| Time | Entity | Sector | Event / capture |
|---|---|---|---|
| 11:36 PM ET | 11:36 PM ET @ricci_nov on X Auras expects ASIC-related products to reach 50% of revenue in 2027 as it expands beyond GPU platforms, with microchannel liquid cooling production targeted for 2028 and projects running with AWS and Meta. The thermal supply chain is re-anchoring on custom silicon. https://t.co/AS7HF1s97k | ||
| 6:34 PM ET | $GOOGL | — | 6:34 PM ET @stretchcloud on X My read on Muse Spark 1.3: "almost too cheap to meter" is doing real work as a positioning statement.The benchmark picture: 75.4 on DeepSWE v1.1, 88.8 on Terminal-Bench 2.1, 98.5 on MRCR 256K-512K long-context. That last number matters more than the coding scores right now. Most agentic coding tasks need to hold a full repo in working context. Muse Spark leads the long-context category against Opus 5 and GPT-5.6 Sol.The 20% tool call reduction and 25% token usage reduction vs Muse Spark 1.2 compounds fast across multi-step agent plans. Google Agentspace, AWS Bedrock Agents, LangChain, and the… |
| 11:22 PM ET | 11:22 PM ET @NPjoa_Hodl on X 9월 22일~23일 서울 COEX에서 '휴머노이드 서밋 2026' 개최 -주요 인사- • Apptronik — Jeff Cardenas CEO • 보스턴 다이나믹스 — Brendan Schulman VP • 유니트리 — Xiaoli Chen • 로보티즈 — 김병수 CEO • FieldAI — Ali Agha CEO • Persona AI — Nic Radford CEO • RLWRLD — 류정희 CEO • PSYONIC • LimX Dynamics • Archetype AI • Qualcomm / Renesas / AWS 등 ※ 다만 일반 티켓 가격이 137만원($1000)... | ||
| 8:00 PM ET | CECerebras | 8:00 PM ETCECerebras Cerebras's Next Generation CS-4: Fast Just Got Faster SubscribeSign in Cerebras's Next Generation CS-4: Fast Just Got Faster Double the Performance, Double the Power, Double the Fun Myron Xie, Bryan Shan, Wega Chu, and 2 others Aug 18, 2026 ∙ Paid 136 6 Share Cerebras revealed CS-4 this week, with more details to come at Hot Chips. CS-4 is their fourth-generation rack built around the same third generation 5nm wafer-scale engine: WSE-3. CS-4 doubles the performance of CS-3 through increased power consumption and clock frequency per wafer, and better rack-scale density. This all translates into CS-4 being able to double the tokens/s/user per… |
| Time | Entity | Sector | Event / capture |
|---|---|---|---|
| 11:36 PM ET | 11:36 PM ET @ricci_nov on X Auras expects ASIC-related products to reach 50% of revenue in 2027 as it expands beyond GPU platforms, with microchannel liquid cooling production targeted for 2028 and projects running with AWS and Meta. The thermal supply chain is re-anchoring on custom silicon. https://t.co/AS7HF1s97k | ||
| 6:34 PM ET | $GOOGL | — | 6:34 PM ET @stretchcloud on X My read on Muse Spark 1.3: "almost too cheap to meter" is doing real work as a positioning statement.The benchmark picture: 75.4 on DeepSWE v1.1, 88.8 on Terminal-Bench 2.1, 98.5 on MRCR 256K-512K long-context. That last number matters more than the coding scores right now. Most agentic coding tasks need to hold a full repo in working context. Muse Spark leads the long-context category against Opus 5 and GPT-5.6 Sol.The 20% tool call reduction and 25% token usage reduction vs Muse Spark 1.2 compounds fast across multi-step agent plans. Google Agentspace, AWS Bedrock Agents, LangChain, and the… |
| 11:22 PM ET | 11:22 PM ET @NPjoa_Hodl on X 9월 22일~23일 서울 COEX에서 '휴머노이드 서밋 2026' 개최 -주요 인사- • Apptronik — Jeff Cardenas CEO • 보스턴 다이나믹스 — Brendan Schulman VP • 유니트리 — Xiaoli Chen • 로보티즈 — 김병수 CEO • FieldAI — Ali Agha CEO • Persona AI — Nic Radford CEO • RLWRLD — 류정희 CEO • PSYONIC • LimX Dynamics • Archetype AI • Qualcomm / Renesas / AWS 등 ※ 다만 일반 티켓 가격이 137만원($1000)... | ||
| 8:00 PM ET | CECerebras | 8:00 PM ETCECerebras Cerebras's Next Generation CS-4: Fast Just Got Faster SubscribeSign in Cerebras's Next Generation CS-4: Fast Just Got Faster Double the Performance, Double the Power, Double the Fun Myron Xie, Bryan Shan, Wega Chu, and 2 others Aug 18, 2026 ∙ Paid 136 6 Share Cerebras revealed CS-4 this week, with more details to come at Hot Chips. CS-4 is their fourth-generation rack built around the same third generation 5nm wafer-scale engine: WSE-3. CS-4 doubles the performance of CS-3 through increased power consumption and clock frequency per wafer, and better rack-scale density. This all translates into CS-4 being able to double the tokens/s/user per… |