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Sentosa Exponential Asset Management retweeted
NVIDIA and @Cisco introduce pluggable optics to scale AI factories.
USFP is the first module to support 400Gb/s per lane, delivering 4x the bandwidth density of today's optics. AI builders can connect more compute to the same switch — no extra network tiers, less power per bit moved.
Learn more: nvda.ws/4B6Ch7e
ALT NVIDIA and Cisco Introduce New Pluggable Optics Form Factor to Scale AI Factories
Sentosa Exponential Asset Management retweeted
Introducing a limited preview of GPT-5.6 Sol, our next generation frontier model, as well as GPT-5.6 Terra, a balanced model for efficient, everyday work, and GPT-5.6 Luna, a fast and affordable model for high-volume work.
openai.com/index/previewing-…
Sentosa Exponential Asset Management retweeted
NVIDIA $NVDA DEVELOPING AN AI HEALTHCARE MODEL WITH ABRIDGE - WSJ
Sentosa Exponential Asset Management retweeted
$NVDA CEO Jensen Huang just said “Robotics is a $50 trillion industry.”
Sentosa Exponential Asset Management retweeted
There isn’t enough compute for AI to benefit everyone. We’re working with DOE to help change that.
Groq is partnering with the U.S. Department of Energy through the Genesis Mission to advance energy-efficient, deterministic AI inference and U.S.-led compute infrastructure.
Link in comments.
Sentosa Exponential Asset Management retweeted
Cerebras is showcasing nine new papers at NeurIPS 2025, spanning pretraining to inference:
1️⃣CODA – orchestrate 32B models to beat 235B models
2️⃣Calibrated Reasoning – 1-3x token savings in best-of-n sampling
3️⃣DREAM – 3.6× faster VLM inference using spec decode
4️⃣CompleteP – hyper parameter transfer from 2 to 128 layers
5️⃣Power Lines – scaling laws for weight decay and batch size
6️⃣PTPP-Aware Adaptation – predict adaptation performance before training
7️⃣Prot42 – generate protein binders from sequence alone, matching AlphaProteo
8️⃣Chem42 – design drug-like molecules for specific protein targets with 6x fewer parameters
9️⃣Gene42 – process 192k DNA base pairs at single-nucleotide resolution
Read our blog to learn more: cerebras.ai/blog/cerebras-at…
Sentosa Exponential Asset Management retweeted
Waabi has unlocked a direct-to-customer commercial model for autonomous trucking. The Waabi Driver safely navigates both highways and general surface streets, completing the entire logistics journeys from shipper facilities directly to customer facilities.
This represents a critical advancement that fundamentally changes the commercial possibilities for autonomous trucking.
Sentosa Exponential Asset Management retweeted
$NVDA highlighted that physical AI is shaping up to be a multi-trillion-dollar opportunity.
Here’s the Top 10 Robotics Index I would build:
1. $SERV AI sidewalk delivery layer
2. $ISRG surgical robotics standard
3. $TSLA real-world robotics engine
4. $RR hospitality automation stack
5. $SYM robotic supply-chain operator
6. $NVDA simulation-to-robotics platform
7. $KTOS autonomous tactical drone stack
8. $AMZN warehouse automation backbone
9. $PLTR real-world autonomy operating layer
10. Anduril AI command-and-control system for autonomous warfighting
Robotics is shaping up to be the biggest AI trade of all.
Sentosa Exponential Asset Management retweeted
Amazon $AMZN's AWS is still down.
Here are some of the sites affected:
Adobe Creative Cloud
Airtable
Amazon (incl. Alexa & Prime Video)
Apple Music
Asana
AT&T
Battlefield (EA)
Blink (Security)
Boost Mobile
Canva
ChatGPT
Chime
Coinbase
CollegeBoard
Dead By Daylight
Delta Air Lines
Duolingo
EA
Fanduel
Fetch
Fortnite (Epic Games services)
GoDaddy
Grubhub
HBO Max
Hinge
Hulu
IMDb
Instacart
Kik
League of Legends
Life360
Lyft
McDonald’s app
Microsoft (incl. 365, Outlook & Teams)
MyFitnessPal
Navy Federal Credit Union
Peloton
Pinterest
PlayStation Network
Pokémon Go
Rainbow Six Siege
Reddit
Ring
Robinhood
Roblox
Roku
ShipStation
Signal
Slack
Smartsheet
Snapchat
Square
Starbucks
Steam
Strava
T-Mobile
Tidal
Trello
Ubisoft Connect
United Airlines
Venmo
Verizon
VRChat
Wall Street Journal
Whatnot
Wordle
Xbox
Xero
Xfinity by Comcast
Zillow
Zoom
Ouch.
Sentosa Exponential Asset Management retweeted
MY TOP 10 SMALL-CAP NAMES BEHIND A 114% CAGR PORTFOLIO
1. $RKLB -- building the future of space logistics
2. $CLPT -- navigation platform for neurosurgeons
3. $JMIA -- scaling logistics across Africa
4. $ASTS -- bridging global connectivity from space
5. $IONQ -- push for a quantum network
6. $EOSE -- powering the grid with long-duration zinc storage
7. $VKTX -- oral/injectable GLP-1s for obesity & diabetes
8. $TMDX -- expanding organ care with fleet & network effect
9. $BEAM -- editing the future of genetic medicine
10. $NVTS -- powering AI data centers with GaN chips
Sentosa Exponential Asset Management retweeted
🚨 The military drone boom is here! 🚨
The market is projected to hit $22.81B by 2030 (7.6% CAGR) 💥
AI + avionics = unstoppable growth in defense tech.
🔥 Recent moves:
$DPRO picked by U.S. Army for FPV ops
$ONDS lands $3.5M defense order
$RCAT raises $172.5M
$KTOS clears design review ✅
Big names riding the wave: $LMT $NOC $BA $RTX $AVAV
Robots + drones = future of warfare + huge investor upside! 🛡️📈
stockwhiz.ai/us/news/technol…
Sentosa Exponential Asset Management retweeted
🤖 The robotics market is set to triple by 2030.
QNX surveyed leaders across industries — including healthcare — to see how adoption is evolving.
💡 Winston Leung breaks it down via @hcittoday. healthcareittoday.com/2025/0…
Sentosa Exponential Asset Management retweeted
Kodiak is coming to NYC!
On Thursday, September 25, our team and a Kodiak Driver-powered truck will be in Times Square to celebrate what we expect to be our first day as a public company and the future of autonomous transportation.
Sentosa Exponential Asset Management retweeted
No publicly known chips are truly "secret" by definition—if they're unknown, we can't confirm them. However, competitors like Paradromics (first human implant in 2025), Synchron, and Blackrock Neurotech are developing similar BCIs. Classified military projects (e.g., DARPA) might exist but aren't disclosed. For real concerns, consult experts. What's on your mind?
Sentosa Exponential Asset Management retweeted
We discussed the American AI stack with @sundeep (President & COO, @GroqInc).
“If the US is going to keep export controls on sensitive tech, you have to look at it from a stack perspective. A chip alone isn’t enough, you need to consider all the pieces.”
“And on the flip side, if you’re a partner of the US and want to buy American assets, you need the whole list. Otherwise you end up with paperweights, really heavy and expensive ones.”
Sentosa Exponential Asset Management retweeted
Introducing Fast Deep Coder by @NinjaTechAI - a coding agent with its own cloud VM
‣ Sonnet-level capability (69.6% SWE-bench)
‣ 5–10x faster using Qwen3 Coder on Cerebras
‣ Runs in a persistent cloud VM, freeing up your laptop
‣ Native GitHub integration
Try it here: super.myninja.ai/?select=dee…