If Silicon Valley is the cradle of modern life—from AI to burrito deliveries—“Gundo” is the equivalent in hardware innovation. For many of the city’s startups, the harder something is to build, the better https://t.co/aLU1Kwk2z4 ...

Nvidia and AI Infrastructure - Nvidia remains well-positioned in the AI infrastructure market, with demand not slowing down [3] - The shift from the Hopper era to the Blackwell era is underway, driving the need for GPU clusters and compute clusters [1][2] - Over 50 gigawatts of IT load capacity is planned or under review for new data center builds in the next 5 years, representing greenfield growth [2] - Hyperscalers' continued investment in AI infrastructure depends on the profitability of their AI investments [4] - AI data centers will fill the gigawatts of capacity coming online in the next 3 to 5 years [5] Apple Leadership and Innovation - Tim Cook is Apple's longest-serving CEO at 14 years [6] - Apple has a deep bench of potential successors, including John Turnis and Craig Federighi [7] - Apple has an opportunity for another hardware run, including AI wearables, smart glasses, and the evolution of Vision Pro [8] - The next Apple CEO will need hardware and software expertise, especially in AI, to drive the company's growth [10][12] - Maintaining a strong supplier and supply chain position is crucial for Apple, even after Tim Cook's succession [11]