Decoding the physical layer of AI | Semiconductor | Energy Data-driven. Zero ideology | Founder of WATT & WAFER 2x/settimana → https://xitter.cf/t.co/E30uv6HhUd

Italy
Joined February 2026
Thanks very much @JensenHuang! My first trip to Taiwan was in 1985 when I was 20. Compeq (not Compaq 😂) made PCBs for us. This is the hand wired (Jay Bell, RIP) prototype of our first 286 based PC and the actual production motherboard. It was based on a chipset from Chips and Technologies, they were produced in Japan at that time before TSMCs rise. I explained a bunch of this history in #PlayNiceButWin. youtu.be/gkFkIP2gKgY?is=6dgf…
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Replying to @elonmusk @zerohedge
Money buys the order, physics sets the date.
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Su WATT & WAFER potete trovare il mio articolo (Gratuito)👇 Come funziona l'etichetta? Cosa dicono davvero i primi dati? e perché quella lettera conterà molto più di quanto sembri? wattandwafer.substack.com/p/…
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We’ve gone critical. At 12:20 am on July 4th, Aalo sustained a controlled fission chain reaction for the first time. We have officially surpassed the goal of President Trump’s Executive Order 14301, achieving 4 advanced nuclear reactor criticalities by America’s 250th birthday. This is a zero-power criticality to validate our supply chain, reactor physics and control systems for our 10 MWe full-powered reactor, the Aalo-X, targeting power operations next year. Everything was built at full scale: fuel, moderator, control systems, etc., so we understand system performance at its commercial scope. That also meant tackling four of the most difficult things in nuclear with this criticality milestone:  ✅ Ground-up construction of our reactor facility ✅ Manufacturing the reactor in our factory and shipping them by road ✅ Assembling our own fuel assemblies using commercial UO2 ✅ Standing up training, safety, and operational programs to become our own nuclear operator I am proud to say we have accomplished all four goals, along with achieving criticality. The reactor building was constructed in 36 days and construction to criticality was achieved in under 8 months. That’s the fastest nuclear build in the last 80 years. A massive congratulations to the Aalo Atomics team and our partners. Many thanks to Idaho National Laboratory, the DOE-Idaho Operations Office, and the Office of Nuclear Energy for their immense support in enabling this milestone and dedicated to the American nuclear resurgence.
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Here’s to you, Mr. Robinson. @DukeEnergy's Robinson Nuclear Plant generates enough reliable power today for more than half a million homes in South Carolina. 🏡
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Ma che strano, chi l'avrebbe mai detto... impianti che costano poco ma non servono, perciò valgono NULLA. A meno che qualcuno non paghi gli accumuli e pure la rimanente energia prodotta in eccesso. E in tal caso il prezzo pagato in bolletta aumenta, a dispetto del basso costo del singolo kWh fotovoltaico. Prima di andarci a sbattere come in Spagna, fidatevi delle simulazioni. Siamo sempre lì, anche sotto Natale: quando aggettivi, avverbi e sogni incontrano i numeri, aggettivi e avverbi sono morti... e i sogni mutano in incubi.
Solar power surplus in Spain triggers ‘discount season’ for plants "Operational solar plants were valued at an average of €916,000 per megawatt in early 2024, but have now dropped to €648,000 per megawatt..." #rinnovabili via @FT 🇪🇸☀️🇪🇸☀️🇪🇸 1/2 ft.com/content/5b0572e3-51f1…
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IBM has a fun interactive demo for their 7A announcement. You can zoom in from a tennis ball all the way down to a single atom, with 5nm, 3nm, 2nm, and their new 7A chip shown to scale. research.ibm.com/blog/sub-1n…
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una sola centrale nucleare moderna, sarebbe sufficiente a coprire il fabbisogno elettrico ANNUO della Sicilia #italia
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📊 #Sondaggio Youtrend per @SkyTG24: il 57% degli italiani vede positivamente la recente iniziativa del Governo per tornare a produrre energia nucleare, con i favorevoli che prevalgono sia tra gli elettori di centrodestra (78%) sia tra quelli del campo progressista (55%).
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Fission and fusion are two physical processes that produce massive amounts of energy atoms. They yield millions of times more energy than other power sources through nuclear reactions but differ in 5 key ways.
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Nuclear energy is packed with power 💪
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Nükleer reaktörler nasıl elektrik Üretir animasyonlu anlatım
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80 anni, buona #FestadellaRepubblica! 🇮🇹
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La mia "lettera a un anti nucleare" oggi su @ilfoglio_it. Buona lettura 1/2
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Tau's Law is dead.
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Replying to @elonmusk
Read the whole thing or just know this: Replies > Reposts > Likes > Links External links get buried. Long-form beats threads. Premium gets a visibility boost that's widening every quarter.
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Everything you need to know about advanced reactors in one ☝️ place.
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Largest Semiconductor Companies by Market Cap
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Semiconductor geopolitics in 2026: 🇨🇳 China leads in ultra-thin wafers. 🇺🇸 USA controls AI chip exports. 🇹🇼 Taiwan (#TSMC) holds 60% of advanced nodes. Who’s really winning?🤔 #Semiconductors #Geopolitics
0%China 🇨🇳
40%Usa 🇺🇸
60%Taiwan 🇹🇼
5 votes • Final results
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The AI era runs on semiconductors 🤖⚙️ 4 giants powering the AI revolution. Who wins the next 5 years? Choose your fighter 🥊👇 $NVDA $AVGO $ASML $AMD
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