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ARPU @arpunow.bsky.social · 20/06/2025

ARM CEO Rene Haas: UK/Europe doesn't have enough energy infrastructure to support energy needs for AI

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ARPU @arpunow.bsky.social · 20/06/2025

Jensen Huang: UK is the largest AI ecosystem in the world without its own AI infrastructure.

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ARPU @arpunow.bsky.social · 20/06/2025

David Sacks: Biden's AI diffusion rule is overly burdensome and hampered US market share worldwide.

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ARPU @arpunow.bsky.social · 20/06/2025

David Sacks: If we are overly restrictive in chip sales to the world, we will be kicking ourselves when all of a sudden Huawei is everywhere. We will question ourselves why didn't we take advantage and lock in US tech stack when we had a opportunity.

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ARPU @arpunow.bsky.social · 18/06/2025

The OpenAI-Scale AI split is a lesson in AI supply chain. Meta executes a $14.3B "acqui-hire" of Scale AI, gaining talent & a 49% stake. This turns Scale, a key data supplier, into a strategic asset for Meta.

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ARPU @arpunow.bsky.social · 18/06/2025

How does Oracle plan to take on the AWS & Azure cloud duopoly? Not by competing on price, but by building a moat where they can't easily follow: the Pentagon. (1/3)

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ARPU @arpunow.bsky.social · 18/06/2025

Texas Instruments just announced a massive $60B plan for 7 new U.S. semiconductor fabs. This isn't just a corporate expansion; it's a major move in the global chip war. But they aren't making the 2nm AI chips everyone talks about. So what's the real story? 🧵

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ARPU @arpunow.bsky.social · 18/06/2025

Intel just announced a major leadership overhaul, poaching top AI engineering talent from Google and other chip startups. This isn't a routine reshuffle. It's a critical move in new CEO Lip-Bu Tan's aggressive plan to turn around the embattled chipmaker.

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ARPU @arpunow.bsky.social · 18/06/2025

The US EV market is a "laggard" compared to China & Europe and will be for years. Why? China has fast chargers every 50km on major highways. The US still needs to solve this fundamental infrastructure gap.

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ARPU @arpunow.bsky.social · 18/06/2025

"The US military only has a 30-day stockpile of batteries."

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ARPU @arpunow.bsky.social · 18/06/2025

A rift is forming between Microsoft & OpenAI, the most critical partnership in AI. WSJ reported that OpenAI execs have considered accusing MSFT of anti-competitive behavior over their $13B deal's profit-sharing terms.

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ARPU @arpunow.bsky.social · 18/06/2025

The "picks and shovels" play of the AI boom continues to win. Tech manufacturer Jabil soared to all-time highs after outperforming in its cloud and data center business, proving the huge demand for the hardware that powers AI.

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ARPU @arpunow.bsky.social · 18/06/2025

Reddit's incredible comeback continues. Its shares soared again yesterday, pushing the stock up more than 175% from its 52-week low. The catalyst: two new AI-powered advertising tools, a clear sign the company is serious about monetizing its platform.

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ARPU @arpunow.bsky.social · 18/06/2025

A Trump proposal aims to boost the Chips Act tax credit from 25% to 30%. For TSMC, it could be the difference-maker, turning their incentive into a potential $49 billion tax break. Huge sweetener to accelerate building advanced fabs in the US.

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ARPU @arpunow.bsky.social · 18/06/2025

A "US-made" Trump phone was announced for $499. But Purism, the only startup actually making a smartphone in the US, is skeptical. CEO Todd Weaver alleges the phone is Chinese-produced and predicts the FTC will "come knocking pretty soon." Took his company 10+ years to build a US supply chain.

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ARPU @arpunow.bsky.social · 18/06/2025

Amazon CEO Andy Jassy expects AI to reduce corporate headcounts, signaling a major shift across Big Tech. This isn't just about 'augmentation' anymore.

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ARPU @arpunow.bsky.social · 18/06/2025

Trump has extended the TikTok sale deadline again, granting ByteDance another 90 days. For 170M US users, the uncertainty continues. But why is this deal so hard to close?

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ARPU @arpunow.bsky.social · 18/06/2025

VCs are doubling down on self-driving tech. Applied Intuition just raised $600M, valuing it at a staggering $15B. But is this optimism justified given the industry's bumpy ride?

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ARPU @arpunow.bsky.social · 17/06/2025

The OpenAI-Microsoft alliance is showing deep cracks. OpenAI considered making anti-trust complaints to regulators against MSFT, per WSJ. Their partnerships, forged over billions in investment and exclusive cloud deals, grew tense after ChatGPT's viral launch.

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ARPU @arpunow.bsky.social · 14/06/2025

1/ Well, this is awkward. For years, all the big AI labs (Google, OpenAI, etc.) have been paying Scale AI to help train their secret models. Now, their biggest rival, Meta, just bought a 49% stake in Scale. Whoops.

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ARPU @arpunow.bsky.social · 13/06/2025

Huawei's HarmonyOS is gaining serious momentum in China. The company has now shipped over 103 million smartphones on its in-house OS, with nearly half of those shipments coming in 2024 alone. A signal of its accelerating pivot from Android.

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ARPU @arpunow.bsky.social · 13/06/2025

Adobe's quiet AI strategy: Become the Switzerland of creative AI. Instead of just pushing its own Firefly, Adobe is integrating Google, OpenAI, and others directly into its apps. The goal isn't to have the best model, but to be the indispensable platform.

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ARPU @arpunow.bsky.social · 13/06/2025

Adobe CEO put a hard number on its AI monetization: tracking to surpass $250M in direct AI ARR this year. This is separate from the vaguer "billions" in AI-influenced revenue, showing real traction for its paid AI products like Firefly & Acrobat Assistant. from their earnings call:

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ARPU @arpunow.bsky.social · 13/06/2025

Nvidia's new China strategy: Ctrl+X. via CNN:

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ARPU @arpunow.bsky.social · 13/06/2025

The Scale AI deal signals that Meta lacks confidence in their ability to stay ahead. A massive bet born from necessity.

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ARPU @arpunow.bsky.social · 13/06/2025

The race for autonomous vehicle dominance is already a two-horse race between the US (Waymo) and China (Baidu, Pony.ai) Europe is notably behind, not on tech, but on regulation. A clear sign that policy is becoming a major bottleneck via CNBC:

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ARPU @arpunow.bsky.social · 13/06/2025

AMD is officially in the systems game. The 'Helios' rack-scale system is a direct answer to $NVDA's DGX/GB200 platform. This is AMD learning from the Nvidia playbook: customers want a fully integrated, optimized engine, not just the pistons. via CNBC:

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ARPU @arpunow.bsky.social · 13/06/2025

AI chip battleground is shifting from training to inference, and AMD is making a direct play. Lisa Su says inference demand is surging, and AMD is claiming superiority by equipping its chips with more memory to run larger models on a GPU. A critical differentiator as market matures via CNBC:

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ARPU @arpunow.bsky.social · 13/06/2025

TSMC is accelerating its most advanced US plant in Arizona (for 2nm & A16 chips) while slowing plans in Japan & Europe. This isn't just a business decision; it reveals a two-speed semiconductor market: explosive demand for AI chips vs. soft demand for everything else. (1/2)

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ARPU @arpunow.bsky.social · 13/06/2025

A US official says Huawei can only produce 200k advanced AI chips in 2025, but also warns that China is "catching up quickly." How can both be true? It comes down to one of the most critical chokepoints in the global economy. /1 🧵

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ARPU @arpunow.bsky.social · 13/06/2025

Every AI company has a problem: their GPUs are starving. The bottleneck isn't always the processor; it's the memory's ability to feed it data fast enough. Micron's $200B US investment is a direct shot at solving this. 🧵 /1

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ARPU @arpunow.bsky.social · 12/06/2025

Sam Altman told Senate last month that the cost of intelligence and AI will converge to the cost of energy. Looks like we are on that path.

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Reposted by ARPU

Mike @mikeharrison.uk · 08/06/2025

New paper by Apple suggests that #AI ‘Reasoning Models’ don’t reason at all they just pattern match really well. They hit a wall of complexity, even with unlimited compute. If they haven’t seen a problem before and had the opportunity to memorised its patterns, accuracy falls to 0%

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Reposted by ARPU

Paris Marx @parismarx.com · 05/06/2025

“Data centers are expected to continue trending toward using dirtier, more carbon-intensive forms of energy (like gas) to fill immediate needs, leaving clouds of emissions in their wake.” “The carbon intensity of electricity used by data centers was 48% higher than the US average.”

technologyreview.com

We did the math on AI’s energy footprint. Here’s the story you haven’t heard.

The emissions from individual AI text, image, and video queries seem small—until you add up what the industry isn’t tracking and consider where it’s heading next.

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Reposted by ARPU

Tom Williams, tech journo 👨‍💻 @its-tom-williams.bsky.social · 06/06/2025

New: In a 28-page submission seen by @information-age.bsky.social, Apple argued Australia should not follow the EU on digital competition law, as changing app store rules would cause “harms to its own citizens” by reducing protections against scams, malware, and potentially harmful content. Story 👇

ia.acs.org.au

Apple accuses Australia of 'threatening user security'

Tech giant slams government plan for EU-style competition law.

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ARPU @arpunow.bsky.social · 01/06/2025

Waymo's lead in robotaxis is widening, hitting over 250k weekly rides. That's the classic tech adoption curve kicking in: gradually, then suddenly. They've burned billions, but the data says they've figured out how to get people in the car. Can Tesla's camera-only bet catch up?

wsj.com

It’s Waymo’s World. We’re All Just Riding in It.

Google’s driverless-taxi company just cracked 10 million rides. If you haven’t taken one, you will soon.

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ARPU @arpunow.bsky.social · 30/05/2025

Are US chip export controls on China likely to ease? Byron Deeter (Bessemer Venture): No. Restrictions on cutting-edge AI chips are seen as a national security issue, not just economics. Don't expect them to lift entirely, as they're more about defense & innovation than trade.

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ARPU @arpunow.bsky.social · 30/05/2025

Nvidia's data center revenue slightly missed expectations, despite beating overall earnings. Analyst highlights key risks: uncertainty from China's restrictions, especially on design software, and rising competition, with Huawei "progressing really, really well" in creating comparable chips.

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ARPU @arpunow.bsky.social · 30/05/2025

The main bear case for Nvidia: Hyperscalers like MSFT, AMZN, & GOOG developing their own AI chips (ASICs) could impact NVDA's future as these large-scale "million XPU clusters" emerge.

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ARPU @arpunow.bsky.social · 30/05/2025

How will US export controls impact Nvidia's future in the China market? Chris Rolland of Susquehanna: Nvidia aimed for a huge $8B in China revenue in Q2, ~2X as much as analysts were anticipating they would ship. Sidestepping restrictions is uncertain, and the future market there is "TBD".

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ARPU @arpunow.bsky.social · 22/05/2025

OpenAI has just secured an additional $11.6 billion in funding to build its Texas data center. Here's a deep dive into why OpenAI is seeking compute independence and reducing reliance on Microsoft. arpu.hedder.com/openais-bid-...

arpu.hedder.com

OpenAI's Bid for Compute Independence: Why It's Building Its Own AI Megafactories

A Texas data center, operated by Crusoe for OpenAI, has just secured an additional $11.6 billion in funding, bringing the total committed to this single project to $15 billion. For OpenAI, this massiv...

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ARPU @arpunow.bsky.social · 21/05/2025

BREAKING: Intel is reportedly exploring the sale of its Network and Edge (NEX) unit (via Reuters). This business brought in $5.8 billion in 2024. Why would a chip giant shed such a large unit? It's part of a major strategic shift. (1/6 🧵)

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ARPU @arpunow.bsky.social · 14/05/2025

DeepSeek's rise prompts US concern & debate. A House committee report alleged "significant" CCP ties & a "profound threat." Debate continues over DeepSeek's access to Nvidia chips. Jensen Huang cautioned export controls could help Chinese competitors "flourish".

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ARPU @arpunow.bsky.social · 14/05/2025

A White House official stated the US can manage AI chip risks without halting tech exports, signaling a more open stance. David Sacks said the Trump admin "will be rescinding what's known as the Biden diffusion rule," noting it was not intended for allies and partners like Saudi Arabia.

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ARPU @arpunow.bsky.social · 14/05/2025

Notion is integrating OpenAI's GPT-4.1 and Anthropic's Claude 3.7 for new enterprise AI capabilities. Features include AI meeting notes, enterprise search, and research mode.

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ARPU @arpunow.bsky.social · 14/05/2025

Microsoft is cutting 3% of its global workforce, affecting nearly 7,000 people, largely targeting managers. The company cited the need to "reduce layers with fewer managers" and streamline operations for success in a dynamic marketplace.

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ARPU @arpunow.bsky.social · 14/05/2025

Google is testing "AI Mode" directly on its homepage under the search bar, replacing the "I'm Feeling Lucky" button. A company spokesperson confirmed the feature is rolling out to some users, marking a rare change on Google's prime real estate for AI tech exposure.

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ARPU @arpunow.bsky.social · 14/05/2025

Facing slowing core e-commerce growth, Alibaba & JD.com target instant delivery (30-60 min) using existing couriers. This expensive turf war seeks new growth. An analyst notes JD "must try to gain market share in new business areas."

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ARPU @arpunow.bsky.social · 14/05/2025

China's dominance in the humanoid robot supply chain is projected to drive costs down significantly. Analysts estimate average component costs could fall to $17,000 by 2030 if China-sourced, compared to $50,000-$60,000 for comparable US robots.

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ARPU @arpunow.bsky.social · 14/05/2025

Global tech and chip stocks rallied after the U.S. and China agreed to temporarily pause most tariffs. Shares including Nvidia (~4% higher), AMD (~6% higher), and Apple (~6% higher) saw significant jumps. One analyst called the development a "huge win for the bulls".

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