Great @WSJ piece by @laurenweberWSJ on the super forward-planning efforts on #AI by @PIIE. And yes, @Rep_Whitesides is right to raise concerns about gov dysfunction & technophobia in #Congress. Important to remember that #bipartisan bills aided the rise of the #internet #economy in the 1990s wsj.com/tech/ai/inside-the-r…

The number of Arsenal shirts on show in Brooklyn this morning is making me feel like I've woken up on the alternate earth where there wasn't an American Revolution

Wow. @UCLABaseball channeled their inner Tyus Edney and lived to swing another day. #GoBruins #walkoff #ucla

We uncovered something far bigger than I ever expected. After seeing coordinated false attacks against the Utah data center project, we brought in an advanced data science team to trace where the content was coming from and the results were shocking. What we found led back to organized networks, political activist groups, and funding trails tied to massive international entities. We dug through IRS 990 filings, tracked IP data from around the world, and uncovered what appears to be a coordinated campaign targeting energy and data center projects across multiple regions. I shared 90 pages of evidence with federal law enforcement and raised concerns directly with contacts at the White House. This isn’t speculation. The filings, funding records, dates, and connections are documented. There’s a coordinated PR war happening around energy infrastructure and data centers, and we’re not going to ignore it.

Every year, I share this video of French caretakers who take sand from Omaha Beach in Normandy, and scrub them into the letters to give them the gold coloring. They do this for all 9,386 US soldiers who died. France also gave us this land as American soil. #MemorialDayWeekend

"Our dead brothers still live for us, and bid us think of life, not death—of life to which in their youth they lent the passion and glory of the spring. As I listen, the great chorus of life and joy begins again, and amid the awful orchestra of seen and unseen powers and destinies of good and evil our trumpets sound once more a note of daring, hope, and will." Oliver Wendell Holmes, Jr. #MemorialDay #NeverForget

This is probably the closest I’ll ever get to scoring a #WordleOneder Wordle 1,795 2/6 ⬛⬛⬛⬛⬛ 🟩🟩🟩🟩🟩

Congrats @Arsenal! Tremendous team excellence! #Gunners #Gooners

Larry Ellison just asked the one question no journalist on Earth can answer. A Wall Street Journal writer told Ellison to his face that Elon Musk doesn’t know what he’s doing. Ellison didn’t argue. Didn’t get emotional. He just asked a question. Ellison: “This guy is landing rockets on robot drone rafts in the ocean, and you’re saying he doesn’t know what he’s doing. You ever land a rocket?” One question. No recovery. Ellison: “Who are you? Why should I believe you as opposed to my friend Elon?” This is the question the entire media class has been dodging for a decade. Who are you to judge? What have you built? What have you shipped? What problem have you solved that didn’t involve a keyboard and a deadline? Ellison: “You’re there in front of your Apple Macintosh typing up an article saying Elon’s an idiot.” They sit behind a laptop they did not engineer. Using a network they did not build. Running on silicon they cannot explain. To tell the world that the man sending humans to space doesn’t know what he’s doing. They have never built anything heavier than a Word document. And they publish it with absolute certainty. That’s the part that should disturb you. Not the criticism. The confidence behind it. The total absence of self-awareness it takes to judge disciplines you wouldn’t last a single semester in. Musk does not operate in opinion. He operates in the physical layer of the universe where the math closes or the rocket does not come home. His critics operate in a text editor. He built the vehicle that carries NASA astronauts to the International Space Station. The satellite constellation delivering internet to active war zones. The EV that forced every automaker on Earth to abandon their combustion roadmap. His loudest critics built a byline. So why the coordinated hatred? Because they lost the leash. The attacks didn’t escalate because Musk got worse at engineering. They escalated because he bought X. He cracked open the algorithm. He handed the public square back to the people. And he shattered their ability to control what you’re allowed to think. They don’t hate the engineer. They hate that the engineer took their monopoly. You cannot cancel a rocket. You cannot publish a hit piece on gravity. You cannot edit the laws of physics. They own the syntax. He owns the physics. One of them is going to Mars.

THE SEMICONDUCTOR VALUE CHAIN Fabless Chip Designers • $QCOM mobile, automotive & edge AI chips • $NVDA AI accelerators & data center GPUs • $TSLA in-house FSD & Dojo AI training chips • $AVGO custom ASICs & AI networking silicon • $MRVL data center CPUs, ASICs & optical DSPs • $AMD CPUs & GPUs for AI training & inference • $MSFT Maia AI accelerators for Azure & Copilot • $GOOGL custom TPUs for Search, Cloud & Gemini • $AAPL in-house SoCs powering Apple Intelligence • $META custom training & inference accelerators for Llama Integrated Device Manufactures • $MU DRAM NAND for AI memory infrastructure • $ON power semiconductors for EV & AI edge systems • $SNDK NAND flash for enterprise & consumer storage • $TXN analog & embedded chips for industrial & automotive Foundries • $GFS automotive & IoT foundry leader • $TSM world’s largest advanced-node manufacturer • $INTC Custom Foundry contract manufacturing division Testing & Packaging • $AMKR outsourced packaging & test • $TER automated test equipment leader • $AEHR burn-in & reliability test systems Manufacturing / Assembly Equipment & Fab Services • $LRCX etch & deposition equipment • $KLAC process control & metrology systems • $ASML lithography systems enabling advanced nodes • $AMAT deposition & etch systems for chip fabrication Design Software, R&D Tools & IP • $CDNS software for chip design & verification • $LSCC low-power FPGAs for edge & industrial use • $SNPS electronic design automation (EDA) software • $ARM processor IP licensing first-ever in-house AGI CPU for agentic AI inference

Honored to be nominated by @POTUS @WhiteHouse to serve on the President’s Council of Advisors on Science and Technology. Great to join @mkratsios47 @davidsacks47 and so many distinguished leaders to advance U.S. technology leadership and strengthen our innovation ecosystem.

Today, we welcome the first wave of extraordinary members to President Trump’s Council of Advisors on Science and Technology (PCAST). Rooted in the tradition FDR began in 1933, PCAST unites America’s brightest minds to advise the President on the most pressing national issues in science and technology. Under @POTUS, PCAST will focus on the opportunities and challenges that emerging technologies present to the American worker and how to best ensure the U.S. continues to lead in the Golden Age of Innovation. Marc Andreessen Sergey Brin Safra Catz Michael Dell Jacob DeWitte Fred Ehrsam Larry Ellison David Friedberg Jensen Huang John Martinis Bob Mumgaard Lisa Su Mark Zuckerberg whitehouse.gov/articles/2026…

Korean AI startup Upstage is in discussions with AMD to buy 10,000 of its latest AI accelerators as part of an effort to bring large-scale compute into the country bloomberg.com/news/articles/…

ICYMI: I know @wsj's Barton Swaim no longer walks the virtual halls of X, but his recent piece on the merits of the #Senate legislative #filibuster is worth a read. Placing a 60 vote hurdle on a bill's passage often makes the bill better. wsj.com/opinion/the-nuclear-…

My weekly #Sunday ritual includes the latest of @bpmehlman’s Six Chart series. I highly recommend subscribing to it on @Substack. There’s always something new that I pick up & today’s on the art of 21st century #war is no exception. Great work, Bruce! open.substack.com/pub/brucem…

Exciting news this morning. The White House is poised to introduce a national policy framework for AI. In this exclusive for Fox News, @mkratsios47 and @DavidSacks explain how this approach will provide much needed regulatory certainty for entrepreneurs while also protecting consumers, especially children.

#AMD @LisaSu 회장님과 한국 AI G3 비전 달성을 위한 협력을 논의 했습니다. 어려움에 처해있던 AMD를 성장시킨 경륜과 인사이트를 느낄 수 있었습니다. 인프라 공급망 다변화, 인재양성, 지역 산업 AX, 생태계 투자 등 다양한 분야에서 공감대를 만들었고 실질적 결과로 이어지도록 하겠습니다.

Scoop: The White House is expected to release its AI regulatory framework *within days.* This is the kickoff for high-stakes, complex negotiations on the Hill to put the framework into bill text. Subscribers had it first. From me, @JakeSherman and @Dareasmunhoz

$AMD is partnering with Samsung to secure HBM4 supply for its MI455X AI accelerators with Samsung as primary memory partner alongside DDR5 for Helios. The deal also expands into next-gen AI memory & potential foundry cooperation tightening AMD’s control over a key bottleneck.