NPO presents an interim solution under the transition from pluggable to true CPO. NPO has certain benefits over CPO that bypass current production and reliability challenge of CPO, while maintaining most of the benefits CPO provide. Pros: 🟠 Better serviceability (field replacable) 🟠 Lower blast radius (blast radius limited to the individual NPO module) 🟠 Easier assembly (Optical Engine are packaged separately from the Switch ASIC/XPU) Let's look at how NPO differentiate from CPO architecturally. (1/3)🧵

SpaceX 10GW in 2027 – Why It’s Real, Will Drive $500B ARR for SpaceX, and Why Microsoft Will Be the Largest Offtaker Inference at 100B/GW/year, SpaceX's stellar pace, Microsoft's 10GW 2026 Awakening, Azure Can Grow Tiple-Digits

How often does Claude use tools? We looked through 2.27M Claude responses we collected to find out. The Opus models show a clear downward trend in tool calls from Opus 4.6 to Opus 4.8. However, Fable 5 stands out against that pattern, averaging 1.00 tool calls per response compared with 0.76 for Opus 4.8 and 0.79 for Opus 5. (1/2)🧵

BREAKING FROM ICM 2026: Three of four 2026 Fields Medalists have announced that they will NOT be pivoting to AI research, even though their jobs will soon be AUTOMATED BY AGI. As Dijkstra said, "Programming is one of the most difficult branches of applied mathematics; the poorer mathematicians had better remain pure mathematicians."

Can AMD break the CUDA Moat? AMD Advancing AI 2026, Up to 105% Equity Rebate Discounts for OpenAI, Agentic Kernel Generation, Improvement in Software Quality, Unstable Internal Development Clusters, Helios MI455X Production Ramp Hell

Many don't know this but the collapse of the Bronze Age is what led humans to developing test-time compute, also known as an internal monologue. When civilization collapsed, writing systems disappeared across much of the eastern Mediterranean. Trade networks broke. Specialized bureaucracies vanished. Knowledge could no longer be offloaded to institutions. Humans increasingly had to simulate, plan, and reason locally rather than rely on civilization as external memory. We replaced external embeddings with internal compute. The next transition may be the reverse: civilization increasingly becomes our external reasoning engine, while humans specialize in asking better questions.

Intel actually breaks out the "mark to market losses on Escrowed Shares" to the U.S. Department of Commerce. The way to read that is that is the mark to market of Trump's investment in Intel. Last quarter it was just a measly billion dollars, now it's 13. Hats off to the finance (and gov relations) team for this interesting disclosure. $INTC (1/2)🧵

No AI layoffs in jobless claims. Scaled to the labor force, initial claims are at all time lows.  Latest week 187k, only 25k above the 1968 record low, when the labor force was less than half its current size. Mass layoffs are absent.

Cookie cutter doesn't cut it anymore. Vik Malyala on how @Supermicro became the go-to tier one OEM for startups building unconventional server architectures, from PCIe topologies to ARM-based compute. "Supermicro is the only vendor, sort of tier one OEM, who's able to both have the supply chain deliver anywhere in the world, whether it be US or Asia or Europe or Latam even, but also with a very unique server architecture. It's not just cookie cutter." "When you talk about the PCIe accelerators, these are the ones that are using these accelerators as a part of the system. And I have seen customers looking to have different PCIe topologies, whether it's a single root complex or multi root complex." "Initially we started with both Intel and AMD as a processor architecture to support these accelerators, but now we have added the new ARM based platforms as well. So now people can have an option on the compute platform as well as what accelerators they can support."

BREAKING: GOOGLE CLOUD GENERATES REVENUE PRIMARILY FROM THE SALE OF TPU SYSTEMS! $GOOG Google Cloud has shifted from being a cloud to a hardware vendor, and this quarter was the first time they said "primarily" with meaningful language change. Is this Google bowing out of the race as they shift to becoming an NVIDIA competitor versus a hyperscaler? More on the call soon 🤞

BREAKING: X-ray of a Lego fireman by STEEL revealed an internal defect, a subsurface overfill excursion localized to the rear end. This excursion raises serious questions about migrating flagship processes away from TSMC, whose process control has never let a chip go out the door with a suspiciously plump behind. Broadcom remains optimistic, noting the defect "gives it character." We have flagged it for failure analysis. The Millennium Falcon teardown is ongoing, but is still 7 pieces short.

AMD HAS JUST ANNOUNCED AN ANTHROPIC DEAL WHERE THEY ARE INVESTING UP TO 5 BILLION IN EXCHANGE FOR ANTHROPIC BUYING 2 GW OF AMD MI455 UALOE72 AND FUTURE GPUS. 🚨 This is similar to what we said about Anthropic three days ago.

Meta’s Infrastructure Team Needs A Culture Reset Meta Infrastructure has become bloated, with middle managers expending resources on over-engineered solutions that lose sight of broader organizational needs. This culture issue is costing meta billions

We cut open the Kirin 9030 and put it under an electron microscope. The smallest metal pitch measures 32.5 nanometers. That is tighter than Intel 18A, their brand new leading edge node. A Chinese fab with no EUV is out-pitching Intel's EUV node by roughly 10 percent. What's going on here? 🤯 "This is the HiSilicon Kirin 9030, the chip inside Huawei's newest flagship phone. A few weeks ago, we cut it open, put it under an electron microscope, and measured the smallest wires inside the chip, the metal pitch. And what we saw was unexpected. The smallest metal pitch inside the Kirin 9030 measures only 32.5 nanometers. That’s smaller than the metal pitch in Panther Lake, which is based on Intel's brand-new 18A node. A Chinese fab, cut off from the most advanced tools, without EUV, is packing its wires about ten percent tighter than Intel's leading edge EUV node. What’s going on here?"

Similar to the panic over DeepSeek R1, some uneducated people think Kimi K3’s use of linear attention (KDA) is bad for NVIDIA, HBM, DRAM, and networking because it has relatively lower KV-cache requirements. The opposite is true, and we explain why below. 👇️ 1/8🧵

BREAKING: Broadcom is diversifying away from long-time foundry partner TSMC. Lego will be the new manufacturing partner for Broadcom's flagship hyperscaler ASIC products in 2028. Broadcom President of Semiconductor Solutions, Charlie Kawwas, has already showed off package samples at RAISE Summit in Paris last week. With TSMC supply constrained, customers are alternative sources of chip supply from unexpected places. One of the major differentiators Lego brings is industry leading defect repair, "plug and play" chiplet interoperability, as well as built in self-alignment technology for 3D stacking. Mattel and Hasbro were also under consideration, but Lego's proven track record won out in the end. We have ordered multiple Millennium Falcon Sets set to our Portland teardown lab for competitive teardown analysis.