Sign Up | Advertise | ChatGPT Guide | Unsubscribe | | | | | | Welcome, Noodle Networkers. | Broadcom is cashing in after teaming up with OpenAI on custom chips 📈. Investors went full "shut up and take my money," despite knowing very little beyond "AI" and "partnership." Brookfield is dropping $5B to power AI data centers with Bloom Energy's tech ⚡. It's like giving protein shakes to servers and hoping they don't develop opinions. And one AI CEO is claiming 38-hour workweeks won't cut it 🧠. Apparently, success now requires you, your clone, and your calendar's ghost to all clock in. | Is AI revolutionizing work and energy, or just turning us into caffeinated power cords? Let's dive in... | | In today's AI digest: | Broadcom stock jumps 9% on OpenAI chip partnership 📈 Brookfield invests $5B with Bloom Energy to power AI data centres ⚡ AI CEO says 38-hour workweeks don't cut it for success 🧠
| Read time: 5 minutes | What did you do this weekend? | | |
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| | | | | | $AVGO ( ▲ 9.88% ) | | | (source: CNBC) | 📈 The Digest: Broadcom stock jumped 9 percent after announcing a new partnership with OpenAI to design custom AI chips. It is the kind of headline that makes traders drop their coffee and start typing "buy AVGO now" into every brokerage app. The deal positions Broadcom as a new heavyweight in the AI hardware race. | Key Details: | 💾 Building OpenAI's Brainpower
Broadcom and OpenAI plan to develop up to 10 gigawatts of custom AI accelerators. That is roughly the computing power of a small country or one extremely dedicated gamer. | 🧠 Brains Meet Brawn
OpenAI will focus on chip design while Broadcom handles production. Think of it as OpenAI drawing the plans and Broadcom showing up with the toolbox and extra snacks. | 🚀 Timeline Through 2029
The first chips are expected to arrive in 2026, with full deployment by 2029. By then, your current laptop will probably be slower than a toaster. | 💰 Investors Are Loving It
Broadcom shares soared 9 percent on the news. In today's market, all you need to do is say the letters "A" and "I" and someone somewhere will buy your stock. | Why It Matters: This partnership gives Broadcom a front-row seat in the AI hardware boom while helping OpenAI diversify its chip supply. If it works, Broadcom becomes the new star of the AI infrastructure world. If it doesn't, at least everyone involved will have some very pretty graphs to show investors. |
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| | | | | $BN ( ▲ 4.11% ) | | | (source: TheGlobeandMail) | ⚡ The Digest: Brookfield Asset Management is investing $5 billion with Bloom Energy to power AI data centers, and they're calling them "AI factories." Translation: they're building giant warehouses where robots think 24 hours a day while humans argue about the electricity bill. | Key Details: | 🔋 Bloom Becomes the Plug
Bloom Energy will be the main onsite power provider for Brookfield's global AI sites. Their solid oxide fuel cells generate clean energy right where it's needed, which means less waiting for the grid and more juice for the machines plotting world domination. | 🌍 AI Power, Off the Grid
These centers will use Bloom's fuel cells in areas with weak or unreliable grid access. So while your neighborhood flickers during a storm, the AI server next door is calmly generating Shakespearean poetry and investment tips. | 🏗️ Europe Gets the First "AI Factory"
The first site is already planned in Europe and will be announced before the end of the year. Expect politicians to fight over who gets to host the new "brain of the internet." | 📈 Investors Love It
Bloom Energy stock surged up to 30 percent after the announcement. Apparently, nothing says "future-proof" like building literal batteries for robots. | ⚡ AI Eats Power for Breakfast
Experts say data centers could use over 100 gigawatts of energy by 2035. That is roughly enough to power 80 million homes or one full training session of GPT-6. | Why It Matters: AI runs on data, but it survives on power. This deal makes sure the lights stay on while machines keep thinking. In a few years, when your toaster starts asking for a firmware update, you can thank partnerships like this one for keeping the Wi-Fi alive. |
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| | | | | $CBRS ( 0.0% ) | | | (source: Fortune) | 🧠 The Digest: Andrew Feldman, CEO of Cerebras Systems, says working 38 hours a week will not make you successful in tech. In his world, "work-life balance" sounds more like a myth than a management goal. When you are building billion-dollar AI chips, sleep is apparently just a software bug. | Key Details: | ⏱ 38 Hours? That's Cute
Feldman called it "mind-boggling" that people think they can work 38 hours a week and still build something extraordinary. In other words, if you are clocking out at five, he probably thinks you are playing on easy mode. | 🐒 Battling the 800-Pound Gorilla
He compared competing with the big AI companies to fighting an 800-pound gorilla. Which, to be fair, is exactly how it feels to go up against Nvidia while living on energy drinks and panic. | 💼 Buffett Would Not Approve of Naps
Feldman joked that no investor wants to fund a startup where the founders treat weekends like sacred holidays. He says the greats built empires by working relentlessly, not by "unplugging to find themselves." | 🚀 Love the Grind or Leave the Lab
His argument is that true engineers and entrepreneurs work long hours because they love it. If you are watching the clock, you are probably in the wrong field. | Why It Matters: Feldman's comments remind us that in the race to build the next generation of AI hardware, nobody is stopping for lunch. So if you are dreaming of tech success and eight hours of sleep, you might have to pick one. |
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| | | | | | AI Hacks & How-Tos | How to Use ImaginateAR 🎨 | | The Digest: ImaginateAR is a mobile AR authoring tool that lets anyone build virtual scenes in real spaces simply by speaking what they imagine. It uses voice prompts + AI to generate and place 3D objects in the real world. | ⚙️ How-to: | Install or Launch the App Scan the Environment Give a Voice Prompt Say something like: "Place a campfire scene with a dragon on the grass here." The AI interprets your voice command, generates relevant 3D assets, and places them in your AR space.
Refine and Edit Use voice or touch to adjust placement, scale, color, or remove objects. Example: "Make the dragon twice as big" or "Remove the campfire".
Explore & Share Your Scene Walk around your AR creation, interact with it, and make additional edits. Capture screenshots or videos to share your design.
| Explore More: Dive into the research & demos of ImaginateAR to see what's possible and how others are using it. |
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