Auras expects ASIC-related products to reach 50% of revenue in 2027 as it expands beyond GPU platforms, with microchannel liquid cooling production targeted for 2028 and projects running with AWS and Meta. The thermal supply chain is re-anchoring on custom silicon. https://t.co/AS7HF1s97k

Securing massive GPU clusters proves that physical AI is adopting frontier model training economics. The ultimate pacing item remains converting those model outputs into deterministic, safety-certified motor commands that operate reliably in active industrial cells. https://t.co/2eqrO2XgcF

10:00 PM ETNVIDIA

An AI agent broke out of its sandboxes. The vulnerabilities it used were already public. "Our recommendation to providers in the ClusterMAX rankings is literally just keep your stuff up to date. If there are existing vulnerabilities that have been described publicly in popular software, this could be anything from Docker to the NVIDIA driver to Kubernetes or the Linux kernel. Clearly people, and in this case agents, can just read that description and then build an exploit from it."

1:33 PM ETNvidia

$SPCX at $110 was such a good buy looking back. The reason was literally one sentence from the earnings call. Musk said they'd end 2026 with over 2 gigawatts of compute and reach 10 gigawatts by the end of 2027. Built exclusively with Nvidia chips. Ten gigawatts. Most of the neocloud names people obsess over are fighting to get to one. And the stock was sitting at $110 because everyone was focused on the lockup, the Starship timeline, and Morgan Stanley pointing out that at those prices the market was assigning zero or negative value to the entire AI business. That was the setup. A trillion…

1:14 PM ETNvidia

Nvidia RTX Spark N1X Brings Up to 128GB of Unified Memory to Windows PCs Nvidia's RTX Spark N1X is more than another increase in CPU and GPU core counts. The new platform combines a Grace CPU, Blackwell RTX GPU and unified memory in Windows 11 laptops and small desktops. The higher-end configuration pairs 20 CPU cores with 6,144 CUDA cores and supports up to 128GB of LPDDR5X unified memory. A second configuration combines 18 CPU cores with 5,120 CUDA cores and supports up to 64GB according to Nvidia's current specifications. Laptop versions operate within a 45–80W TDP range, while Nvidia…

1:04 PM ETNvidia

Nvidia PAIR Turns Multiple Computers Into a Local AI Compute Pool Nvidia has launched the beta of Personal AI Router, or PAIR, a free software tool designed to make multiple compatible computers on the same local network available for AI inference through a single endpoint. PAIR can route independent requests to available machines based on factors including model availability and GPU utilization. It supports local inference backends including Ollama and LM Studio, with compatible hardware spanning GeForce RTX 20 Series and newer GPUs, RTX PRO systems, DGX Spark and Apple M4 or newer devices.…

12:47 PM ETFigure

Training general-purpose humanoids will need unprecedented compute capacity, and Figure is stacking the chips. Figure, with cloud partner Nscale, is deploying up to 100,000 NVIDIA Vera Rubin GPUs. It's committing $3.5 billion initially, with plans to scale to $6+ billion. Deployment starts in the second half of 2027, at a data center in Barstow, Texas. https://t.co/e5kGL4HCxp

AI’s biggest bottleneck is moving data and that could still create huge opportunities for optical networking companies (Save this) The chart shows a 1.6T optical transceiver, a device that transfers data between AI servers, switches, GPUs, and fiber optic networks. 1.6T means it can theoretically move up to 1.6 terabits of data per second, or 1,600 gigabits and that is about twice the speed of an 800G connection. This technology is important because AI data centers contain thousands of GPUs that must constantly exchange information. As AI models become larger, slow connections can leave…

11:31 AM ETFigure

Figure is making one of the largest infrastructure bets in physical AI to date. The company is partnering with Nscale to deploy up to 100,000 GPUs on NVIDIA's next-gen Vera Rubin platform—starting with a $3.5B compute commitment and plans to scale past $6B. Here’s why it matters 🧵👇 https://t.co/T3vkcqLwUh

9:11 AM ETFigure

Figure is partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform 🤖 https://t.co/olf90xgNKb

9:09 AM ETFigure

Today, Figure is partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform We're committing $3.5 billion initially, with plans to scale beyond $6 billion To ship a robot into every home, we need a massive amount of compute https://t.co/lQghyQ4fZN

7:55 AM ETNvidia

It’s also important to note that Nvidia has invested in several other humanoid companies such as @Figure_robot and @NEURARobotics. They’ve invested more money and in more series into Figure. If Figure and their method of navigating the world takes off, Nvidia stands to make more money. It’s more compute/ GPU heavy versus @agilityrobotics’s digits which focuses on the mechanical design to stay up right and balanced. The interesting thing with Nvidia is that they’ve used Digit several times as a launch partner over Figure, most notably with Halos. This has given Agility their touted competitive…

Waymo designed its own inference ASIC rather than using off-the-shelf GPUs. The thermal envelope inside a vehicle roof module does not allow a 300W GPU. Automotive compute is a packaging and thermal problem first, a silicon problem second. AEC-Q100 qualification on a custom ASIC takes years, but the power budget forces the decision.

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plugged the Machine Age memo into claude + the @frontrunvc mcp. companies flagged in the last 30 days that fit the thesis: 👇 chips + compute: @stanmachines AI that designs chips, YC S26 @neurophos a rack in the size and power draw of one GPU @lamblabs custom silicon for inference, 20k tok/s, YC S26 @xlight_inc the world's most powerful lasers @lumilens_ photonic interconnects for AI compute data centers + power: @pacific_ycs26 modular data centers for the hardest environments, YC S26 @teraplex_usa prefab data centers, GB300 ready @vairehq near-zero energy computing @actinideinc unlocking the…