What is true on Policy?

On this layer

NVIDIA14 ASML9 OpenAI8 Tesla8Fcc7CXMT6 DeepSeek6 Micron6 Alibaba5 Samsung5 Anthropic4 Google DeepMind4 Meta4 SK hynix4 TSMC4 AMD3 Broadcom3 Huawei3Ministry of Commerce3SpaceX3 a16z2 Agility2 Amazon2 Barclays2 Boltz2 Boston Dynamics2 ByteDance2 CoreWeave2 Dell2FAA2GlobalFoundries2 Goldman Sachs2 Hiverge2 HPE2 Imperial College London2 Intel2 Microsoft2MOFCOM2Nepes2 Nscale2Pentagon2Prima Mente2 Riverlane2 Robros2 SanDisk2 Skydio2 Solana2 Standard Bots2 Sumitomo2 UCL2 Waymo2 Zhuzhou Cemented Carbide2 Zipline2 Adobe1 AirData1 Apple1 Applied Materials1 ARK Invest1 ATMOSPHERE1 Bank of America1BIS1BIS Office of Export Enforcement1Bloom Energy1 Bron Technologies1Burlington, Vermont1CHIPS Program Office1Coherent1 Corning1 Counterpoint1 Cursor1 Delivery Lab1Department of Commerce1Department of Homeland Security1DeptofWar1DHS1DOE1EU1Fable1Federal Communications Commission1Flint1 Foresight1 Gartner1 GATE Technologies1 Getty Images1Giga Nevada1Glen Cove, New York1HD Hyundai Samho1 Hugging Face1 Hyundai1 IEEE Robotics and Automation Society1IN-SPACe1Indian National Space Promotion and Authorisation Centre1ITC1Japan’s Ministry of Land, Infrastructure, Transport and Tourism (MLIT1JGET1 Lockheed Martin1Loughton, Essex data centre1Lumentum1 Lux1Malta, New York1microagi1 MIIT1MIIT1Ministry of Industry and Information Technology1Ministry of Science and Technology1Ministry of Trade and Industry1Moonshot AI1 Morgan Stanley1 Murata1 NASA1NATO1NHTSA1NYTimes1 Okamura1 Omdia1 Ondas Inc1 Oracle1 Palantir1 Reliable Robotics1 RoboStrategy1 Semiconductor Industry Association1 Shanghai Aishengna Electronic Technology Group1 Sindlhauser Materials1South Korea’s Ministry of Trade, Industry and Energy1Starlink1 Sungwoo Hitech1 TDK1 Tencent1Terafab1Terafab1 TrendForce1 Turing1U.S. Department of Defense1U.S. Homeland Security Department1U.S. Treasury1UK Power Networks1United States Commerce Department1University of Oxford1US Congress1US State Department1Vicor1 Warp1 Western Digital1 White House1 Wolfspeed1 Xidian University1 Zai1 ZTE1

Who captures

NVIDIA8ASML6Tesla4@pstAsiatech4Micron4OpenAI3@Newsforce3@kyleichan3@IEEESpectrum3a16z2Boston Dynamics2Meta2Agility2TSMC2DeepSeek2Alibaba2Intel2@smsehy2Standard Bots2GlobalFoundries2Robros2Sumitomo2NASA1White House1Getty Images1Flint1Lockheed Martin1Gartner1Xidian University1Microsoft1Palantir1Apple1MIIT1CXMT1Waymo1NYTimes1Reliable Robotics1Wolfspeed1@AtMapshock1Semiconductor Industry Association1Applied Materials1ZTE1Vicor1Nscale1@IDTechEx1SanDisk1Amazon1@BillHughesDC1Dell1AirData1Lux1Fable1CoreWeave1ATMOSPHERE1GATE Technologies1@pequityresearch1

Sourced numbers

Alibaba6,000,000,000 units“Alibaba just said more than 6 BILLION chips have shipped using its XuanTie RISC-V designs.”@MilkRoadAI on X

Tesla8,000,000 robots“In the base case, Tesla deploys about 8 million robotaxis cumulatively by 2031.”@tslaming on X

Tesla1,000,000 units“ARK projects about 1 million humanoid robots sold to outside customers, bringing in about $200 billion in robot-as-a-service revenue in 2031.”@tslaming on X

Nscale$35billion“Nscale is Nvidia backed and was heading toward a US IPO at a targeted $35 billion valuation, with Microsoft and Anthropic named in its prospectus as expected anchor customers.”@stretchcloud on X

Riverlane$75m“Riverlane (quantum error correction, which already raised a $75m Series C before this)”@stretchcloud on X

← pulse .md twin

Nothing on this track

Published	Source	Entity	Captured intelligence	Topic
42m ago	@a16z	a16z	@a16z42m agoa16z @a16z on X Chris Dixon and Ben Horowitz on why a16z Crypto is now a16z Frontier, a fund for the "outer planet" founders building things that don't fit into any existing category: "Years ago, [crypto] was sort of its own world with its own companies… @cdixon· Oct 22, 2026 a16z Frontier	Policy
45m ago	@Robohub	Boston Dynamics	@Robohub45m agoBoston Dynamics @Robohub on X Robotics roadmaps from around the world spotlight of the month: United States of America by IEEE Robotics and Automation Society (RAS) https://t.co/FDV0Ier303	Physical AI
52m ago	@Robohub	NASA	@Robohub52m agoNASA @Robohub on X Exploring the Moon will require rovers that can think for themselves – an upcoming NASA mission will test whether they can by The Conversation https://t.co/rOxqV7nnhp https://t.co/5AYDGVIvGd	Physical AI
53m ago	@Newsforce	White House	@Newsforce53m agoWhite House @Newsforce on X 🇺🇸BREAKING: Our very own NewsForce White House Correspondent @MacyGunnell told @FoxNews that if every Gen Zer had her front-row seat to history, they would vote for @Republicans, citing @POTUS’s monumental moves on safety including…	Policy
56m ago	@Newsforce	Meta	@Newsforce56m agoMeta @Newsforce on X 🇧🇷Brazilian President Lula da Silva’s campaign has petitioned the top electoral court to disqualify right-wing rival @FlavioBolsonaro ahead of Sunday’s runoff, accusing @Meta of restricting Lula content on @Instagram, @Facebook and… @Newsforce· Oct 22, 2026 🇧🇷 Federal police are investigating @FlavioBolsonaro's ties to lawyer Willer Tomaz. The case, which grew out of a broader inquiry into betting platforms and money flows, reached the Supreme Court and became public hours before the first runoff debate. It was drawn by the standard electronic lottery to Justice Alexandre de Moraes, the same justice who oversaw the conviction of Flávio’s father, @JairBolsonaro . Moraes is himself the subject of a multimillion-real scandal: his wife’s law firm held a contract worth roughly R$ 130 million with Banco Master for “strategic consulting.” The random draw, the subject matter, and the precise timing, less than a week before Sunday’s runoff against Lula, have fueled claims that the process is being weaponized, regardless of the underlying facts of the inquiry	Policy
1h ago	@a16z	a16z	@a16z1h agoa16z @a16z on X Today, a16z Crypto is becoming a16z Frontier. Since joining a16z in 2013, @cdixon has focused on technologies that look futuristic well before they reach the mainstream. Those themes led to investments in Oculus, Skydio, Zipline, Coinbase,… @cdixon· Oct 22, 2026 a16z Frontier	Deployments
2h ago	@Newsforce	Getty Images	@Newsforce2h agoGetty Images @Newsforce on X 🇺🇸 Getty Images has filed for bankruptcy as mounting debt and competition from AI image generators threaten the photography giant. The company, which has supplied news organizations with images for more than 30 years, reported…	Policy
2h ago	@BostonDynamics	Boston Dynamics	@BostonDynamics2h agoBoston Dynamics @BostonDynamics on X What actually happens when Stretch arrives at your warehouse? Join Boston Dynamics engineers for a walk-through of how to integrate enterprise robotics into your daily operational rhythm. Register Now: https://t.co/vfhDXjZYl1…	Physical AI
3h ago	@Farshchi	Flint	@Farshchi3h agoFlint @Farshchi on X Coding models that run on your MacBook Pro have never been this powerful. Big props to @Recursive_SI on Flint, pushing the Pareto frontier with a model largely built by their own Eureka Machine. Go @RichardSocher https://t.co/x0QZau6k4Y @RichardSocher· Oct 21, 2026 Introducing Flint, @Recursive_SI’s first model: a fast local coding model built with our automated research system, the Eureka Machine. • Best-in-class fast local coding • Up to 2x faster than comparable models: 125+ tokens/sec on a MacBook Pro, 150+ on RTX Spark • Built from scratch in under 4 months Private, unmetered intelligence on your own machine. Open weights available now on @huggingface, run it locally on your favorite framework or try it for free on @opencode or @pidotdev.	Deployments
3h ago	@Newsforce	Lockheed Martin	@Newsforce3h agoLockheed Martin @Newsforce on X 🇺🇸 The Pentagon and Lockheed Martin have reached an initial agreement to produce at least 850 F-35 fighter jets over the next decade. The deal aims to maintain production of 156 aircraft annually, with Lockheed committing at least $7…	Policy
3h ago	@NVIDIARobotics	Agility	@NVIDIARobotics3h agoAgility @NVIDIARobotics on X A new step for Agility Digit 5. 🤖 @agilityrobotics is adopting NVIDIA Thor to simplify onboard compute and building on its NVIDIA Halos for Robotics collaboration, bringing compute and safety development together as it prepares for…	Physical AI
4h ago	@pstAsiatech	OpenAI	@pstAsiatech4h agoOpenAI @pstAsiatech on X Google staff resign in backlash over its AI contracts with military https://t.co/foK31UadFx	Deployments
4h ago	@ILMagazine	Gartner	@ILMagazine4h agoGartner @ILMagazine on X How do you move from AI buzz to actual ROI in the supply chain? We asked the experts and a few must-haves kept coming up: connected data, strict governance, and keeping human judgment at the center. To deploy agentic AI that delivers, keep…	Deployments
4h ago	@pstAsiatech	Xidian University	@pstAsiatech4h agoXidian University @pstAsiatech on X US colleges scale back China ties after Pentagon pressure Virginia Tech speeds up closure of joint programme with Xidian University as 30 US colleges report more than 80 termination-related actions https://t.co/JbvBTZO7HK via @scmpnews	Policy
4h ago	@pstAsiatech	TSMC	@pstAsiatech4h agoTSMC @pstAsiatech on X TSMC has surveyed suppliers on using rare-earth-free motors in factory-automation equipment...effort driven by concerns about potential supply disruptions from China. Of course they are explorting, viable solutions are another thing…	Deployments
5h ago	@stretchcloud	OpenAI	@stretchcloud5h agoOpenAI @stretchcloud on X Someone posted the proof yesterday and it's been sitting with me since. Higgsfield's new Genjutsu Lite model, going by screenshots of their own API docs, is Alibaba's Wan 3.0 wearing a different name. Genjutsu is Seedance 2.5. Same… @meetshukla_· Oct 21, 2026 What Higgsfield is doing should be illegal, you should not be allowed to scam normal unaware users like this. "Genjutsu Lite" is Wan 3.0. "Genjutsu" is Seedance 2.5. They rename other companies' models and sell them as their own. Here is every proof, from their own API docs -> Genjutsu Lite = Wan 3.0 • Pricing: 480p $0.05 / 720p $0.10 / 1080p $0.20 per sec • Out of 40+ models on their API, only ONE other has this exact pricing: Wan 3.0 • Resolutions: 480p / 720p / 1080p, same as Wan 3.0 • References: Lite takes 1 video + 8 images. Wan 3.0 takes 5 videos + 10 images. Lite is Wan 3.0 with a fixed prompt and settings locked -> Genjutsu = Seedance 2.5 • Reference images: Genjutsu takes up to 30. Seedance 2.5 takes exactly 30. Wan caps at 10 • Video length: Genjutsu takes 4–30s. Seedance 2.5 is exactly 4–30s • Price: $0.318 / $0.681 / $1.632 per sec, which is Seedance 2.5 video-edit pricing + ~20–30% markup -> It's not just Genjutsu • Cinema Studio 4.0: $0.2057 / $0.4623 per sec • Seedance 2.5: $0.2056 / $0.4622 per sec • That's Seedance 2.5 again • "3.5x cheaper" isn't a breakthrough. They swapped Seedance 2.5 for Wan 3.0, a cheaper model, and called it "Lite" • Real Wan is listed as alibaba/wan-3.0. The same model is sold as higgsfield/genjutsu-light • They never tell you what's underneath I have never seen such a big company being untruthful to their users outright like this.	Physical AI
6h ago	@kyleichan	Microsoft	@kyleichan6h agoMicrosoft @kyleichan on X ARTEX, an open-source Chinese AI cyber tool, seems to be involved in a number of AI cyberattacks: Korean banks, Japanese firms, and now a Microsoft alert. Crucially, this is not an AI model. It’s a harness that can use any AI…	Policy
6h ago	@Newsforce	Palantir	@Newsforce6h agoPalantir @Newsforce on X 🇺🇸🇪🇺 Palantir says neither it nor the U.S. government can switch off the AI battlefield system NATO uses, as Europe worries about relying on American tech. Palantir’s Europe head, Louis Mosley:“There are no kill switches.” Germany and…	Policy
7h ago	@agilityrobotics	Agility	@agilityrobotics7h agoAgility @agilityrobotics on X Digit 5 will standardize on NVIDIA IGX Thor for its onboard compute, expanding our collaboration with @NVIDIA as we prepare Digit 5 for broader commercial deployment. Read the details: https://t.co/tXZ5TO8rFu https://t.co/5MtJdcqsha	Physical AI
12h ago	@techniahqrobot	NVIDIA	@techniahqrobot12h agoNVIDIA @techniahqrobot on X How do you teach a humanoid robot to walk without programming every move? Reinforcement learning step by step 1. Build a simulation (MuJoCo or NVIDIA Isaac Lab) with joints motors sensors and a physics model. 2. Define the task: walk… @techniahqrobot· Oct 21, 2026 You're not ready for this. One of the most human-like humanoid robots has just entered production. Tesla says Optimus production has started on its high volume manufacturing lines in Fremont with the first production quality units coming off the line. Tesla says the current process is suitable for a commercial product, although the hardware and manufacturing methods will continue to evolve. The company has also outlined plans for a Fremont line capable of producing up to 1 million robots per year. That is a target capacity, not its current output. How quickly can Tesla move from early production to manufacturing humanoid robots at scale? And what production numbers will we see over the next 12 months? Source @ SawyerMerritt	Compute
9:35 PM ET	@kyleichan	Pstasia Tech	@kyleichan9:35 PM ETPstasia Tech @kyleichan on X Who should you follow on China tech? One great place to start is the brilliant guests who’ve been on my High Capacity podcast—now at 20 episodes! Here they are and the topics we covered: 1. Georg Stieler (@GeorgStieler) — China’s…
9:10 PM ET	@Newsforce	Apple	@Newsforce9:10 PM ETApple @Newsforce on X 🇫🇷 iPhones stolen during France's riots are reportedly displaying warnings that they have been remotely disabled and are being tracked. The messages tell looters that authorities will be alerted and instruct them to return the devices to…	Compute
3:47 PM ET	@MilkRoadAI	Tesla	@MilkRoadAI3:47 PM ETTesla @MilkRoadAI on X $TSLA just released its new Robotaxi Safety Report and the numbers are pretty incredible. According to Tesla, its Robotaxi fleet has now driven over 3.3M miles autonomously, with zero reported injuries counted under its methodology, ZERO… @KyleReidhead· Oct 19, 2026 ARK just released its new Tesla model, it sees $TSLA worth $17.5 TRILLION by 2031 ($4,400 per share!) Here's how they get there: 1. Units in 2031: 8.1M robotaxis, 10.2M cars sold, 1M Optimus robots and 2,278 GWh of storage 2. Revenue by product: robotaxi $753B (52%), cars $320B (22%), Optimus $212B (15%) and storage $163B (11%) 3. 2031 financials: $1.449T in revenue, $902B EBITDA at a 61% margin 4. Robotaxi makes up ~80% of Tesla's enterprise value and Optimus is 14% 5. ARK sizes the humanoid robot market at ~$26T, bigger than the $10T-$15T it sees for robotaxi 6. Cybercab's cost per mile is ~40% below Waymo's next-gen robotaxi 7. Tesla's AI infrastructure spend reaches ~$225B cumulative by 2031, including Terafab with SpaceX Also, NOT in the model but an interesting take, a possible SpaceX merger, which would mean $3.8T in combined 2031 revenue and $2.74T in EBITDA At those numbers, the combination of these two companies would be larger than $50 TRILLION in market cap Personally, I have not modelled this far out for the two companies, but I do believe that SpaceX will become the largest company in the world and the first to reach $100 Trillion The combination of Tesla and SpaceX is ultimately how they get there, which I explained in detail in the post below This is a big reason I gave Milk Road PRO members the signal to buy $SPCX when it hit $115 a few months back. For more signals like this and to see my entire real-time portfolio (and 4 other analysts), check out Milk Road PRO here: https://t.co/0kheLn0QRB	Physical AI
3:36 PM ET	@MParekh	NVIDIA	@MParekh3:36 PM ETNVIDIA @MParekh on X ‘The Fix Is In’ in AI. Musk, Nvidia, OpenAI & AI Agents. ARD #189 …a Tesla-SpaceX merger, Nvidia on water and power, OpenAI on Google’s cloud, and the AI agent race. $NVDA $TSLA $SPCX Full writeup and source links: https://t.co/LecVwJHf8A…	Compute
2:24 PM ET	@tphuang	MIIT	@tphuang2:24 PM ETMIIT @tphuang on X Most recently, MIIT reported on 2592 EFLOPS of total intelligent compute as of 2026/09. So, we've added about 1000 EFLOPS FP16 so far in 2026. While the stated goal is 9800 EFLOPS by 2030, that seems like a rather low target. I'd expect it…	Compute
12:51 PM ET	@pstAsiatech	CXMT	@pstAsiatech12:51 PM ETCXMT @pstAsiatech on X China’s CXMT gets official support pledge amid chip industry goals Anhui province party secretary and former MIIT head Li Lecheng vows to foster IC ecosystem during visit to memory giant’s headquarters https://t.co/HlftyplnbL via @scmpnews	Compute
11:58 AM ET	@TheHumanoidHub	Waymo	@TheHumanoidHub11:58 AM ETWaymo @TheHumanoidHub on X People act on the belief that robots are coming for their jobs long before any loss shows up in the data. We're already seeing it: data center projects blocked across red and blue states, dockworkers striking with anti-automation demands,… @bercankilic· Oct 21, 2026 Sparks of abundance by 2029 https://t.co/uKjmoLpc0p	Physical AI
9:15 AM ET	@kyleichan	NYTimes	@kyleichan9:15 AM ETNYTimes @kyleichan on X What I told The New York Times about China’s new export controls on AI: https://t.co/1EA1DFF725 https://t.co/j4zd7NsHEa	Policy
7:59 AM ET	@Newsforce		@Newsforce7:59 AM ET @Newsforce on X 🇵🇱🇫🇷 European countries are weighing letting power companies and other key infrastructure operators shoot down drones, a job usually left to the military. France passed a law in August allowing it, and Poland already lets some…	Policy
7:19 AM ET	@pstAsiatech	DeepSeek	@pstAsiatech7:19 AM ETDeepSeek @pstAsiatech on X China says US' DeepSeek ban disregards Xi-Trump consensus @pstAsiatech In runup to major US China AI dialogue, perhaps most important bilateral meeting ever, was this really priority? https://t.co/WrpRdPultf	Policy
2:42 AM ET	@MilkRoadAI	NVIDIA	@MilkRoadAI2:42 AM ETNVIDIA @MilkRoadAI on X DeepSeek just gave away the engine it uses to run its own models. The Chinese lab open sourced DeepInfer, the inference framework behind DeepSeek V4.1 Flash, under the free Apache 2.0 license. It runs on $NVDA Blackwell chips and on… @MelvinInvests· Oct 17, 2026 China wants to control exports of its most powerful AI models. A new draft adds 23 AI technologies to its export control list, including large models, AI agents and computing clusters. Frontier models above 2 trillion parameters, or trained with more than 10^26 FLOPs, would need a license before their weights or source code leave the country. Open source models that are already public are exempt.	Compute
2:15 AM ET	@tslaming	ASML	@tslaming2:15 AM ETASML @tslaming on X BOOM 🎐 SpaceX just set a sky-high bar for Tesla’s earnings call later today 🔥 From Starship’s next milestones and Starlink’s expansion to massive AI infrastructure plans, new products, and extraordinary revenue ambitions, SpaceX’s Q3…	Compute
12:45 AM ET	@Scobleizer	NVIDIA	@Scobleizer12:45 AM ETNVIDIA @Scobleizer on X Wild. Why we can't get cheap NVIDIA cards. https://t.co/frFkm8HW3A @lauriechenwords· Oct 21, 2026 ByteDance, Alibaba, Tencent place over $35 billion worth of Nvidia chip orders https://t.co/PNiGN1hioJ	Compute
9:20 PM ET	@Sethwinterroth	Reliable Robotics	@Sethwinterroth9:20 PM ETReliable Robotics @Sethwinterroth on X Keep an eye on this one. Tech, regulatory landscape, and commercial inflecting materially. @moof2k and his team @reliable_robot have been relentless for several years and it’s paying off. https://t.co/wbudJxdqLM @TechCrunch· Oct 20, 2026 Reliable Robotics extended its Series D round with $115 million in equity and $25 million in debt. https://t.co/gKdWexMh2u	Physical AI
9:02 PM ET	@Newsforce	Wolfspeed	@Newsforce9:02 PM ETWolfspeed @Newsforce on X 🇺🇸 Trump says the @DeptofWar is investing $1.5 billion to expand American semiconductor production in North Carolina. The funding is a conditional loan to Durham-based Wolfspeed, which manufactures advanced chips used in military… @Newsforce· Oct 20, 2026 🇺🇸 Trump has arrived in Greenville, North Carolina, aboard Air Force One for his next midterm election rally. The event at Pitt-Greenville Airport is scheduled for 7pm ET, with Trump appearing in support of Republican Senate candidate Michael Whatley, who is running against former Democratic Gov. Roy Cooper.	Compute
8:55 PM ET	@AtMapshock		@AtMapshock8:55 PM ET @AtMapshock on X Japan's official statements now confirm yttrium stockpiles are measured in months, not years. The shortage is no longer a forecast — it is operative. Chinese customs data and Japanese government sources document the mechanism clearly.… @ftchina· Oct 20, 2026 Japan ‘months’ from running out of critical rare earth as China squeezes supply https://t.co/kgDRu188Xe	Compute
3:46 PM ET	@pstAsiatech		@pstAsiatech3:46 PM ET @pstAsiatech on X Japan ‘months’ from running out of critical rare earth as China squeezes supply Tokyo asks US to help convince Beijing to ease chokehold on yttrium and avert manufacturing shutdown Yup....been well aware of this for months...…	Compute
12:57 PM ET	@SupplyChainDive	Semiconductor Industry Association	@SupplyChainDive12:57 PM ETSemiconductor Industry Association @SupplyChainDive on X The equipment and materials needed to produce U.S. semiconductors rely on “vulnerable inputs hidden deep in upstream global supply chains” that are at high risk of supply disruptions, according to a new report by the Semiconductor Industry…	Compute
12:50 PM ET	@tphuang	Applied Materials	@tphuang12:50 PM ETApplied Materials @tphuang on X How does Yttrium crunch on Japanese suppliers affect downstream players? For Semi: TEL/Lam/AMAT will all have lower reliability if they use something other than Y2O3 For AI: MLCC production for Murata, TDK & Tayiyo Yuden… @ftchina· Oct 20, 2026 Japan ‘months’ from running out of critical rare earth as China squeezes supply https://t.co/kgDRu188Xe	Compute
10:26 AM ET	@pstAsiatech	OpenAI	@pstAsiatech10:26 AM ETOpenAI @pstAsiatech on X OpenAI’s officials “were with us on this and now their position is a bit more fuzzy,” said one of the congressional aides granted anonymity. “Silence is doing Nvidia’s work for it.” https://t.co/RwyMk42lnw	Compute
7:26 AM ET	@pstAsiatech	Alibaba	@pstAsiatech7:26 AM ETAlibaba @pstAsiatech on X Alibaba’s RISC-V IP powers over 6 billion shipped chips as tech giant targets AI The milestone comes as Chinese chipmakers seek to reduce dependence on foreign tech amid US-led export restrictions https://t.co/Mje2xNdkyJ via @scmpnews	Compute
6:50 AM ET	@kyleichan	ASML	@kyleichan6:50 AM ETASML @kyleichan on X China basically fired a test shot. China’s rare earth export controls give it powerful leverage over key parts of the global semiconductor industry, including equipment makers. If Beijing wanted to, could it effectively make the global… @kyleichan· Oct 15, 2026 China has mapped out supply chains for targets for its export controls. https://t.co/Naa7p4pcOI https://t.co/NA0TjO9e6y	Compute
5:28 AM ET	@MilkRoadAI	Alibaba	@MilkRoadAI5:28 AM ETAlibaba @MilkRoadAI on X Alibaba just said more than 6 BILLION chips have shipped using its XuanTie RISC-V designs. Damo Academy chief scientist Meng Jianyi announced the number at the RISC-V Summit China in Shenzhen. That is up from about 4 billion back in 2024.… @MelvinInvests· Oct 17, 2026 China wants to control exports of its most powerful AI models. A new draft adds 23 AI technologies to its export control list, including large models, AI agents and computing clusters. Frontier models above 2 trillion parameters, or trained with more than 10^26 FLOPs, would need a license before their weights or source code leave the country. Open source models that are already public are exempt.	Compute
9:08 PM ET	@tslaming	Tesla	@tslaming9:08 PM ETTesla @tslaming on X BOOM 🚨 ARK Invest just published an updated valuation model for $TSLA, and according to their latest projections, Tesla’s expected share price in 2031 is about $4,400 🔥 The bear case is around $3,300 and the bull case is around $5,000.…	Humanoids
4:41 PM ET	@pstAsiatech	ZTE	@pstAsiatech4:41 PM ETZTE @pstAsiatech on X Beijing’s latest export controls issued via MOFCOM announcements are yet another step in China's 7-year effort to build a full counter-toolkit to Washington’s weaponization of tech supply chains. What began with ZTE and Huawei is now a…	Compute
2:13 PM ET	@CKCapitalxx	Vicor	@CKCapitalxx2:13 PM ETVicor @CKCapitalxx on X Keep an eye on $VICR. https://t.co/cOtbbOjql2 @CVResearch_· Oct 19, 2026 Reminder that $VICR reports tomorrow before the open. A recap of what has happened since our deep dive published in September: -Three patent suits filed in Texas -A third ITC case filed, then formally instituted against nine corporate families, pleaded as one supply chain powering Google's TPUs -Sites acquired for additional fabs -First vertical power licensing agreement signed -Guidance raised twice in nine days, from 10% sequential growth to over 30%, on the royalties from that license -A royalty price list published on Vicor's own website -Needham to $350, Roth to $375 The Street expects $1.32 in EPS on $187 million in revenue. The report decides what the royalty structure actually looks like, and our Part Three publishes after it.	Compute
12:15 PM ET	@MilkRoadAI	NVIDIA	@MilkRoadAI12:15 PM ETNVIDIA @MilkRoadAI on X According to The Information, DeepSeek is working with Huawei to help shape the design of Huawei's future AI chips, in a direct push to challenge $NVDA. Last month DeepSeek released open source programming tools for Huawei's Ascend chips… @MelvinInvests· Oct 17, 2026 China just put its own chip know how on its export control list. The draft covers AI processor designs at 14nm or below, DRAM designs at 18nm or below, and advanced 3D NAND designs. It also covers the interconnect for AI clusters with more than 10,000 accelerators. This is still a proposal and public comments run until mid November. China is no longer just on the receiving end of chip restrictions.	Compute
11:21 AM ET	@pstAsiatech	DeepSeek	@pstAsiatech11:21 AM ETDeepSeek @pstAsiatech on X US banning Chinese AI DeepSeek from government agency IT systems Predicted this months ago.... DHS also said use of DeepSeek by government agencies "could produce actionable intelligence on US persons and/or government agencies. The…	Policy
8:57 AM ET	@stretchcloud	Nscale	@stretchcloud8:57 AM ETNscale @stretchcloud on X A £2 billion data centre site in Loughton, Essex was supposed to go live in 2027 with roughly 23,000 Nvidia chips inside it. This week it came out that Microsoft walked away from its anchor tenant commitment there, and the reason has… @li7685721175063· Oct 19, 2026 据《每日电讯报》，微软退出 Nscale 英国埃塞克斯 Loughton 旗舰数据中心的锚定租户协议，因电网接入或要等到 2030 年代；此事冲击 Nscale 计划中约 350 亿美元估值的 IPO。来源：BBN Times https://t.co/l1aokVMGyx #AInews #LetsConnect #蓝V互关 #浇朋友 #蓝朋友 #gm #蓝v互关 https://t.co/tZ1B34Pj5n	Compute
8:39 AM ET	@pstAsiatech		@pstAsiatech8:39 AM ET @pstAsiatech on X China is imposing export controls on more drones and machinery, as the world’s second-biggest economy flexes its industrial muscles. Docs 49-52 follow on from Doc. 48 last week on AI and other technologies... https://t.co/isiTOB5hDf	Policy
7:44 AM ET	@kyleichan		@kyleichan7:44 AM ET @kyleichan on X China is rolling out even more export controls. Just days after draft export controls on AI, biotech, and solar, China is now adding or updating export controls on dual-use items: - Drones - Construction machinery - Dredging equipment… @business· Oct 19, 2026 China is imposing export controls on more drones and machinery, as the world’s second-biggest economy flexes its industrial muscles. https://t.co/rV2sxNCoHP	Policy
7:01 AM ET	@IEEESpectrum		@IEEESpectrum7:01 AM ET @IEEESpectrum on X The FCC and DOE just turned power inverters into national security hardware; the implications for grid design are not obvious yet. https://t.co/luxQ5nWhoM	Compute
4:54 AM ET	@IDTechEx		@IDTechEx4:54 AM ET @IDTechEx on X ⌛ Don't miss your chance to book your space for our upcoming expert webinar, "From Mine to Magnet: Can the USA Take on China's Rare Earth Dominance?" 📅 Thursday October 22 \| ⏱️ 30 minutes \| 💻 Multiple sessions available Presenter: Dr…	Policy
3:56 AM ET	@MilkRoadAI	Intel	@MilkRoadAI3:56 AM ETIntel @MilkRoadAI on X "Intel is 80% done." That is how Lip Bu Tan described the turnaround at $INTC in a new interview with Nikkei. Since taking over in March 2025, he has replaced most of the senior leadership team, including bringing in the former CEO of SK… @MelvinInvests· Oct 17, 2026 China just put its own chip know how on its export control list. The draft covers AI processor designs at 14nm or below, DRAM designs at 18nm or below, and advanced 3D NAND designs. It also covers the interconnect for AI clusters with more than 10,000 accelerators. This is still a proposal and public comments run until mid November. China is no longer just on the receiving end of chip restrictions.	Compute
1:06 AM ET	@tslaming	Tesla	@tslaming1:06 AM ETTesla @tslaming on X GOOD NEWS 🇯🇵 Tesla is still pushing hard to roll out FSD (Supervised) in Japan by the end of 2026 — and launching the Cybercab there is officially on the table too 🔥 In a recent interview with Nikkei, Tesla Japan President Richi…	Physical AI
9:57 PM ET	@pequityresearch	Intel	@pequityresearch9:57 PM ETIntel @pequityresearch on X Intel's CEO, Lip-Bu Tan, said China could catch up to U.S. semiconductor technology within 5-10 years. Regarding AI, he cited Moonshot AI's and DeepSeek as not technologically inferior to Anthropic or OpenAI and are significantly cheaper.… @SemiconductorsX· Oct 19, 2026 Intel’s CEO says China’s semiconductor technology is not far behind the US. In an interview with Nikkei. Asked if China could catch the US in five to ten years, he said it is not that far behind even now. He rated the research strength of Tsinghua University and Peking University as on par with MIT and Stanford. On AI he named Moonshot AI’s Kimi, Zhipu AI’s GLM, and DeepSeek, saying they are not technically behind Anthropic or OpenAI. He also noted Chinese AI models are much cheaper to use. $INTC	Compute
12:11 PM ET	@MilkRoadAI	Micron	@MilkRoadAI12:11 PM ETMicron @MilkRoadAI on X Memory stocks just lost about $738 BILLION in market value. According to Goldman Sachs, shares of the major memory makers fell between 11% and 26% after China's CXMT announced its new DRAM cell architecture. SK Hynix fell about 25%.… @MelvinInvests· Oct 16, 2026 According to Korean media, the CXMT 4F² DRAM scare is getting WALKED BACK. China's CXMT said it would unveil a server DDR5 chip using denser 4F² cells by the end of the year and that news helped crush Samsung and SK Hynix this week. KB Securities says the DRAM process gap between Korea and CXMT is still about 5 to 7 years, yields, cost and customer qualification matter far more than a launch preview. Rosenblatt called the near term threat a PAPER TIGER and CXMT also still struggles to get advanced EUV tools because of United States export rules. Samsung's CTO said at SEDEX that the company is working hard on 4F² itself and mass production for Korea's big chipmakers is still expected later this decade. Competition from China is real but treating an unveil like mass production is how you end up with a panic sell. $MU	Compute
11:11 PM ET	@stretchcloud	SanDisk	@stretchcloud11:11 PM ETSanDisk @stretchcloud on X Every major memory maker says it's sold out through 2027, demand described as extremely strong, and the stock prices did not get that memo this month. Micron, SanDisk, SK Hynix and Western Digital have all taken turns falling since October… @kevinxu· Oct 17, 2026 Prepare yourself for Black Monday https://t.co/fAuZ8p3VdH	Compute
6:29 PM ET	@svrobo	Amazon	@svrobo6:29 PM ETAmazon @svrobo on X What does Washington think about robots? What do our armed forces think? We see three very different perspectives compared to the media’s opinion. Which one best expresses the perspective of the majority of the population?…	Deployments
12:01 PM ET	@pequityresearch	NVIDIA	@pequityresearch12:01 PM ETNVIDIA @pequityresearch on X A good read going into the different layers of the AI supply chain. Do check it out! https://t.co/CWnAbgqtDj https://t.co/Ar3ZkRav0g @legendtrades45· Oct 16, 2026 Huge thanks to @ParadisLabs, @ren_stocks, @pequityresearch, @StockSavvyShay, @zerohedge, and @jukan05, as many details were drawn from their work in the writing of this article. https://t.co/MWRfehTV4M	Compute
1:32 AM ET	@MilkRoadAI	Micron	@MilkRoadAI1:32 AM ETMicron @MilkRoadAI on X China's biggest DRAM maker is printing money. CXMT expects about ¥131 billion in net profit for the first nine months of 2026. A year earlier it lost ¥5.3 billion. Quarterly revenue went from ¥6.1 billion in Q1 2025 to an estimated ¥115 to… @MelvinInvests· Oct 16, 2026 According to Korean media, the CXMT 4F² DRAM scare is getting WALKED BACK. China's CXMT said it would unveil a server DDR5 chip using denser 4F² cells by the end of the year and that news helped crush Samsung and SK Hynix this week. KB Securities says the DRAM process gap between Korea and CXMT is still about 5 to 7 years, yields, cost and customer qualification matter far more than a launch preview. Rosenblatt called the near term threat a PAPER TIGER and CXMT also still struggles to get advanced EUV tools because of United States export rules. Samsung's CTO said at SEDEX that the company is working hard on 4F² itself and mass production for Korea's big chipmakers is still expected later this decade. Competition from China is real but treating an unveil like mass production is how you end up with a panic sell. $MU	Compute
11:39 PM ET	@smsehy		@smsehy11:39 PM ET @smsehy on X Actuation represents ~50% of humanoid robot system cost. Embodied AI hardware sounds simple until lab prototypes meet factory floor tolerances. Precision gears, middleware, and EDA tools will bottleneck before the robots themselves do.… @guilleflorvs· Oct 15, 2026 BREAKING: Marc Andreessen just drew the clearest map he's ever given of where the next trillions actually land. And it isn't the software app layer. His thesis: manufacturing jobs from the last 25 years are permanently gone. Stop chasing them back. The real asymmetric bets are embodied AI hardware (robots, drones, autonomous vehicles, defense) and AI attacking the three sectors where prices have only gone up for decades: housing, healthcare, education. The moat in those sectors isn't technology. It's regulation. Which means whoever breaks through first wins everything. He specifically calls out California's SB 1047 as the template for what nearly happened: a bill that would have imposed sweeping liability on AI developers and chilled the entire buildout. It failed. But the next version is coming. Founders still optimizing for software-layer apps are playing a smaller game than they think. The question isn't whether AI reshapes the physical world. It's whether American regulation hands that opportunity to someone else first. Where to place the bets for the next 18 months: https://t.co/yZxU440dQj	Humanoids
11:18 PM ET	@kyleichan		@kyleichan11:18 PM ET @kyleichan on X China’s export controls have multiple purposes: - Geostrategic leverage (eg rare earths) - Protecting China’s tech edge (eg solar, lithium) - Nonproliferation of harmful items (weapons, AI malware) See my earlier piece on China’s export…	Compute
1:53 PM ET	@RoboStrategy	Standard Bots	@RoboStrategy1:53 PM ETStandard Bots @RoboStrategy on X Evan Beard of @standardbots on where robotics is today: “Robots are in their infancy. It’s like the 1973 equivalent for the computer industry.” With millions of use cases coming, their answer is an AI platform: “We’re building a platform,… @RoboStrategy· Oct 15, 2026 Standard Bots CEO @evanbeard breaks down their new AI platform and how it could revolutionize American manufacturing. "This allows you to essentially vibe code your robot" Full interview: 0:00 Intro 6:39 Vibe coding robots 8:19 Locate vision system 11:52 400+ customers 13:58 Origin story 16:08 Where are the competitors? 18:56 Vertical integration is key 22:29 Why robot arms over humanoids 27:04 Robots vs the car industry 29:23 The thing to fear as a builder 31:31 America vs China 34:21 Congress and FCC robot ban 38:31 99% of US arms made abroad 42:31 Building everything inhouse 44:47 The plan to win 47:10 Targeting 10% of US installs 49:22 How the next decade will look like	Hands
11:51 AM ET	@joinautopilot	GlobalFoundries	@joinautopilot11:51 AM ETGlobalFoundries @joinautopilot on X The U.S Government just doubled stake in GlobalFoundries $GFS • US government now owns ~7% • Equity stake worth over $2B • First plant opens 2029 35th company the U.S government owns a piece https://t.co/ndk1fNMnSx	Compute
11:13 AM ET	@BillHughesDC		@BillHughesDC11:13 AM ET @BillHughesDC on X Shanghai wants 8,000 humanoid robots deployed in factories by 2028, placing a concrete adoption target alongside its broader push to modernize manufacturing with AI. The goal appears in a Jiefang Daily report republished by the Shanghai…	Humanoids
7:46 AM ET	@pstAsiatech		@pstAsiatech7:46 AM ET @pstAsiatech on X The Ministry of Commerce and the Ministry of Science and Technology issued Announcement No. 48 of 2026, soliciting public opinions on revising the "Catalogue of Technologies Prohibited and Restricted from Export in China" and implementing…	Policy
7:46 PM ET	@pstAsiatech	GlobalFoundries	@pstAsiatech7:46 PM ETGlobalFoundries @pstAsiatech on X Department of Commerce Announces Agreement with GlobalFoundries to Amend Its Existing CHIPS Program Award and Reallocate $955 Million to Accelerate Investments in Silicon Photonics, Silicon-Germanium, and Advanced Packaging…	Compute
6:45 PM ET	@tslaming	Tesla	@tslaming6:45 PM ETTesla @tslaming on X GOOD NEWS 🚕 Tesla’s Cybercab just got its first federal report card, and it’s about as clean as it gets 🔥 Public Cybercab rides officially launched in Austin on September 3. The latest NHTSA crash data runs through September 15, and it…	Deployments
6:21 PM ET	@MParekh	TSMC	@MParekh6:21 PM ETTSMC @MParekh on X ‘Doing What It Takes’ in AI. OpenAI, Meta & TSMC. ARD #185 …OpenAI’s ad sprint, Meta’s open Muse on Apple’s Macs, TSMC on its own terms, and Apple’s Ternus era. $TSM $META $AAPL Full writeup and source links: https://t.co/phJT1JuRTJ…	Compute
4:01 PM ET	@kyleichan		@kyleichan4:01 PM ET @kyleichan on X Chinese local governments are encouraging their traditional manufacturing firms to expand into robotics components. Hunan province: "Encourage companies to accelerate the transfer of established manufacturing capabilities into intelligent…	Policy
3:17 PM ET	@pequityresearch	Dell	@pequityresearch3:17 PM ETDell @pequityresearch on X Morgan Stanley: CIO Survey > As a result of higher prices, longer lead times, and supply chain uncertainty, 83% of CIOs are making at least some adjustments (including pull-forward) to 2026. > The percentage of CIOs pulling planned 2027…	Compute
3:12 PM ET	@RoboStrategy	Standard Bots	@RoboStrategy3:12 PM ETStandard Bots @RoboStrategy on X Standard Bots CEO @evanbeard breaks down their new AI platform and how it could revolutionize American manufacturing. "This allows you to essentially vibe code your robot" Full interview: 0:00 Intro 6:39 Vibe coding robots 8:19 Locate… @standardbots· Oct 15, 2026 Introducing Standard Bots AI “We chose Standard Bots for two reasons: the speed of development is highly compressed, and the interface for programming the robot is so much simpler. With Standard Bots AI, that's even faster.” — Adrian Nistler, President and CEO, Path Machining & Automation Standard Bots AI robots deliver dramatically faster setups, faster changeovers, and faster paybacks. This is why robots are the new essential power tool of the 21st century. Our mission is to expand human capacity with the world’s most accessible robots. We’re building this future in Glen Cove, New York, and on hundreds of factory floors, and counting. Say yes to more: https://t.co/HR5Z77JkUN	Hands
11:34 AM ET	@stretchcloud	NVIDIA	@stretchcloud11:34 AM ETNVIDIA @stretchcloud on X Jensen Huang spent this week writing checks instead of announcing products. NVIDIA is putting $250 million of compute access into UK AI safety research over five years, routed through UK-based NVIDIA Cloud Partners and hosted in Britain,… @rowlsmanthorpe· Oct 15, 2026 Jensen Huang has a message for the UK https://t.co/sVcWCaQVM8	Compute
11:23 AM ET	@UnmannedSystem	AirData	@UnmannedSystem11:23 AM ETAirData @UnmannedSystem on X AirData supports PG&E’s expanding BVLOS drone operations through automated flight logging, maintenance tracking, and streamlined regulatory compliance workflows. Read more: https://t.co/KMKqTEWit7 @AirdataUAV	Deployments
9:01 AM ET	@BillHughesDC	Robros	@BillHughesDC9:01 AM ETRobros @BillHughesDC on X Reported yesterday: "The [Korean] Ministry of Trade and Industry held the sixth meeting of its Industrial Convergence Regulatory Sandbox Committee for 2026 on the 13th, reviewing regulatory exemptions in artificial intelligence, robotics…	Humanoids
7:53 AM ET	@pstAsiatech	ASML	@pstAsiatech7:53 AM ETASML @pstAsiatech on X ASML CFO says US Match Act limiting DUV sales to China would be counterproductive Indeed...for more see comments... https://t.co/6XibSqdth1	Compute
3:13 AM ET	@kyleichan	ASML	@kyleichan3:13 AM ETASML @kyleichan on X China has mapped out supply chains for targets for its export controls. https://t.co/Naa7p4pcOI https://t.co/NA0TjO9e6y	Compute
11:49 PM ET	@wolfejosh	Lux	@wolfejosh11:49 PM ETLux @wolfejosh on X Lux family co @reflectorbital (who also just crushed it at Lux annual meeting) @bennbuilds https://t.co/rlzfwIbbL3 @reflectorbital· Oct 14, 2026 We’re excited to announce we’ve purchased two dedicated launches with @SkyrootA to deploy future spacecraft. Our aim is to expand solar energy generation to reduce reliance on fossil fuels and help save lives by supporting search-and-rescue operations at night. These launches give us assured schedule and capacity alongside our other planned launches from US sites. Following the FCC’s approval of our first demo mission, we remain focused on engaging with key stakeholders to earn the right to scale. Onwards! Full announcement: https://t.co/TjqwCHx8eF	Deployments
11:05 PM ET	@Newsforce		@Newsforce11:05 PM ET @Newsforce on X 🇺🇸 BREAKING: Trump announced that the Pentagon will establish a new advanced weapons testing range in Montana. The facility, described as a "Super Range," will test cutting-edge military technologies, including autonomous weapons,…	Deployments
10:57 PM ET	@kyleichan	Fable	@kyleichan10:57 PM ETFable @kyleichan on X The big question in China’s robotics industry: “Will general AI models eat up robotics? Many in China’s robotics industry are watching closely as US general-purpose models like Astra, Fable, and Gemini 4 Argon show impressive robotics… @latepostnews· Oct 15, 2026 2026 年 Q3，具身智能领域最有冲击力的变化，来自一个通用模型：9 月初 OpenAI 发布 GPT-6 Astra 后，具身从业者们发现，Astra 不只理解任务、拆解任务，还能输出机器人末端执行器的位姿，完成了本该属于 VLA 等物理 AI 模型的部分工作，而且还做得很不错。在部分测试中，直接把 Astra 当做策略模型（VLA、WAM 等都是机器人上的策略模型类型）的成功率已超过了一些专门为机器人任务和物理世界操作训练的具身模型。这动摇了数字世界 AI 和物理 AI 的边界，也引发了一个灵魂拷问： GPT、Fable 之类的通用模型是否会吃掉 Robotics？同时已经发生的事实是：OpenAI、Anthropic、DeepSeek、Kimi 等多数通用前沿模型公司都正酝酿进入 robotics。除了 Astra 冲击外，本期具身季报还关注以下 4 个行业进展和事件： - AMD 拟以 82 亿美元收购 World Labs - 宇树 IPO 及连锁反应 - 有可能大幅压缩部署成本的 “上下文学习” - 美国 FCC 实际禁止了中国机器人进口对一些人来说，Astra 的变化已经撼动了独立的具身智能公司的发展叙事和估值逻辑。至少，现在到了重新思考物理 AI 与通用 AI 边界的时刻。 https://t.co/ZRNrzkIDMe	Physical AI
6:54 PM ET	@stretchcloud	NVIDIA	@stretchcloud6:54 PM ETNVIDIA @stretchcloud on X Jensen Huang flew to London this week and didn't fund a chip order. He funded five very specific bets: molecule prediction, infrastructure timelines, algorithm discovery, disease biology, and quantum error correction. The deployment sits… @SebJohnsonUK· Oct 14, 2026 BREAKING: Jensen has just announced that @nvidia in investing $1bn+ into 5 UK startups: >> Boltz which is building biomolecular models and AI agents that helps scientists predict molecular structures and interactions >> Foresight which helps owners of major infrastructure projects predict completion dates, mitigate risks and accelerate time to revenue. >> Hiverge which is building an AI discovery engine that automatically writes and optimizes algorithms for tasks such as faster AI training and complex logistics planning. >> Prima Mente which focuses on building biological foundation models to decode complex diseases and identify novel therapeutic targets, starting with Alzheimer’s, Parkinson’s and ALS. >> Riverlane which builds real-time error correction hardware and software that work across all major qubit types, helping quantum computers become reliable enough for practical use. He announced the news in London this evening. Apologies for the terrible pic which includes @rowlsmanthorpe’s side profile	Funding
4:13 PM ET	@MilkRoadAI	CoreWeave	@MilkRoadAI4:13 PM ETCoreWeave @MilkRoadAI on X $SPY fell 1.1% today to around $769 after dropping as low as $766.71, as a hot inflation report pushed rate hike odds higher and hit AI stocks. Here are the top stories you need to know. 1. September CPI came in at 3.7% from a year ago… @MelvinInvests· Oct 14, 2026 Everyone needs to STOP worrying so much about this neocloud selloff. I think people are forgetting just how important companies like $CRWV and $NBIS are to the entire AI ecosystem, especially $NVDA. And remember what Jensen Huang announced just TWO months ago? Nvidia partnered with BlackRock, Blackstone, Goldman Sachs, Apollo, Brookfield, and KKR to help mobilize over $500 BILLION in financing for AI infrastructure. Think about what that actually means. Jensen understands that the biggest bottleneck in AI isn't necessarily demand anymore, it's getting enough capital, power, and infrastructure to actually meet that demand. Also, Jensen NEEDS these neoclouds to succeed because they give Nvidia leverage against the hyperscalers. Companies like $MSFT, $AMZN, and $GOOGL are developing their own custom AI chips to reduce their dependence on Nvidia over time. And that's exactly why neoclouds are so important. Companies like CoreWeave and Nebius are building enormous amounts of GPU infrastructure centered around Nvidia's technology. They give AI companies another place to access compute without having to rely entirely on the traditional hyperscalers. The stronger these neoclouds become, the more alternatives customers have and the less dependent Nvidia becomes on a handful of hyperscalers controlling AI infrastructure spending. Now imagine what happens if these neoclouds suddenly struggle to finance their expansion, which is exactly what we're starting to see with $CRWV. CoreWeave's bond yields just surged to over 15%, which is a warning sign. For context, these bonds were issued at a 9.625% yield just four months ago and now investors are demanding significantly higher returns to hold that debt. Essentially, the bond market is telling us that investors are becoming increasingly concerned about CoreWeave's financial risks, which could make future borrowing a lot more expensive. And that's a massive problem for $NVDA because these companies are buying billions of dollars worth of GPUs and helping expand the market for Nvidia's technology. This is why I believe Jensen will step in to support strategically important partners like CoreWeave if financing conditions become difficult. Nvidia has already demonstrated that it's willing to put capital behind this ecosystem. I'm not saying Jensen will bail out every neocloud, but I find it very hard to believe he'll just sit back and watch one of his most important customers struggle to finance its expansion, especially when Nvidia needs these companies to compete against the hyperscalers.	Compute
11:58 AM ET	@stretchcloud	NVIDIA	@stretchcloud11:58 AM ETNVIDIA @stretchcloud on X NVIDIA is putting $50 million a year of compute behind UK agentic safety research for the next five years, routed through three labs: BOLD at Oxford, led by Jakob Foerster, SOFAIR at UCL, and Imperial's Frontier AI Research Lab under… @SebJohnsonUK· Oct 14, 2026 NVIDIA has just announced a $250m compute commitment into the the UK! 🇬🇧 The money is to: “strengthen the UK’s agentic safety and security research capability” This includes $50m in accelerated computing access annually through BOLD at the University of Oxford, SOFAIR at UCL and Imperial College London. NICE	Compute
10:53 AM ET	@pstAsiatech	ASML	@pstAsiatech10:53 AM ETASML @pstAsiatech on X yes, very very bad idea... https://t.co/abuzkfpMja @lithos_graphein· Oct 14, 2026 Game theory: MATCH Act vote pending, blocks parts/service to all ASML immersion systems in China. It's supposed to brick 350+ tools, limiting AI chip production. Yet, it's increasing immersion system orders, per today's ASML earnings call. Why continue to build up the fleet? Who takes over parts/service contracts once ASML exits? Who assumes control of $26B in strategic assets? What is the price on the lost IP (incalculable)? 上海爱晟纳电子科技集团有限公司	Compute
8:29 AM ET	@pstAsiatech	ASML	@pstAsiatech8:29 AM ETASML @pstAsiatech on X EU in talks with China to secure relief from sanctions on Germany's Sindlhauser Materials, a key supplier to ASML Sindlhauser, which relies on Chinese rare earths and critical minerals supplies, is at risk of going out of business in the…	Compute
8:18 AM ET	@pstAsiatech		@pstAsiatech8:18 AM ET @pstAsiatech on X American drone-tech startups are swarming into Taiwan and finding partners who can help them turn blueprints into reality American tech meets Taiwanese hardware in push to assemble uncrewed boats and aircraft using a ‘non-red’ supply chain…	Deployments
8:02 AM ET	@IEEESpectrum		@IEEESpectrum8:02 AM ET @IEEESpectrum on X Grain-oriented electrical steel is now a trade flashpoint in Europe; the real impact on transformers is more complex than it looks. https://t.co/TTfKyd75Oa	Compute
6:24 AM ET	@CyberRobooo	Robros	@CyberRobooo6:24 AM ETRobros @CyberRobooo on X Deploy, deploy, deploy... Korea Clears First 20 Humanoid Robots for Real Factory Lines Alongside Workers South Korea’s Ministry of Trade, Industry and Energy has approved a regulatory sandbox exemption for Robros to deploy 20 AI bipedal…	Humanoids
4:36 AM ET	@smsehy		@smsehy4:36 AM ET @smsehy on X In consumer software, good enough means shipping a beta and patching regressions over the air. In automotive autonomy, good enough is an auditable safety case that proves deterministic fault containment to statutory regulators. Statistical… @adityaag· Oct 8, 2026 When is an autonomous vehicle actually good enough? https://t.co/VQTbWP1Jfj https://t.co/MA8e3UAYgb	Physical AI
9:12 PM ET	@pequityresearch	Meta	@pequityresearch9:12 PM ETMeta @pequityresearch on X Expert Takeaways: Meta's Optical Demand > Meta signed a $6B deal with Corning for MPO fiber cables to power its next-gen AI data center infrastructure. > Zhongji, Eoptolink, and Cohr lead Meta’s optical supply chain, with new entrants…	Compute
6:30 PM ET	@tphuang	Sumitomo	@tphuang6:30 PM ETSumitomo @tphuang on X Major areas of competition bw China & Japan in AI supply chain: Semi Mfg chemicals (photoresist key to watch) Advanced Packaging (ABF key to watch & China's effort to domesticate) High speed Interconnect - China w/ Shengyi + others have… @tphuang· Oct 13, 2026 China/Japan economic war & AI supply chain	Compute
6:25 PM ET	@tphuang	Sumitomo	@tphuang6:25 PM ETSumitomo @tphuang on X China/Japan economic war & AI supply chain	Compute
5:13 PM ET	@pequityresearch	Micron	@pequityresearch5:13 PM ETMicron @pequityresearch on X BofA on CXMT's 4F2 architecture: Restricted from importing ASML’s EUV lithography tools due to US sanctions, CXMT is likely advancing toward 4F2 architecture faster than the "Big 3" DRAM manufacturers. While the top three producers have…	Compute
4:13 PM ET	@MilkRoadAI	Micron	@MilkRoadAI4:13 PM ETMicron @MilkRoadAI on X $SPY finished basically flat today, closing at $778.01 for a 0.01% loss after dipping as low as $775.95 earlier in the session as chip stocks sold off. Here are the top stories you need to know. 1. Memory stocks got hit again on worries… @MelvinInvests· Oct 13, 2026 South Korea’s KOSPI just opened down another 4.5% and is now down more than 12% over the past five trading days. And I think there’s a LOT more going on here than investors simply worrying about China’s CXMT. First, you have Samsung and SK Hynix facing growing concerns about additional DRAM competition after CXMT announced progress on its new 4F² architecture, which could potentially make memory production more efficient and put pressure on future DRAM prices. But that’s only part of the story because something I think investors are overlooking is that Samsung recently completed its massive share buyback program, while SK Hynix is also winding down its repurchases. Together, these programs represented roughly $39 billion in potential buying support, and with that support fading, the market becomes much more vulnerable to foreign investor selling. And here’s another important factor. South Korean regulators have tightened restrictions on single stock leveraged ETFs, increasing minimum deposit requirements and temporarily restricting new listings. This matters because leveraged retail demand helped fuel the enormous rally in Korean equities, and making that exposure harder to access can reduce incremental buying pressure. Now, combine that with investors taking profits after a massive semiconductor rally, rising oil prices, and broader geopolitical uncertainty, and you can see why selling pressure is accelerating. And remember, memory stocks have rallied because investors are pricing in years of tight supply, strong pricing, and accelerating AI demand. When expectations are already this high, even a relatively small change in the outlook can cause a significant correction, especially when leveraged investors are forced to unwind positions. Personally, I think the biggest question is whether CXMT can actually produce enough competitive DRAM at scale to materially change global supply. Because according to HSBC’s projections, the DRAM market could remain undersupplied through 2028 even after accounting for additional Chinese production. And with HBM production competing for manufacturing capacity with conventional DRAM, I think investors are seriously underestimating how much memory we’re going to need as hyperscalers continue spending hundreds of billions of dollars building AI infrastructure. To me, this selloff looks more like a mix of weakening market liquidity, foreign capital outflows, and investors reducing risk than a fundamental deterioration in memory demand. I’m still bullish on Samsung, SK Hynix, and $MU over the long term.	Compute
12:47 PM ET	@UnmannedSystem	ATMOSPHERE	@UnmannedSystem12:47 PM ETATMOSPHERE @UnmannedSystem on X ATMOSPHERE and JGET have joined forces to deliver Iridium satellite communication technology to India's drone sector as regulatory review progresses through IN-SPACe. Read more: https://t.co/k2idO2XzF7	Physical AI
11:19 AM ET	@UnmannedSystem	GATE Technologies	@UnmannedSystem11:19 AM ETGATE Technologies @UnmannedSystem on X Ondas expands its European defense presence with a $56 million order for Electronic Safe & Arm Devices following its acquisitions of GATE Technologies and Bron Technologies. Read more: https://t.co/sL5otcGnmw @OndasHoldings…	Deployments
8:15 AM ET	@Newsforce		@Newsforce8:15 AM ET @Newsforce on X 🇺🇦🇵🇱 NATO’s €1 billion innovation fund is prioritizing anti-drone technology as the war in Ukraine exposes urgent gaps in the alliance’s defenses. The fund is also targeting space-based surveillance and is opening a new office in…	Deployments
8:03 AM ET	@pequityresearch		@pequityresearch8:03 AM ET @pequityresearch on X BIS: Circular relationships by AI supply chain layer	Compute
7:01 AM ET	@IEEESpectrum		@IEEESpectrum7:01 AM ET @IEEESpectrum on X The top ten semiconductor firms are spending $67 billion on R&D this year, vastly outstripping federal CHIPS Act allocations. The driver isn't policy, but an AI-fueled investment surge that is reshaping hardware innovation timelines from…	Compute