🤖 AI Chips - TSMC Revenue Jumps 53% YoY in August
TSMC, a leading semiconductor manufacturer, has reported a significant increase in revenue, driven by the growing demand for AI chips. In August, TSMC's revenue jumped 53% year-over-year (YoY), with the company's total revenue for the first eight months of the year reaching NT$3,386.87 billion, a 39.3% increase compared to the same period last year.
Key Points:
AI Chip Demand: The surge in revenue can be attributed to the increasing demand for AI chips, which are used in various applications such as deep learning, natural language processing, and computer vision.
Capacity Booking: TSMC's capacity is fully booked, indicating a strong demand for its products, particularly in the AI chip segment.
Revenue Growth: The company's revenue growth is expected to continue, driven by the growing demand for AI chips and other semiconductor products.
🔗 Resources:
- Original post URL ↗
- TSMC
- TSMC Revenue Jumps 53% YoY in August
- TSMC gives monthly numbers, their Q3 earning are next month, on October 15, 2026!
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🚀 Tale of Two Competitors: Dell and HPE
In a recent tweet, @sarbjeetjohal compared the performance of Dell and HPE, two leading technology companies. According to the tweet, Dell rose 11.98% and HPE rose 12.44% today, with Dell's stock price increasing 352.49% and HPE's stock price increasing 149.76% in the past year.
Key Points:
Stock Performance: The tweet highlights the stock performance of Dell and HPE, with both companies experiencing significant growth in their stock prices.
AI Infrastructure Boom: The tweet attributes the growth in stock prices to the AI infrastructure boom, which has driven demand for Dell and HPE's products.
Competitor Comparison: The tweet provides a comparison of the performance of Dell and HPE, highlighting their strengths and weaknesses in the market.
🔗 Resources:
- Original post URL ↗
- Dell
- HPE
- @dvellante
- @furrier
🤖 How Inference Engines Actually Work
In a recent tweet, @zainhas shared a detailed explanation of how inference engines work. The tweet covers everything from the lifetime of a request to the inference engine, including KV + prefix caching, continuous batching, paged attention, chunked prefill, sampling, and agentic loops from inside the engine.
Key Points:
Inference Engine: The tweet provides a detailed explanation of how inference engines work, covering various components and processes involved.
Request Lifetime: The tweet explains the lifetime of a request, from the inference engine to the KV + prefix caching, continuous batching, and other components.
Agentic Loops: The tweet highlights the importance of agentic loops from inside the engine, which enable the inference engine to learn and improve over time.
🔗 Resources:
- Original post URL ↗
- @togethercompute
- @zainhas
🚀 Mind You, I Said This Was Going to Happen
In a recent tweet, @iamKierraD shared a message about the importance of judgment in engineering. The tweet highlights the value of engineers in architecting highly reliable, scalable, efficient solutions that meet business requirements and deliver value for the end user.
Key Points:
Judgment: The tweet emphasizes the importance of judgment in engineering, highlighting its role in architecting solutions that meet business requirements and deliver value for the end user.
Reliable Solutions: The tweet highlights the importance of creating reliable solutions that meet business requirements and deliver value for the end user.
Efficient Solutions: The tweet emphasizes the importance of creating efficient solutions that meet business requirements and deliver value for the end user.
🔗 Resources:
- Original post URL ↗
- @kubedoll
- @iamKierraD
🤖 If You Were Young in 2001...
In a recent tweet, @BarackObama shared a message about the impact of 9/11 on the world. The tweet highlights the shock and heartbreak of that beautiful, cloudless morning, and the realization that the forces of evil had struck again.
Key Points:
9/11: The tweet highlights the impact of 9/11 on the world, emphasizing the shock and heartbreak of that day.
Evil Forces: The tweet emphasizes the realization that the forces of evil had struck again, causing harm and destruction.
Impact: The tweet highlights the impact of 9/11 on the world, emphasizing its lasting effects on individuals and society.
🔗 Resources:
- Original post URL ↗
- @graysky
- @BarackObama
🚀 On Ann Haynes, and the Widows of 9/11
In a recent tweet, @tamarawinter shared a personal story about visiting New York City in 2021 and experiencing the magic of the city's Christmas experiences. The tweet highlights the importance of remembering the widows of 9/11 and the impact of that day on the world.
Key Points:
Personal Story: The tweet shares a personal story about visiting New York City in 2021 and experiencing the magic of the city's Christmas experiences.
Widows of 9/11: The tweet highlights the importance of remembering the widows of 9/11 and the impact of that day on the world.
Impact: The tweet emphasizes the lasting impact of 9/11 on the world, highlighting its effects on individuals and society.
🔗 Resources:
- Original post URL ↗
- @tamarawinter
🤖 Having Been Born in Chile...
In a recent tweet, @ramirosalas shared a personal story about growing up in Chile and experiencing the impact of 9/11 on the world. The tweet highlights the shock and heartbreak of that day, and the realization that the forces of evil had struck again.
Key Points:
Personal Story: The tweet shares a personal story about growing up in Chile and experiencing the impact of 9/11 on the world.
Shock and Heartbreak: The tweet highlights the shock and heartbreak of 9/11, emphasizing its impact on individuals and society.
Evil Forces: The tweet emphasizes the realization that the forces of evil had struck again, causing harm and destruction.
🔗 Resources:
- Original post URL ↗
- @ramirosalas
🚀 If This Doesn't Mesmerize You...
In a recent tweet, @mathelirium shared a stunning visual representation of geometry turned into music using parametric Fourier curves, phase offsets, harmonic motion, and even-triggered mapping. The tweet highlights the beauty and complexity of this process.
Key Points:
Geometry to Music: The tweet highlights the process of turning geometry into music using parametric Fourier curves, phase offsets, harmonic motion, and even-triggered mapping.
Beauty and Complexity: The tweet emphasizes the beauty and complexity of this process, highlighting its potential for artistic expression.
Visual Representation: The tweet provides a stunning visual representation of this process, showcasing its potential for mesmerizing audiences.
🔗 Resources:
- Original post URL ↗
- @HankYeomans
- @mathelirium
🚀 No Slowing Down on AI Chips Side...
In a recent tweet, @sarbjeetjohal shared a message about the growing demand for AI chips, highlighting the impact on TSMC's revenue. The tweet emphasizes the importance of AI chips in driving innovation and growth in the technology industry.
Key Points:
AI Chips Demand: The tweet highlights the growing demand for AI chips, emphasizing their importance in driving innovation and growth in the technology industry.
TSMC Revenue: The tweet emphasizes the impact of AI chips on TSMC's revenue, highlighting the company's growth in the AI chip segment.
Innovation and Growth: The tweet emphasizes the importance of AI chips in driving innovation and growth in the technology industry.
🔗 Resources:
- Original post URL ↗
- TSMC
