Daniel Su

[Daniel Su @juisu2010]

AWS ramps up ASIC server orders in the third quarter, boosting demand for Taiwan's AI supply chain.
This will bring significant order revisions and revenue growth benefits to the AI ​​server supply chain, which is highly concentrated in Taiwan. https://t.co/g8doYLVELe

[Daniel Su @juisu2010]

“Apple increased prices for its MacBooks and iPads. Xbox are getting more expensive starting in August. raised prices on such products as Sony’s PlayStation 5 Pro and, you know, oil, which has raised gas prices and added to the cost of shipping to you.”
https://t.co/wy4TmPXGpi.

[Daniel Su @juisu2010]

Jeff “Bezos is still the company’s executive chairman and largest shareholder. Contracts to Amazon Web Services’ cloud business reached a record $389 million during the first year of Trump’s term, up about 54% from Biden’s final year in office. https://t.co/iuJ3oIW7zh.

[Daniel Su @juisu2010]

Agentic Robot Policy
Self-Improvement in the Real World https://t.co/4mLq5XavTt

[Daniel Su @juisu2010]

Rich Californians Are Finding Creative Ways to Get Ahead of the Billionaire Tax - The Wall Street Journal https://t.co/UsjBWexWUa

[Daniel Su @juisu2010]

Amazon CEO’s Talks With U.S. Officials Triggered Crackdown on Anthropic Models
Information shared with Trump administration sparked move to halt foreign access to company’s powerful AI tools https://t.co/ePZh4w2Qto

[Daniel Su @juisu2010]

@codewithimanshu @sporsho_AI CLAUDE

[Daniel Su @juisu2010]

but infrastructure companies are counting on about $500 billion in revenue. They calculate customers will have to spend more than $1 trillion annually to justify the current AI buildout. https://t.co/0k9pd0tc03

[Daniel Su @juisu2010]

If Micron’s new valuation still suggests some caution, that might not be a bad thing. AI customers are spending tens of billions on services, https://t.co/0k9pd0tc03

[Daniel Su @juisu2010]

Micron’s memory chips are seen as a commodity, largely interchangeable with those of its South Korean rivals SK Hynix and Samsung Electronics. https://t.co/0k9pd0tc03

[Daniel Su @juisu2010]

Initial reports indicated shots were fired outside of the White House. https://t.co/gVfd3l1HqL

[Daniel Su @juisu2010]

U.S. Quantum Computing Firms $2 Billion and Take Equity Stakes - Chip maker GlobalFoundries is receiving $375 million in funding. The rest of the firms are expected to receive $100 million, except for startup Diraq, which is slated to get $38 million.”
https://t.co/zxxC3B2Cyx.

[Daniel Su @juisu2010]

U.S. to Award Quantum Computing Firms $2 Billion and Take Equity Stakes - “IBM and other companies are working to develop specialized chips for quantum computing, a focus for the government in its bid to spur domestic supply chains. https://t.co/zxxC3B2Cyx.

[Daniel Su @juisu2010]

Thousands of Silicon Valley tech layoffs were announced Wednesday as more companies embrace artificial intelligence. Scott Budman reports. https://t.co/PKSh3abBz0

[Daniel Su @juisu2010]

@ethanwith_AI @Drew_code0 Gemini

[Daniel Su @juisu2010]

@GeniusGTX MODELS

[Daniel Su @juisu2010]

The Nvidia boss says that keeping Chinese AI researchers using the American tech stack is a good thing for the U.S. https://t.co/THV2aJG5zF

[Daniel Su @juisu2010]

US intelligence officials briefed the
Silicon Valley’s tech industry's most powerful executives on
classified assessments regarding
China and Taiwan.

Apple CEO Tim Cook, Nvidia CEO Jensen Huang,
AMD CEO Lisa Su, and Qualcomm CEO Cristiano Amon. https://t.co/GFUZpQz10v

[Daniel Su @juisu2010]

This offline Nvidia Jetson Orin NX Super 16GB-based suitcase robot is called Sparky https://t.co/lK6tQZOwA8

[Daniel Su @juisu2010]

for AWS’s AI strategy, thanks to $200 billion in spending, custom chips and savvy deals. https://t.co/IRpWK69qv5