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  • Huang resigns 💼 , NVIDIA launches GR00T 2 🤖, Musk's $24B supercomputer plans 🏗️

    From TLDR Hardware@VERT to All on Fri Nov 13 14:19:20 2026
    Nvidia's board says operations, customer commitments, and the product
    roadmap will continue without interruption while it searches internally ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ 


    Sign Up [1] |Advertise [2]|View Online [3]

    TLDR

    TLDR HARDWARE 2026-11-13

    📱

    HEADLINES AND LAUNCHES

    NVIDIA SAYS ITS PRODUCT ROADMAP IS UNAFFECTED AFTER HUANG RESIGNS,
    WITH CFO COLETTE KRESS AS INTERIM CEO (3 MINUTE READ) [4]

    Nvidia's board says operations, customer commitments, and the product
    roadmap will continue without interruption while it searches
    internally and externally for a permanent CEO, and it named Synopsys
    veteran Harvey Jones its first board chair. Analysts note the roadmap
    is largely visible through 2028, with Vera Rubin ramping now and Rubin
    Ultra due in 2027, so the open risk is the next architecture bets and
    new deals.

    AMD'S MIKE CLARK SAYS ZEN 6C IS NOW THE TOP-IPC CORE, WITH 4MB OF L3
    PER CORE AND DOUBLE THE VECTOR LOADS (3 MINUTE READ) [5]

    AMD now treats the dense Zen 6c as its performance core, with 32
    cores sharing 128MB of L3, and gives it bigger queues because its
    lower frequency target leaves timing slack. Across Zen 6, integer
    multipliers drop from three to two to enable distributed schedulers,
    vector loads double to four for 128 and 256-bit, two VNNI pipes were
    squeezed in late for inference, and L2 now sustains 64 bytes per cycle
    by cutting prefetch contention.

    🔨

    ENGINEERING AND APPLICATIONS

    UCIE CONNECTIVITY FOR 2.5D AND 3D MULTI-DIE DESIGNS (1 MINUTE READ)
    [6]

    UCIe connectivity differs in 2.5D and 3D designs due to package
    channel challenges and connection density advantages, respectively. In
    2.5D, factors like insertion loss and crosstalk influence PHY and
    package design, while 3D benefits from shorter vertical connections
    and fine-pitch bonding.

    SPOTBASIC: A ROS 2 INTERFACE FOR BOSTON DYNAMICS SPOT (4 MINUTE READ)
    [7]

    SpotBasic is a Python library and intuitive wrapper that simplifies controlling Boston Dynamics Spot robots through ROS 2. It wraps
    low-level gRPC communications and complex Spot SDK abstractions into straightforward synchronous and asynchronous APIs for robot motion,
    payload control, and camera streaming.

    🧠

    RESEARCH AND PROTOTYPES

    NVIDIA LAUNCHES GR00T 2 AND ISAAC LAB 3.0 AT CORL (5 MINUTE READ) [8]


    At the Conference on Robot Learning in Austin, NVIDIA unveiled GR00T
    2, an updated open world action model trained on vast multimodal
    datasets, alongside Isaac Lab 3.0 for large-scale robot learning. The
    updated release integrates the Newton physics engine to support
    deformable object simulation and provides automated evaluation
    benchmarks like DexBench for industrial tasks.

    ART-GLOVE: ARTICULATED TACTILE GLOVE FOR CONTACT-GROUNDED DEXTEROUS INTERACTION CAPTURE (2 MINUTE READ) [9]

    ART-Glove is a wearable articulated glove that captures human hand
    movements and contact forces without sacrificing natural finger
    dexterity. The design incorporates twenty-two joint encoders along
    with dense piezoresistive tactile sensor arrays across sixteen rigid
    functional surfaces to capture synchronized kinematic and contact data
    at 120 Hz. This technology offers an effective way to record
    high-fidelity real-world human demonstrations required for training
    imitation learning and dexterous manipulation policies.

    🎁

    MISCELLANEOUS

    ELON MUSK WANTS TO BUILD A S $24 BILLION GAS-POWERED AI SUPERCOMPUTER
    IN TEXAS COMPANY TOWN (3 MINUTE READ) [10]

    Elon Musk is planning to build a $24 billion gas-powered AI
    supercomputer in Starbase, Texas, with an initial phase up for
    approval in December. The project could face opposition from Texas
    Governor Gina Hinojosa, who opposes new data centers without stronger legislative protections. This venture aligns with SpaceX's goal to
    build 10 gigawatts of compute power by 2027 and might expand if local regulations remain favorable.

    UKRAINE SAYS STARSHIELD IS CAPPED AT 161 KM/H FOR MOVING TERMINALS,
    BREAKING DRONE INTERCEPTION, WHICH SPACEX DENIES (2 MINUTE READ) [11]

    Zelenskyy says "systematic speed restrictions" limit Starshield to
    161 km/h (100 mph), which is a limit on how fast a terminal can move,
    not internet speed, so interceptors faster than that lose their link.
    SpaceX told Axios there has been no change, and who imposed any limit
    is unresolved, with Musk earlier saying Starshield is
    government-controlled.

    ⚡

    QUICK LINKS

    NOCTUA BRINGS SPACE-GRADE CARBON NANOTUBE THERMAL PAD TO AMD AM5 AND
    AM4 PROCESSORS (3 MINUTE READ) [12]

    Noctua has released the NT-CP1 carbon nanotube thermal pad for AMD
    AM4 and AM5 processors, priced at $24.95.

    CEREBRAS' WSE-5 WENT FROM TAPE-OUT TO SYSTEM TESTING IN UNDER 5
    MONTHS, AS CLOUD REVENUE GREW 265% AND HARDWARE SALES FELL (3 MINUTE
    READ) [13]

    Cerebras says WSE-5 is back from the fab and in system testing,
    targeting the CS-5 for early summer 2027 at up to 10,000 tokens per
    second per user.

    CISCO RAISES ITS HYPERSCALER AI INFRASTRUCTURE FORECAST TO $9B AS
    800G-ZR OPTICS OVERTAKE 400G-ZR (3 MINUTE READ) [14]

    Networking revenue rose 43% to $11.13 billion, and Cisco's FY27
    hyperscaler AI forecast, which excludes neoclouds, rose from $7.5
    billion to $9 billion.

    AMD'S VERANO HOST CPU TRADES MEMORY BANDWIDTH FOR 112 GBPS XGMI LINKS
    AND LPDDR5X TO FEED INSTINCT GPUS (4 MINUTE READ) [15]

    Verano comes as 72 cores at 5.3 GHz or 192 dense cores at 4.1 GHz,
    with custom I/O dies driving 24 channels of LPDDR5X (SOCAMM2) at up to
    8,533 MT/s, which cuts power 30 to 40% versus RDIMMs.

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    BEST BOOTSTRAPPED BUSINESSES [19] of 2025.

    If you have any comments or feedback, just respond to this email!

    Thanks for reading,
    Andrew Tan [20], Adi Nikumbh [21], Kshitij Sudan [22], & Kat Scott
    [23]

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    [5] https://chipsandcheese.com/p/talking-zen-6-with-mike-clark-at?utm_source=tldrhardware
    [6] https://semiengineering.com/ucie-connectivity-for-2-5d-and-3d-multi-die-designs/?utm_source=tldrhardware
    [7] https://github.com/rai-opensource/spot_basic?utm_source=tldrhardware
    [8] https://www.therobotreport.com/nvidia-launches-gr00t-2-isaac-lab-3-0-corl/?utm_source=tldrhardware
    [9] https://linchangyi1.github.io/ART-Glove/?utm_source=tldrhardware
    [10] https://www.tomshardware.com/tech-industry/data-centers/elon-musk-wants-to-build-a-new-gas-powered-data-center-in-starbase-texas-usd24-billion-site-goes-up-for-approval-in-december-but-could-face-headwinds-from-new-governor?utm_source=tldrhardware
    [11] https://arstechnica.com/tech-policy/2026/11/ukraine-says-spacex-starshield-is-restricted-again-spacex-claims-it-isnt?utm_source=tldrhardware
    [12] https://www.tomshardware.com/pc-components/thermal-paste/noctua-brings-space-grade-carbon-nanotube-thermal-pad-to-amd-am5-and-am4-processors-promises-years-of-maintenance-free-performance-for-usd24-95?utm_source=tldrhardware
    [13] https://investors.cerebras.ai/news-releases/news-release-details/cerebras-systems-delivers-record-revenue-third-quarter-2026?utm_source=tldrhardware
    [14] https://www.cnbc.com/2026/11/12/cisco-csco-q1-2027-earnings.html?utm_source=tldrhardware
    [15] https://www.theregister.com/systems/2026/11/10/a-closer-look-at-verano-amds-first-step-toward-a-zen-based-superchip-to-rival-nvidias-vera-rubin/5308523?utm_source=tldrhardware
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