# rubin (blogs) — RSS Amplifier

Recent posts from the 7 feeds in the RSS Amplifier directory that cover rubin.

Page: <https://rssamplifier.com/topics/rubin/blogs>  
Feed: <https://rssamplifier.com/topics/rubin/blogs.md>

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## [How to build a hybrid private cloud strategy that scales with your business](https://www.civo.com/blog/hybrid-cloud-strategy-scales-business-growth)

_2026-08-22 · Civo Team · The Civo Blog | Civo_

Learn six design principles for building hybrid cloud strategies that scale: unified platforms, cloud parity, movable boundaries, and vendor flexibility.

## [Time to switch to TPU/ASIC supply chain](https://andrewhclu.substack.com/p/time-to-switch-to-tpuasic-supply)

_2026-08-21 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_

是時候把部分資金轉向谷歌 TPU 算力中心產業鏈了，電子時報AI晶片產業預測的3個 implications

## [Sovereign cloud and open source: Why software freedom matters for digital sovereignty](https://www.civo.com/blog/sovereign-cloud-and-open-source)

_2026-08-21 · Civo Team · The Civo Blog | Civo_

The sovereign cloud conversation focuses on data location and legal jurisdiction, but if the platform itself runs on foreign proprietary code, your sovereignty has a gap that contracts can't close.

## [By placing chips orders, OpenAI/Meta each will get 10% almost free AMD shares but Google will get 6.6% costly Marvell shares](https://andrewhclu.substack.com/p/by-placing-chips-orders-openaimeta)

_2026-08-19 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_

同樣都是下大單換認股權證，OpenAI/Meta 用6GW算力訂單各換到了50%的 AMD 10%市值的折抵回扣，谷歌用1200億美元訂單可能只換到了10%的折抵回扣

## [Private cloud vs. Public cloud: Which delivers greater control and flexibility?](https://www.civo.com/blog/public-cloud-vs-private-cloud)

_2026-08-19 · Jubril Oyetunji · The Civo Blog | Civo_

Compare public, private, and hybrid cloud solutions to understand their advantages and challenges, and learn how Civo simplifies cloud adoption for modern businesses.

## [NVIDIA Vera Rubin vs. B300: Should you wait or deploy now?](https://www.civo.com/blog/vera-rubin-vs-b300-wait-or-deploy-now)

_2026-08-18 · Dinesh Majrekar · The Civo Blog | Civo_

Vera Rubin is 3.3x the B300 on FP4 inference. It's also six months away. Here's the honest framework for deciding whether to wait, or ship.

## [How to ensure compliance with private cloud providers in regulated sectors](https://www.civo.com/blog/how-to-ensure-compliance-with-private-cloud-providers-in-regulated-sectors)

_2026-08-17 · Civo Team · The Civo Blog | Civo_

The compliance question isn't "are we using a private cloud?" Rather, it’s "does our private cloud actually do what compliance requires?"

## [Replenish the Vessel](https://rickrubin.substack.com/p/replenish-the-vessel)

_2026-08-16 · Rick Rubin · The Creative Act: Thoughtforms & Innerworks_

Expand your creative reservoir

## [Risks not on capex but on rising MOI at key memory customers](https://andrewhclu.substack.com/p/risks-not-on-capex-but-on-rising)

_2026-08-16 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_

我們目前不擔心最近全球存儲記憶體大廠拉高資本開支，但我們反而擔心的是庫存塞一堆在下游客戶手中

## [Mapping the NCSC cloud security principles to a sovereign deployment](https://www.civo.com/blog/mapping-the-ncsc-cloud-security-principles-to-a-sovereign-deployment)

_2026-08-16 · Civo Team · The Civo Blog | Civo_

This blog works through each of the 14 Cloud Security Principles from the UK's National Cyber Security Centre, what the principle actually asks for, and how sovereign cloud characteristically addresses it.

## [Point once, get highlights (Sponsored)](https://crawlproof.com/a/G2I5LfyvMkvU)

_2026-08-16 · **Sponsored**_

Get minutes worth watching from a whole game — point once

## [Cloud repatriation strategies: From public dependency to hybrid flexibility](https://www.civo.com/blog/cloud-repatriation-strategies-hybrid-flexibility)

_2026-08-15 · Russell Smith · The Civo Blog | Civo_

Cloud repatriation isn't an exodus; it's a smarter way to place workloads, cut waste, reclaim sovereignty, and run infrastructure on your terms.

## [NHS and healthcare data on UK Sovereign Cloud: A compliance primer](https://www.civo.com/blog/nhs-and-healthcare-data-on-uk-sovereign-cloud)

_2026-08-14 · Civo Team · The Civo Blog | Civo_

This blog is a working compliance primer for UK healthcare organizations placing data on cloud infrastructure. It covers the applicable frameworks, the specific expectations, and the sovereign cloud characteristics that support compliance.

## [Top tech event venues in London for 2026](https://www.civo.com/blog/top-tech-event-venues-london-2026)

_2026-08-13 · Debora Tonet · The Civo Blog | Civo_

London's best tech event venues for 2026, from intimate developer meetups to flagship conferences, and what separates the spaces that get out of the way from the ones that get in it.

## [What to invest if AI token factories become commodity factories?](https://andrewhclu.substack.com/p/what-to-invest-if-ai-token-factories)

_2026-08-12 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_

當AI雲算力巨頭無差異的擴張算力印鈔工廠，以後會不會變成大眾商品工廠，我們又該如何投資？

## [New Moon Observer](https://rickrubin.substack.com/p/new-moon-observer-20260812)

_2026-08-12 · Tetragrammaton Editorial · The Creative Act: Thoughtforms & Innerworks_

August 12, 2026

## [Private cloud disaster recovery: How to design for business continuity without public cloud dependency](https://www.civo.com/blog/private-cloud-disaster-recovery)

_2026-08-12 · Civo Team · The Civo Blog | Civo_

This blog works through how to design disaster recovery for private cloud workloads that need to satisfy business continuity requirements without depending on public cloud as the recovery destination.

## [Data localization for Indian Fintech: RBI rules and your cloud choice](https://www.civo.com/blog/data-localization-for-indian-fintech)

_2026-08-11 · Civo Team · The Civo Blog | Civo_

This blog works through the RBI localization framework, how it affects cloud infrastructure decisions for fintech specifically, and how sovereign cloud in India addresses the specific obligations.

## [Global semiconductor and technology daily news summary](https://andrewhclu.substack.com/p/global-semiconductor-and-technology)

_2026-08-10 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_

全球科技與半導體產業動態觀察報告

## [Organization Release: Scientists Release Biggest 2D Map of the Universe](http://noirlab.edu/public/news/noirlab2620/)

_2026-08-10 · NOIRLab News_

The newest DESI Legacy Imaging Surveys map, 13 years in the making, covers three-quarters of the sky and catalogs nearly four billion objects. This treasure trove is available to all and contains stars, galaxies, supernovae, gravitational lenses, and much more. Two NSF NOIRLab facilities contributed data to the map: the U.S. National Science Foundation (NSF) Mayall telescope and the NSF Blanco…

## [Finding winners and losers post July sales?](https://andrewhclu.substack.com/p/finding-winners-and-losers-post-july)

_2026-08-10 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_

台灣半導體暨科技產業公布7月份營收，哪些產業營收增長明顯在加速/減速，哪些公司高於/低於分析師預期？

## [Real SIMs for AI Agents (Sponsored)](https://crawlproof.com/a/sXJi14jAeubC)

_2026-08-10 · **Sponsored**_

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## [Civo's GPU infrastructure: Full range and use cases](https://www.civo.com/blog/nvidia-gpu-range-gh200-h100-l40s-a100s)

_2026-08-10 · Dinesh Majrekar · The Civo Blog | Civo_

The complete Civo NVIDIA GPU range from A100 to Vera Rubin — specs, workload matching, VRAM planning, and why sovereign GPU infrastructure matters for your model IP.

## [Open to New Ways of Working](https://rickrubin.substack.com/p/open-to-new-ways-of-working)

_2026-08-09 · Rick Rubin · The Creative Act: Thoughtforms & Innerworks_

Break out of sameness

## [Can Nvidia really cut Rubin Ultra HBM memory?](https://andrewhclu.substack.com/p/can-nvidia-really-cut-rubin-ultra)

_2026-08-07 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_

我們覺得Nvidia 砍 Rubin Ultra HBM 的規格及容量是無腦決定，但影響效能及可行性方案如何取捨是一大課題

## [Science Release: Astronomers Catch Massive Star’s Death From the First Explosive Moment](http://noirlab.edu/public/news/noirlab2619/)

_2026-08-05 · NOIRLab News_

A rare cosmic explosion has given astronomers an unprecedented view of a massive star in its final moments, revealing a previously missing link between ordinary supernovae and the most energetic explosions in the Universe. Several NSF NOIRLab facilities and instruments helped to unravel the nature of this event, including the U.S. Department of Energy-fabricated Dark Energy Camera, the U.S.…

## [What AMD, SpaceX, Astera Labs say about AI demand to drive post market down?](https://andrewhclu.substack.com/p/what-amd-spacex-astera-labs-say-about)

_2026-08-04 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_

三家跟AI需求相關的公司，財報好壞盤後都跌，他們到底說了些什麼？

## [Love Something That Has No Purpose](https://rickrubin.substack.com/p/something-that-has)

_2026-08-02 · Rick Rubin · The Creative Act: Thoughtforms & Innerworks_

Making for the sake of making

## [Photo Release: NSF–DOE Rubin Observatory Opens Deep Window on Famous Cosmic Field](http://noirlab.edu/public/news/noirlab2618/)

_2026-07-31 · NOIRLab News_

A new image from NSF–DOE Vera C. Rubin Observatory offers a spectacularly deep view into a famous region of sky known as the COSMOS field. Located in the constellation Sextans, COSMOS is one of the most observed patches of the Universe — and Rubin’s new image adds a powerful new view of this well-known cosmic landmark.

## [Comparing top 5 hyperscalers after Amazon reports AWS sales/profits to accelerate](https://andrewhclu.substack.com/p/comparing-top-5-hyperscalers-after)

_2026-07-30 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_

在亞馬遜及AWS 公布財報及提供指引後，我們除了分析亞馬遜的數字外也比較同業找出差異及趨勢

## [Albert Hammond, Jr. on the Songs That Defined Each Era of the Strokes](https://rickrubin.substack.com/p/albert-hammond-jr-on-the-songs-that)

_2026-07-30 · Tetragrammaton Editorial · The Creative Act: Thoughtforms & Innerworks_

Albert Hammond, Jr. of the Strokes sits down with Rick Rubin on the podcast. Subscribers can listen ad-free here.

## [What Meta & Microsoft report about the sales and capex to result in an opposite movement](https://andrewhclu.substack.com/p/what-meta-and-microsoft-report-about)

_2026-07-29 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_

Meta 跟微軟到底在法說公布了什麼，讓股價走向大不同？

## [Stream Torrents & IPTV Instantly (Sponsored)](https://crawlproof.com/a/9TGkB03UV9F8)

_2026-07-29 · **Sponsored**_

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## [Don‘t be confused by Nvidia's US$250bn backstop on OpenAI](https://andrewhclu.substack.com/p/dont-be-confused-by-nvidias-us250bn)

_2026-07-28 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_

當市場以為 Nvidia 又要加碼投資 OpenAI這家沒錢，沒獲利，技術落後的大語言模型公司2500億美元加速其永動機引擎轉動，我們看到了融資擔保與投資/借貸的不同

## [Impacts to ASML and TSMC if China made DUV machine is ready to ship？](https://andrewhclu.substack.com/p/impacts-to-asml-and-tsmc-if-china)

_2026-07-27 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_

我們該擔心中國大陸國產浸潤式 DUV 上市對ASML，晶圓代工，存儲記憶體產業的影響嗎？

## [Revisionist History (Reframing)](https://rickrubin.substack.com/p/revisionist-history-reframing)

_2026-07-27 · Rick Rubin · The Creative Act: Thoughtforms & Innerworks_

A life of its own

## [Party over for AI players or just a short term valuation reset even after AMD raised its AI TAM again?](https://andrewhclu.substack.com/p/game-over-for-ai-players-or-just)

_2026-07-26 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_

儘管 AMD 持續上修其全球2030年伺服器 CPU 及 AI 加速器市場預期，但整個AI產業鏈及費半指數在7月份持續下修，到底股價是提前反應AI基建投資舞會將結束，還是短期估值修正？我們建議觀察4個指標數據。

## [Intel was benefited from Agentic AI CPU:GPU ratio shift and foundry on EMIB](https://andrewhclu.substack.com/p/intel-was-benefited-from-agentic)

_2026-07-23 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_

看起來之前多次討論的AI代理人需求爆發將改變AI伺服器 CPU:GPU 配比及EMIB代工業務，開始推波助瀾半導體老店 Intel 的營收及獲利上修

## [Not yet an inflection point to see Google's capital density to reverse down?](https://andrewhclu.substack.com/p/not-yet-an-inflection-point-to-see)

_2026-07-22 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_

雖然谷歌數據中心營收及獲利皆大幅超越市場預期，但資本開支增速還是明顯超過整體營收及數據中心雲服務營收增速，短期雖利空出盡但未來震盪難免

## [Weekly Digest: July 21](https://rickrubin.substack.com/p/weekly-digest-july-21)

_2026-07-21 · Tetragrammaton Editorial · The Creative Act: Thoughtforms & Innerworks_

Anthony Metivier of the Magnetic Memory Method talks with Rick on the podcast, a look at Henri Matisse's changing styles, and Alan Kaprow writes about seeing art in the everyday.

## [Everyone Has a Memory Palace](https://rickrubin.substack.com/p/everyone-has-a-memory-palace)

_2026-07-21 · Tetragrammaton Editorial · The Creative Act: Thoughtforms & Innerworks_

Anthony Metivier joins Rick Rubin on the podcast, and subscribers can listen ad-free here.

## [Time to compare AMD Helios vs. Nvidia Vera Rubin NVL72 rack](https://andrewhclu.substack.com/p/time-to-compare-amd-helios-vs-nvidia)

_2026-07-21 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_

繼AMD用近零成本認股權證跟OpenAI及Meta各簽下6GW AI GPU/CPU 算力訂單，今天Microsoft 宣布將採購 AMD 的 Helios 機櫃平台 GPU/CPU，2H26將面市的 Helios 到底有何魅力？

## [Practice and Recovery](https://rickrubin.substack.com/p/practice-and-recovery)

_2026-07-19 · Rick Rubin · The Creative Act: Thoughtforms & Innerworks_

The other half of mastery

## [Photo Release: The Starry Night Redux](http://noirlab.edu/public/news/noirlab2617/)

_2026-07-16 · NOIRLab News_

The 570-megapixel Department of Energy-fabricated Dark Energy Camera (DECam) captures a vibrant scene, filled with swirls and stars reminiscent of Van Gogh’s The Starry Night. This new cosmic masterpiece features glowing nebula NGC 6729 on the left and globular star cluster NGC 6723 on the right. DECam is mounted on the U.S. National Science Foundation Víctor M. Blanco 4-meter Telescope at Cerro…

## [Why semi equipment vendors might outperform after TSMC and memory makers to raise capex](https://andrewhclu.substack.com/p/tsmc-raising-capex-to-benefit-asml)

_2026-07-16 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_

台積電加碼 2026 資本開支10-20% 對產業鏈的影響

## [New Moon Observer](https://rickrubin.substack.com/p/new-moon-observer-20260714)

_2026-07-14 · Tetragrammaton Editorial · The Creative Act: Thoughtforms & Innerworks_

July 14, 2026

## [What 2Q26 sales winners and losers?](https://andrewhclu.substack.com/p/what-2q26-sales-winners-and-losers)

_2026-07-13 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_

從 2Q26 營收找趨勢，誰超過/低於預期，誰事前反應，哪些次產業在加速/減速，哪些公司最有機會看到營業利潤率創高？

## [Jacobus (Jim) Oschmann](https://www.aura-astronomy.org/blog/2026/07/01/jacobus-jim-oschmann/)

_2026-07-01 · Shari · AURA Astronomy_

Photonect Interconnect Solutions Inc. Co-Founder Marinus Consulting LLC, Owner Jim Oschmann, past president of SPIE, the International Society of Optics and Photonics, is a retired executive from Ball Aerospace. Prior to joining Ball Aerospace in 2004, Oschmann served in varied positions in the science, commercial and aerospace industries. Jim worked for AURA as the Gemini \[…\] The post Jacobus…

## [Michael Wise](https://www.aura-astronomy.org/blog/2026/07/01/michael-wise/)

_2026-07-01 · Shari · AURA Astronomy_

STIC Chair SRON Space Research Organisation Netherlands Michael Wise is the General and Scientific Director of SRON, Space Research Organisation Netherlands, and Professor of High Energy Astrophysics at the University of Amsterdam. He received his Ph.D. from the University of Virginia in 1992. After a postdoctoral fellowship at Kitt Peak National Observatory, he joined the \[…\] The post Michael…

## [Action! NSF–DOE Vera C. Rubin Observatory Begins Capturing the Greatest Cosmic Movie Ever Made](https://www.aura-astronomy.org/blog/2026/06/30/action-nsf-doe-vera-c-rubin-observatory-begins-capturing-the-greatest-cosmic-movie-ever-made/)

_2026-06-30 · Shari · AURA Astronomy_

he wait is over: NSF–DOE Rubin Observatory, funded by the U.S. National Science Foundation and the U.S. Department of Energy’s Office of Science, is now capturing the cosmos in unprecedented detail, transforming the way we study the dynamic Universe. The post Action! NSF–DOE Vera C. Rubin Observatory Begins Capturing the Greatest Cosmic Movie Ever Made appeared first on AURA Astronomy .

## [Organization Release: Action! NSF–DOE Vera C. Rubin Observatory Begins Capturing the Greatest Cosmic Movie Ever Made](http://noirlab.edu/public/news/noirlab2616/)

_2026-06-30 · NOIRLab News_

The wait is over: NSF–DOE Rubin Observatory, funded by the U.S. National Science Foundation and the U.S. Department of Energy’s Office of Science, is now capturing the cosmos in unprecedented detail, transforming the way we study the dynamic Universe.

## [What indicators to monitor if the semi sector can continue its outperformance?](https://andrewhclu.substack.com/p/what-indicators-to-monitor-if-the)

_2026-06-30 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_

我們判斷數據中心半導體產業是否會持續表現優於其他產業的幾個指標為何？

## [What differences from CoWoS‘ TSV to CoPoS’ TGV?](https://andrewhclu.substack.com/p/what-differences-from-cowos-tsv-to)

_2026-06-29 · Andrew Lu on global Semi/Techs · Andrew Lu on global semis and techs_

從 CoWoS' TSV vs. CoPoS' TGV 的技術規格/穿孔設備/電氣性能差異找機會