Rob Tiffany
@RobTiffany
Research Director @ IDC
⏳ The webinar is tomorrow. Register today to secure your spot. 🔗 ow.ly/QwFG50WtysJ AI is rapidly reshaping marketing strategy and CMOs are under pressure to deliver more, faster, and with greater precision. Join IDC’s Laurie Buczek and MaryAnn Holder-Browne as they…
It's official: we're developing 4.5 gigawatts of additional Stargate data center capacity with Oracle in the U.S (for a total of 5+ GWs!). And our Stargate I site in Abilene, TX is starting to come online to power our next-generation AI research. openai.com/index/stargate…
This week, marketing strategy meets the AI inflection point. Join #IDC's Laurie Buczek and MaryAnn-Holder Browne as they unpack how AI is reshaping go-to-market planning, decision-making, and the evolving mandate for CMOs in the mid-market. The pressure to adapt is real so…
🇺🇸 Today is a day we have been working towards for six months. We are announcing America’s AI action plan putting us on the road to continued AI dominance. The three core themes: - Accelerate AI innovation - Build American AI infrastructure - Lead in international AI…
A bill introduced last week to the U.S. House of Representatives, the Military Family GI Promise Act, seeks to expand educational opportunities to the dependents of veterans, particularly children born or adopted later in their military careers. stripes.com/theaters/us/20…
Fascinated we are talking about magnets are rare earth materials as some of the keys to AI supremacy. (Yes I get the tech). Prehistoric dirt meets Agents. @MPMaterials CEO James Litinsky discussing the $AAPL deal and USG investments. $MP
Build AI in America For the United States to lead the world in AI, we must make substantial investments in computing power and electricity that make it possible to build AI in America. anthropic.com/news/build-ai-…
Kagan: How companies use industry analysts, influencers and the media (Analyst Angle) rcrwireless.com/20250722/busin… via @rcrwirelessnews #jeffkagan @jeffkagan #industryanalyst #influencer #columnist #techinfluencer #wirelessanalyst #telecomanalyst #aianalyst #consultant #consulting…
🚨Forget left brain vs right brain. The real divide now? HUMAN BRAIN vs TECH BRAIN. Answer these 4 quick questions: 1⃣ When faced with a tricky question, do you reach for your own thoughts, or for a screen? 2⃣ Do AI-written words ever feel more precise than your own? 3⃣ Have…
we have signed a deal for an additional 4.5 gigawatts of capacity with oracle as part of stargate. easy to throw around numbers, but this is a _gigantic_ infrastructure project. some progress photos from abilene:
$NVDA wins the external workloads (90+%) $AMD will take the remaining share of GPUs $AVGO XPU wins 70+% of the custom AI chips for internal workloads $MRVL will take the lion share of what is left.
When I began designing the Lumada Industrial IoT platform at @Hitachi almost a decade ago, my simple mantra for how it should work was Connect, Collect, Analyze, Act.

#Firefox 141 open-source web browser enables WebGPU on Windows, reduces memory usage on Linux, and skips forced restarts after updates. linuxiac.com/firefox-141-no…
Royal Navy’s Last Nuclear Attack Submarine Of The Cold War-Era Heads Into Retirement After a four-decade period of service, the UK has called time on the Trafalgar class, as it looks to an expanded future force of hunter-killers. Story: twz.com/air/royal-navy…
📦 Global AI-grade GPU shipments for 2025: 6.5–7.3M units •🏭 @NVIDIA controls ~90% of AI data center GPU supply •🖤 Blackwell + Hopper shipments dominate •🚀 Top hyperscalers alone snapped up ~3.6M GPUs already The supply side is moving fast. Bu it’s not enough.
Apple details how it trained its new AI models: 4 interesting highlights 9to5mac.com/2025/07/21/app…
Fun fact. All of the world's fastest 500 supercomputers run on Linux-based operating systems.
Humanity’s single greatest achievement happened on this day, all the way back in 1969. Today we have TikTok.

Starbase is the coolest place on Earth
"Beep... beep... beepbeepbeep— A few dots on a screen. A sound that speeds up. And suddenly, your pulse does too. The motion tracker is one of the most brilliantly minimalist suspense tools in sci-fi history. You don’t even need to see the Xenomorphs. You hear them closing in.…