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Updated 2026-05-14 18:45
Cerebras AI Wafer Sized Compute Raises IPO Price Nearly 20%
AI giant wafer chipmaker Cerebgas is raising its IPO price $185 per share instead of earlier $150-$160 price range. The order book was oversubscribed 20+ times. Bloomberg reports they are offering 30 million shares and will raise ~$5.55 billion. The order book is over 20x+ oversubscribed. Cerebras will try to challenge NVIDIA. Amazon plans to ... Read more
Why Do Commenters Want to Silence Sonny White?
Sonny White (Harold G. Sonny" White) has solid credentials as a NASA veteran but is viewed as a highly speculative researcher in the broader scientific community. His work on advanced propulsion (especially warp drive concepts) generates excitement in enthusiast and media circles. For people who freak out about me platforming Sonny White, they should know ... Read more
Unitree Builds First Commercial Mech – Giant Human Piloted Robot – 9 Feet Tall, 500 Kilograms
The Unitree GD01 will mass produce the world's first transforming commercial giant Mech. It was announced by Unitree Robotics on May 12, 2026. It is a civilian vehicle that a human pilot rides inside (open cockpit in the torso) and not yet a fully autonomous robot. It transforms between bipedal (upright 2-leg walking) and quadrupedal ... Read more
Casimr Microsparc Nanostructure Technology Taps More Than Chemical or Nuclear Energy
Sonny White and the Casimir Team have created nanostructures to get microwatts of continuous energy (could last centuries or millenia) by leveraging the Casimir force. In Casimr Energy there are fewer virtual particles between plates with a tiny gap which creates a force by having more virtual particles outside it. The first-generation microsparc delivers performance ... Read more
Elon Musk and Jensen Huang Are Only CEOs That Flew in Air Force One to China
Elon Musk are walking with Eric Trump and his wife in a small group behind Trump and a group of about ten US and China leaders going to a limo after getting off Air Force One. Elon Musk arrives with President Trump and the U.S. delegation in Beijing, China. pic.twitter.com/yqCGkMCkbH - America (@america) May 13, ... Read more
Casimir Microsparc Target is 40 Microwatts of Continuous Vacuum Energy- One Way Electron Flow
A prototype MicroSparc chip was fabricated, the Casimir team tests it using low-noise experimental setups designed to reduce electromagnetic interference. Dr. White said these tests were performed in dark, RF (radio frequency)-sealed enclosures over several weeks using precision electrometers capable of measuring signals down to microvolt and attoamp sensitivities." They observed device outputs ranging from ... Read more
FCC Approves Echostar ATT and SpaceX Deals
The FCC approved the $24 billion Echostar sale of spectrum to ATT and the $20 billion cash and stock sale of spectrum to SpaceX. The FCC approved it for US customers to get faster speeds, increased coverage, stronger competition, and innovative new services direct from next-gen satellites straight to your smartphone. Thanks to President Trump, ... Read more
Quantinuum Helios With 98 Physical Qubits and 50 Logical Qubits
The Helios platform is now available to customers through Quantinuum's cloud service and on-premises offering. It has 98 Physical Qubits and 50 logical qubits with very low error rates. Launched Nov 2025, Quantinuum trapped-ion, Helios system is in a fully entangled GHZ state. They are fully error-corrected logical qubits at a ~2:1 physical-to-logical encoding rate ... Read more
Lyrie.ai Deploys Real-Time Zero-Day Tracking Across Global Enterprise Infrastructure
DUBAI, UAE, May 11th, 2026, TechnologyWire OTT Cybersecurity LLC, the company behind Lyrie.ai, today announced several milestones that together position the company as foundational security infrastructure for the agentic AI era: the deployment of a real-time zero-day tracking and disclosure system designed to notify affected organizations of active exploit activity; acceptance into Anthropic's Cyber Verification ... Read more
CEOs Joining Trump’s China Trip Should Announce Deals like the May 2025 Middle East $2 Trillion Deals
In May, 2025, Trump's Middle East tour (Saudi Arabia, Qatar, UAE) where he brought 40+ executives including tech/finance heavyweights like Nvidia's Jensen Huang, OpenAI's Sam Altman, Boeing, Amazon, Blackstone, resulted in major announcements for the big CEOs. May 2025 Middle East Deals were announced on-site or within days. Massive investment pledges into the U.S. - ... Read more
QuEra Paper Simulates Only Two Physical Qubits Are Needed Per Logical Qubit
Quera show 580 and 1156 logical qubits with neutral atom quantum computer simulations. April 2026 breakthrough (with Harvard/MIT) they shiow high-rate codes achieving over 50% encoding rate. They are using about ~2 physical qubits per logical qubit or better in simulations, with logical error rates in the teraquop regime. (1,152 physical 580 logical; 2,304 ... Read more
Tesla Bear Cases are Getting Shredded
The bear cases against Tesla are being defused and destroyed. Profit Margin Back Over 20% and Increasing. Car sales increasing in China and Europe. Car exports from China increasing. More margin from FSD. FSD TAM will double in Q3. 500,000+ quarterly car sales can finally happen. Robotaxi unsupervised making steady progress. Tesla Semi mass production ... Read more
SpaceX Starship Flight 12 Successful Wet Rehearsal
SpaceX has its second attempt to conduct a Wet Dress Rehearsal (WDR) for the Flight 12 full stack vehicle (Booster 19 and Ship 39) today. The Wet dress rehearsal was good. Launch rehearsal complete. During a flight-like countdown, more than 5,000 metric tonnes (11+ million pounds) of propellant were loaded on the fully stacked Starship ... Read more
SpaceXAI Launches HUGELY Profitable New AI Business
SpaceXAI has launched a multi-billion dollar business that will let them make $100 billion in 2027 and trillions by 2030. Huge sustainable profits that will be many multiples of Amazon and Coreweave. XAI renting 300MW to 445 MW of colossus 1 data center. Dedicated AI data centers rent for ~2 to 2.4 X the cost ... Read more
UFO Files Show Apollo 17 and Apollo 12 Anomalies
The US government has released some of the UFO files. Some really interesting ones are the three dots in a photo taken during Apollo 17. Apollo 12 lunar photos: Multiple images flagged as anomalous, including strangely shaped objects or lights captured on film during the mission. Users call these wild" and are posting close-ups. Yes. ... Read more
Tesla Semi and Megachargers Costs Versus Diesel
The economics of Tesla Semi versus Diesel Trucks. It is $40000 for two overnight chargers or $188000 for two chargers for 30 minute charging. Tesla has just introduced Semi Charging for Businesses. Pricing starts at $40,000 for 2 Basechargers or $188,000 for two Megachargers. Options: Megacharger Cabinet With Megacharger Post: Max DC output: Up ... Read more
SpaceX V3 Booster Has a Full Static Fire And Is On Track for a May 15 Launch
Full duration and full thrust 33-engine static fire with Super Heavy V3. This means the updated deluge system is working properly. Most current launch trackers (Next Spaceflight, Spaceflight Now) now list NET May 15, 2026 (around 5:30 p.m. CDT window), with the May 12 date having slipped a bit as expected after recent prep. Full ... Read more
Nvidia Vera Rubin Used by Google Could Next and Thinking Machines Lab
Nvidia Vera Rubin platform with the Rubin GPU and Vera CPU is a full-stack systems with CPO. It is the next-gen successor to Blackwell. The Vera CPUs are for agentic workloads. There is Groq LPU integration for inference disaggregation. there is projected $1T in combined Blackwell/Rubin orders through 2027. It will have 10x better inference ... Read more
Tesla Now Has At Least 38 Unsupervised Robotaxi
Tesla now has at least 38 unsupervised robotaxi. Austin is up to 27 unsupervised, which is over half of the 53 robotaxi. The count from robotaxitracker is likely only 70% or less of the actual based upon how many Waymo vehicles have been confirmed out of 200 expected vehicles. Tesla FSD 14.3.2 is rolling out ... Read more
XAI Will Breakeven by Renting AI Data Center to Anthropic
XAI gets to about breakeven by renting half of their AI Data center and Anthropic can serve its models and more money and can get to a better IPO. Both get to IPO before OpenAI. Both stronger against OpenAI. OpenAI IPO is hurt. Anthropic is already at pre-IPO valuation of $1.2 trillion. SpaceX XAI will ... Read more
Other Pipelines and Projects to Bypass Oil From Hormuz
There are three pipelines operating now to take oil around the Hormuz blockage. The East-West Crude Oil Pipeline (Petroline) in Saudi Arabia, and the UAE's ADCOP pipeline and the Iraq Kirkuk-Ceyhan (Turkey) Pipeline. The Iraq Turkey pipelin is at an initial ~250k bpd but could ramp over the next month or two to 400k-650k bpd. ... Read more
LuxSci Launches Enterprise-Grade HIPAA-Compliant Email Security for Mid-Sized Healthcare Organizations
Cambridge, MA, 5th May 2026, CyberNewswire
SpaceX Starlink Supplier Projects 100M High Speed Internet Customers in 2028 and 200M in 2030
Starlink supplier projects 100M starlink high speed internet terminals 2028 and 200 million 2030. This is inline with my projections from last week based on looking at customers and price points. I divided up countries into high speed internet subscription tiers. And I have project may ten Starship launches in 2026 and 100 in 2027 ... Read more
SpaceX Starship Flight 12 Likely Late May After Generator Explosion and Deluge Damaged
During a high-volume deluge test on the new Orbital Launch Pad 2 one of the methalox gas generators that supplies high-pressure nitrogen for the deluge system exploded. The explosion sent roof panels and debris flying. There was the target launch of May 12 for the 12th SpaceX Starship flight. This could be delayed by 1-2 ... Read more
Tesla Adding Unsupervised Robotaxi in Texas to Reach and Undercounted 33 With 100s Parked and Ready
Tesla has added another 7 unsupervised robotaxi in Austin, Dallas and Houston. There are hundreds parked and ready to be added. This is likely an undercount because the crowdsourcwed robotaxitracker.com miss over half of the supervised vehicles for Tesla and Waymo. Just getting Dallas and Houston to the Austin level with population and other adjustments ... Read more
Economics of a Megawatt of AI Data Center
Granular Unit Economics per MW Cruseo CEO Lochmiller broke down the inputs/outputs with high precision (April 2025 contract pricing and the talk) Upfront capex is ~$59M per MW of developed capacity. Roughly half (~$30M) is IT (GPUs, CPUs, networking, storage, etc.). The rest covers data center build, power plant/generation, and other infrastructure. Annual revenue (pure ... Read more
SpaceX Starship Flight 12 May 12
SpaceX Starship Flight 12 is scheduled to launch May 12, 22:30 UTC / 17:30 CDT An advisory has appeared on the CADENA Operational Information System. - NEW Trajectory - Afternoon Launch Window.
AI Demand Strong, Memory Prices Will Go Up and AI Model Profits are Proven
Semianalysis AI Value Capture - The Shift To Model Labs Anthropic is now making $44 billion per year run rate and this is heading to $100 billion per year by the end of 2026. As of today, Memory SOCAMM contract pricing paid by Nvidia at ~$8/GB in 1Q26, a sharp step-up from 4Q25 to 1Q26. ... Read more
INSANE SECRETS OF SPACEX STARLINK WILL ENABLE 100X
SpaceX Starlink can get a billion customers. Their total market is not only 50 million or their current 12 million. They can get 100X as many customers. This will drive more customers, revenue and profits. For the poorest people in rural India and Africa, SpaceX can match the $5 per month charge for a few ... Read more
Rule Change so SpaceX Should Join Sp500 6 Months After IPO
The S&P Dow Jones Indices has officially proposed rule changes where megacaps like SpaceX will be included into the index in 6 months instead of 12 months. This would align also with the unlocking of shares of many SpaceX SPV investors after 6 months. When Tesla was included into the SP500 the shares went up ... Read more
Criminal IP and Securonix ThreatQ Collaborate to Enhance Threat Intelligence Operations
Torrance, United States / California, 1st May 2026, CyberNewswire
TESLA SURGE CHIPS AND AI BEFORE TERAFAB AND TERALAB
Tesla and Elon have huge partnerships to deliver a surge in tens of millions of chips needed for AI domination. They also have increased their AI and model competitiveness. Tesla and SpaceX tying up with Intel for the most advanced 1.4nm process chips. This will deliver AI6 and AI7 chips. Tesla TERAFAB and TERALAB will ... Read more
Q1 Earnings and AI Surprises for Google, Amazon, Microsoft, Meta and TESLA Semi Mass Production
Q1 Earnings and AI Surprises for Google, Amazon, Microsoft, Meta and TESLA Semi Mass Production. Google EPS of $5.11 beat expectations of $2.63. Revenue of $109.9B beat expectations of $107.2B Search: +16% YoY Q1 Youtube: +11.7% YoY Q1 Cloud: +50% YoY FY26 Capex 175B - 185B FY26 EPS: $11.7 Amazon Bedrock had 170% growth instead ... Read more
Berkeley Conference on Aging This Weekend
BerkeleyCAL is convening a select group of scientists, technologists, and global thought leaders at the University of California, Berkeley on May 2nd and 3rd to explore the frontiers of aging, longevity science, and their broader societal impact. The conference will feature a keynote by Her Royal Highness Dr. Haya Al Saud alongside prominent scientists such ... Read more
Crude Oil Movement By Rail in Canada and Iran
Commissioned in May 2015, the Edmonton Rail Terminal is one of the largest crude oil loading facilities in North America. It will accommodate up to three unit trains per day comprised of 150 railcars each. The facility is capable of loading 76 individual railcars at one time, achieving an ultimate capacity of approximately 250,000 barrels ... Read more
Tesla Added at Least Six Unsupervised Robotaxi in Texas
Tesla is up to at least 25 Unsupervised vehicles in Texas per the robotaxitracker. Robotaxi tracker is crowdsourced. This means someone who took a ride in a Tesla robotaxi in Texas has to report the license plate to the app or website. They miss over half of the known Waymo vehicles. Austin 19 Dallas 3 ... Read more
Tesla Semi Truck Has Officially Started Mass Production
Tesla Semi mass production has officially begun. Long Range Range: ~500 miles 4680 cells Fully electric steering assist (vs hydraulic before) Uses beefed up Cybertruck actuators 48 volt architecture Powertrain: 3 independent motors on rear axles Drive Power: Up to 800 kW Curb Weight: 23,000 lbs ... Read more
Brinker Introduces a Novel Approach to Deepfake Detection
WILMINGTON, Delaware, 29th April 2026, CyberNewswire
UAE Leaving OPEC May 1, 2026 Can Reach 5-7 Millions of BPD
The UAE had steadily increased production to around 3.6 million bpd. The UAE's stated crude oil production capacity currently stands at 4.85 million bpd, with an official target to raise that to 5.0 million bpd by 2027 through continued upstream investment led by ADNOC. Only the UAE and Saudi Arabia currently have pipelines around the ... Read more
TESLA Unsupervised FSD Will Change Everything in 2026 before Robotaxi Scales in 2027
TESLA Unsupervised FSD Will Change Everything in 2026. TESLA Robotaxis do not crash - they only hesitate and unsupervised FSD will roll out to owners in ~7 months. The driving experience will be transformed. The full global million-scale robo-taxi is tied to v15, but unsupervised for personal cars + early robotaxi fleet will have meaningful ... Read more
SpaceX Launch Rate in 2026 After Reaching Orbital Operations, Booster and Starship Recovery
If the next three Version 3 Starship flights go as planned. Flight 12 in May is the V3 rocket debut with in-space Raptor relight. Flight 13 will have orbital insertion and possibly initial commercial V3 Starlink deployments. Flight 13 should have booster recovery and if things go good a Starship catch attempt. Flight 14 could ... Read more
New Anti-drone, Anti Trench Weapon – Precision, Semi Auto Grenade Launcher
New weapon for US soldiers can wipe out drones and enemy in trenches with rapid fire air burst grenades. These are $50K per gun for the version being reviewed. This is a follow up to previously failed grenade weapons. One shot clears a room or can take a section of trench. Semi auto grenade launcher ... Read more
AI Demand is Still Booming
The Dylan Patel, head of Semianalysis, interview is a must watch for anyone tracking AI economics, infrastructure, and future societal shifts. SemiAnalysis's own AI spend exploded from tens of thousands last year to $7 million annualized run-rate right now. Even non-technical staff are now heavy Claude/Code users. Semianalysis metrics and work are cited by Nvidia ... Read more
SpaceX XAI 2027
SpaceX dish production is ramping toward 50,000 dishes/day. It is already at ~25k/day recently. The high speed internet subscriber base could more than double to ~20-25 million by end of 2026 and then ~50 million in 2027. This will be about $25-30 billion of revenue by the end of 2026 when including launch revenue. The ... Read more
TESLA Q1 Was Confusing. Technical and Business Decoding Is Required
Tesla financial and operations numbers like free cash flow and margin were growing. Those were good things. They beat on earnings and other forecasted metrics. However, the discussion about higher capital expenditures spooked Wall Street. There was also not a hard core locked in timeline for scaled unsupervised robotaxi. The growth in FSD and the ... Read more
DeepSeek V4 is Good, 10X Cheaper Than Frontier and 10X More Efficient With Memory
Deepseek v4 is out now, about expected, close to frontier behind about 3-6 months maybe. The big thing is price, its 1.74 per million tokens in and 3.48 per million tokens out. The output tokens are like up to 10x cheaper than the frontier. If you accept gpt 5.2 or gemini 3 performance they will ... Read more
China Backs Orbital Data Center Startup with $8.4 billion in Credit
China is $8.4 billion in credit lines + state-backed plans targeting gigawatt-scale AI compute in space by 2035. China's orbital AI data center push, led by startup Orbital Chenguang (Beijing Orbital Twilight Technology Co., Ltd.) with massive state-aligned backing, represents an ambitious, hybrid public-private effort to sidestep terrestrial constraints on AI scaling. The goal is ... Read more
Multi-Tbps Quad Band Starlink Satellite Gateway
SpaceX filed FCC application SES-LIC-20260306-00745 for a next-generation quad-band gateway earth station called First of Its Name for the Starlink factory in Bastrop, Texas. The station will use 40 antennas, each with a 1.99-meter parabolic dish, to harness additional spectrum in the Ka-, V-, E-, and W-bands. This will allow connection to more satellites simultaneously ... Read more
FCC Decisions Support Satellite to Cellphone Deals
OpenAI GPT 5.5 Has Good Ranking Scores But Is It Better?
OpenAI GPT-5.5 tops the Artificial Analysis Intelligence Index by 3 points, breaking a three-way tie with Anthropic and Google. There is indication that is faster and has some good results but some results are mid. More time is needed. It is a good model but it does not appear to be groundbreaking. OpenAI topping five ... Read more
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