Vera Rubin rollout and how Nvidia will hold its own against Alphabet (GOOGL) and Meta Platforms (META) efforts to build their own AI chips. Something else Bulk wants to keep on investors' radars: rising memory costs.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Nvidia (NVDA) posted record quarterly revenue backed by strong data center growth and still-strong margins powering the Blackwell and Vera Rubin chipmaker. Investors rewarded the earnings beat with a rally. Marley Kayden, Sam Vadas, and George Tsilis break down the numbers and explain how all of this affects the general AI trade.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Sponsor Link:This episode is brought to you with the support of NordVPN. When you really need to do something about your online privacy, go with the best...NordVPN. Get our extra 4 months free offer by visiting Nordvpn.com/spacenutsTemperature of Black Holes, Cosmic Mapping, and the Nature of SpaceIn this thought-provoking episode of Space Nuts, hosts Andrew Dunkley and Professor Fred Watson tackle some of the most intriguing questions from their audience. Join them as they delve into the chilling temperatures of black holes, the expansive mapping of the universe by cutting-edge telescopes, and the enigmatic nature of space itself.Episode Highlights:- The Temperature of Black Holes: Andrew and Fred discuss Casey's question regarding the temperature of black holes. They explore the stark contrast between the scorching accretion disks and the surprisingly frigid temperatures within the event horizons, shedding light on the complexities of black hole physics.- Mapping the Universe: Eli's inquiry about the James Webb and Vera Rubin telescopes leads to a fascinating discussion on how much of the universe has been mapped and what we can expect in the coming decade. The hosts highlight the capabilities of these telescopes and the potential discoveries that await.- The Emptiness of Space: Robert poses a thought-provoking question about the nature of space and the Higgs boson. Andrew and Fred unravel the concept of the Higgs field, discussing its implications for our understanding of the universe and whether space is truly empty or filled with these elusive particles.- The Impact of Dark Matter and Energy: Rennie challenges the hosts to consider how discovering the true nature of dark matter and dark energy might affect life on Earth. Andrew and Fred reflect on the long-term benefits of such knowledge, drawing parallels to historical scientific advancements.For more Space Nuts, including our continuously updating newsfeed and to listen to all our episodes, visit our website. Follow us on social media at SpaceNutsPod on Facebook, Instagram, and more. We love engaging with our community, so be sure to drop us a message or comment on your favorite platform.If you'd like to help support Space Nuts and join our growing family of insiders for commercial-free episodes and more, visit spacenutspodcast.com/about.Stay curious, keep looking up, and join us next time for more stellar insights and cosmic wonders. Until then, clear skies and happy stargazing.Become a supporter of this podcast: https://www.spreaker.com/podcast/space-nuts-astronomy-insights-cosmic-discoveries--2631155/support.

Is putting a camera in your toilet the future of health, or have tech companies lost the plot? This episode's panel digs into what's truly innovative versus what's just over the top, as industry leaders spar over privacy concerns and the real impact of AI in everyday devices. We tried to get humanoid robots to do the laundry Boston Dynamics unveils production-ready version of Atlas robot at CES 2026 Hair Drying Robot Jensen Huang Says Nvidia's New Vera Rubin Chips Are in 'Full Production' AMD's Ryzen AI 400 series includes the first Copilot+ desktop CPU — Team Red refreshes Zen 5 APUs and Strix Halo Meta's EMG wristband is moving beyond its AR glasses Lego's Smart Brick Gives the Iconic Analog Toy a New Digital Brain The Alexa Plus website is now available to everyone in early access Throne, from the co-founder of Whoop, uses computer vision to study your poop The Verge Awards at CES 2026 These are the smart home gadgets that impressed me at CES 2026 Host: Leo Laporte Guests: Fr. Robert Ballecer, SJ, Jennifer Pattison Tuohy, and Jason Hiner Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: redis.io bitwarden.com/twit meter.com/twit joindeleteme.com/twit promo code TWIT NetSuite.com/TWIT