Wednesday, April 8, 2026

Photonics: "How Nvidia learned to embrace the light in its quest for scale" (NVDA)

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From The Register, April 5: The GPU king's move to optical scale-up was inevitable   If you thought Nvidia's GB200 rack systems were...

Apparently "Death to America" didn't mean what it sounded like.

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Huh. Iran trying to retcon "Death to America" after 47 years is actually hilarious. https://t.co/0lhlcoXFQI — Reddit Lies (@reddi...

"Anthropic says its most powerful AI cyber model is too dangerous to release publicly...."

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From VentureBeat, April 7: Anthropic on Tuesday announced Project Glasswing , a sweeping cybersecurity initiative that pairs an unreleased ...

Capital Markets: "Ceasefire Lifts Animal Spirits"

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From Marc Chandler at Bannockburn Global Forex:  Risk appetites have been excited by the two-week cease fire in the Middle East. Stocks and ...

"First ships pass through Strait of Hormuz since ceasefire — monitor"

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From Agence France-Presse via the Times of Israel's liveblog , April 8: Two ships have passed through the Strait of Hormuz since Iran ag...
Tuesday, April 7, 2026

"Iran’s supreme leader ‘unconscious and receiving treatment in Qom’"

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It looks like the Islamic Revolutionary Guard Corps is running Iran but see after the jump for an interesting observation regarding the army...

With Attacks Halted, Iran Agrees To Re-Open Strait of Hormuz, Begin Talks April 10

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Two from Singapore's Straits Times, April 8:  Trump agrees to suspend attacks on Iran for 2 weeks; Tehran says talks will begin on April...

Atlanta Fed GDPNow Estimate Falls Further Following Latest Update

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From the Federal Reserve Bank of Atlanta, April 7:  1.3% Latest GDPNow Estimate for 2026:Q1 Updated: April 07, 2026  The GDPNow model estima...

International Energy Agency Executive Director Fatih Birol Interview: 75 energy sites across the Gulf region have been attacked

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From/via ZeroHedge, April 7: International Energy Agency (IEA) Executive Director Fatih Birol was interviewed by the French newspaper Le Fig...

"US stock futures turn negative, oil flips positive after Iranian media reports explosions on Kharg Island"

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From Sherwood News, April 7: Stocks returned to negative territory in premarket trading and oil futures jumped after Iranian state-sponsore...
Monday, April 6, 2026

Australian (Nvidia-Backed) Data Center Builder Firmus Raises $505 Million

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 From Bloomberg, April 6: Data center builder Firmus Technologies Pty raised $505 million in an investment round led by Coatue Management L...

Memory: "Samsung flags eightfold jump in Q1 profit as AI chip demand drives up prices"

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From Reuters, April 7: Samsung estimates 57.2 trillion won in Q1 operating profit vs 6.7 trillion won year earlier Analysts estimate...

"Economists Once Dismissed the A.I. Job Threat, but Not Anymore"

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From the New York Times, April 3: Artificial intelligence hasn’t disrupted the labor market, economists say, but they are increasingly convi...

"America’s AI Build-Out Hinges on Chinese Electrical Parts"

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From Bloomberg, April 1: The struggle to manufacture transformers, switchgear and batteries domestically has forced the US to rely on import...

Chinese Robotics: A Look At Unitree And Its Upcoming IPO

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Following on April 5's " Inside China’s robotics revolution ".  We have no interest in IPOs as vehicles to invest/speculate/ga...

"The Math That Explains Why Bell Curves Are Everywhere"

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From Quanta, March 16: The central limit theorem started as a bar trick for 18th-century gamblers. Now scientists rely on it every day. ...

"Traders Overwhelmed by Iran News Are Turning to AI for Help"

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Bunch of lightweights.  Back in the day the old-timers didn't need much more in the toolbox than a rock and a stick. Some months they di...

Capital Markets: "Cease-Fire Hopes Blunt US Ultimatum"

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From Marc to Market: The US deadline on Tehran for re-opening the Strait of Hormuz has subtly shifted until tomorrow. The holiday-thinned m...
Sunday, April 5, 2026

Bill Gates: "The next generation of electricity is almost here"

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From Mr. Gates' GatesNotes blog, March 23:  I’m in Texas this week to talk about the remarkable breakthroughs fueling our zero-emission...

"Inside China’s robotics revolution"

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From The Guardian, March 19: How close are we to the sci-fi vision of autonomous humanoid robots? I visited 11 companies in five Chinese cit...