Hardwired

If it has to exist for AI and Robotics to scale, we're watching it.

Canonical: https://www.readplaza.com/hardwired

Markdown: https://www.readplaza.com/publishers/hardwired.md

Publisher Links

Twitter/X: @hardwiredai

Gavin Baker Says Trainium Is This Year's TPU. The AWS Multiple Disagrees.

Hardwired followed his call on $ALAB, the AI networking infrastructure play, and that position returned 190% as of today.

Chris·2mo

ServiceNow beat on nearly every line last night and is down 1.3% today. The disconnect is worth understanding.

Start with the beat itself. Subscription revenue came in at $3.877 billion, 23% constant-currency growth, 150 basis points above guidance. Operating margin at 29.5%, three points above what they guided. AI ACV crossed $1 billion, up more than 40% ...

Hardwired·4mo

Unvaulting Our Pick Out of the SaaSpocalypse

It rivals Palantir on AI architecture, Jensen Huang runs his business on it, and the market just handed you the discount.

Chris·5mo

Photonics Might Take 20 Years, So I Looked Upstream Instead

Martin Shkreli (who started a photonics company) on the MTS Live postcast, makes a strong case that photonics could handle matrix multiplication and potentially reshape compute, but also saying it could take 20 years to fully figure out. If that’s...

Hardwired·6mo

The $1.5 Trillion AI Buildout Has a Second Infrastructure Problem

The GPU was the first infrastructure problem. At 100,000 GPUs, the next bottleneck is coordination.

Hardwired·7mo

EWY: The Memory Tax on Every AI Chip

The one company collecting a toll on every AI chip shipped, and why most US investors can't buy it directly.

Chris·7mo

SK Hynix Is Inside Every Blackwell Chip. Here's How to Own It.

Nvidia gets the headlines. SK Hynix gets the money. Every Blackwell GPU runs on HBM3e memory. SK Hynix supplies most of it — 62% of the global HBM market. They've locked in two-thirds of Nvidia's HBM4 orders for Vera Rubin, the next GPU generation...

Hardwired·1y

The Most Mispriced AI Data Center in North America? Look Here

Galaxy Digital bought Helios in distress. Now it sits on some of the best AI infrastructure economics in the market, still hiding under a crypto label.

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Hardwired·4mo

Gavin Baker Says Trainium Is This Year's TPU. The AWS Multiple Disagrees.

Hardwired followed his call on $ALAB, the AI networking infrastructure play, and that position returned 190% as of today.

Chris·2mo

ServiceNow beat on nearly every line last night and is down 1.3% today. The disconnect is worth understanding.

Hardwired·4mo

Unvaulting Our Pick Out of the SaaSpocalypse

It rivals Palantir on AI architecture, Jensen Huang runs his business on it, and the market just handed you the discount.

Chris·5mo

Photonics Might Take 20 Years, So I Looked Upstream Instead

Hardwired·6mo

The $1.5 Trillion AI Buildout Has a Second Infrastructure Problem

The GPU was the first infrastructure problem. At 100,000 GPUs, the next bottleneck is coordination.

Hardwired·7mo

EWY: The Memory Tax on Every AI Chip

The one company collecting a toll on every AI chip shipped, and why most US investors can't buy it directly.

Chris·7mo

SK Hynix Is Inside Every Blackwell Chip. Here's How to Own It.

Hardwired·1y

The Most Mispriced AI Data Center in North America? Look Here

Galaxy Digital bought Helios in distress. Now it sits on some of the best AI infrastructure economics in the market, still hiding under a crypto label.