NaveenRathore @CodeCraftNR
Policy nerd 🤓 | Former tech guy ⚙️ | Don't @ me! Austin Joined June 2022-
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Decoupling from gas is required @nworbmot !
Meanwhile China priced itself in: its industrial tariff fell from $145 to $87/MWh (2012–25), mostly because tariffs stayed frozen in yuan.
Exactly the things Formic has been doing for the last 5 years
there is no ChatGPT moment for robotics capability can skyrocket “overnight” but adoption is the long horizon all the opportunity belongs to those who can make adoption work. its a game of march of 9s (reliability), the last mile (deployment), and keeping it running (support).
🇰🇷 Groq Aims to Integrate '3D DRAM Stacking' into Next-Gen Chips, 26-10-20 zdnet.co.kr/view/?no=20261… A source from the semicon industry Not HBM Patents Tile Structures patents.google.com/patent/US12660… DRAM Mem Cons x.com/ogawa_tter/sta… <= Stacked Mem LLI, NVIDIA x.com/ogawa_tter/sta…
=> Low-Latency Compute Architectures for Neural Network Inference, W. Dally, et al., NVIDIA (P: 25-04) Compute / IMLP Tile Configurable Network Stacked Memory patentscope.wipo.int/search/en/deta… patentscope.wipo.int/search/en/deta… patentscope.wipo.int/search/en/deta… patentscope.wipo.int/search/en/deta… patentscope.wipo.int/search/en/deta…
Striking detail in the big NYT piece on Taiwanese families adjusting to working at the huge new TSMC chip plant in Arizona: their surprise at the lack of rigor in US schools.
The DOE just added Helium to the critical materials list bc of its role in semiconductor manufacturing. We actually used to maintain a strategic reserve for this. The only other gas on the list is Fluorine.
Chinese commercial startup Longyuan Space is proposing an intriguing recovery concept: catching a legless booster using an active, mobile "Octagrabber"-style cradle vehicle.
Not only AI data centers need chips. Physical AI does too. AI is finally going outside to touch grass. Cars. Drones. Factories. Robots. Space. We need all the chips we can get. And there aren’t that many companies that can actually make leading-edge chips! Intel, Samsung and TSMC (Alphabetical order)
Robot intelligence is becoming cheap and abundant!!
We built a robotics data engine with Astra-level performance at 125x lower cost. And we are open-sourcing the weights today! Introducing Flora, a suite of open models to parse the physical world and turn raw footage into rich training signals. Flora already powers our in-house
I believe this is the production facility for Lockheed Martin’s Precision Strike Missile Increment 1 (PrSM Inc 1).
Advanced manufacturing is changing how fast we can build. 🇺🇸 With @HadrianInc and @GMDefense we’re bringing automation, digital manufacturing and precision machining into our operations to help accelerate production.
We are excited to present Thomy, the first chip we made with an openPDK ICsprout55. Check out asic.ethz.ch/2026/Thomy.html & github.com/openecos-proje….
Incredibly exciting.
Announcing Prosperity One: a proposed 6.6 gigawatt nuclear campus in Lewis County, Kentucky
Some fun results over night from the AMD AI Halo, running AMD Ross and local LLMs. A repair loop on a Verilog file, Ross provides the linting skills in Vivado. Blue Pearls AI then iterates and corrects the issues.
Is AI inference a compute problem or a data movement problem? Microsoft's Saurabh Dighe argues it's the latter. Moving data can consume 100x more energy than compute itself. How does this principle change the way we should design AI accelerators like the Maia 300?
$NVDA just secured a Vera CPU deal with Modal, which previously relied on $AMD and $INTC processors after early testing reportedly showed 2x capacity for AI agent workloads. Another great example of how AI agents are making CPUs a much bigger part of AI infrastructure as they constantly run code and call tools giving Nvidia an opportunity to capture spending well beyond GPUs. Nvidia is now targeting ~$20B in CPU revenue this fiscal year as Vera gains traction with AI-native customers like Modal and Perplexity while $ORCL, OpenAI and Anthropic also plan to adopt the chips.
ASML Shipments to China Surge to 23% of System Sales in Q3 2026. 📰 News Source: buff.ly/PTDqgtj
Intel says silicon photonics are the "golden hammer" of next-gen systems as they are the only high-volume fab delivering 300mm indium phosphide photonics at scale. 🔗 wccf.tech/1le92
Nvidia is forcing Samsung and TSMC to work together on custom high-bandwidth memory. Samsung will make Nvidia’s next custom stack, NVHBM, which is based on HBM4E. TSMC will produce the base die on its 3nm process. Samsung will handle the core die on its 1c DRAM process. Nvidia required the split so performance stays consistent across Samsung, SK Hynix, and Micron, and so it can cut its own verification load. This is a major shift. TSMC has long resisted deep process-level work with Samsung on memory. Nvidia’s volume and design control overrode that reluctance, locking two rivals into the same supply chain for its AI GPUs. Samsung still runs its own full turnkey approach for standard high-bandwidth memory and for other customers. It is also checking whether its own foundry can make the base die as a backup if TSMC capacity tightens. Nvidia is effectively writing the rules for both the logic and memory sides of the AI stack. If Nvidia can force two rivals onto the same custom stack, does that deepen its control over the AI supply chain, or does it also give Samsung a path to prove its foundry on the same node? $NVDA $TSM x.com/Semiconductors…
삼전이 트슴과 협력이 어려웠던 것은 트슴의 거부가 더 강력한 동인이라는 건 아는 사람은 다 아는 이야기였는 데, 삼전 (nv)hbm 베이스 다이를 tsmc가 만들어 준다는 건 엔비디아가 얼마나 손목을 강하게 꺾어버린 건지 알만하죠.
M. Liang and Q. -Y. Guo propose a methodology for designing a wideband, high-gain omnidirectional antenna by utilizing the Fabry–Pérot cavity (FPC) effect. Read it at: ieeexplore.ieee.org/document/11482…
Credo, 2026 OCP Global Summit Wider. Slower. Better: Optics that Can Beat Copper, Executive Session youtube.com/watch?v=oLB9Fy… drive.google.com/file/d/1sou5zj… Expo Hall youtube.com/watch?v=9gyeQm… to Acquire Hyperlume, 25-09-29 investors.credosemi.com/news-events/ne… Micro-LEDs, Appls x.com/ogawa_tter/sta…
=> Micro-LEDs, Hyperlume, Inc Appls Optical Link with Redundant Light Source and (24-11) patentscope.wipo.int/search/en/deta… for Active Short Distance Links (24-08) patentscope.wipo.int/search/en/deta… Plasmonic Micro-LEDs (24-11) patentscope.wipo.int/search/en/deta… CMOS Photodiode (24-08) patentscope.wipo.int/search/en/deta…
post choked flow or gtfo god its easy to bullshit ppl with rocketry
We are building reusable heavy-lift rockets to take on SpaceX, powered by an engine designed with 90% fewer parts. First engine hot-fired 4 months in, from a basement, for under $30K. $400M in launch reservations signed. Satellite operators: let’s talk @ycombinator
なうなう @naunauDQX
273 Followers 396 Following DQ10キャラ名→なうなう ハウジングとドレスアップが大好きなエンジョイ勢です。 みんなのハウジングではN氏で投稿しています ✨とっても可愛いアイコンはちゃきんこさんに描いてもらいました。
kvetchr @kvetcher1321
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Kumar Garg @KumarAGarg
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22K Followers 3K Following Three decades in semiconductor lithography. I run the Litho War Dashboard site; it's a live feed of the freshest semi news & market data.
Aerospace News by HYP... @HypeAviation
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U.S. Air Force Materi... @HQ_AFMC
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NASA's Johnson Space ... @NASAJohnson
2.3M Followers 169 Following Lead center for the @Space_Station and Orion spacecraft. Home to Mission Control and the nation's astronaut corps. 🚀 https://t.co/7u1SQekfru
Oriana Pawlyk @Oriana0214
32K Followers 8K Following @politico aviation reporter. Signal oriana0214.02. Ex-@Militarydotcom,@AirForceTimes. @MiamiUniversity. The B-1 ≠ nukes. 🇺🇸🇺🇦, Chicagoan, #avgeek. RT, ♥️≠E.
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Airways Magazine @airwaysmagazine
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5K Followers 2K Following #B787 pilot ✈️ (#B747 #E190) #Aviation #Pentax #Engineering CostaRica 🇨🇷 Taiwan 🇹🇼
UnveiledChina @Unveiled_ChinaX
29K Followers 227 Following Unveiling the CCP’s actions inside China and globally. Politics, economy, influence ops, tensions with other countries, society & everyday realities.
Axiom Space @Axiom_Space
145K Followers 313 Following Building era-defining space infrastructure that drives exploration and fuels a vibrant space economy for the benefit of every human everywhere.
Mechanical Knowledge @mechanical_4u
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Marcelo Samsoniuk @samsoniuk
4K Followers 460 Following An ancient wizard from the 68000 era, maintainer of legacy open-source projects and “true full-stack” developer!
tom @tom001xx
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Milk Road AI @MilkRoadAI
51K Followers 420 Following Helping millions of investors navigate the AI markets. Capitalize on the biggest technological change in history across the infrastructure & app layers of AI.
Chimp Capital @Chimp_Capital
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Big Iron Enjoyer @BigIron_Enjoyer
596 Followers 492 Following Competitive Revolver Shooter and Marty Robbins Respecter.
James Raab 🇺🇸�... @JamesRaxz
5K Followers 710 Following Software Engineer and Roboticist. Machine Learning. Carnegie Mellon '08. Airpower evangelist. American living in Berlin 5-6 months/yr. 🇪🇺🇹🇼
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11K Followers 333 Following buying businesses at attractive valuations.
A fat cat from Sweden... @afatswedishcat
699 Followers 825 Following Geopolitically autistic | 23 | Globalised supply chain enthusiast
Molly O’Shea @MollySOShea
79K Followers 438 Following Investing & Tech →Newsletter/Podcast @Sourceryy | BIG Fan @brexhq @harvey @mercor @public @deel @getvcx
AAS Press Office @AAS_Press
16K Followers 75 Following Astronomy news from the Press Office of the American Astronomical Society. Note: Tweeting is not endorsing, only informing.
Out of Spec Studios @Out_of_Spec
32K Followers 13 Following Road trips, track tests, and reviews all centered around the love of motoring. https://t.co/ANUamZXDv0
Jesse D. Jenkins @JesseJenkins
107K Followers 11K Following Professor of Energy Systems Engineering & Policy @EPrinceton & @AndlingerCenter. Co-founder Firma Power. Advisor to climate tech companies & investors.
Lee Vinsel @STS_News
9K Followers 1K Following I do technology studies, make Peoples & Things podcast, co-founded @The_Maintainers, and profess Science, Technology, and Society at Virginia Tech.
Simon Sarris @simonsarris
89K Followers 1K Following In labouring to be concise, I become obscure. Making things, sacred things, arte da sola. 🌜The map is mostly water. https://t.co/DTV2inlxIx
Arvind P. Ravikumar @arvindpawan1
10K Followers 3K Following Co-Director, Center for Energy and Environmental Systems Analysis, Prof @UTAustin studying energy systems and carbon emissions across energy supply chains.
Liv Boeree @Liv_Boeree
267K Followers 629 Following Intelligence is knowing how to win a game. Wisdom is knowing which games to play in the first place. 🚀♣️🌳🦾 Watch my latest thing here 👇
Johhnywalker @johhnyWalkerAZ
17K Followers 1K Following Christian, Proud American $RKLB $PLTR , I find stocks early $,no drugs no alcohol, no porn. I already have a hot girlfriend, I’m not interested
Raj Shukla @Gen_RajShukla
21K Followers 579 Following 🛡️ Former Army Commander Author, Speaker, Observer & Commentator on Global Strategic-Military Affairs Retweets are not endorsements
Kyla Scanlon @kylascan
206K Followers 981 Following CNN, Foreign Policy, NYT Opinion, Vanderbilt Policy Accelerator Daily econ explainers In This Economy?” + Kyla's Newsletter [email protected]
jasmine sun @jasminewsun
26K Followers 1K Following anthropologist of disruption ✰ contributor @theatlantic ✰ newsletter https://t.co/pyrKX4WjGX
Kagan.Dunlap @Kagan_M_Dunlap
86K Followers 814 Following Host of The @kagandunlapshow My Content Does Not Reflect the Official DOW Business Inquiries: [email protected]
Fly Æther🪰 @FlyaEther33
13K Followers 2K Following Just a Fly🪰,Post'n & Speak'n on all things connected to the Æther ✨🤟🤙 https://t.co/Vf08LFs8TX https://t.co/766cUGrIQB
笑脸男人 @lfx160219
12K Followers 5K Following
Lavie Ohana 🛰️ @lavie154
6K Followers 2K Following building bridges to the stars | incandescent space computers @goblacklight | prev. strategy @ablspacesystems, space stories @wearespacescout | she/they 🏳️⚧️
matt dooley @mdooley
1K Followers 2K Following Bedford Boy. RTs are not endorsements. Endeavoring to learn, to teach, and perhaps to entertain. Working to get America to end cancer.
SomePLAOSINT @someplaosint
26K Followers 275 Following Interested in understanding more about PLA as a fighting force.
Say No To Trading @SayNoToTrading
24K Followers 195 Following Not a trader, I swear. Just obsessed with capturing lowest cost basis on falling knives, which entails lots of buying and selling. NOT INVESTMENT ADVICE.
Insightful Geopolitic... @InsightGL
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Kyle W @UnstblResearch
2K Followers 344 Following UAP Investigative Researcher , Experiencer, Neurodivergent, Aerospace Repair Technician , Army 11b, History, Gamer, Warhammer 40K, Ham Operator, Reader![EXTRA COGNITIONEM NULLA SALUS ░ I've no special talents I'm only passionately curious [cit. A.Einstein] ░ I’m not an astronaut 🌍](https://pbs.twimg.com/profile_images/716835941529333761/XSI2C5ch.jpg)
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37K Followers 2K Following EXTRA COGNITIONEM NULLA SALUS ░ I've no special talents I'm only passionately curious [cit. A.Einstein] ░ I’m not an astronaut 🌍
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308K Followers 215K Following German #geographer and #demographer in #Melbourne. I curate #maps and #data that explain how the #world works. Obviously all opinions are my own...
Kongsberg NanoAvionic... @NanoAvionics
6K Followers 440 Following Kongsberg NanoAvionics is a #smallsat bus manufacturer and mission integrator focused on improving time to space and time in space. 🌎 USA & Europe.
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88K Followers 6K Following We’re investing in digital and “deep tech” innovations to build a future we can all trust, which is vital to the development of our societies.
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