Google’s next-generation TPU systems are expected to adopt Aspeed’s server-management chips, according to Morgan Stanley. The bank estimates this business could account for 13% of Aspeed’s 2027 revenue. That would expand Aspeed’s role in Google’s custom-chip infrastructure, where Morgan Stanley says TPUs have historically used microcontrollers for management. Aspeed (5274 TT) designs baseboard management controllers, or BMCs, which let operators monitor hardware, troubleshoot systems and control servers remotely. Supply is one condition to watch. Morgan Stanley says a T-glass shortage currently caps Aspeed’s shipments. The company is qualifying E-glass as an alternative, which the bank believes could support shipments above 2 million units a month.

#Marvell# unveiled AI infrastructure management silicon built on #OCTEON# and 5nm IP, claiming ~1,000x higher management performance as AI servers carry 1,500+ sensors vs ~150. UBS sees it complementing #ASPEED#'s #BMC#, not replacing it. 💡More: 🔗 $MRVL

Every time I now read of an innocent woman getting stabbed my inner voice always asks “I wonder how she voted in the last election?” Anyone else do this? I wish her well and aspeedy recovery.

.@OpenComputePrj invited Lattice and @AMI_PR to lead SCMP, a new workstream for open, secure AI infrastructure management & control. Founding contributors include @AMD, @Arm, #ASPEED#, @Intel, @Jabil, @Microsoft, and @NXP. Open to all OCP participants:

Takeaways from the Sept Wrap-Up report - Cautious Market, Intact AI •July was tough; mild recovery through Aug/1H-Sept still felt challenging. Positioning remains cautious despite robust AI-infrastructure demand. Sentiment is more on worst-case capex & monetization fears. •Worst of the pullback looks behind us: positioning cleaned up, Sept rate hike was expected, and recent tech-CEO comments reinforced AI confidence. •Long-term AI/capex: US CSP capex forecast +85% / +45% / +20% YoY for 2026/27/28. CSP balance sheets (ex-Oracle) stay healthy — net leverage ~0.5x, net debt-to-equity only 18% by 2029. •Neoclouds + Nvidia’s $530bn off-balance-sheet backstop = Nvidia wins if demand holds, manageable if it weakens •GPT-6 is a step-up toward AGI: Unlocks monetizable automation across knowledge work, enterprise agents, DevOps/security, synthetic data/RL. •Scaling + inferencing demand continues even as CEOs talk about “pacing the frontier.” •Recent supply tour + SEMICON 2026: bullish on AI infra demand. Tight supply across wafer fab, advanced packaging, memory, LPS, substrate, DSP, etc. Strong backlogs + multi-year visibility. •Still like: NVDA, CPU, UMC/INTC, DRAM/HBM, thermal, interconnect/optics (Credo, SMTC), PCB/PTFE. •August data: TSMC sales +10% MoM (tracking inline). Neoclouds momentum helps OEMs. Substrate upcycle intact, CCL margin expansion. Aspeed +118% YoY with solid 4Q guide / likely BMC price hike. #AI# #Semis# #NVDA# #MU# #TSMC# #capex#

"We're seeing a once in a generational build out of our digital economy, and having a culture of builders, we innovate at a speed few can match." Accelevation CEO Michael Rubiera joins Nasdaq to share how the company is redefining modern manufacturing and building the critical infrastructure powering the digital economy. #NasdaqListed# $ACCV

Brew just got a speed upgrade ☕⚡ We’ve been working behind the scenes to make browsing smoother, finding tokens quicker, and exploring Brew feel better from the moment you arrive. Give it a spin and tell us how it feels 👀 Explore Brew:

That's a wrap on the Day 2 keynote at #FalCon2026#. ⚡ CrowdStrike President Michael Sentonas took the stage to show what securing the agentic era looks like in action — and how we're creating a speed advantage for defenders as AI transforms the threat landscape. From Falcon Guardian and AI Gateway to Agentic Identity, the Agentic SOC and SafeMind, the message was clear: AI is changing how we trust, how we operate and how we defend. A few moments from the main stage. 👇📸

I've had a hunch for a while now that as models get better, restrictive harnesses are probably needed less. I spent some time this weekend trimming my harness with Fable 5 and here are the results in terms of the reduction. I haven't noticed a difference in performance, only a speed increase. 🤯 We truly are in the hard takeoff phase.

The Colosseum had a retractable roof, operated by a crew of sailors, almost 2000 years before any modern stadium. It was called the velarium: an enormous awning of canvas and rope that could be drawn across the open top of the arena to shade fifty thousand spectators from the Roman sun. It was so large and so complex that ordinary labourers could not manage it. The Romans brought in sailors from the imperial fleet, men who spent their lives handling rigging and sail, and stationed them at the top of the structure to extend and retract the canvas as the day moved. A building that has stood, roofless to our eyes, for centuries was in fact designed to be covered. That is the pattern with the Colosseum: almost everything about it was way more advanced than it looks today... Construction began around 72 AD under the emperor Vespasian. Once completed, it was the largest amphitheater in the Roman world: an elliptical structure of stone, concrete, and travertine, 189 meters long, rising as high as a modern fifteen story building. It could hold around 50,000 people and the staircases allowed that entire crowd to enter and leave with a speed that modern stadium designers still study. Beneath the arena floor lay the hypogeum, a hidden labyrinth of tunnels, cells, and machinery. Animals and gladiators waited there in the dark. Numerous trap doors opened in the wooden floor above them, and through hidden lifts and ramps a lion, a leopard, or an armed man could rise into the daylight as if from nowhere, in front of tens of thousands of people. The Romans knew that they had built something that would outlast them so completely that the Colosseum became, for the people who came after, a measure of the world's own endurance. In the 8th century, an epigram attributed to the Venerable Bede offered a prophecy that has never lost its allure: "As long as the Colosseum stands, so shall Rome; when the Colosseum falls, Rome shall fall; when Rome falls, so falls the world." If you enjoyed this, I write a weekly newsletter read by over 50,000 people who love rediscovering the beauty of the past. You can join us here: If you'd like to support my work, a paid subscription is what makes it possible.