Lambert retweeted
🇩🇪 Jensen Huang has some tough love for Germany: stop overthinking and get to work.
“Nothing pains me more, frankly, than to see one of the most technologically advanced countries to be left so far behind in technology.
And I think the reason for that is this: maybe it’s the European way to overthink everything.”
The Nvidia boss says Germany has no shortage of talent, it just needs to actually use it.
The country that built the car and the printing press now needs productivity advice from Silicon Valley. How times change.
Writer: Julie
Lambert retweeted
The most powerful thing we can give the next generation is ownership in the future.
Giving every child a stake in innovation and technology with @TrumpAccounts can help make the American dream more tangible for millions of families. Long-term thinking starts early.
Lambert retweeted
The path to accelerating Super Intelligence demands a fundamental leap in memory and storage capabilities.
Join us Wednesday, Oct. 21, at 8 a.m. MT for a technology webinar led by Scott DeBoer, Micron President and Chief Technology and Products Officer. Scott will detail how Micron’s technology foundation, multigenerational roadmap, close customer co-design and long-term research position the company to extend its technology leadership over the next decade and beyond.
The webinar will be webcast live on Micron's Investor Relations website. Read the full announcement for details: bit.ly/4isoZdE
The best breakdown I’ve seen of what’s wrong with the Texas offense. Where does the blame lie: Sark’s play calling, Arch’s execution, or a combination of both?
#TexasFootball #HookEm #Longhorns #SteveSarkisian #ArchManning #CollegeFootball #CFB
youtu.be/mfFEwd6ERgo?si=5RWc…
Lambert retweeted
Micron sees high end humanoids needing ~16x more memory (~200GB DRAM + 4TB storage vs ~12GB + 256GB today) and is already working early with robot makers, chipset firms, and hyperscalers.
$MU $SKHY Is Physical and Edge AI priced in? Does the market realize robots are an inevitability?
Micron is developing Edge Inference Memory (EIM) for physical AI and humanoid robots.
At SEDEX 2026, VP Lee Cheol said EIM stacks LPDDR on a logic die to cut latency and raise bandwidth for AI inference. It’s distinct from PIM (architecture not yet disclosed). Micron is building it for LPDDR6, and industry watchers expect mass production in 2H 2028.
Current robot models (1 to 2B parameters) run fine on efficient LPDDR, but bigger VLMs will need HBM. Micron sees high end humanoids needing ~16x more memory (~200GB DRAM + 4TB storage vs ~12GB + 256GB today) and is already working early with robot makers, chipset firms, and hyperscalers.
Lambert retweeted
$NVDA just ran a record 104-qubit fault-tolerant quantum simulation using 8,192 GPUs at Europe's JUPITER supercomputer validating a technique that could require 90% fewer physical qubits.
This comes as $GOOGL advances same approach on actual quantum hardware and Anthropic uses AI to design more efficient quantum circuits bringing hardware development, AI and classical simulation closer together.
Lambert retweeted
$NVDA CEO Jensen Huang just announced planned investments in Agile Robots, Avelios Medical, Mirelo and Reflex Aerospace alongside a new agreement with Germany's government to develop physical AI models.
Nvidia is clearly looking to establish its platform across industrial AI.
Lambert retweeted
Next stop— Berlin.
My exclusive with @JensenHuang, live this Wednesday right after his GTC keynote
Lambert retweeted
Southwest Airlines going all-in with @Starlink!
Lambert retweeted
Jensen Huang on BG2Pod
Nvidia used to be a GPU company, then became the largest and fastest growing networking company; now becoming one of the largest CPU companies, "surely the fastest growing one."
What Nvidia sells into one gigawatt went from about $18B to about $20B to now $40B plus per gigawatt, and he expects it to keep going up.
Six years ago Nvidia was single digits of world capex; now about 40% with the CSPs and about 80% outside them (on-prem and neo clouds). Both halves doubling every year, so the share is still growing.
Lambert retweeted
The next decade of driving, built together.
We’re expanding our strategic partnership with @MercedesBenz AG to develop the next generation of driver assistance and automated driving systems.
All while upholding the high safety standards expected from a Mercedes-Benz.
Learn more about the collaboration: nvda.ws/3WtfQJi
ALT Logos of Mercedes and NVIDIA on a black background.
