I gave a speech in Ohio last night related to precisely this. The formerly hollowed-out industrial heartlands of the U.S, are key to the industrial (electricity-powered) foundation upon which to deploy Intelligence. That includes ‘Intelligence Factories’ to sustain compute at
AI HARDWARE
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Popular Sensor Data Collection Devices Currently Sold Out
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God i love these sensor data collection contraptions — really wish they weren't sold out pic.twitter.com/kPISWm2pI9
— Bilawal Sidhu (@bilawalsidhu) 20 mars 2026God i love these sensor data collection contraptions — really wish they weren't sold out
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NVIDIA Launches SOL-ExecBench, Revolutionary GPU Benchmark
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We now have a benchmark that turns GPU performance into a "speed-of-light" score so you can see how much hardware headroom is left. Excited to see which tools top the leaderboard. — NVIDIA AI Developer (@NVIDIAAIDev) How close can you get to the speed of light? ⚡ Introducing SOL-ExecBench from NVIDIA — a benchmark for real-world GPU kernels that measures performance against hardware-grounded Speed-of-Light (SOL) bounds, not just software baselines. It includes 235 CUDA kernel optimization problems extracted from 124 production and emerging AI models, spanning forward and backward workloads across BF16, FP8, and NVFP4 on NVIDIA Blackwell GPUs. Dive in:
🏆 Leaderboard: research.nvidia.com/benchmarks/sol-execbench
🤗 Dataset: huggingface.co/datasets/nvidia/SOL-ExecBench
💻 Evaluator: github.com/nvidia/sol-execbench
📑 Paper: arxiv.org/abs/2603.19173 [Translated from EN to English] -
US Military Strategy: AI and Tech Race Against China
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The Under Secretary of War, @USWREMichael, is literally telling us that this War is about the power competion between China and the U.S., And that AI, the technology race, and ability to build the Industrial base, will determine the outcome. https://t.co/HHgoDrCBsQ
— Nina Schick (@NinaDSchick) 20 mars 2026The Under Secretary of War, @USWREMichael
, is literally telling us that this War is about the power competion between China and the U.S., And that AI, the technology race, and ability to build the Industrial base, will determine the outcome. -

Nvidia Stock Performance and GPT-5 Impact on AI Market Hype
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Nvidia has nearly doubled over the last two years. (12x over last five). But it’s fallen since GPT-5 came out. People are no longer buying the hype.
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SambaRack SN50: 5th-Gen Agentic Inference Hardware
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Meet SambaRack SN50—powered by 5th-gen chips, built for agentic inference. Packing 16 SN50 RDU chips per rack, it scales inference workloads across dozens of racks. Devs, this is next-level performance. https://
sambanova.ai/products/samba
rack?utm_source=x&utm_medium=organic&utm_campaign=developer
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High-end GPU recommendations for AI/ML workloads
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while I agree with his general thinking about how we’ll rethink home design, seems optimistic to think that a meaningful percentage of homes would be redesigned in a 5-10 yr period https://t.co/OqXdOuhbRh
— Yohei (@yoheinakajima) 20 mars 2026while I agree with his general thinking about how we’ll rethink home design, seems optimistic to think that a meaningful percentage of homes would be redesigned in a 5-10 yr period
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Intelligence Factories: Infrastructure Beyond Traditional Data Centers
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You’re mistaken. Every part of the infrastructure of an Intelligence Factory: from the hardware, to the engineering, to the resource requirements, and what they are being built for, (to scale Inference) is a fundamental departure from a ‘data centre’. You’ll find out soon enough.
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US Navy Cuts ML Model Deployment Time for Mine Detection
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The world's mine detection gap is real. So is the AI gap behind it. We know of a solution: The U.S. Navy cut ML model deployment time from 6 months to 6 days. Learn more about UUVs in @WSJ
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