Designing an inference chip for robots is actually very difficult. In data centers each chip is bathed in jacuzzi and babysat by nannies. If they died it would be hot swapped by one of their clones. The fault rate of GPUs in datacenter is actually quite high. Industrial average annual fault rate of H100 is 9%. Ideal conditions could reduce it down to 2% but never below a single digit. The fault recovery of GPU nodes actually could take a while, from minutes to hours. It is not instantaneous. In robots, the chips are out in the cold and they need rapid self recovery. The fault tolerance is in a different league. It is not uncommon many robotic companies struggle to get the chip running more than a few hours without rebooting. For chip companies, this is great since they would tell robotic companies to buy more chips for hot swapping. For robotic companies, this is bad since it is obviously not a scaleable solution but they are stuck with endless back-and-forth JIRA tickets with vendors.

$NET | Cloudflare | Q3 2025 Earnings Overview • Revenue: $562.0M vs. $544.8M est — Strong top-line beat driven by continued enterprise demand for network security and edge computing services. • Net Income: -$1.29M — Near breakeven as Cloudflare continues investing in platform expansion. • EPS: $0.00 • Adjusted EPS: $0.27 vs. $0.23 est — Profitability ahead of expectations on improving operating leverage. Guidance: • FY Revenue: $2.142B–$2.143B • FY Adj EPS: $0.91 • Q4 Revenue Outlook: $588.5M–$589.5M Cloudflare delivered another strong quarter with accelerating revenue momentum and better-than-expected profitability, signaling continued traction across security, edge compute, and developer cloud offerings.

当前市场最大的分歧： 传统资产涨完，是否会分流到币圈？ 毕竟 中国上证、纳斯达克、日经、黄金、白银，已经年内全面涨幅超过 比特币、以太坊。 数字黄金和数字白银，跑输实物黄金和白银。

Tesla autonomous driving might spread faster than any technology ever. The hardware foundations have been laid for such a long time that a software update enables self-driving for millions of pre-existing cars in a short period of time.

Tesla Gears Up For Cybercab Production At Gigafactory Texas, Posts Multiple Job Listings

BREAKING: China's President Xi has made statements with Trump: Our trade teams have reached a basis for consensus

BREAKING: China's President Xi Jinping says his country is ready to work with the United States

CHINA PRESIDENT XI MAKES STATEMENTS VIA TRANSLATOR IN LIVE MEETING WITH PRESIDENT TRUMP: - OUR TRADE TEAMS HAVE REACHED A BASIS FOR CONSENSUS - IT'S NORMAL FOR U.S. AND CHINA TO HAVE DISAGREEMENTS FROM TIME TO TIME - I APPRECIATE YOUR GREAT CONTRIBUTION TO RECENT GAZA CEASEFIRE