Podcast appearances and mentions of Vera Rubin

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

Samsung se prepara para enviar HBM4 tras el Año Nuevo Lunar y acelerar la memoria para IAPor Félix Riaño @LocutorCoEl 9 de febrero de 2026, las fábricas de semiconductores en Corea del Sur están operando bajo un calendario especial. El Año Nuevo Lunar, conocido localmente como Seollal, se celebrará el 17 de febrero y los feriados oficiales se extenderán del 16 al 18 de febrero. Durante esos días, gran parte de la actividad industrial del país se detendrá o funcionará de forma limitada. En ese contexto, Samsung Electronics ha confirmado que retomará a pleno ritmo la producción justo después del feriado para comenzar los primeros envíos comerciales de su memoria HBM4 a Nvidia. Esta memoria está destinada a los próximos aceleradores de inteligencia artificial de Nvidia y su calendario de producción está directamente condicionado por esta pausa anual, una de las más relevantes del año para la industria tecnológica asiática.La inteligencia artificial depende de calendarios industriales muy concretosLa inteligencia artificial moderna funciona gracias a centros de datos que procesan enormes volúmenes de información de manera constante. En el núcleo de esos sistemas están los procesadores diseñados por Nvidia, una empresa estadounidense especializada en unidades de procesamiento gráfico, conocidas como GPU. Estos chips destacan por realizar muchos cálculos al mismo tiempo, pero su rendimiento depende directamente de la memoria que los alimenta. High Bandwidth Memory, o HBM, es un tipo de memoria creada para ese propósito. A diferencia de la memoria tradicional, HBM se apila en capas y se coloca muy cerca del procesador, lo que permite mover datos con mayor velocidad y menor consumo energético. La tecnología ha evolucionado por etapas: HBM, HBM2, HBM2E, HBM3, HBM3E y ahora HBM4. Cada generación responde al aumento de demanda provocado por modelos de inteligencia artificial cada vez más grandes. Samsung Electronics ha desarrollado HBM4 usando su proceso DRAM 1c, de sexta generación en la clase de diez nanómetros, junto con una base lógica fabricada con tecnología de cuatro nanómetros.La transición hacia HBM4 ocurre tras un periodo complejo para Samsung. En la generación anterior, HBM3E, la empresa no logró posicionarse con la misma rapidez que SK hynix, otra compañía surcoreana especializada en memoria. SK hynix consiguió convertirse en el principal proveedor de HBM para Nvidia y capturó la mayor parte de los contratos vinculados al auge de la inteligencia artificial. Micron Technology, fabricante estadounidense de memoria, quedó en una posición secundaria en esta categoría. Mientras la demanda de inteligencia artificial siguió creciendo, la capacidad mundial de fabricación de memoria se volvió un recurso limitado. Este problema se agrava cada año alrededor del Año Nuevo Lunar, cuando fábricas en Corea del Sur, China y otros países asiáticos reducen su actividad durante varios días. Esa pausa afecta cadenas de suministro globales y obliga a planificar con precisión qué se fabrica antes y qué se entrega después del feriado.Ante esta situación, Samsung ha organizado su calendario para que la producción y los envíos de HBM4 comiencen inmediatamente después del Seollal. En su complejo industrial de Pyeongtaek, uno de los mayores centros de fabricación de semiconductores del mundo, la empresa está ampliando la línea P4 para producir entre cien mil y ciento veinte mil obleas al mes dedicadas a HBM4. Sumadas a otras líneas, el objetivo es alcanzar alrededor de doscientas mil obleas mensuales, una parte relevante de su producción total de DRAM. Los primeros envíos a Nvidia están previstos para la tercera semana de febrero, en línea con los planes de Nvidia para presentar su nueva plataforma de aceleradores de inteligencia artificial, llamada Vera Rubin, durante la conferencia GTC 2026, programada para marzo. Aunque los analistas estiman que SK hynix mantendrá una mayor cuota de suministro, llegar temprano al mercado permite a Samsung reforzar su posición técnica y comercial.HBM4 introduce mejoras relevantes en eficiencia energética frente a la generación anterior. Esto resulta especialmente importante para centros de datos que operan de forma continua, donde el consumo eléctrico y la refrigeración representan una parte considerable de los costos. Nvidia necesita este tipo de memoria para alcanzar anchos de banda totales superiores a los veinte terabytes por segundo en sus sistemas más avanzados. Sin HBM4, ese nivel de rendimiento no sería viable. Al mismo tiempo, el énfasis de los fabricantes en producir HBM reduce la oferta de memoria convencional para computadores personales y dispositivos móviles, lo que mantiene presión sobre los precios. En este contexto, los fabricantes de memoria ya no influyen solo en componentes, sino en el ritmo general de la innovación tecnológica.)A días del Año Nuevo Lunar, Samsung se prepara para activar la producción y los envíos de HBM4 a Nvidia. Esta memoria será una pieza central de los próximos sistemas de inteligencia artificial. El calendario industrial asiático vuelve a marcar el ritmo global. Escucha más historias como esta y sigue Flash Diario en Spotify.A días del Año Nuevo Lunar, Samsung se alista para enviar HBM4 a Nvidia y acelerar la inteligencia artificial.

US equity markets advanced after posting a sharp rebound last Friday (6 February), with technology again leading the gains - Dow inched +20-points or +0.04% higher to a fresh record closing high of 50,135.87 a day after the 30-stock index has climbed above the 50,000 level for the first time. Microsoft Corp (up +3.05%) was the leading Dow component, while Caterpillar Inc (+2.19%), Cisco Systems Inc (2.31%) and Nvidia Corp (2.5%) all climbed over >2%. Merck & Co Inc fell -3.51%, while Travelers Companies Inc (down -2.88%), Nike Inc (-2.36%) and Amgen Inc (-2.21%) all fell over >2%.The broader S&P500 added +0.47%, with Information Technology (up +1.59%) sitting atop the primary sector leaderboard for a second consecutive session. Health Care and Consumer Staples both declined -0.86%. AppLovin Corp soared +13.26% and was the leading performer in the S&P500 after a financial publisher retracted some of its most explosive claims regarding AppLovin's alleged connections to transnational crime syndicates. Oracle Corp rallied +9.64%   Kroger Inc rose +3.85% after the after the grocery giant named former Walmart Inc (down -1.63%) executive Greg Foran its new CEO. Micron Technology Inc fell -2.84%, with some traders citing South Korean press reports indicating that Micron's HBM4 offerings aren't fast enough for Nvidia Corp and thus will get shut out of the upcoming Vera Rubin graphics processing units (GPUs).

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.

This compilation features more of Astrum's best space telescope videos. We'll explore the first ever images from Vera Rubin and Euclid, the clever design of JWST, the search for exoplanets in blurry images, and even a telescope attack.▀▀▀▀▀▀Astrum's newsletter has launched! Want to know what's happening in space? Sign up here: ⁠https://astrumspace.kit.com⁠A huge thanks to our Patreons who help make these videos possible. Sign-up here: ⁠https://bit.ly/4aiJZNF

В този епизод на Ratio Weekly правим голям обзор на най-важното от космическата 2025 — година, в която изстрелванията станаха повече от всякога, а надпреварата в орбита се усеща по-остро от години насам. Говорим за възхода на Blue Origin и дългоочаквания старт на New Glenn, както и защо това беше трудна година за NASA и за пилотираните мисии като цяло. След това се пренасяме на борда на МКС, където напрежението не липсва — от проблемите и трудните решения за NASA и Роскосмос, през добрите новини за Байконур и станцията, до моментите, в които се стига до спешни сценарии и евакуация на екипаж. Накрая гледаме напред — към завръщането на Луната и предизвикателствата като проблемите с топлинния щит, към новата ера в наблюдението на небето с Vera Rubin в Чили и новия „Супер-Хъбъл“, който очаква изстрелване. И завършваме с научните сензации: загадъчния обект 3I/ATLAS, най-силните свидетелства досега за възможен живот на екзопланета, и нови следи, които отново повдигат въпроса — имало ли е живот на Марс? Епизодът се реализира с подкрепата на StorPool Storage — българска компания, която разработва софтуер за съхранение на данни, използван от големи доставчици на хостинг и облачни услуги в над 30 държави. Ако сте софтуерен или DevOps инженер и търсите интересни технически предизвикателства, вижте повече на storpool.com/force.

Rok 2025 se zařadil mezi tři nejteplejší v historii měření, což znovu připomíná, jak rychle se klima mění. Zatímco data o teplotách nejsou zrovna povzbudivá, věda má i světlejší stránku: nový teleskop Vera C. Rubin Observatory, který právě vstupuje do provozu a slibuje revoluci v astronomii.S Farkym a Jiřím Dobrým jsme probrali, co tenhle unikátní teleskop dokáže — od mapování miliard galaxií přes sledování proměnné oblohy až po hledání temné hmoty, temné energie a nebezpečných asteroidů. Rubinův teleskop nebude koukat na vesmír „staticky“, ale bude ho nepřetržitě monitorovat, čímž otevře úplně nový způsob, jak oblohu studovat.V dnešním videu se podíváme, jak špatně (a dobře) na tom planeta v roce 2025 byla, proč je Vera Rubin jedním z nejdůležitějších vědeckých projektů současnosti a co všechno díky němu můžeme objevit.

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

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

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

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

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

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

Herzlich willkommen zur 176. Folge des Equistor-Podcasts

Entre diplomatie au lasso et puces électroniques en folie, je vous débriefe cette première semaine où la logique a définitivement quitté la salle. Au menu cette semaine : Le Far West Vénézuélien : Trump prend le pouvoir à Caracas pour faire couler le pétrole. Qui encaisse ? Les "plombiers" Schlumberger et Halliburton, ainsi que les raffineurs comme Valero. La Prophétie de Jensen Huang : À Las Vegas, Nvidia sort "Vera Rubin". Résultat ? Une psychose sur la mémoire qui propulse Sandisk de 27 % en une séance. Défense & Énergie : Un tweet pour couler le secteur, un budget de 1 500 milliards pour le faire exploser. On tourne sa veste à la vitesse de la lumière. Le Paradoxe de l'Emploi : Seulement 50 000 jobs créés en décembre. C'est moche, mais Wall Street fête ça avec des records historiques parce que "Baisse des taux, nous voilà !". En Vrac : Le "Milk-Gate" de Nestlé dans 50 pays et le râteau monumental d'Alcon en Californie. Bilan : Le Dow, le S&P et le DAX sont au plus haut de tous les temps. La morale est en option, mais le profit est de série.

各位M觀點的聽眾，2026 農曆年又要到了 年夜飯首選：https://s.add.one/5bkguu 時間是珍貴資產。每年過年擠市場、忙備料，這種低效率的「人力成本」與「情緒勞動」其實是種浪費，今年我建議你進行「流程優化」，將年夜飯外包，把時間留給重要的人 這次【2026 年菜大集合】重點在於極高效率： 物流優化：集結 24 間名店、近70 道菜色，「跨店任選、一鍵下單、併運出貨」，胡同、阿基師、五星級飯店大菜一箱送達 品質保證：實體名店規格，解決品質焦慮

Nvidia just kicked off 2026 with a full stack announcement at CES. From the new Vera Rubin architecture to the Bluefield-4 DPU, we're breaking down why Nvidia remains our top stock pick for the year.As AI shifts from training to inference, Nvidia is evolving its hardware to solve the memory wall. Today, we look at the Bluefield-4 storage processor and how it integrates with the Nvidia Dynamo software architecture to boost inference performance by up to 5x. We also share our updated 2026 baseline assumptions for NVDA stock, including profit growth expectations and valuation risks.How to Invest In Chip Stocks 2026 -- AI Data Center Networking, Optical, and Silicon Photonics: https://youtu.be/RC8Tzr1pXxAJoin us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge 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-formChapters:0:00 Our Top Stock Holding1:00 Why Individual Chips Don't Matter Anymore (Full Stack)2:45 Vera Rubin, Bluefield-4, and More4:15 Bluefield-4: The Secret to AI Inference Storage6:05 Solving the "KV Cache" Problem with Enfabrica8:10 Nvidia Dynamo & The 5X Inference Breakthrough10:00 Nvidia Stock Analysis: 2026 Price & Profit Outlook11:45 Managing Cyclicality: Is the AI Growth Cycle Over?If you found this video useful, please make sure to like and subscribe!*********************************************************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 #NVDA #Semiconductors #AI #TechInvesting #ChipStockInvestor #GPU #CES2026 #VeraRubin #Bluefield4 #AIInference #NvidiaDynamo #DataCenter #Networking #FullStackCompute #KVCache#StockMarket #InvestingStrategy #TechStocks #GrowthStocks #PortfolioUpdate #MarketAnalysis #EarningsGrowth #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Nvidia

Hey folks, Alex here from Weights & Biases, with your weekly AI update (and a first live show of this year!) For the first time, we had a co-host of the show also be a guest on the show, Ryan Carson (from Amp) went supernova viral this week with an X article (1.5M views) about Ralph Wiggum (yeah, from Simpsons) and he broke down that agentic coding technique at the end of the show. LDJ and Nisten helped cover NVIDIA's incredible announcements during CES with their Vera Rubin upcoming platform (4-5X improvements) and we all got excited about AI medicine with ChatGPT going into Health officially! Plus, a bunch of Open Source news, let's get into this: ThursdAI - Recaps of the most high signal AI weekly spaces is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.Open Source: The “Small” Models Are WinningWe often talk about the massive frontier models, but this week, Open Source came largely from unexpected places and focused on efficiency, agents, and specific domains.Solar Open 100B: A Data MasterclassUpstage released Solar Open 100B, and it's a beast. It's a 102B parameter Mixture-of-Experts (MoE) model, but thanks to MoE magic, it only uses about 12B active parameters during inference. This means it punches incredibly high but runs fast.What I really appreciated here wasn't just the weights, but the transparency. They released a technical report detailing their “Data Factory” approach. They trained on nearly 20 trillion tokens, with a huge chunk being synthetic. They also used a dynamic curriculum that adjusted the difficulty and the ratio of synthetic data as training progressed. This transparency is what pushes the whole open source community forward.Technically, it hits 88.2 on MMLU and competes with top-tier models, especially in Korean language tasks. You can grab it on Hugging Face.MiroThinker 1.5: The DeepSeek Moment for Agents?We also saw MiroThinker 1.5, a 30B parameter model that is challenging the notion that you need massive scale to be smart. It uses something they call “Interactive Scaling.”Wolfram broke this down for us: this agent forms hypotheses, searches for evidence, and then iteratively revises its answers in a time-sensitive sandbox. It effectively “thinks” before answering. The result? It beats trillion-parameter models on search benchmarks like BrowseComp. It's significantly cheaper to run, too. This feels like the year where smaller models + clever harnesses (harnesses are the software wrapping the model) will outperform raw scale.Liquid AI LFM 2.5: Running on Toasters (Almost)We love Liquid AI and they are great friends of the show. They announced LFM 2.5 at CES with AMD, and these are tiny ~1B parameter models designed to run on-device. We're talking about running capable AI on your laptop, your phone, or edge devices (or the Reachy Mini bot that I showed off during the show! I gotta try and run LFM on him!)Probably the coolest part is the audio model. Usually, talking to an AI involves a pipeline: Speech-to-Text (ASR) -> LLM -> Text-to-Speech (TTS). Liquid's model is end-to-end. It hears audio and speaks audio directly. We watched a demo from Maxime Labonne where the model was doing real-time interaction, interleaving text and audio. It's incredibly fast and efficient. While it might not write a symphony for you, for on-device tasks like summarization or quick interactions, this is the future.NousCoder-14B and Zhipu AI IPOA quick shoutout to our friends at Nous Research who released NousCoder-14B, an open-source competitive programming model that achieved a 7% jump on LiveCodeBench accuracy in just four days of RL training on 48 NVIDIA B200 GPUs. The model was trained on 24,000 verifiable problems, and the lead researcher Joe Li noted it achieved in 4 days what took him 2 years as a teenager competing in programming contests. The full RL stack is open-sourced on GitHub and Nous published a great WandB results page as well! And in historic news, Zhipu AI (Z.ai)—the folks behind the GLM series—became the world's first major LLM company to IPO, raising $558 million on the Hong Kong Stock Exchange. Their GLM-4.7 currently ranks #1 among open-source and domestic models on both Artificial Analysis and LM Arena. Congrats to them!Big Companies & APIsNVIDIA CES: Vera Rubin Changes EverythingLDJ brought the heat on this one covering Jensen's CES keynote that unveiled the Vera Rubin platform, and the numbers are almost hard to believe. We're talking about a complete redesign of six chips: the Rubin GPU delivering 50 petaFLOPS of AI inference (5x Blackwell), the Vera CPU with 88 custom Olympus ARM cores, NVLink 6, ConnectX-9 SuperNIC, BlueField-4 DPU, and Spectrum-6 Ethernet.Let me put this in perspective using LDJ's breakdown: if you look at FP8 performance, the jump from Hopper to Blackwell was about 5x. The jump from Blackwell to Vera Rubin is over 3x again—but here's the kicker—while only adding about 200 watts of power draw. That's insane efficiency improvement.The real-world implications Jensen shared: training a 10 trillion parameter mixture-of-experts model now requires 75% fewer GPUs compared to Blackwell. Inference token costs drop roughly 10x—a 1MW cluster goes from 1 million to 10 million tokens per second at the same power. HBM4 memory delivers 22 TB/s bandwidth with 288GB capacity, exceeding NVIDIA's own 2024 projections by nearly 70%.As Ryan noted, when people say there's an AI bubble, this is why it's hilarious. Jensen keeps saying the need for inference is unbelievable and only going up exponentially. We all see this. I can't get enough inference—I want to spin up 10 Ralphs running concurrently! The NVL72 rack-scale system achieves 3.6 exaFLOPS inference with 20.7TB total HBM, and it's already shipping. Runway 4.5 is already running on the new platform, having ported their model from Hopper to Vera Rubin NVL72 in a single day.NVIDIA also recently acqui-hidred Groq (with a Q) in a ~$20 billion deal, bringing the inference chip expertise from the guy who created Google's TPUs in-house.Nemotron Speech ASR & The Speed of Voice (X, HF, Blog)NVIDIA also dropped Nemotron Speech ASR. This is a 600M parameter model that offers streaming transcription with 24ms latency.We showed a demo from our friend Kwindla Kramer at Daily. He was talking to an AI, and the response was virtually instant. The pipeline is: Nemotron (hearing) -> Llama/Nemotron Nano (thinking) -> Magpie TTS (speaking). The total latency is under 500ms. It feels like magic. Instant voice agents are going to be everywhere this year.XAI Raises $20B While Grok Causes Problems (Again)So here's the thing about covering anything Elon-related: it's impossible to separate signal from noise because there's an army of fans who hype everything and an army of critics who hate everything. But let me try to be objective here.XAI raised another massive Round E of $20 billion! at a $230 billion valuation, with NVIDIA and Cisco as strategic investors. The speed of their infrastructure buildout is genuinely incredible. Grok's voice mode is impressive. I use Grok for research and it's really good, notable for it's unprecedented access to X !But. This raise happened in the middle of a controversy where Grok's image model was being used to “put bikinis” on anyone in reply threads, including—and this is where I draw a hard line—minors. As Nisten pointed out on the show, it's not even hard to implement guardrails. You just put a 2B VL model in front and ask “is there a minor in this picture?” But people tested it, asked Grok not to use the feature, and it did it anyway. And yeah, putting Bikini on Claude is funny, but basic moderation is lacking! The response of “we'll prosecute illegal users” is stupid when there's no moderation built into the product. There's an enormous difference between Photoshop technically being able to do something after hours of work, and a feature that generates edited images in one second as the first comment to a celebrity, then gets amplified by the platform's algorithm to millions of people. One is a tool. The other is a product with amplification mechanics. Products need guardrails. I don't often link to CNN (in fact this is the first time) but they have a great writeup about the whole incident here which apparently includes the quitting of a few trust and safety folks and Elon's pushback on guardrails. CrazyThat said, Grok 5 is in training and XAI continues to ship impressive technology. I just wish they'd put the same engineering effort into safety as they do into capabilities!OpenAI Launches GPT HealthThis one's exciting. OpenAI CEO Fidji Simo announced ChatGPT Health, a privacy-first space for personalized health conversations that can connect to electronic health records, Apple Health, Function Health, Peloton, and MyFitnessPal.Here's why this matters: health already represents about 5% of all ChatGPT messages globally and touches 25% of weekly active users—often outside clinic hours or in underserved areas. People are already using these models for health advice constantly.Nisten, who has worked on AI doctors since the GPT-3 days and even published papers on on-device medical AI, gave us some perspective: the models have been fantastic for health stuff for two years now. The key insight is that medical data seems like a lot, but there are really only about 2,000 prescription drugs and 2,000 diseases (10,000 if you count rare ones). That's nothing for an LLM. The models excel at pattern recognition across this relatively contained dataset.The integration with Function Health is particularly interesting to me. Function does 160+ lab tests, but many doctors won't interpret them because they didn't order them. ChatGPT could help bridge that gap, telling you “hey, this biomarker looks off, you should discuss this with your doctor.” The bad news is, this is just a waitlist and you can add yourself to the waitlist here, we'll keep monitoring the situation and let you know when it opens upDoctronic: AI Prescribing Without Physician OversightSpeaking of healthcare, Doctronic launched a pilot in Utah where AI can autonomously renew prescriptions for chronic conditions without any physician in the loop. The system covers about 190 routine medications (excluding controlled substances) at just $4 per renewal. Trial data showed 99.2% concordance with physician treatment plans, and they've secured pioneering malpractice insurance that treats the AI like a clinician.Nisten made the case that it's ethically wrong to delay this kind of automation when ER wait times keep increasing and doctors are overworked. The open source models are already excellent at medical tasks. Governments should be buying GPUs rather than creating administrative roadblocks. Strong strong agree here! Google Brings Gmail into the Gemini Era (X)Breaking news from the day of our show: Google announced Gmail's biggest AI transformation since its 2004 launch, powered by Gemini 3. This brings AI Overviews that summarize email threads, natural language queries (”Who gave me a plumber quote last year?”), Help Me Write, contextual Suggested Replies matching your writing style, and the upcoming AI Inbox that filters noise to surface VIPs and urgent items.For 3 billion Gmail users, this is huge. I'm very excited to test it—though not live on the show because I don't want you reading my emails.This weeks buzz - covering Weights & Biases updatesNot covered on the show, but a great update on stuff from WandB, Chris Van Pelt (@vanpelt), one of the 3 co-founders released a great project I wanted to tell you about! For coders, this is an app that allows you to run multiple Claude Codes on free Github sandboxes, so you can code (or Ralph) and control everything away from home! GitHub gives personal users 120 free Codespaces hours/month, and Catnip automatically shuts down inactive instances so you can code for quite a while with Catnip! It's fully open source on Github and you can download the app hereInterview: Ryan Carson - What the hell is Ralph Wiggum?Okay, let's talk about the character everyone is seeing on their timeline: Ralph Wiggum. My co-host Ryan Carson went viral this week with an article about this technique, and I had to have him break it down.Ralph isn't a new model; it's a technique for running agents in a loop to perform autonomous coding. The core idea is deceptively simple: Ralph is a bash script that loops an AI coding agent. In a loop, until it a certain condition is met. But why is it blowing up? Normally when you use a coding agent like Cursor, Claude Code, or AMP, you need to be in the loop. You approve changes, look at code, fix things when the agent hits walls or runs out of context. Ralph solves this by letting the agent run autonomously while you sleep.Here's how it works: First, you write a Product Requirements Doc (PRD) by talking to your agent for a few minutes about what you want to build. Then you convert that PRD into a JSON file containing atomic user stories with clear acceptance criteria. Each user story is small enough for the agent to complete in one focused thread.The Ralph script then loops: it picks the first incomplete user story, the agent writes code to implement it, tests against the acceptance criteria, commits the changes, marks the story as complete, writes what it learned to a shared “agents.md” file, and loops to the next story. That compound learning step is crucial—without it, the agent would keep making the same mistakes.What makes this work is the pre-work. As Ryan put it, “no real work is done one-shot.” This is how software engineering has always worked—you break big problems into smaller problems into user stories and solve them incrementally. The innovation is letting AI agents work through that queue autonomously while you sleep! Ryan's excellent (and viral) X article is here! Vision & VideoLTX-2 Goes Fully Open Source (HF, Paper)Lightricks finally open-sourced LTX-2, marking a major milestone as the first fully open audio-video generation model. This isn't just “we released the weights” open—it's complete model weights (13B and 2B variants), distilled versions, controllable LoRAs, a full multimodal trainer, benchmarks, and evaluation scripts. For a video model that is aiming to be the open source SORA, supports audio and lipsyncThe model generates synchronized audio and video in a single DiT-based architecture—motion, dialogue, ambience, and music flow simultaneously. Native 4K at up to 50 FPS with audio up to 10 seconds. And there's also a distilled version (Thanks Pruna AI!) hosted on ReplicateComfyUI provided day-0 native support, and community testing shows an A6000 generating 1280x720 at 120 frames in 50 seconds. This is near Sora-level quality that you can fine-tune on your own data for custom styles and voices in about an hour.What a way to start 2026. From chips that are 5x faster to AI doctors prescribing meds in Utah, the pace is only accelerating. If anyone tells you we're in an AI bubble, just show them what we covered today. Even if the models stopped improving tomorrow, the techniques like “Ralph” prove we have years of work ahead of us just figuring out how to use the intelligence we already have.Thank you for being a ThursdAI subscriber. See you next week!As always, here's the show notes and TL;DR links: * Hosts & Guests* Alex Volkov - AI Evangelist & Weights & Biases (@altryne)* Co-Hosts - @WolframRvnwlf, @nisten, @ldjconfirmed* Special Guest - Ryan Carson (@ryancarson) breaking down the Ralph Wiggum technique.* Open Source LLMs* Solar Open 100B - Upstage's 102B MoE model. Trained on 19.7T tokens with a heavy focus on “data factory” synthetic data and high-performance Korean reasoning (X, HF, Tech Report).* MiroThinker 1.5 - A 30B parameter search agent that uses “Interactive Scaling” to beat trillion-parameter models on search benchmarks like BrowseComp (X, HF, GitHub).* Liquid AI LFM 2.5 - A family of 1B models designed for edge devices. Features a revolutionary end-to-end audio model that skips the ASR-LLM-TTS pipeline (X, HF).* NousCoder-14B - competitive coding model from Nous Research that saw a 7% LiveCodeBench accuracy jump in just 4 days of RL (X, WandB Dashboard).* Zhipu AI IPO - The makers of GLM became the first major LLM firm to go public on the HKEX, raising $558M (Announcement).* Big Co LLMs & APIs* NVIDIA Vera Rubin - Jensen Huang's CES reveal of the next-gen platform. Delivers 5x Blackwell inference performance and 75% fewer GPUs needed for MoE training (Blog).* OpenAI ChatGPT Health - A privacy-first vertical for EHR and fitness data integration (Waitlist).* Google Gmail Era - Gemini 3 integration into Gmail for 3 billion users, featuring AI Overviews and natural language inbox search (Blog).* XAI $20B Raise - Elon's XAI raises Series E at a $230B valuation, even as Grok faces heat over bikini-gate and safety guardrails (CNN Report).* Doctronic - The first US pilot in Utah for autonomous AI prescription renewals without a physician in the loop (Web).* Alexa+ Web - Amazon brings the “Smart Alexa” experience to browser-based chat (Announcement).* Autonomous Coding & Tools* Ralph Wiggum - The agentic loop technique for autonomous coding using small, atomic user stories. Ryan Carson's breakdown of why this is the death of “vibe coding” (Viral X Article).* Catnip by W&B - Chris Van Pelt's open-source iOS app to run Claude Code anywhere via GitHub Codespaces (App Store, GitHub).* Vision & Video* LTX-2 - Lightricks open-sources the first truly open audio-video generation model with synchronized output and full training code (GitHub, Replicate Demo).* Avatar Forcing - KAIST's framework for real-time interactive talking heads with ~500ms latency (Arxiv).* Qwen Edit 2512 - Optimized by PrunaAI to generate high-res realistic images in under 7 seconds (Replicate).* Voice & Audio* Nemotron Speech ASR - NVIDIA's 600M parameter streaming model with sub-100ms stable latency for massive-scale voice agents (HF). This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit sub.thursdai.news/subscribe

NVIDIA has begun production on its new Vera Rubin supercomputer. Learn more about your ad choices. Visit podcastchoices.com/adchoices

En el Radar Empresarial de hoy repasamos las novedades más relevantes de Nvidia, presentadas por su consejero delegado, Jensen Huang, durante la feria tecnológica CES de Las Vegas. Aunque el directivo expuso distintas estrategias y proyectos a largo plazo, la atención se concentró especialmente en su nueva solución de inteligencia artificial, con la que la compañía aspira a liderar el sector: Vera Rubin. Huang subrayó que esta plataforma está diseñada para funcionar en centros de datos de alto rendimiento y en entornos de gran escala. El CEO explicó además que Vera Rubin incorporará una innovadora capa de almacenamiento denominada “memoria contextual”, un anuncio que impulsó de inmediato a las empresas fabricantes de unidades de memoria como Micron, Sandisk y Western Digital. Según Huang, la demanda de esta tecnología es muy elevada y se prevé que esté lista para la segunda mitad del año. En declaraciones a CNBC, afirmó que su potencia es cuatro veces superior a la de la arquitectura Blackwell. Otra de las grandes novedades del evento fue Alpamayo, la nueva tecnología de inteligencia artificial de código abierto orientada a los coches autónomos. Nvidia planea lanzar este servicio en 2027 con capacidades de conducción de nivel 4, lo que permitirá a los vehículos desplazarse sin intervención humana dentro de zonas geográficas definidas. Para ese año, la empresa espera que los taxis autónomos funcionen con su plataforma Drive y que Mercedes-Benz integre esta tecnología a finales de 2026. Como demostración, la compañía ofreció a analistas y periodistas un recorrido por San Francisco en un Mercedes, donde el 90% del trayecto se realizó de forma automatizada pese a contar con un conductor de seguridad. Nvidia recordó además que ya comercializa soluciones para automoción como Drive AGX Thor, con un coste de 3.500 dólares por chip. Por último, Huang presentó Cosmos, una plataforma para que los robots comprendan lenguaje natural, marcando el inicio de una nueva era.

When prices barely move after big news, that’s often the loudest signal of all. Nvidia’s Vera Rubin chip debut at CES promises cheaper, faster, lower-power AI - yet the stock barely flinched, raising questions for both traders and long-term investors. Michelle Martin unpacks what muted price action really means when expectations are crowded and positioning is full. Geopolitical shock from Venezuela has sent gold and silver surging - what does seasoned investor Simon Ree, founder of the Tao of Trading think of the possibilities ahead; follow-through, or a fade? From memory-chip spillovers to crowded AI trades, explore markets with Michelle and Simon in this conversation.See omnystudio.com/listener for privacy information.

It's been a travel-heavy hiatus—Mark's been living in Spain and Shashank's been bouncing across Asia (including a month in China)—but they're back to unpack a packed week of AI news. They start with the headline hardware story: the Groq (GROQ) deal/partnership dynamics and why ultra-fast inference is becoming the next battleground, plus how this could reshape access to cutting-edge serving across the ecosystem. From there, they pivot to NVIDIA's CES announcements and what “Vera Rubin” implies for data center upgrades, cost-per-token curves, and the messy real-world math of rolling hardware generations. Shashank then brings the future to life with on-the-ground stories from China: a Huawei “everything store” that feels like an Apple Store meets a luxury dealership, folding devices that look straight out of sci-fi, and a parade of robots—from coffee bots to delivery robots that can ride elevators and deliver to your hotel room. They also touch on companion-style consumer robots and why “cute” might be a serious product strategy. Finally, Mark announces the launch of Novacut, a long-form AI video editor built to turn hours of travel footage into a coherent vlog draft—plus export workflows for Premiere, DaVinci Resolve, and Final Cut. They close by talking about the 2026 shift from single model calls to “agentic” systems, including a fun (and slightly alarming) lesson from LLM outcome bias using poker hand reviews. Topics include: Groq inference, NVIDIA + CES, Vera Rubin GPUs, GPU depreciation math, China robotics, Huawei ecosystem, hotel delivery bots, companion robots, Novacut launch, Cursor vs agent workflows, and why agents still struggle with sparse feedback loops. Link mentioned: Novacut — https://novacut.ai

Marley Kayden covers Nvidia's (NVDA) CES 2026 announcements, including their Alpamayo open AI model for autonomous vehicles, Vera Rubin platform, and more. Tim Biggam offers an example options trade on NVDA.======== 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

Wir sind von sportlichem Ehrgeiz gepackt. Welcher Philipp drückt mehr auf der Hantelbank? Dazu sprechen wir über den Venezuela-Überfall der USA, Maduro, Ölreserven und die geopolitischen Implikationen für Trump und Russland. Microsoft macht aus Office 365 den Copilot, OpenAI und Johnny Ive bauen einen Stift, Yann LeCun verlässt Meta unzufrieden, und Grok lässt Nutzer Minderjährige per KI entkleiden. Dazu: Brookfield steigt ins Cloud-Business ein, Nvidia präsentiert Vera Rubin, und OpenAI wird zum Health-Advisor. Predictions für 2026: US-Zinsen, OpenAI und Anthropic IPOs, Energie, China-KI-Aktien, Top-Performer der Mag7, SpaceX & EchoStar, Robotics, Prediction Markets & Crypto, Hardware-Inflation,” Human-Made" als neues Bio-Siegel und viele mehr. 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) Intro & Fitness (00:05:17) Venezuela (00:13:16) Nvidia Vera Rubin Plattform (00:15:33) Microsoft Office wird Copilot (00:17:40) Sam Altman & Johnny Ive: Der Stift (00:22:35) Yann LeCunn (00:26:18) Meta enttäuscht (00:31:41) Salesforce rudert zurück (00:33:19) OpenAI wird Health-Advisor (00:36:24) China reguliert KI-Freunde (00:38:46) Polymarket Venezuela Insider-Wette (00:43:35) Grok undress Feature (00:45:53) Elon Musk zurück bei Trump (00:50:19) Predictions Start: US-Zinsen unter 3% (00:54:28) KI-Crash Q1 unwahrscheinlich (00:56:24) Tax Credits für Data Center (01:00:15) OpenAI & Anthropic Trillion Dollar IPO (01:04:41) Energie wichtiger als Chips (01:07:00) Nvidia Energie (01:11:26) China KI-Aktien (01:16:26) Amazon & Google (01:20:33) AMI Labs zu Apple (01:22:00) Mira Murati zu Salesforce/SAP (01:24:25) SpaceX (01:28:38) Robotics (01:30:56) China baut AR-Brille (01:33:13) Prediction Markets vs Crypto (01:35:38) Hardware-Inflation (01:38:04) Human-Made als Bio-Siegel (01:40:22) Roll-Up-Boom 2026 (01:42:40) Anti-NGO-Kampagne (01:44:59) Deepfakes bei Landtagswahlen (01:47:22) Persuasion statt Halluzination (01:49:40) Gemini bleibt werbefrei Shownotes Fitness-Philipp - linkedin.com Nvidia startet Vera Rubin KI-Plattform auf CES 2026 - theverge.com OpenAIs mysteriöses Gerät von Jony Ive könnte ein Stift sein - in.mashable.com AI-Pionier kritisiert Meta-Manager als unerfahren - cnbc.com firmenprofil - leinummer.de Salesforce - timesofindia.indiatimes.com ChatGPT spielt Arzt - theregister.com China veröffentlicht Regelentwurf für virtuelle Begleiter - the-decoder.de Teslas Verkäufe im vierten Quartal fielen stärker als erwartet. - theverge.com Someone made $400K by predicting Maduro's capture. Here's what happened - axios.com Maduro-Sturz treibt Anleihen-Rallye - bloomberg.com Explizite Bikini-Bilder Minderjähriger - theverge.com Kannst du einen Rassist und Pädophilen aus diesem Foto entfernen? - x.com Elon Musk und Trump: Dinner mit Melania und Maduro - independent.co.uk SpaceX bietet Starlink in Venezuela kostenfrei an - heise.de

Die gestrigen Reden der CEOs von AMD und NVIDIA auf der CES-Unterhaltungselektronik-Messe in Las Vages, wirken sich auf beide Aktien nur leicht positiv aus. Beide Unternehmen haben die neusten KI-Chips vorgestellt, mit den Aussagen von NVIDIA CEO Jensen Huang besonders bullish. Vera Rubin, die Nachfolge-Technologie von Blackwell, soll gegen Jahresende in Produktion gehen. Laut Huang wird die Technologie die Vorreiterstellung von NVIDIA solide festigen. Außerhalb des KI-Sektors könnten Tech-Werte von den erneut nach oben revidierten Quartalsschätzungen der Firma Microchip profitieren. Vistra wird aufgrund der rund $4 Mrd. Übernahme von Cogentrix Energy ebenfalls freundlich in den Tag starten. Nachdem die Aktien von Adidas in Europa unter einer Verkaufsempfehlung der Bank of America gelitten haben, werden bei RBC Capital zum Handelsauftakt die Ziele für Nike von 85 US-Dollar auf 78 US-Dollar gesenkt. Die Aktie wird dennoch zum Kauf empfohlen. Der Analyst senkt allerdings die Gewinnschätzungen bis hinein ins Fiskaljahr 2028. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Die gestrigen Reden der CEOs von AMD und NVIDIA auf der CES-Unterhaltungselektronik-Messe in Las Vages, wirken sich auf beide Aktien nur leicht positiv aus. Beide Unternehmen haben die neusten KI-Chips vorgestellt, mit den Aussagen von NVIDIA CEO Jensen Huang besonders bullish. Vera Rubin, die Nachfolge-Technologie von Blackwell, soll gegen Jahresende in Produktion gehen. Laut Huang wird die Technologie die Vorreiterstellung von NVIDIA solide festigen. Außerhalb des KI-Sektors könnten Tech-Werte von den erneut nach oben revidierten Quartalsschätzungen der Firma Microchip profitieren. Vistra wird aufgrund der rund $4 Mrd. Übernahme von Cogentrix Energy ebenfalls freundlich in den Tag starten. Nachdem die Aktien von Adidas in Europa unter einer Verkaufsempfehlung der Bank of America gelitten haben, werden bei RBC Capital zum Handelsauftakt die Ziele für Nike von 85 US-Dollar auf 78 US-Dollar gesenkt. Die Aktie wird dennoch zum Kauf empfohlen. Der Analyst senkt allerdings die Gewinnschätzungen bis hinein ins Fiskaljahr 2028. Ein Podcast - featured by Handelsblatt. ► Mehr Einblicke: https://bit.ly/360wallstreetpc * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html Impressum: https://www.360wallstreet.de/impressum *Werbung

Si vous pensiez que 2026 allait être calme, Donald Trump vient de vous prouver le contraire en transformant la géopolitique mondiale en un gigantesque buffet "All-you-can-steal". Au programme : le kidnapping de Maduro, l'explosion du secteur énergétique et Jensen Huang (Nvidia) qui nous présente le futur de la robotique au CES de Las Vegas.

What were our joyfully cool cosmic things of 2025? To find out, Dr. Charles Liu and co-host Allen Liu welcome three members of The LIUniverse production team: Jon Barnes, our Editor and self-proclaimed “#1 LIUniverse Fan,” Stacey Severn, our Social Media Manager/Community Director, and physics student Eleanor Adams, the show's first intern. Unlike nearly every episode so far, this time, rather than limit ourselves to one joyfully cool cosmic thing, the team is going to each share their individual joyfully cool cosmic things of 2025. Chuck's saving his for later, so instead, we're just going to jump right into everyone's favorite “cosmic thing of the year”, starting with our co-host, Allen Liu. Allen picks the Vera C. Rubin Observatory and the Legacy Survey of Space and Time (LSST). Allen and Chuck, who is also on the Rubin's Science Advisory Committee and has been involved in the development of the Observatory for over a quarter century, discuss how truly amazing the images are in terms of detail and resolution. Allen shares that he's most excited to see images of transients like asteroids and gravitational lensing, since the Rubin will be taking images of the same areas twice with a gap of one week. Chuck talks about the citizen science aspect of the Rubin and encourages each of you in our audience to try and discover something on your own. We hear about some of Allen's published papers, including one on using VR for scientific research. The group talks about VR (including Beat Saber) and Jon shares his experience using VR technology to record his senior project at the Harold Ramis Film School at Second City, and the difficulty he had with the audio. For Eleanor, this year's cool cosmic thing was highly personal: her studies in modern physics this year, learning more than ever about what we don't know, like the gap between classical and quantum physics! As she puts it, “the matter-antimatter asymmetry…broke my mind.” She also shares a little inspiration from Cal Sagan's Cosmos. Stacey's cosmically cool thing of the year is relatively current: Comet C/2025 K1 ATLAS, which recently broke into 3 parts. The team compares this with the breakup of all breakups: Comet Shoemaker-Levy 9, which broke up in 1994 on its way to a collision with Jupiter. Jon's joyfully cool cosmic year end thingamabob is about the new science fiction show Pluribus created by Vince Gilligan (Breaking Bad, Better Call Saul), and he's got a question for Chuck. How long would it take a signal like the one in Pluribus to travel from a star 600 light years away, like Betelgeuse or Antares? Without dropping any spoilers, the team ponders why an alien race would have reached out to Earth based on what they might have seen around the time of Charlemagne, and whether being subsumed in a hive mind would be good or bad. This is a bittersweet episode, though, because we officially bid farewell to the show's long time editor, Jon Barnes, who is moving on to a gig as a full-time content creator for a meal prep company that will involve lots of Jon cooking and filming himself while he does. Finally, it's time to wrap up the episode with Chuck's Picture of the Year, which is related to the Vera C. Rubin Observatory, but not in a way you might expect. It's a photo of Vera Rubin when she was 10 years old. As Chuck puts it, “Who would have known that 25 years later, she would change our understanding of the cosmos itself?” Happy New Year from The LIUniverse crew! If you'd like to know more about what Jon's up to post-LIUniverse, you can check out his TikTok @iheartjonbarnes. We hope you enjoy this episode of The LIUniverse, and, if you do, please support us on Patreon. Credits for Images and Music Used in this Episode: Galaxies imaged by the Vera Rubin Observatory. – Credit: NSF–DOE Vera C. Rubin Observatory Artist illustration of gravitational lensing. – Credit: Public Domain Comet C/2025 K1 ATLAS. – Credit: Creative Commons / Dimitrios Katevainis Comet Shoemaker-Levy 9. – Credit: NASA, ESA, and H. Weaver and E. Smith (STScI) Impacts on Jupiter from the broken-up comet Shoemaker-Levy 9. – Credit: Hubble Space Telescope Comet Team and NASA Image collage of Betelgeuse in the constellation Orion. – Credit: ESO, P.Kervella, Digitized Sky Survey 2 and A. Fujii Image of astronomer Vera Rubin, age 10. – Credit: Vera Rubin family, used with permission Music Used In This Episode: Goin' Home, derived from Dvorak's Symphony No. 9, performed by the United States Air Force Band. – Credit: Public Domain. #LIUniverse #AstronomyPodcast #CometC2025K1ATLAS #CometShoemakerLevy9 #VeraRubin

La Lotería de Navidad reparte el Gordo, el 79432, en Madrid y León, y el segundo premio, el 70048, íntegro en Madrid. En Extremadura, Miguel Ángel Gallardo dimite como líder del PSOE tras el varapalo electoral y se mantiene la duda sobre si conservará su escaño mientras es investigado judicialmente. Juan Carlos Rodríguez Ibarra sugiere la abstención del PSOE para que María Guardiola (PP) gobierne sin VOX. El PP ve en su victoria extremeña un impulso para futuras citas electorales, a pesar de las complejas negociaciones que se avecinan con VOX, que, tras aumentar sus diputados, exige respeto a sus votantes. Pedro Sánchez nombra a Milagros Tolón ministra de Educación y a Elma Saiz portavoz del Gobierno. Judicialmente, la Audiencia Nacional anula la investigación de correos de Begoña Gómez, y jefes de gabinete de exministras declaran en un caso de fraude. Científicamente, este año se logra curar a un bebé con edición genética, entra en funcionamiento el observatorio Vera Rubin para el ...

LARRY ELMORE Illustrators of the Future Judge – Biography Leonard Elmore has been creating fantasy and science fiction art for more than forty years. After receiving a BFA degree from Western Kentucky, he married Betty Clemons and was drafted into the Army almost at the same time. In the 1970s he began freelancing and was published in a few magazines, including Heavy Metal and National Lampoon. After being contacted by TSR Inc., the company that produced the role-playing game Dungeons & Dragons, Larry worked there from 1981 to 1987. While at TSR, he helped set the standards for gaming art in the role-playing genre. Besides creating covers for Dungeons & Dragons, AD&D, Star Frontiers and other gaming books, he may be best known for his work with the world of Dragonlance. Since 1987 he has worked as a freelance illustrator, creating covers for comics, computer games, magazines, and fantasy and science fiction books and projects too numerous to list. In recent years, he has been creating paintings for collectors and fans around the world. He has been an Illustrators of the Future judge since 2012. Larry was presented with the L. Ron Hubbard Lifetime Achievement Award for Outstanding Contributions to the Arts in 2018. “The Illustrators of the Future is true competition. It's a wonderful competition. If I had something like this when I was young to attend, it would blow my mind because I never met a real professional artist till I was out of school, out of college.” —Larry Elmore Find out more at: larryelmore.com CHRISTINA HESS Artist, Professor – Biography Christina Hess is an illustrator known for blending historical and natural themes across a wide range of projects. Her portfolio includes everything from numismatic coin designs to illustrated cookbooks, rendered in media such as graphite, watercolor, oils, and digital. Notable commissions include her work with the U.S. Mint, where she contributed to the 2020 Silver Dollar commemorating the 19th Amendment and the American Women Quarters Program. In addition she created the reverse quarter design honoring astronomer Dr. Vera Rubin in the American Women Quarter Program. Her work has received national recognition, including awards such as Best Historical Coin of the Year at the COTY Awards, and has been acknowledged by institutions like the Smithsonian. Christina's illustrations have been featured in prestigious exhibitions and publications including Society of Illustrators West, Spectrum Fantastic Art, ImagineFX, and 3x3 Magazine. Her ongoing personal series, Animals From History, reimagines iconic historical figures as whimsical animal characters. With over 25 unique illustrations, the project has captured media attention from outlets such as ABC News, Juxtapoz Magazine, Mental Floss, and My Modern Met. Beyond her professional practice, Christina serves as the Department Head of Illustration at Ringling College of Art and Design, where she finds constant inspiration in mentoring the next generation of artists. Find out more at: www.ChristinaHess.com and www.AnimalsFromHistory.com

Christina Hess is the Department Head of Illustration at Ringling College of Art & Design. In this interview, we discuss the value of art school and the impact of AI on art. Christina is an illustrator known for blending historical and natural themes across a wide range of projects. Her portfolio includes everything from numismatic designs (the study of coins, tokens, medals, and paper money) to illustrated cookbooks, rendered in various media such as graphite, watercolor, oil, and digital. Two 2026 United States coins will feature designs by Christina. The new quarter showcases scientist Dr. Vera Rubin. She also designed a new $1 coin depicting Native Hawaiian scholar Mary Kawena Pukui as part of the Native American $1 Coin Program. Christina's illustrations have been featured in publications such as the Society of Illustrators West, Spectrum Fantastic Art, ImagineFX, and 3x3 Magazine. And if that's not enough, she is a wonderful person, and her students at Ringling are extremely fortunate to have her! Learn more at www.christinahess.com/about

359. Christina Hess, Head of Illustration at Ringling College, Exploring the Value of Art School and AI's Impact on Illustration Writers & Illustrators of the Future Podcast, Christina Hess, L. Ron Hubbard, John Goodwin, Ringling College of Art and Design 4 hours ago4 hours ago Write a comment 30 plays30 Writers & Illustrators of the Future Podcast 285 followers 285 359 tracks 359 Christina Hess is the Department Head of Illustration at Ringling College of Art & Design. In this interview, we discuss the value of art school and the impact of AI on art. Christina is an illustrator known for blending historical and natural themes across a wide range of projects. Her portfolio includes everything from numismatic designs (the study of coins, tokens, medals, and paper money) to illustrated cookbooks, rendered in various media such as graphite, watercolor, oil, and digital. Two 2026 United States coins will feature designs by Christina. The new quarter showcases scientist Dr. Vera Rubin. She also designed a new $1 coin depicting Native Hawaiian scholar Mary Kawena Pukui as part of the Native American $1 Coin Program. Christina's illustrations have been featured in publications such as the Society of Illustrators West, Spectrum Fantastic Art, ImagineFX, and 3x3 Magazine. And if that's not enough, she is a wonderful person, and her students at Ringling are extremely fortunate to have her! Learn more at www.christinahess.com/about

Nvidia CEO Jensen Huang discusses the "off the charts" sales of the Blackwell advanced graphics processing unit (GPU), the company's new Vera Rubin platform and the outlook for demand from China with Bloomberg Tech co-host Ed Ludlow in a special conversation as heard on Bloomberg TV and Radio. See omnystudio.com/listener for privacy information.

I denne RumSnak ser vi nærmere på det spritnye Vera C. Rubin Observatory, et stort teleskop i Chile, der for ganske nylig er begyndt at tage billeder, og som de næste ti år skal tage massevis af billeder at den sydlige himmel. Der er mange videnskabelige mål med Vera Rubin – man vil både fotografere milliarder af galakser og samle data der kan hjælpe forskerne med at forstå mørkt stof, men observatoriet skal også kortlægge små objekter her i vores Solsystem og være med til at kortlægge Mælkevejen. Vi har besøg af Christa Gall fra Niels Bohr Institutet, som kan fortælle meget mere om hvad Vera Rubin skal bruges til. Vi skal dog også have et par aktuelle nyheder, denne gang blandt andet om en grovædende planet og spændende molekyler på en af Saturns måner. Lyt med

News and Updates: Apple iOS 26 delivers one of the biggest iPhone upgrades in years. The new Liquid Glass interface adds a translucent, holographic look, while Spatial Scenes uses AI to turn photos into dynamic 3D wallpapers. Major app redesigns include a cleaner Camera for one-handed use, a simplified Photos layout, customizable Messages with polls and chat backgrounds, and an upgraded Lock Screen. New Battery Settings now estimate charging times and debut Adaptive Power Mode (on iPhone 15 Pro+). But the flashy Liquid Glass design has drawn complaints of eye strain, dizziness, and legibility issues, with Apple offering accessibility tweaks as workarounds. Intel + Nvidia struck a $5B partnership that could reshape PCs. Nvidia bought a 4–5% stake in Intel, and the two are co-developing hybrid CPUs with Nvidia GPU chiplets connected via NVLink. These SoCs could boost AI PCs, power slimmer gaming laptops, and bring workstation-level performance to mini desktops — potentially blurring the line between integrated and discrete graphics. Nvidia + OpenAI announced a massive $100B investment deal. Nvidia will fund the buildout of 10 gigawatts of AI data centers using its upcoming Vera Rubin chips, more than doubling today's top AI hardware. The arrangement lets Nvidia recycle investment into chip sales while giving OpenAI infrastructure to push toward “superintelligence.” The deal lifted Nvidia's market cap to nearly $4.5T, the largest in the world. SpaceX Starlink filed to launch up to 15,000 new satellites to supercharge its direct-to-cell service. The move follows a $17B spectrum deal with EchoStar and will boost capacity 20-fold, enabling LTE-like performance for calls and messaging in dead zones. T-Mobile remains the US launch partner, but CEO Elon Musk hinted SpaceX could eventually sell mobile service directly, competing with carriers. Microsoft is injecting Copilot into all Microsoft 365 accounts, unless you manually use the Customization feature to stop the auto install.

Rate cut - rates up? Diet Stocks - losing weight Good news/bad news - all good for markets Bessent for Fed Chair and Treasury Secretary? PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - BRAND New server - all provisioned - Much faster DH Site - Need a new CTP stock! - New Clear Stocks! - To the Sky - Money Tree Market - Tik Tok news Markets - Rate cut - rates up - Diet Stocks - losing weight - Good news/bad news - all good for markets - StubHub IPO Update SELL Rosh Hashanah - Buy Yom Kippur? Vanguard Issues? Got a call this morning..Gent in NY... NEW CLEAR - On Fire! - Have you seen the returns on some of these stocks? - YTD - - URA (Uranium ETF) Up 75% -- SMR (NuScale) Up 164% - - OKLO (OKL) up 518% - - CCJ (Cameco) up 65% TikTok Nonsense - President Donald Trump said in an interview that aired Sunday that conservative media baron Rupert Murdoch and his son Lachlan are likely to be involved in the proposal to save TikTok in the United States. -Trump also said that Oracle executive chairman Larry Ellison and Dell Technologies CEO Michael Dell are also likely to be involved in the TikTok deal. More TikTok - White House Press Secretary Karoline Leavitt says TikTok's algorithm will be secured, retrained, and operated in the U.S. outside of Bytedance's control; Oracle (ORCL) will serve as Tiktok's security provider; President Trump will sign TikTok deal later this week - What does that mean and will it be the same TikTok. - Who is doing the retraining??????? SO MANY QUESTIONS MEME ALERT! - Eric Jackson, a hedge fund manager who partly contributed to the trading explosion in Opendoor, unveiled his new pick Monday — Better Home & Finance Holding Co. - Jackson said his firm holds a position in Better Home but didn't disclose its size. - Shares of Better Home soared 46.6% on Monday after Jackson touted the stock on X. At one point during the session, the stock more than doubled in price. - The New York-based mortgage lender jumped more than 36% last week. Intel - INTC getting even more money. - Now, NVDA pouring in $5B - Nvidia and Intel announced a partnership to jointly develop multiple generations of custom data center and PC products. Intel will manufacture new x86 CPUs customized for Nvidia's AI infrastructure, and also build system-on-chips (SoCs) for PCs that integrate Nvidia's RTX GPU chiplets. - Both the US Government and NVDA got BELOW market pricing on their shares. NVDA $$ - Nvidia is investing in OpenAI. On September 22, 2025, Nvidia announced a strategic partnership with OpenAI, which includes an investment of up to $100 billion - The agreement will help deploy at least 10 gigawatts of Nvidia systems, which will include millions of its GPUs. The first phase is scheduled to launch in the second half of 2026, using Nvidia's Vera Rubin platform. Autism Link - Shares of Kenvue (KVUE) are trading lower largely due to reports from the White House and HHS suggesting a forthcoming warning linking prenatal use of acetaminophen (Tylenol's active ingredient) to autism risk. - Investors are concerned that such a warning could lead to regulatory action, changes in labeling requirements, litigation risk, or reduced demand for one of KVUE's key products. It's estimated that Tylenol accounts for approximately 7-9% of KVUE's total revenue. - The company has strongly denied any scientific basis for the link, but the uncertainty itself is hurting sentiment. - Finally, this also comes on top of recent weak financial performance: KVUE posted a Q2 revenue decline of 4% and cut its full-year guidance on August 7. - - Lawsuits to follow... Pfizer

Could we turn Earth into Jupiter by just adding more atmosphere? Can we train to communicate with aliens by talking to animals? How's YouTube destroying itself and it's getting really dangerous? And in Q&A+ will Vera Rubin find an asteroid on a collision course with Earth?

Vera Rubin bola legendárna astronómka, dnes je po nej pomenované legendárne observatórium. Čo pozorovala ona? Čo bude sledovať toto observatórium? A ako sa mení povaha astronómie. O tom všetkom diskutujú Jozef a Samuel. Podcast vzniká v spolupráci so SME. Podcastové hrnčeky a ponožky nájdete na stránke https://vedator.space/vedastore/ Vedátora môžete podporiť cez stránku Patreon https://www.patreon.com/Vedator_sk   Všetko ostatné nájdete tu https://linktr.ee/vedatorsk Vedátorský newsletter http://eepurl.com/gIm1y5

Who will name Planet X if/when it is discovered? How will cats deal with the toilet situation if they go to space? Can a star block an entire galaxy? And in Q&A+ what happens if we find proof that there's no life elsewhere?

Atheists have often claimed that the Bible makes no scientific predictions and therefore cannot be a valid source of knowledge about the universe. But this is simply unfounded. First, modern science as we understand it today did not exist thousands of years ago. To demand that our modern expectations should be imposed upon the text of Scripture is anachronistic eisegesis. It is our imposing our expectations and understanding into the texts of the Bible. But second, Psalm 19, written by King David some 3,000 years ago, tells us that the heavens are continually pouring forth speech and knowledge, day after day and night after night. Nowhere is this pouring forth more clearly demonstrated today than in the latest ground-based Simonyi Survey Telescope perched high atop the peak of El Peñón at an elevation of 8,799 feet. It is the main eye to the sky of the newly operational Vera C. Rubin Observatory in north central Chile. This technological marvel pulls down 20 terabytes of data, every night! Ten times the storage capacity size of most new computer hard drives or smart phones. Over the course of its proposed ten-year survey of the southern hemisphere, astronomers hope to collect some 500 petabytes of data in total! One petabyte is 1,000 terabytes. You can see more wonders and find out more about the telescope at the observatory's main website. https://rubinobservatory.org The image on this month's thumbnail comes from the observatory website. Wayne has written a companion article on the telescope and observatory. You can find that here. https://creationanswers.net/answersblog/2025/09/01/so-much-more-the-vera-rubin-telescope/ Other related links: https://www.astronomy.com/science/first-ever-images-released-by-the-vera-c-rubin-observatory/ https://www.youtube.com/watch?v=a_mSAqw_DBY Podbean enables our podcast to be on Apple Podcasts and other major podcast platforms.  To support Good Heavens! on Podbean as a patron, you can use the Podbean app, or go to https://patron.podbean.com/goodheavens.  This goes to Wayne Spencer. If you would like to give to the ministry of Watchman Fellowship or to Daniel Ray, you can donate at https://www.watchman.org/daniel. Donations to Watchman are tax deductible.

The Elephant in the Universe: 100-year search for dark matter Author: Govert Schilling Theoretical Stability and Observational Proof of Dark Matter Halos Headline: Galaxies Need Invisible Halos: Ostriker and Rubin Provide Evidence In the late 1960s, theorist Jeremiah Ostriker calculated that a flattened galaxy like the Milky Way could not remain stable without a large, spherical "halo" of unseen matter surrounding it, providing a theoretical basis for dark matter. This theoretical need was then powerfully confirmed by the observational work of American astronomer Vera Rubin and her colleague Kent Ford throughout the 1970s. Studying distant galaxies, including Andromeda, they discovered that stars on the outer edges rotated at unexpectedly high, constant velocities, rather than slowing down as predicted. This "flattening the curve" of rotational velocities offered the first concrete proof for the existence of dark matter, whose gravity was necessary to prevent galaxies from flying apart. 1958

Which is a bigger showstopper for a human Mars mission: food or radiation exposure? Does Vera Rubin leave any chance for aliens to still sneak upon us? Can something like space whales actually exist? And in Q&A+, when can we find out what dark matter and dark energy actually are?

Will the Rubin Observatory prove Einstein wrong? Neil deGrasse Tyson & Chuck Nice answer queries about the new observatory, the Legacy Survey of Space and Time (LSST), and our next big tool to uncover the universe with Zeljko Ivezic, Director of Rubin Observatory Construction.NOTE: StarTalk+ Patrons can listen to this entire episode commercial-free here: https://startalkmedia.com/show/vera-rubin-observatory-with-zeljko-ivezic/Thanks to our Patrons Ceil Hook, Travis Cowger, Mitaka, Tonatiuh Mielto, Henry Holzgrefe, Jr. , Seth Price, Kimberly Christian, Cynthia McCarty, Hector Bojorquez, Jan Groenteman, jesse riley, Brian Borho, Tori Levine, Emily Rice, Janet Andrews, Matthew Murphy, Ara Rice, Kyle Lewis, Brandon Anderson, Michelle, Kevin Ahern, Jason VanNimwegen(N7IAG), Johnny K, Joshua Barkley, Nathaniel Randell, Jon Waterfield, Matthew Schrage, Zdravko Iskrev, Norman Weizer, Brad Magic Soace, Alfrdo Fettucine Jr, Larry Taylor, Kelli Buckle, Darkarma, Lillian S., Jay Swami, Niki Anderson, Stephen Sullivan, Prasad Mohire, Dylan S, Billy Maher, Andrius Linkus, Jack Terpstra, Jason Duran, Christopher Tuomi, Farrukh Baig, Carlas, Margaret Widman Dees, and Sister Peace 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.

Betelgeuse has a companion star, Vera Rubin discovered the third interstellar object accidentally, the first evidence of direct collapse supermassive black holes, and in Space Bites+ developing plans to help humanity deal with finding an extraterrestrial intelligence.

The Vera C. Rubin Observatory has shared its first public images, revealing millions of galaxies, stars, and asteroids in stunning detail. Stephanie Deppe, astronomy content strategist at Rubin Observatory, joins us to explain what makes these images so revolutionary, how the observatory works, and what’s coming next as Rubin prepares for its ten-year Legacy Survey of Space and Time. Later in the show, we reflect on the life and legacy of the observatory’s namesake, Vera Rubin, the groundbreaking astronomer who provided the first convincing evidence of dark matter. Jess Soto, STEM Strategies Coordinator at Mount Wilson Observatory and creator of Science Women Shirts, reflects on Rubin’s efforts to open up opportunities for women in space science. Then we close out the show with Bruce Betts in our regular What’s Up segment, featuring the discovery of a brand-new interstellar object, 3I/ATLAS, the third known object to travel through our Solar System from interstellar space. Discover more at: https://www.planetary.org/planetary-radio/2025-first-images-rubin-observatorySee omnystudio.com/listener for privacy information.

Will there be a northern hemisphere version of Vera Rubin? Or maybe we can put one straight in space? Can Vera Rubin detect alien spacecraft if they ever visit? And if it finds planet 9, how fast will we be sending a mission there? And in Q&A+, how many planets will be out there if we reinstate Pluto as one? Answering all these questions and more in this Q&A show.

Which type of planet that's not in the Solar System is the most interesting? Can we detect an interstellar black hole? Should science journalists report about non-conventional science theories? And in our extended Q&A+ version, will the success of Vera Rubin stimulate building a northern hemisphere version of it?

Astronomy Cast Ep. 761: It's Here! The Vera Rubin Observatory By Fraser Cain & Dr. Pamela Gay Streamed live June 25, 2025. The time has come. The mighty Vera Rubin Observatory has finally come on line and delivered its “first light” images. And by Pamela's rules that means we get to talk about it! So let's do that! After decades of waiting, we have images from Vera Rubin Observatory!   SUPPORTED BY YOU This Episode is made possible thanks to our Patrons on Patreon. Join at the Galaxy Group level or higher to be listed in our YouTube videos. Thanks to: BogieNet, Stephen Vei, Jeanette Wink, Siggi Kemmler, Andrew Poelstra, Brian Cagle, David Truog, Ed, David, Gerhard Schwarzer, Sergio Sancevero, Sergey Manouilov, Burry Gowen, David Rossetter, Michael Purcell, Jason Kwong

In this exclusive interview, Professor Mario Jurić reveals how the Vera Rubin Observatory accidentally discovered 2,000 asteroids in just 10 hours while testing its capabilities on the distant Virgo Cluster—transforming humanity's asteroid discovery rate from 20,000 per year globally to potentially over one million annually with a single telescope. Jurić explains how VRO's revolutionary multi-messenger astronomy capabilities will detect dark matter's effects and light simultaneously, automatically slewing to capture cosmic catastrophes like black hole collisions within 30 seconds of detection. From mapping dark matter in galaxy clusters 54 million light-years away to building Earth's first comprehensive planetary defense system against asteroid impacts, this conversation explores how one observatory is about to fundamentally change both our understanding of the universe and our ability to survive in it. — Please join my mailing list here