AI hardware
# Qualcomm Announces AI Chips to Compete with AMD and Nvidia — Stock Soars 11% [](https://substackcdn.com/image/fetch/$s_!tkew!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2773e195-7d24-4120-a6dd-031adf1542e8_
AI hardware
 # The Future of AI Hardware — Beyond "Adding AI" to Existing Devices AI hardware is **undeniably the future**, but it’s *not* simply about slapping AI onto the devices we already have. --- ## Key Questions for the
Optical Computing
The First Year of Optical Computing Has Arrived China Becomes a “New Variable” in the Global Computing Power Landscape Guangbenwei’s co-founders: Xiong Yinjian (left) and Cheng Tangsheng (right) --- Background: AI Demands vs. Computing Bottlenecks The global digital transformation is accelerating, with artificial intelligence applications pushing productivity boundaries at
AI hardware
AI Hardware Moves Beyond Boundaries: HONOR’s Vision for a Collaborative Future AI is no longer confined to single devices — it now flows freely across home, travel, education, and companionship scenarios, evolving from a mere tool into a true partner in daily life. At the recent AI Terminal Ecosystem Conference,
LLM deployment
On-Device Large Model Deployment Faces Multiple Challenges Deploying large models on edge devices comes with a wide range of challenges. In terms of computing power and memory, the gap with cloud systems is huge — for example, an edge RK3562 chip delivers over 1,000× less computing power and 20× less
NVIDIA DGX
First Impressions: NVIDIA DGX Spark Preview 14 October 2025 NVIDIA sent me a preview unit of their new DGX Spark — a desktop “AI supercomputer”. This is my first-ever hardware review, and while you could call it a sponsored post (because they sent me the unit), there was: * No cash payment.
NVIDIA
Starship's 11th Flight — and a Surprise from Jensen Huang Today, Starship’s eleventh flight wrapped up successfully. Unexpectedly, NVIDIA CEO Jensen Huang appeared in person at SpaceX's Starbase in Texas — right beside the towering Starship — to hand-deliver a freshly minted “nuclear bomb” to Elon Musk: >
NVIDIA
Starship’s 11th Flight — and an Unexpected Guest Today marked Starship’s 11th flight, a complete success — with a surprise appearance by Jensen Huang himself. The NVIDIA CEO personally flew to Starbase, Texas, standing beside the towering Starship to hand Elon Musk a computing “nuclear bomb” — the brand‑new NVIDIA
OpenAI chips
OpenAI & Broadcom Partnership: Building 10 GW AI Infrastructure “Using models to optimize chip design — faster than human engineers.” After 18 months of quiet collaboration, OpenAI and Broadcom have officially announced a massive partnership. Top leaders from both companies met in person to share details of the deal: * Sam Altman
Humanoid Robotics
🚀 Figure's $1B Series C Funding & the State of Humanoid Robotics Date: 2025‑10‑09 · Location: Beijing Speaker Quote: > “You can’t scale a bad robot. If the product itself isn’t good enough, scaling will only amplify the problems.” Image source: Brighter with Herbert --- 🔍 Z
AMD
New Intelligence Report --- Overview When OpenAI and AMD signed a cooperation agreement for 6 GW of chip supply plus warrants, it struck like a strategic bomb — potentially reshaping the AI hardware ecosystem. For AMD, this marks a shift from follower to potential core computing power player — a move filled