📢 𝗝𝗨𝗦𝗧 𝗜𝗡: China Achieves Polar Satellite Broadband Breakthrough, Narrowing Gap With Elon Musk’s $SpaceX(SPCX.US) Starlink - SCMP
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗖𝗵𝗶𝗻𝗮 achieves a major breakthrough in 𝗽𝗼𝗹𝗮𝗿 𝘀𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 𝗯𝗿𝗼𝗮𝗱𝗯𝗮𝗻𝗱 communications.➤ Domestic satellites successfully connected 𝗔𝗿𝗰𝘁𝗶𝗰 vessels with 𝗔𝗻𝘁𝗮𝗿𝗰𝘁𝗶𝗰𝗮'𝘀 Qinling research station.➤ Breakthrough was demonstrated during China's 𝟭𝟲𝘁𝗵 𝗔𝗿𝗰𝘁𝗶𝗰 𝗲𝘅𝗽𝗲𝗱𝗶𝘁𝗶𝗼𝗻.➤ China's homegrown 𝗚𝗪 𝘀𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 𝗰𝗼𝗻𝘀𝘁𝗲𝗹𝗹𝗮𝘁𝗶𝗼𝗻 enabled the communications milestone.➤ Successful trials established 𝘃𝗶𝗱𝗲𝗼 𝗰𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝗼𝗻𝘀 across both polar regions.➤ State media says China achieved 𝗶𝗻𝗱𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝘁𝗹𝘆 𝗰𝗼𝗻𝘁𝗿𝗼𝗹𝗹𝗲𝗱 𝗽𝗼𝗹𝗮𝗿 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀.➤ Development reduces China's reliance on 𝗳𝗼𝗿𝗲𝗶𝗴𝗻 𝘀𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 𝘁𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆.➤ 𝗚𝗪 𝗰𝗼𝗻𝘀𝘁𝗲𝗹𝗹𝗮𝘁𝗶𝗼𝗻 represents China's domestic alternative to 𝗦𝗽𝗮𝗰𝗲𝗫 𝗦𝘁𝗮𝗿𝗹𝗶𝗻𝗸.➤ Milestone strengthens China's 𝘀𝗼𝘃𝗲𝗿𝗲𝗶𝗴𝗻 𝘀𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 𝗶𝗻𝘁𝗲𝗿𝗻𝗲𝘁 capabilities.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Strengthens China's 𝘁𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝗶𝗰𝗮𝗹 𝗶𝗻𝗱𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝗰𝗲 in strategically important polar regions.➤ Signals growing competition between 𝗖𝗵𝗶𝗻𝗮'𝘀 𝗚𝗪 and 𝗦𝗽𝗮𝗰𝗲𝗫 𝗦𝘁𝗮𝗿𝗹𝗶𝗻𝗸.➤ Could improve 𝗽𝗼𝗹𝗮𝗿 𝗿𝗲𝘀𝗲𝗮𝗿𝗰𝗵, maritime connectivity, and emergency communications.➤ Demonstrates technical progress, although 𝗴𝗹𝗼𝗯𝗮𝗹 𝗰𝗼𝘃𝗲𝗿𝗮𝗴𝗲 𝗽𝗮𝗿𝗶𝘁𝘆 with Starlink remains unproven.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗟𝗶 𝗧𝗮𝗼𝘆𝗮𝗻𝗴, Analyst at China Securities:“filled a critical gap in China’s ability to maintain independently controlled, end-to-end satellite communications in polar regions”.
Hardik Shah
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⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: Data Center Firm Elice Plunges 33% in Debut Sunk by AI Worry - $Nebius(NBIS.US) $Coreweave(CRWV.US) $IREN(IREN.US) $Cipher Digital(CIFR.US)
Elice Inc. shares fell as much as 33% to 61,000 won in early trading on the Kosdaq market, on track for the worst-ever opening day after a sizable Korean initial public offering.
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: NVIDIA Wins Modal AI CPU Deal, Challenging Intel and AMD With Vera Chips - $NVIDIA(NVDA.US) $AMD(AMD.US) $Intel(INTC.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗡𝗩𝗜𝗗𝗜𝗔 secures its first CPU deal with AI cloud startup 𝗠𝗼𝗱𝗮𝗹.➤ Modal will deploy 𝗡𝗩𝗜𝗗𝗜𝗔 𝗩𝗲𝗿𝗮 𝗖𝗣𝗨𝘀 for AI agent workloads.➤ Modal previously relied exclusively on 𝗜𝗻𝘁𝗲𝗹 and 𝗔𝗠𝗗 processors.➤ Early testing showed Vera delivered 𝟮𝘅 𝗔𝗜 𝗮𝗴𝗲𝗻𝘁 𝘄𝗼𝗿𝗸 𝗰𝗮𝗽𝗮𝗰𝗶𝘁𝘆.➤ Modal recently raised $𝟳𝟱𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 at a $𝟭𝟱.𝟳𝟱 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 valuation.➤ Modal expects to reach $𝟭 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 in sales over the next year.➤ Modal's service usage tripled, while revenue surged over 𝟭𝟱𝘅 𝘆𝗲𝗮𝗿-𝗼𝘃𝗲𝗿-𝘆𝗲𝗮𝗿.➤ NVIDIA projects at least $𝟮𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 in Vera revenue this fiscal year.➤ NVIDIA targets an estimated $𝟮𝟬𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 CPU market opportunity.➤ 𝗢𝗽𝗲𝗻𝗔𝗜, 𝗔𝗻𝘁𝗵𝗿𝗼𝗽𝗶𝗰, 𝗢𝗿𝗮𝗰𝗹𝗲, and 𝗣𝗲𝗿𝗽𝗹𝗲𝘅𝗶𝘁𝘆 also plan Vera adoption.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Signals NVIDIA's expansion beyond 𝗚𝗣𝗨𝘀 into Intel and AMD's CPU market.➤ Vera's reported 𝟮𝘅 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 could accelerate adoption for AI agents.➤ Creates a potential $𝟮𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 opportunity for NVIDIA this fiscal year.➤ Increasing CPU competition could pressure 𝗜𝗻𝘁𝗲𝗹 and 𝗔𝗠𝗗 in AI infrastructure.➤ Modal's multivendor strategy preserves competition as newer 𝗔𝗠𝗗 and 𝗜𝗻𝘁𝗲𝗹 chips emerge.
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$Coreweave(CRWV.US) | Cantor Fitzgerald 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗢𝘃𝗲𝗿𝘄𝗲𝗶𝗴𝗵𝘁 on 𝗖𝗼𝗿𝗲𝗪𝗲𝗮𝘃𝗲, PT $𝟭𝟳𝟲, 'Pullback is Overblown'
Analyst sees scarce compute, stronger contract economics and nearly halved capex payback periods, making the pullback overblown.
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⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: $Microsoft(MSFT.US) Microsoft Withdraws From Nscale UK AI Data Center Deal Amid Electricity Grid Delays — Bloomberg - $Coreweave(CRWV.US) $NVIDIA(NVDA.US) $Nebius(NBIS.US) $IREN(IREN.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁 withdraws from 𝗡𝘀𝗰𝗮𝗹𝗲'𝘀 UK AI data center agreement.➤ The 𝗘𝘀𝘀𝗲𝘅 𝗽𝗿𝗼𝗷𝗲𝗰𝘁 faces delays due to electricity grid constraints.➤ Microsoft was expected to become the facility's 𝗮𝗻𝗰𝗵𝗼𝗿 𝘁𝗲𝗻𝗮𝗻𝘁.➤ Nscale's flagship 𝗡𝗼𝗿𝘄𝗮𝘆 𝗱𝗮𝘁𝗮 𝗰𝗲𝗻𝘁𝗲𝗿 is 𝘀𝗶𝘅 𝗺𝗼𝗻𝘁𝗵𝘀 behind schedule.➤ Only 𝟲.𝟰 𝗠𝗪 of planned 𝟯𝟬 𝗠𝗪 capacity is operational.➤ Nscale is seeking up to $𝟯 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 through a potential IPO.➤ 𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁 and 𝗔𝗻𝘁𝗵𝗿𝗼𝗽𝗶𝗰 account for approximately 𝟴𝟱% of Nscale's contracts.➤ Nscale is exploring 𝗮𝗹𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝘃𝗲 𝗽𝗼𝘄𝗲𝗿 𝘀𝗼𝘂𝗿𝗰𝗲𝘀 and additional UK sites.➤ 𝗖𝗼𝗿𝗲𝗪𝗲𝗮𝘃𝗲 shares fell 𝟮𝟱% during their worst week since November.➤ NVIDIA-backed 𝗙𝗶𝗿𝗺𝘂𝘀 recently abandoned its IPO amid weak investor demand.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Microsoft's withdrawal raises concerns about 𝗔𝗜 𝗱𝗮𝘁𝗮 𝗰𝗲𝗻𝘁𝗲𝗿 execution risks.➤ Power shortages threaten 𝗱𝗲𝗽𝗹𝗼𝘆𝗺𝗲𝗻𝘁 𝘁𝗶𝗺𝗲𝗹𝗶𝗻𝗲𝘀 and future revenue generation.➤ High customer concentration increases 𝗡𝘀𝗰𝗮𝗹𝗲'𝘀 financial and operational vulnerability.➤ Delays and financing concerns could complicate Nscale's $𝟯 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 𝗜𝗣𝗢 ambitions.➤ Growing investor caution may pressure 𝗔𝗜 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 valuations and funding conditions.👉 𝗖𝗼𝗺𝗽𝗮𝗻𝘆 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗡𝘀𝗰𝗮𝗹𝗲 𝗦𝗽𝗼𝗸𝗲𝘀𝗽𝗲𝗿𝘀𝗼𝗻:“We remain committed to both the Loughton project and the UK and we are exploring alternative power sources for the site, in addition to other expansion sites in the UK,” an Nscale spokesperson said in an emailed statement. “Our relationship with Microsoft remains strong and long-term, and this unfortunate London-wide grid issue has no impact on our other contracts.”
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There was a time when I struggled to reach 3 million impressions in 3 months to qualify for revenue sharing.
Now, I’m reaching 3 million+ impressions in a single week. 🙏Thank you to everyone who reads, likes, replies, and shares my posts. Your support made this possible.My promise: I’ll keep sharing quality, unbiased content to help our trading community.Keep engaging - every interaction means more than you know. ❤️H
📊 𝐈𝐍𝐕𝐄𝐒𝐓𝐎𝐑 𝐍𝐎𝐓𝐄: $Coreweave(CRWV.US) CoreWeave Investor Says Wall Street Misunderstands Its $130 Billion AI Backlog - WSJ
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗖𝗼𝗿𝗲𝗪𝗲𝗮𝘃𝗲 is being consistently misunderstood by investors, according to Neostellar Capital.➤ 𝗡𝗲𝗼𝘀𝘁𝗲𝗹𝗹𝗮𝗿 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 holds approximately $𝟭𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 in CoreWeave shares.➤ CoreWeave has nearly $𝟭𝟯𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 in contracted backlog, according to Lee.➤ Most backlog reportedly comes from 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁-𝗴𝗿𝗮𝗱𝗲 companies.➤ CoreWeave's debt is backed by 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗔𝗜 𝗰𝗼𝗺𝗽𝘂𝘁𝗲 contracts.➤ Lee says CoreWeave does not depend on 𝗮 𝘀𝗶𝗻𝗴𝗹𝗲 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿.➤ Investors are awaiting 𝗔𝗻𝘁𝗵𝗿𝗼𝗽𝗶𝗰'𝘀 expected November IPO for valuation guidance.➤ Anthropic's potential IPO valuation could influence 𝘀𝗺𝗮𝗹𝗹𝗲𝗿 𝗔𝗜 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀.➤ Lee argues investors are conflating 𝗔𝗻𝘁𝗵𝗿𝗼𝗽𝗶𝗰 𝗿𝗶𝘀𝗸𝘀 with CoreWeave's fundamentals.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ A nearly $𝟭𝟯𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 backlog provides visibility into future contracted revenue.➤ 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁-𝗴𝗿𝗮𝗱𝗲 customers may reduce perceived credit and financing risks.➤ Anthropic's IPO could influence 𝗔𝗜 𝘀𝗲𝗰𝘁𝗼𝗿 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻𝘀 and investor sentiment.➤ CoreWeave's valuation may increasingly depend on 𝗯𝗮𝗰𝗸𝗹𝗼𝗴 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗶𝗼𝗻, debt servicing, and profitability.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗪𝗶𝗹𝗹𝘆 𝗟𝗲𝗲, Principal at Neostellar Capital:"There's so much riding on the Anthropic IPO and everyone is trying to get a pulse on what the pricing looks like, and then price against that," Lee said. "People are conflating their feelings about Anthopic and its ability to pay for its compute with the core business of what CoreWeave currently is, which is a huge company with nearly $130 billion of backlog, most of it from investment-grade companies."H![图片 1，共 1 张]()
$Galaxy Digital(GLXY.US) | BTIG 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗕𝘂𝘆 on 𝗚𝗮𝗹𝗮𝘅𝘆 𝗗𝗶𝗴𝗶𝘁𝗮𝗹, maintains PT at $𝟰𝟱
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$Coreweave(CRWV.US) | JPMorgan 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗢𝘃𝗲𝗿𝘄𝗲𝗶𝗴𝗵𝘁 on 𝗖𝗼𝗿𝗲𝗪𝗲𝗮𝘃𝗲, 𝗜𝗻𝗰., PT $𝟭𝟮𝟱
Analyst sees current concerns as overdone given demand, execution, project economics, and GPU reconditioning ability.H![图片 1，共 1 张]()
$Western Digital(WDC.US) | Wells Fargo 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗢𝘃𝗲𝗿𝘄𝗲𝗶𝗴𝗵𝘁 on 𝗪𝗲𝘀𝘁𝗲𝗿𝗻 𝗗𝗶𝗴𝗶𝘁𝗮𝗹, cuts PT to $𝟰𝟱𝟬 from $𝟳𝟯𝟬
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$Zeta Global(ZETA.US) | Goldman Sachs 𝘂𝗽𝗴𝗿𝗮𝗱𝗲𝘀 𝗭𝗲𝘁𝗮 𝗚𝗹𝗼𝗯𝗮𝗹 𝗛𝗼𝗹𝗱𝗶𝗻𝗴𝘀 from Neutral to 𝗕𝘂𝘆, PT $𝟰𝟱
Analyst sees enterprise share gains, AI priorities, platform breadth, consumer data, and Palantir supporting larger opportunities.
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Mizuho: 'We remain positive on the optical roadmap with $Lumentum(LITE.US), $Credo Tech(CRDO.US), $Tower Semicon(TSEM.US), $NVIDIA(NVDA.US), and $Broadcom(AVGO.US) as key beneficiaries'.
"We share an optical market update post our expert call. Key takeaways: 1) NPO as the key NT optical driver, ramping into 2027E+, and driving 5-10% cost savings vs optical pluggables, 2) CPO as the next architectural step driving ~30% cost savings vs pluggables, broader adoption into 2028E+, while deployments are constrained by supply chain readiness/maturity and OCS could be a complementary product, enabling better topology scaling, 3) Our call noted SiPho penetration growing from 43% in 2025 to 76% in 2030E, we believe with pluggables/NPO and CPO longer term, fueling demand for CW lasers (+ve LITE) and SiPho modules (+ve TSEM/STM), and 4) InP substrate supply remains constrained but with major capacity additions into 2026-27E, we believe growing >80%/>30% in 2026E/2027E, and laser OEMs scaling. We remain positive on the optical roadmap with LITE, CRDO, TSEM, NVDA, and AVGO as key beneficiaries."
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$Meta Platforms(META.US) | Citigroup 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗕𝘂𝘆 on 𝗠𝗲𝘁𝗮 𝗣𝗹𝗮𝘁𝗳𝗼𝗿𝗺𝘀, 𝗿𝗮𝗶𝘀𝗲𝘀 PT to $𝟴𝟵𝟱 from $𝟴𝟬𝟬
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Alphabet(GOOGL.US) Google Quantum AI Achieves 40-Fold Error Reduction in Quantum Computing Breakthrough - $Infleqtion(INFQ.US) $IonQ(IONQ.US) $D-Wave Quantum(QBTS.US) $Rigetti Computing(RGTI.US) $Microsoft(MSFT.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗚𝗼𝗼𝗴𝗹𝗲 𝗤𝘂𝗮𝗻𝘁𝘂𝗺 𝗔𝗜 demonstrates breakthrough 𝗺𝗮𝗴𝗶𝗰 𝘀𝘁𝗮𝘁𝗲 𝗰𝘂𝗹𝘁𝗶𝘃𝗮𝘁𝗶𝗼𝗻 technique.➤ 𝗪𝗶𝗹𝗹𝗼𝘄 quantum processor achieves approximately 𝟰𝟬-𝗳𝗼𝗹𝗱 reduction in errors.➤ Technique delivers record 𝟵𝟵.𝟵𝟵% logical fidelity for quantum T-states.➤ Research findings published in prestigious scientific journal 𝗦𝗰𝗶𝗲𝗻𝗰𝗲.➤ Magic state production could consume up to 𝟵𝟱% of quantum computing capacity.➤ New technique detects and removes errors through 𝗰𝗼𝗼𝗿𝗱𝗶𝗻𝗮𝘁𝗲𝗱 𝗾𝘂𝗮𝗻𝘁𝘂𝗺 𝗺𝗲𝗮𝘀𝘂𝗿𝗲𝗺𝗲𝗻𝘁𝘀.➤ Researchers demonstrated quantum state transfers between 𝗰𝗼𝗹𝗼𝗿 and 𝘀𝘂𝗿𝗳𝗮𝗰𝗲 codes.➤ Google developed improved 𝗻𝗼𝗶𝘀𝗲 𝗰𝗼𝗻𝘁𝗿𝗼𝗹𝘀 and benchmarking methods.➤ Further 𝗹𝗮𝗿𝗴𝗲-𝘀𝗰𝗮𝗹𝗲 𝘃𝗮𝗹𝗶𝗱𝗮𝘁𝗶𝗼𝗻 remains necessary before practical deployment.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Addresses a major bottleneck in developing 𝗳𝗮𝘂𝗹𝘁-𝘁𝗼𝗹𝗲𝗿𝗮𝗻𝘁 𝗾𝘂𝗮𝗻𝘁𝘂𝗺 𝗰𝗼𝗺𝗽𝘂𝘁𝗲𝗿𝘀.➤ Could significantly reduce hardware resources needed for 𝗲𝗿𝗿𝗼𝗿-𝗰𝗼𝗿𝗿𝗲𝗰𝘁𝗲𝗱 𝗾𝘂𝗮𝗻𝘁𝘂𝗺 𝗼𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀.➤ Strengthens 𝗚𝗼𝗼𝗴𝗹𝗲'𝘀 competitive position in advanced quantum computing research.➤ Advances the potential for scalable quantum systems supporting 𝗱𝗿𝘂𝗴 𝗱𝗶𝘀𝗰𝗼𝘃𝗲𝗿𝘆, 𝗺𝗮𝘁𝗲𝗿𝗶𝗮𝗹𝘀 𝘀𝗰𝗶𝗲𝗻𝗰𝗲, and complex simulations.
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Volvo Expands $NVIDIA(NVDA.US) NVIDIA Partnership to Develop Next-Generation Autonomous Driving Technology
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗩𝗼𝗹𝘃𝗼 𝗖𝗮𝗿𝘀 expands partnership with 𝗡𝗩𝗜𝗗𝗜𝗔 for advanced autonomous driving.➤ Collaboration integrates 𝗡𝗩𝗜𝗗𝗜𝗔 𝗛𝘆𝗽𝗲𝗿𝗶𝗼𝗻 sensor architecture and AI software.➤ Initial deployment will focus on 𝘀𝘂𝗽𝗲𝗿𝘃𝗶𝘀𝗲𝗱 𝗱𝗿𝗶𝘃𝗶𝗻𝗴 with driver responsibility.➤ Volvo targets future 𝗵𝗮𝗻𝗱𝘀-𝗳𝗿𝗲𝗲 driving on highways and urban roads.➤ New technology is expected in Volvo vehicles 𝗯𝗲𝗳𝗼𝗿𝗲 𝟮𝟬𝟯𝟬.➤ Deployment planned across 𝗺𝘂𝗹𝘁𝗶𝗽𝗹𝗲 𝗴𝗹𝗼𝗯𝗮𝗹 𝗺𝗮𝗿𝗸𝗲𝘁𝘀, excluding China.➤ Advanced driving features won't be restricted to 𝗽𝗿𝗲𝗺𝗶𝘂𝗺 𝗩𝗼𝗹𝘃𝗼 𝗺𝗼𝗱𝗲𝗹𝘀.➤ Volvo has not finalized its 𝗽𝗿𝗶𝗰𝗶𝗻𝗴 𝗺𝗼𝗱𝗲𝗹 for automated-driving features.➤ NVIDIA also partners with 𝗠𝗲𝗿𝗰𝗲𝗱𝗲𝘀, 𝗝𝗮𝗴𝘂𝗮𝗿 𝗟𝗮𝗻𝗱 𝗥𝗼𝘃𝗲𝗿, and 𝗛𝘆𝘂𝗻𝗱𝗮𝗶.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Strengthens 𝗡𝗩𝗜𝗗𝗜𝗔's position in the rapidly expanding autonomous-driving ecosystem.➤ Creates potential long-term demand for 𝗡𝗩𝗜𝗗𝗜𝗔 𝗔𝗜 𝗰𝗼𝗺𝗽𝘂𝘁𝗶𝗻𝗴 and software.➤ Accelerates Volvo's transition toward 𝗔𝗜-𝗽𝗼𝘄𝗲𝗿𝗲𝗱, software-defined vehicles.➤ Intensifies competition among automakers developing 𝗵𝗮𝗻𝗱𝘀-𝗳𝗿𝗲𝗲 and automated-driving systems.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗔𝗹𝗶 𝗞𝗮𝗻𝗶, Automotive Chief at NVIDIA:"The most important functionality of autonomous driving assist technology is safety," Nvidia automotive chief Ali Kani said. "We believe that we're going to make the stack safer getting to work with Volvo."H
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Meta Platforms(META.US) Meta Launches Muse Spark Open, an 816-Billion-Parameter AI Model With Open Weights
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗠𝗲𝘁𝗮 (𝗠𝗘𝗧𝗔) releases 𝗠𝘂𝘀𝗲 𝗦𝗽𝗮𝗿𝗸 𝗢𝗽𝗲𝗻, an open-weights AI model.➤ Model features a massive 𝟴𝟭𝟲-𝗯𝗶𝗹𝗹𝗶𝗼𝗻-𝗽𝗮𝗿𝗮𝗺𝗲𝘁𝗲𝗿 sparse mixture-of-experts architecture.➤ Only approximately 𝟰𝟮 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 parameters activate per token.➤ Meta brings 𝗮𝗴𝗲𝗻𝘁𝗶𝗰 𝗔𝗜 capabilities to Apple M5 Ultra desktops.➤ Model supports local deployment on 𝗔𝗽𝗽𝗹𝗲 𝗠𝟱 𝗨𝗹𝘁𝗿𝗮 𝗠𝗮𝗰 𝗦𝘁𝘂𝗱𝗶𝗼𝘀.➤ API access available through 𝗚𝗿𝗼𝗾, 𝗕𝗮𝘀𝗲𝘁𝗲𝗻, 𝗙𝗶𝗿𝗲𝘄𝗼𝗿𝗸𝘀 𝗔𝗜, and other providers.➤ Model weights available on 𝗔𝗪𝗦, 𝗚𝗼𝗼𝗴𝗹𝗲 𝗖𝗹𝗼𝘂𝗱, 𝗛𝘂𝗴𝗴𝗶𝗻𝗴 𝗙𝗮𝗰𝗲, and 𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁 𝗙𝗼𝘂𝗻𝗱𝗿𝘆.➤ Meta introduces the 𝗠𝘂𝘀𝗲 𝗠𝗼𝗱𝗲𝗹 𝗟𝗶𝗰𝗲𝗻𝘀𝗲 with limited commercial terms.➤ License allows many developers to access the model 𝗮𝘁 𝗻𝗼 𝗰𝗼𝘀𝘁.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Strengthens 𝗠𝗲𝘁𝗮'𝘀 position in the increasingly competitive open-weight AI ecosystem.➤ Expands access to 𝗹𝗮𝗿𝗴𝗲-𝘀𝗰𝗮𝗹𝗲 𝗔𝗜 models beyond centralized cloud infrastructure.➤ Sparse architecture could improve 𝗰𝗼𝗺𝗽𝘂𝘁𝗲 𝗲𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆 by activating fewer parameters per token.➤ Creates opportunities for 𝗔𝗽𝗽𝗹𝗲 𝗦𝗶𝗹𝗶𝗰𝗼𝗻 and AI inference infrastructure providers.➤ Broader distribution could accelerate 𝗮𝗴𝗲𝗻𝘁𝗶𝗰 𝗔𝗜 adoption among developers and enterprises.H
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Adobe and NVIDIA Expand Collaboration to Speed Agentic Creation - $Adobe(ADBE.US) $NVIDIA(NVDA.US)
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Multiverse Computing Launches Comet 60B in collaboration with $NVIDIA(NVDA.US) NVIDIA
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗠𝘂𝗹𝘁𝗶𝘃𝗲𝗿𝘀𝗲 𝗖𝗼𝗺𝗽𝘂𝘁𝗶𝗻𝗴 launches 𝗖𝗼𝗺𝗲𝘁 𝟲𝟬𝗕, based on NVIDIA Nemotron 3.5 Super VL.➤ Model size reduced 𝟱𝟬%, from 𝟭𝟮𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 to 𝟲𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 parameters.➤ Retains 𝟭𝟮 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 active parameters and multimodal capabilities.➤ Accuracy remains within 𝟱% of NVIDIA's original model across evaluated tasks.➤ Comet 60B outperforms the original in selected 𝗔𝗜 𝗯𝗲𝗻𝗰𝗵𝗺𝗮𝗿𝗸𝘀.➤ Supports 𝘁𝗲𝘅𝘁, 𝗶𝗺𝗮𝗴𝗲, 𝘃𝗶𝗱𝗲𝗼, and 𝗮𝗴𝗲𝗻𝘁𝗶𝗰 𝗔𝗜 workloads.➤ Built using 𝗖𝗼𝗺𝗽𝗮𝗰𝘁𝗶𝗳𝗔𝗜 compression and reinforcement learning techniques.➤ Available as an 𝗼𝗽𝗲𝗻-𝘀𝗼𝘂𝗿𝗰𝗲 model in 𝗕𝗙𝟭𝟲, 𝗙𝗣𝟴, and 𝗡𝗩𝗙𝗣𝟰 formats.➤ Reduced model size enables lower 𝗚𝗣𝗨 𝗺𝗲𝗺𝗼𝗿𝘆 requirements and deployment costs.➤ Multiverse previously launched 𝗣𝘂𝗹𝘀𝗮𝗿 𝟭𝟲𝗕 using NVIDIA Nemotron 3 Nano.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ 𝗟𝗼𝘄𝗲𝗿 𝗔𝗜 𝗖𝗼𝘀𝘁𝘀: Smaller models could reduce GPU infrastructure and inference expenses.➤ 𝗚𝗿𝗲𝗮𝘁𝗲𝗿 𝗘𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆: Preserves near-original performance while requiring substantially less model storage.➤ 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝗔𝗱𝗼𝗽𝘁𝗶𝗼𝗻: Makes advanced multimodal AI more accessible to smaller organizations.➤ 𝗔𝗜 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲: Could reduce memory requirements per deployment, improving hardware utilization.➤ 𝗠𝗮𝗿𝗸𝗲𝘁 𝗜𝗺𝗽𝗮𝗰𝘁: Highlights growing competition around efficient AI models rather than parameter counts alone.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗘𝗻𝗿𝗶𝗾𝘂𝗲 𝗟𝗶𝘇𝗮𝘀𝗼, Co-founder and CEO of Multiverse Computing:“Agents need models that can read documents, understand images and follow video across long tasks, and they need to run where the data lives,” said Enrique Lizaso, co-founder and CEO of Multiverse Computing. “Nemotron 3.5 Super VL is an excellent multimodal model. With Comet 60B, we have cut its size in half while keeping accuracy within 5% of the original, so companies can run it on less hardware and at lower cost. That is exactly what our compression technology is built for.”H![图片 1，共 1 张]()
$GlobalFoundries(GFS.US) | Cantor Fitzgerald 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗢𝘃𝗲𝗿𝘄𝗲𝗶𝗴𝗵𝘁 on 𝗚𝗹𝗼𝗯𝗮𝗹𝗙𝗼𝘂𝗻𝗱𝗿𝗶𝗲𝘀, PT $𝟵𝟬
Analyst sees the U.S.-Japan fab initiative adding capacity and earnings without capital investment, supporting upside to the CY30 model.
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Surf Air Mobility Signs Fifth OperatorOS Contract with Flying Zebra, Powered by Palantir - $Surf Air Mobility(SRFM.US) $Palantir Tech(PLTR.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗦𝘂𝗿𝗳 𝗔𝗶𝗿 𝗠𝗼𝗯𝗶𝗹𝗶𝘁𝘆 (𝗦𝗥𝗙𝗠) signs definitive 𝗢𝗽𝗲𝗿𝗮𝘁𝗼𝗿𝗢𝗦 agreement with Flying Zebra.➤ Agreement marks Surf Air's 𝗳𝗶𝗳𝘁𝗵 𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗶𝗮𝗹 𝗢𝗽𝗲𝗿𝗮𝘁𝗼𝗿𝗢𝗦 contract.➤ OperatorOS is powered by 𝗣𝗮𝗹𝗮𝗻𝘁𝗶𝗿 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝗶𝗲𝘀 (𝗣𝗟𝗧𝗥).➤ Surf Air will earn a 𝗽𝗲𝗿𝗰𝗲𝗻𝘁𝗮𝗴𝗲 𝗼𝗳 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 from managed Flying Zebra trips.➤ Company targets 𝗳𝗶𝘃𝗲 𝗼𝗽𝗲𝗿𝗮𝘁𝗼𝗿𝘀 𝗹𝗶𝘃𝗲 on OperatorOS by 𝟮𝟬𝟮𝟲 year-end.➤ Flying Zebra currently operates a fleet of 𝗳𝗼𝘂𝗿 𝗮𝗶𝗿𝗰𝗿𝗮𝗳𝘁.➤ AI-powered software optimizes 𝗮𝗶𝗿𝗰𝗿𝗮𝗳𝘁 𝘀𝗰𝗵𝗲𝗱𝘂𝗹𝗶𝗻𝗴, 𝗰𝗿𝗲𝘄 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁, and flight operations.➤ OperatorOS recently received 𝗙𝗔𝗔 approval for electronic signatures and recordkeeping.➤ Platform has supported Surf Air's 𝗶𝗻𝘁𝗲𝗿𝗻𝗮𝗹 𝗮𝗶𝗿𝗹𝗶𝗻𝗲 𝗼𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 since 𝟮𝟬𝟮𝟱.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Expands Surf Air's 𝗿𝗲𝗰𝘂𝗿𝗿𝗶𝗻𝗴 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆 through transaction-based software fees.➤ Strengthens commercial adoption of 𝗣𝗮𝗹𝗮𝗻𝘁𝗶𝗿-𝗽𝗼𝘄𝗲𝗿𝗲𝗱 aviation technology.➤ Additional operators could strengthen 𝗦𝘂𝗿𝗳𝗢𝗦 network effects and broker distribution.➤ Five signed contracts bring Surf Air closer to its 𝟮𝟬𝟮𝟲 deployment target.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗕𝗮𝗿𝗿𝗲𝘁𝘁 𝗕𝗿𝗼𝘄𝗻, President of SurfOS for Surf Air Mobility:"With Flying Zebra, we now have five signed OperatorOS agreements. We committed to having five operators using the software by the end of the year, and getting each one onto the platform is our priority. We look forward to helping Flying Zebra run a more efficient operation."
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Coreweave(CRWV.US) CoreWeave CEO says backlog ‘more than supports’ debt obligations - Bloomberg
CoreWeave CEO Michael Intrator said that he is confident in the company’s business model and confident in its funding, sales and backlog. Other IPO delays are “bleeding into” the CoreWeave narrative, but “they don’t have what we built” and Intrator added that the backlog “more than supports” the company’s debt obligationH
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: U.S. defense-tech firm Anduril plans to sell insider-held shares implying a valuation of about $90 billion. - $Aerovironment(AVAV.US) $Palantir Tech(PLTR.US) $Kratos Defense & Security(KTOS.US) $Ondas(ONDS.US) $Boeing(BA.US) $Lockheed Martin(LMT.US)
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$CrowdStrike(CRWD.US) | Freedom Broker 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗕𝘂𝘆 on 𝗖𝗿𝗼𝘄𝗱𝗦𝘁𝗿𝗶𝗸𝗲, raises PT to $𝟯𝟮𝟬 from $𝟮𝟲𝟬
Analyst sees Falcon Flex shortening sales cycles, driving vendor consolidation, and supporting above-market growth over three years.
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Bad day for Neo Cloud/ Data Centers
$Coreweave(CRWV.US) $Nebius(NBIS.US) $IREN(IREN.US) $Applied Digital(APLD.US) $Galaxy Digital(GLXY.US) $Cipher Digital(CIFR.US) $Terawulf(WULF.US) $CleanSpark(CLSK.US) $Keel Infrastructure(KEEL.US) $Riot Platforms(RIOT.US) $Whitefiber(WYFI.US) $Navitas Semiconductor(NVTS.US)
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$Unitedhealth(UNH.US) | Bernstein SocGen Group 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗢𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺 on 𝗨𝗻𝗶𝘁𝗲𝗱𝗛𝗲𝗮𝗹𝘁𝗵 𝗚𝗿𝗼𝘂𝗽, PT $𝟱𝟭𝟮
Analyst sees a continuing MA turnaround, with a solid quarterly beat and guidance raise driven by UHC and Optum Health.