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Nvidia senior manager linked to Supermicro scheme smuggling AI servers to China

The Hot Take: Not good, and I hope they get prosecuted the to full extent of the law.

Taiwan has indicted nine people—reportedly including an Nvidia senior manager and two Supermicro employees based in the country—who allegedly helped forge documents to cover up illegal exports of high-end AI servers to China in violation of US export controls. On Monday, Reuters reported that prosecutors in Keelung did not release any names but confirmed that the suspects were “charged with breach of trust and document forgery.” One suspect linked to a related case remains at large, accused of the “siphoning of funds from a distributor…

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Carbon nanotube wiring gets closer to competing with copper

The Hot Take: Cool, I mean if it makes sense I'm all for it.

Shortly after their discovery, carbon nanotubes seemed to be a material wonder. There were metallic and semiconducting forms; they were tiny and incredibly light; and they could only be broken by tearing apart chemical bonds. The ideas for using them seemed endless. But then the reality of working with them set in. It was hard to get a pure population of metallic or semiconducting forms. Synthesis techniques tended to produce a tangle of mostly short nanotubes; those that extended for more than a couple of centimeters remain rare. And while…

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Allbirds abandons clothes, pivots to "AI compute infrastructure"

The Hot Take: Interesting shift in markets....

If you know the name Allbirds, it's probably for the company's longstanding stated commitment to "sustainable shoes and apparel." Going forward, though, the corporate entity wants to be known for its "long-term vision to become a fully integrated GPU-as-a-Service (GPUaaS) and AI-native cloud solutions provider." In a news release Wednesday morning, Allbirds announced that it has secured a $50 million convertible finance facility to help power this unexpected "pivot ... to AI compute infrastructure." If all goes to plan, the company will soon…

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