Subhash KM @subhash_wnc

Co-Founder & CEO @dchub_ai | @WhiteNoise_Corp | DMs - Advisory, Corporate Strategy, Business, Consulting & Partnerships dchub.ai Bangalore, India Joined August 2020

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Subhash KM @subhash_wnc

4 weeks ago

dchub.ai powering AI era. An instant commerce platform for AI data centers. @dchub_ai

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Subhash KM @subhash_wnc

2 months ago

DC HUB is the world’s first Instant Commerce platform for AI Data centers, built to accelerate and simplify AI infrastructure deployment. @dchub_ai visit: dchub.ai for more details.

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BofA is seeing a shift in AI investment towards AI Agent, which is highly positive for overall AI spend. AI Agent requires much higher inference compute, which also benefits from test time compute scaling. While current AI Agent is not yet at commercial readiness, they will…

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Nomad Semi @MooreMorrisSemi

2 months ago

Scaling Law is well alive! UBS is seeing 50% annual increase in total compute needed to train foundation models for next few years. Total compute needed for fine tuning will grow at an even faster pace. Lastly, inference demand will grow the fastest and set to be bigger than…

Nomad Semi @MooreMorrisSemi

2 months ago

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SemiAnalysis @SemiAnalysis_

2 months ago

AI Training Load Fluctuations at Gigawatt-scale Risk of Power Grid Blackout? 108GW Large Load Queue Tesla Megapacks Supercapacitors Gigawatt-scale batteries PyTorch No Power Plant Blow Up semianalysis.com/2025/06/25/ai-…

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Nomad Semi @MooreMorrisSemi

2 months ago

BofA expects $823 bn spend on AI data center by 2030

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Jukan @Jukanlosreve

2 months ago

Detailed Structure of AI Servers: The TAM (Total Addressable Market) for AI accelerators is expected to grow from $126 billion in 2024 to over $650 billion by 2030. HBM (High Bandwidth Memory), which accounts for approximately 12–15% of the AI accelerator TAM, is projected to…

Nomad Semi @MooreMorrisSemi

2 months ago

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Tom's Hardware @tomshardware

3 months ago

TSMC is allegedly in talks with Washington to consider the possibility of opening an advanced chip fab in the Middle East. tomshardware.com/tech-industry/…

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App Economy Insights @EconomyApp

3 months ago

$NVDA NVIDIA Q1 FY26 (April quarter). • Revenue +12% Q/Q to $44.1B ($0.8B beat). • Gross margin 61% (-13pp Q/Q). • Operating margin 49% (-12pp Q/Q). • Non-GAAP EPS $0.81 ($0.06 beat). Q2 FY26 guidance: • Revenue $45.0B ($0.7B miss).

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Visual Capitalist @VisualCap

3 months ago

These 18 Industries Could Reshape the Global Economy by 2040 🚀 visualcapitalist.com/industries-res…

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The AI Investor @The_AI_Investor

4 months ago

Jensen's math for ~1GW AI factory: $60-$80b cost, $40-$50b compute cost (i.e. NVDA revenue potential)

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The AI Investor @The_AI_Investor

4 months ago

Jensen explained Nvidia's Blackwell AI Factory, an engineering marvel, from a blank silicon wafer at TSMC to gigawatt-scale data centers like Stargate.

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Garry Tan @garrytan

4 months ago

Young Steve Jobs riding a motorcycle, getting started from a garage, a true Californian. Greatness often wears jeans, not suits.

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Lennart Heim @ohlennart

4 months ago

To put the new 5GW AI campus in Abu Dhabi (UAE) into perspective. It would support up to 2.5 million NVIDIA B200s. That's bigger than all other major AI infrastructure announcements we've seen so far.

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App Economy Insights @EconomyApp

4 months ago

$BABA Alibaba Q4 FY25 (ending March): • Revenue +7% Y/Y to $32.6B ($0.7B miss). • Operating margin 12% (+5pp Y/Y). • Free cash flow margin 2% (-5pp Y/Y). • Non-GAAP EPADS $1.73 ($0.05 miss).