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25.08.26 - 04:06
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AI infrastructure boom drives Taiwan export orders, exposing power bottleneck, net-zero tech needs (Digitimes)
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Global artificial intelligence infrastructure buildouts and rising capex by cloud service providers pushed Taiwan's July export orders for information and communications technology (ICT) products, led by AI servers, up nearly 90% year-over-year, while export orders for foundry and memory also rose by more than 70%. However, companies in advanced economies are encountering power shortages as they invest in AI infrastructure, exposing a bottleneck that highlights the need to develop AI computing and net-zero technologies in tandem....
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25.08.26 - 03:18
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SpaceXAI to use Nvidia Vera CPUs for faster agentic AI at scale (Digitimes)
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SpaceXAI plans to deploy Nvidia's new Vera CPUs to speed up agentic AI workloads, a move that could influence how advanced AI systems are built and run worldwide. The partnership also extends toward orbital computing, signaling a broader shift in where future AI infrastructure may be located....
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25.08.26 - 03:18
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Nvidia Groq 3 LPX enters full production for faster agentic AI inference (Digitimes)
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Nvidia said its Groq 3 LPX inference accelerator is now in full production, a move that could speed up agentic AI systems used worldwide for coding, reasoning, and other tasks. The company said the platform is designed to improve responsiveness, lower latency, and support growing demand for real-time AI applications....
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25.08.26 - 02:00
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What Will Burst It: Ed Dowd Warns AI Is The Biggest Bubble Of All Time (ZeroHedge)
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What Will Burst It: Ed Dowd Warns AI Is The Biggest Bubble Of All Time
Via Greg Hunter's USAWatchdog.com,
Wall Street money manager and financial analyst Ed Dowd of PhinanceTechnologies.com made a name for himself during the dot com bubble. It was not because he was telling people to buy, it was because he was telling investors to get out before it all blew up. Dowd saved people a lot of money by sidestepping a crash.
Fast-forward to today, and Dowd sees the same bubble signs in AI (artificial intelligence) as he did just before the Dot-com bubble blew up.
This time around, it's far worse. Dowd says:
“Being a student of history gives you an idea of where you might go in the future.
Currently, we have the greatest bubble of all time, and that is the AI bubble.
It is in the process of becoming exposed, and people are beginning to issue warning signals. Lloyd Blankfein, the former CEO of Goldman Sachs, has issued a warning . . . about the AI risk. He's worried peo...
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25.08.26 - 02:00
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The Great Walkback: Sam Altman Admits He Was Wrong On AI′s Economic Timeline (ZeroHedge)
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The Great Walkback: Sam Altman Admits He Was Wrong On AI's Economic Timeline
For three years, Sam Altman has pitched the imminent, wholesale disruption of the global economy. This week, staring down the barrel of an IPO - based on a business model that's actively being 'wholesale disrupted' by China - the OpenAI chief executive quietly admitted he got the timing wrong. Appearing on David Senra's Founders podcast, Altman conceded that the economic upheaval he forecast following GPT-4 simply hasn't materialized - and that society is adapting far more sluggishly than he anticipated.
In an interview with @davidsenra, @sama conceded what few technologists ever will. He believed GPT-4 meant every software business was immediately up for grabs. Three years later the customers are still renewing with the same vendors.
The lesson is not that the technology… pic.twitter.com/tEZWoldxyC
— Patrick F. Feeley (@PFFeeley) August 24, 2026
"I thought when we got to GPT-4, which was back in 2023, ...
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