Subhash KM
@subhash_wnc
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Co-Founder & CEO @dchub_ai | @WhiteNoise_Corp | DMs - Advisory, Corporate Strategy, Business, Consulting & Partnerships
Bangalore, India
Joined August 2020
Visit: https://t.co/L5ENpYBYjm DC HUB is the world’s first Instant Commerce platform for AI Data centers, built to accelerate and simplify AI infrastructure deployment. @dchub_ai
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Happy New Year to All 🎊 May 2026 bring you happiness, good health and success 👍
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Greatest part of @Google's Gemini 3 is it uses Maps to derive the context on a particular event based on location and create image. Congratulations to @GoogleDeepMind team, they did an incredible job. 🫡🎯 OpenAI will have tough time going forward for sure. 😅
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We connect hardware vendors, solution providers and enterprises in one unified space-enabling fast, scalable and ready-to-deploy data center solutions for the AI era. With a few clicks, businesses can design, source and launch custom AI infrastructure without delays. @dchub_ai
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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: https://t.co/L5ENpYBYjm for more details.
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We connect hardware vendors, solution providers and enterprises in one unified space-enabling fast, scalable and ready-to-deploy data center solutions for the AI era. With a few clicks, businesses can design, source and launch custom AI infrastructure without delays. @dchub_ai
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DC HUB is the world’s first Instant Commerce platform for AI Data centers, built to accelerate and simplify AI infrastructure deployment. visit: https://t.co/L5ENpYBYjm for more details. @dchub_ai Powering AI era 🚀
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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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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
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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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 https://t.co/H5gN60AUrg
newsletter.semianalysis.com
108GW Large Load Queue, Tesla Megapacks, Supercapacitors, Gigawatt-scale Batteries, PyTorch No Power Plant Blow Up
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Detailed Structure of AI Servers: The TAM (Total Addressable Market) for AI accelerators is expected to grow from $126 billion in 2024 to over $650 billion by 2030. HBM (High Bandwidth Memory), which accounts for approximately 12–15% of the AI accelerator TAM, is projected to
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TSMC is allegedly in talks with Washington to consider the possibility of opening an advanced chip fab in the Middle East.
tomshardware.com
The UAE wants to have chips made within its borders.
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$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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Jensen's math for ~1GW AI factory: $60-$80b cost, $40-$50b compute cost (i.e. NVDA revenue potential)
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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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Young Steve Jobs riding a motorcycle, getting started from a garage, a true Californian. Greatness often wears jeans, not suits.
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