๐ŸŒถ๏ธ Hot Fudge Sunday for 2025-09-07

Last Week

It was a short but busy week of NexusTek professional services updates, a digital transformation in horticulture discussion with Griffin Greenhouse Supplies, and a Tech Field Day Podcast on Agentic AI too.

https://www.prnewswire.com/news-releases/nexustek-refreshes-professional-services-offerings-to-meet-emerging-customer-challenges-302544158.html

https://www.nexustek.com/insights/professional-services-new-it-reality

https://www.nexustek.com/it-consulting/professional-services

https://www.brighttalk.com/webcast/20887/652183

https://www.youtube.com/watch?v=oCrrotz6Wms

This Week

Iโ€™ll be traveling this week but hope to get some more automation refinements put in place.

๐Ÿ“ˆ Markets Monday for 2025-09-01

Labor Day meant US markets were closed. The quiet allowed me to to ponder pre-market news coverage. Notably, three articles caught my attention in reference to China verticalization (aka vertical integration) and the lack of AI value chain connections to NVIDIA, H20 or otherwise.

https://www.techmeme.com/250901/p11#a250901p11

https://www.techmeme.com/250901/p12#a250901p12

https://www.techmeme.com/250901/p1#a250901p1


๐Ÿ”ฅ Hot Takes Tuesday for 2025-09-02

First fundingโ€ฆ and then something fun.

Funding

๐Ÿ’ฐ + ๐Ÿค– + ๐Ÿช + โš›๏ธ Funding flows for AI, electronics, and quantum companies.

  • Kite (Agentic AI web infrastructure): $18M
  • Aurasell (AI sales automation): $30M
  • OpenLight (silicon photonic chips): $34M
  • Phasecraft (quantum computing algorithms): $34M
  • Paragraf (graphene electronics): $55M
  • LayerX (AI back-office automation): $100M
  • Anthropic (AI platform company): $13B

Fun

Does Agentic AI spell the end of dial twiddlers?

https://www.youtube.com/watch?v=oCrrotz6Wms


๐Ÿคช Wacky Wednesday for 2025-09-03

This isnโ€™t a new video but I missed it somehow.

๐Ÿค˜๐Ÿค˜๐Ÿค˜๐Ÿค˜๐Ÿค˜๐Ÿค˜๐Ÿค˜๐Ÿค˜๐Ÿค˜๐Ÿค˜๐Ÿค˜

https://www.youtube.com/watch?v=JPBrA3sV90A


๐Ÿ”™ Throwback Thursday for 2025-09-04

Itโ€™s time for a look at quantum computing again through the lens of Quantinuum.

2025

https://www.techmeme.com/250904/p26#a250904p26

2021

https://www.techmeme.com/210612/p5#a210612p5

https://www.techmeme.com/211207/p10#a211207p10

2020

https://www.techmeme.com/201029/p14#a201029p14

https://www.newscientist.com/article/2235651-surprise-contender-honeywell-enters-the-quantum-computing-race/

2019

https://azure.microsoft.com/en-us/blog/quantum/2019/11/04/announcing-microsoft-azure-quantum/


โœ… Final Thoughts Friday for 2025-09-05

The biggest story of the week is the advances in the crossover of art and science that will become increasingly democratized. Brave. New. World.

https://www.techmeme.com/250905/p4#a250905p4

There is a nostalgia meme that compares early computer graphics in popular games to their modern equivalent. So, imagine todayโ€™s Synthesia in a decade becoming the equivalent of a classic 1980s arcade game or early CGI in movies.

The implications of deepfake shifting from simulacrum to artifice to imperceptible is going to compound. Or, perhaps, in-person interviews and in-person certification examination will remain the standard for trust and non-repudiation.

Orโ€ฆ

https://bsky.app/profile/cuthrell.com/post/3lwdxmgv7rk22


๐Ÿ”ฎ Sneak Peak Saturday for 2025-09-06

Sometimes, $600B just comes out in polite conversation. Twice?

https://www.techmeme.com/250905/p14#a250905p14

Of course, one of the $600B by 2028 is hard to fathom considering the most recent number for 2025 is only $65B per Meta.

https://www.techmeme.com/250319/p42#a250319p42

What could $600B mean? Well, what if it applied to:

  • Selection of strategic global locations
    • US Southwest, Northeast, and Central
    • Sweden
    • Australia
  • Commitment to 3 year "get to greenโ€™ AI data center designs
    • strategic land purchases for thousands of acres
    • state and regional vPPA negotiations with investments
  • Construction of data centers optimized for AI workloads
    • procurement of best-in-class AI infrastructure
    • construction of solar power generation sites
    • construction of power-storage facilities
    • commissioning SMR power infrastructure designs
  • Consumption of AI infrastructure
    • procurement of best-in-class AI infrastructure
    • evolving with the latest generation of AI chips
    • begin transition to custom silicon AI chips
    • begin addition of quantum computing
  • Give excess power back to the grid by 2030
    • convert to 100% solar and SMR
    • fully transition to custom silicon AI chips
    • fully transition to custom silicon and quantum computing

What If

This would be the equivalent of a cookie-cutter approach to building multiple sites with a Topaz Solar Farm, dual SMRs, and enough vPPA to keep an AI-first design data center footprint humming along. Also, by adding to and evolving the latest generation of AI chips with an eye towards the quantum computing future, it could easily use up $600B (or more) in less than 3 years.

Oh, and just by setting aside even ~$30B might enable some of that AI compute to be flying over our heads one day.

#OpenToWork Weekly

I participated in a #NeverSearchAlone #JSC after rebooting Cuthrell Consulting and joining NexusTek.

I added those #OpenToWork from my LinkedIn network to this newsletter. Over time, weโ€™ve grown an Alumni ๐ŸŽ‰ section for those that transitioned to their next career adventure.

Alumni ๐ŸŽ‰

Those in my network that are #OpenToWork:


View this page on GitHub.

Subscribe to Hot Fudge Daily

Get the latest articles and updates delivered straight to your inbox.