📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Japan's AI data-center capacity is projected to quadruple by 2033, requiring about $60 bln in investment. - Nikkei- $IREN(IREN.US) $Nebius(NBIS.US) $Coreweave(CRWV.US)
Hardik Shah
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Trump's bid to shield chip supply chain could backfire in Tennessee - Reuters - $Micron Tech(MU.US) $Sandisk(SNDK.US) $NVIDIA(NVDA.US) $SK Hynix(SKHY.US)
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$CrowdStrike(CRWD.US) | Scotiabank 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗦𝗲𝗰𝘁𝗼𝗿 𝗢𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺 on 𝗖𝗿𝗼𝘄𝗱𝗦𝘁𝗿𝗶𝗸𝗲, raises PT to $𝟮𝟲𝟱 from $𝟮𝟱𝟬
Analyst sees AI security demand, platform consolidation, and product strength supporting momentum in F28 and beyond.
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Microsoft(MSFT.US) Microsoft will impose time limits on Xbox cloud gaming subscription sessions as costs rise. - CNBC
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Cipher Digital(CIFR.US) Cipher Developing Natural Gas Pipelines to Support Up to 2.5 GW of New Data Center Power
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗖𝗶𝗽𝗵𝗲𝗿 begins developing natural gas lateral pipelines across multiple sites.➤ Pipelines could support up to 𝟮.𝟱 𝗚𝗪 of on-site generation.➤ Infrastructure will connect Cipher sites with nearby 𝗻𝗮𝘁𝘂𝗿𝗮𝗹 𝗴𝗮𝘀 supplies.➤ Cipher will partner with power providers on generation infrastructure.➤ New power is targeted to become available before 𝗲𝗻𝗱-𝟮𝟬𝟮𝟳.➤ Additional generation could expand Cipher's leasable 𝗛𝗣𝗖 𝗱𝗮𝘁𝗮 𝗰𝗲𝗻𝘁𝗲𝗿 capacity.➤ Cipher plans to lease expanded capacity to 𝗽𝗿𝗲𝗺𝗶𝗲𝗿 𝗛𝗣𝗖 tenants.➤ Company intends to seek 𝗴𝗿𝗶𝗱 𝗰𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝗼𝗻 for new generation capacity.➤ Strategy aims to accelerate power availability while supporting 𝗴𝗿𝗶𝗱 𝘀𝘁𝗮𝗯𝗶𝗹𝗶𝘁𝘆.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Up to 𝟮.𝟱 𝗚𝗪 could materially increase Cipher's HPC leasing potential.➤ On-site generation could reduce dependence on lengthy 𝗴𝗿𝗶𝗱 𝗶𝗻𝘁𝗲𝗿𝗰𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝗼𝗻 timelines.➤ Additional power could support growing demand for 𝗔𝗜 and HPC infrastructure.➤ More leasable capacity could expand Cipher's potential 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 opportunity.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗧𝘆𝗹𝗲𝗿 𝗣𝗮𝗴𝗲, Chief Executive Officer:“Securing and delivering power is the foundation of everything we do and bringing our own electricity generation allows us to unlock significant new capacity quickly,” said Tyler Page, Chief Executive Officer. “By developing these lateral pipelines, we are taking a decisive step toward adding up to 2.5 GW of power to our portfolio, and we plan to seek grid connection for this generation capacity, in an effort to proactively contribute to greater grid stability in the communities in which we build our data centers.”
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$Alphabet(GOOGL.US) | Rosenblatt Securities maintains 𝗕𝘂𝘆 on 𝗔𝗹𝗽𝗵𝗮𝗯𝗲𝘁-𝗔 (𝗚𝗢𝗢𝗚𝗟), maintains PT at $𝟰𝟭𝟬
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$Mercadolibre(MELI.US) | BTIG 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗕𝘂𝘆 on 𝗠𝗲𝗿𝗰𝗮𝗱𝗼𝗟𝗶𝗯𝗿𝗲, maintains PT at $𝟮,𝟭𝟱𝟬
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⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: InCoax Begins First Live U.S. Deployment With $Nokia Oyj(NOK.US) Nokia for Sjoberg’s Broadband Network
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗜𝗻𝗖𝗼𝗮𝘅 announces initial activation with Minnesota-based 𝗦𝗷𝗼𝗯𝗲𝗿𝗴'𝘀.➤ Rollout is planned across approximately 𝗷𝟬–𝟰𝟬 buildings.➤ Deployment marks InCoax's first live installations from its 𝗡𝗼𝗸𝗶𝗮 collaboration.➤ 𝗡𝗼𝗸𝗶𝗮 𝗚𝗶𝗴𝗮𝗯𝗶𝘁 𝗖𝗼𝗻𝗻𝗲𝗰𝘁 uses InCoax MoCA Access technology.➤ Solution delivers 𝗺𝘂𝗹𝘁𝗶-𝗴𝗶𝗴𝗮𝗯𝗶𝘁 broadband over existing building coax.➤ Existing coax reduces need for costly new 𝗶𝗻-𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 fiber cabling.➤ 𝗡𝗼𝗸𝗶𝗮 𝗔𝗹𝘁𝗶𝗽𝗹𝗮𝗻𝗼 enables integrated fiber and MoCA network management.➤ Sjoberg's integrated Nokia and InCoax technology into 𝗧𝗿𝘂𝗩𝗶𝘇𝗶𝗼𝗻 diagnostics.➤ Platform supports both 𝗙𝗶𝗯𝗲𝗿 𝗔𝗰𝗰𝗲𝘀𝘀 and 𝗙𝗪𝗔 Extension deployments.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Moves the Nokia-InCoax partnership from validation into 𝗹𝗶𝘃𝗲 𝗨.𝗦. deployment.➤ Creates an important reference for potential 𝗳𝘂𝘁𝘂𝗿𝗲 𝗼𝗽𝗲𝗿𝗮𝘁𝗼𝗿 deployments.➤ Enables faster broadband upgrades without replacing existing building coax infrastructure.➤ Could lower deployment costs while supporting 𝗺𝘂𝗹𝘁𝗶-𝗴𝗶𝗴𝗮𝗯𝗶𝘁 connectivity.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗝𝗮𝗸𝗼𝗯 𝗧𝗼𝗯𝗶𝗲𝘀𝗼𝗻, CEO of InCoax Networks:"We greatly appreciate Sjoberg's commitment and support in bringing these deployments into operation. For InCoax, these are the first live installations resulting from our collaboration with Nokia and therefore represent an important milestone. Following a significant development and integration effort, together with an extensive validation process in the operator environment, Nokia Gigabit Connect with InCoax technology is now being deployed in a live U.S. operator network. This marks the transition from product integration and validation to live deployment and provides an important reference as we work with Nokia to expand the solution to further operator opportunities,"
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: HPE and Oracle Expand Partnership to Scale Global AI Data Center Infrastructure - $Hewlett Packard Enterprise(HPE.US) $Oracle(ORCL.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗛𝗣𝗘 and 𝗢𝗿𝗮𝗰𝗹𝗲 expand collaboration for global AI infrastructure.➤ Oracle plans multi-year deployment of 𝗛𝗣𝗘 𝗝𝘂𝗻𝗶𝗽𝗲𝗿 𝗡𝗲𝘁𝘄𝗼𝗿𝗸𝗶𝗻𝗴.➤ Deployment will span 𝗢𝗿𝗮𝗰𝗹𝗲 𝗔𝗜 𝗱𝗮𝘁𝗮 𝗰𝗲𝗻𝘁𝗲𝗿𝘀 globally.➤ Agreement covers 𝗣𝗧𝗫, 𝗠𝗫, 𝗤𝗙𝗫 and 𝗘𝗫 networking platforms.➤ Latest QFX switches will support large 𝗥𝗼𝗖𝗘𝘃𝟮 AI backend networks.➤ Technology targets higher bandwidth, lower latency and advanced congestion management.➤ Collaboration includes multi-year 𝗻𝗲𝘁𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 services and financing capabilities.➤ Companies are developing intelligent telemetry for deeper 𝗔𝗜 𝗳𝗮𝗯𝗿𝗶𝗰 visibility.➤ Enhanced monitoring aims to improve 𝗚𝗣𝗨 utilization and network availability.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Expands HPE's exposure to one of the industry's largest 𝗔𝗜 𝗯𝘂𝗶𝗹𝗱𝗼𝘂𝘁𝘀.➤ Strengthens Oracle's networking foundation as 𝗢𝗖𝗜 𝗔𝗜 𝘀𝘂𝗽𝗲𝗿𝗰𝗹𝘂𝘀𝘁𝗲𝗿𝘀 scale.➤ Highlights networking as a critical bottleneck for increasingly large GPU clusters.➤ Multi-year deployment could create sustained demand for 𝗛𝗣𝗘 networking products and services.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗥𝗮𝗺𝗶 𝗥𝗮𝗵𝗶𝗺, Executive Vice President, President and General Manager, Networking, HPE:“Oracle is building AI infrastructure at extraordinary scale, and HPE is uniquely positioned to support OCI with one of the industry’s most comprehensive networking portfolios for AI data centers. Together, we are advancing a high-performance networking architecture that helps Oracle address the traffic management, power, space, and operational requirements of increasingly large AI environments.”𝗠𝗮𝗵𝗲𝘀𝗵 𝗧𝗵𝗶𝗮𝗴𝗮𝗿𝗮𝗷𝗮𝗻, Executive Vice President, Oracle Cloud Infrastructure:“Building AI infrastructure at Oracle’s scale requires an integrated ecosystem where every layer of the stack works together. HPE Juniper Networking has been an important part of our cloud architecture and now plays a key role in our AI clusters, regional data centers, and edge networks with the scale, performance, and reliability our customers expect.”𝗣𝗿𝗮𝘃𝗲𝗲𝗻 𝗝𝗮𝗶𝗻, Senior Vice President and General Manager, Data Center and AI Networking, HPE:“Every microsecond matters to AI models and agents. Through high-performance networking and our work with Oracle on deeper fabric visibility, we are helping OCI detect bottlenecks faster, maintain network availability, and improve the efficiency of AI infrastructure.”
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Cloudflare Adds Cursor Cloud Agents Support to Secure, Customer-Controlled Sandboxes - $CloudFlare(NET.US) $SpaceX(SPCX.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗖𝗹𝗼𝘂𝗱𝗳𝗹𝗮𝗿𝗲 now supports running 𝗖𝘂𝗿𝘀𝗼𝗿 𝗖𝗹𝗼𝘂𝗱 𝗔𝗴𝗲𝗻𝘁𝘀 on Cloudflare Sandboxes.➤ Developers can run AI coding agents in 𝘀𝗲𝗰𝘂𝗿𝗲, customer-controlled environments.➤ 𝗖𝘂𝗿𝘀𝗼𝗿 continues handling inference, planning, orchestration, and agent management.➤ Agent tool calls execute inside customer-controlled 𝗖𝗹𝗼𝘂𝗱𝗳𝗹𝗮𝗿𝗲 𝗦𝗮𝗻𝗱𝗯𝗼𝘅𝗲𝘀.➤ Repositories, build caches, and secrets remain on 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗺𝗮𝗰𝗵𝗶𝗻𝗲𝘀.➤ Self-hosted workers use outbound 𝗛𝗧𝗧𝗣𝗦, avoiding inbound Cursor connections.➤ Enterprise teams can create 𝘄𝗼𝗿𝗸𝗲𝗿 𝗽𝗼𝗼𝗹𝘀 across different execution environments.➤ Integration expands Cloudflare's support for leading 𝗮𝗴𝗲𝗻𝘁𝗶𝗰 𝗔𝗜 platforms.➤ Cloudflare aims to become an 𝗲𝘅𝗲𝗰𝘂𝘁𝗶𝗼𝗻 𝗹𝗮𝘆𝗲𝗿 for agentic applications.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Gives enterprises greater 𝗰𝗼𝗻𝘁𝗿𝗼𝗹 over where AI agents execute tasks.➤ Addresses security concerns surrounding 𝗰𝗼𝗱𝗲, secrets, and AI agent access.➤ Expands Cloudflare's opportunity in rapidly growing 𝗮𝗴𝗲𝗻𝘁𝗶𝗰 𝗔𝗜 infrastructure.➤ Lets developers retain familiar Cursor workflows while controlling execution infrastructure.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗗𝗮𝗻𝗲 𝗞𝗻𝗲𝗰𝗵𝘁, Chief Technology Officer at Cloudflare:“Developers want powerful AI tools that fit naturally into their workflows, and enterprises need those tools to run in environments they control,” said Dane Knecht, Chief Technology Officer at Cloudflare. “Cloudflare Sandboxes gives teams the freedom to use the AI tools they prefer while giving organizations a secure, isolated place to run agent work. Bringing Cursor Cloud Agents to Cloudflare Sandboxes is another step toward making Cloudflare the execution layer for the next generation of agentic applications.”𝗧𝗼𝗻𝗶 𝗔𝗱𝗮𝗺𝘀, Sr Director of Partnerships at SpaceXAI:"SpaceXAI’s goal is to make agents useful wherever developers work,” said Toni Adams, Sr Director of Partnerships at SpaceXAI. “Self-Hosted Machines let teams keep Cursor workflows across desktop, web, and mobile while routing work to infrastructure they operate. Cloudflare Sandboxes give those teams an enterprise-grade option for running agent workloads in a controlled environment.”
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Ultragenyx Pharma(RARE.US) Ultragenyx Phase 3 Aspire Study of Apazunersen Fails Primary and Key Secondary Endpoints
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗨𝗹𝘁𝗿𝗮𝗴𝗲𝗻𝘆𝘅's Phase 3 𝗔𝘀𝗽𝗶𝗿𝗲 study failed its primary endpoint.➤ Apazunersen showed no efficacy difference in 𝗕𝗮𝘆𝗹𝗲𝘆-𝟰 cognitive raw scores.➤ Study also missed the key secondary 𝗠𝗗𝗥𝗜 endpoint.➤ No efficacy support emerged across the 𝗳𝗶𝘃𝗲 individual MDRI endpoints.➤ Treatment groups were comparable and consistent with prior Phase 2 patients.➤ Safety remained consistent with previous 𝗣𝗵𝗮𝘀𝗲 𝟭/𝟮 findings.➤ Ultragenyx will evaluate the future of its 𝗮𝗽𝗮𝘇𝘂𝗻𝗲𝗿𝘀𝗲𝗻 program.➤ Company plans 𝘀𝗶𝗴𝗻𝗶𝗳𝗶𝗰𝗮𝗻𝘁 𝗲𝘅𝗽𝗲𝗻𝘀𝗲 𝗿𝗲𝗱𝘂𝗰𝘁𝗶𝗼𝗻𝘀 while maintaining commercial operations.➤ Angelman syndrome affects approximately 𝟲𝟬,𝟬𝟬𝟬 people in accessible markets.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Phase 3 failure creates major uncertainty around 𝗮𝗽𝗮𝘇𝘂𝗻𝗲𝗿𝘀𝗲𝗻's development future.➤ Missing both major endpoints substantially weakens the therapy's efficacy case.➤ Planned expense reductions could materially reshape 𝗨𝗹𝘁𝗿𝗮𝗴𝗲𝗻𝘆𝘅's operating priorities.➤ Outcome leaves a significant unmet need in 𝗔𝗻𝗴𝗲𝗹𝗺𝗮𝗻 𝘀𝘆𝗻𝗱𝗿𝗼𝗺𝗲 treatment.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗘𝗺𝗶𝗹 𝗞𝗮𝗸𝗸𝗶𝘀, 𝗠.𝗗., 𝗣𝗵.𝗗., Chief Executive Officer and President of Ultragenyx:"Based on everything we observed in the robust Phase 1/2 clinical development program and long-term extension study, we are disappointed by the Aspire result,"H
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: The Bank of Canada today held its target for the overnight rate at 2.25%, with the Bank Rate at 2.5% and the deposit rate at 2.20%.
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$Unitedhealth(UNH.US) | Bernstein SocGen Group 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗢𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺 on 𝗨𝗻𝗶𝘁𝗲𝗱𝗛𝗲𝗮𝗹𝘁𝗵 𝗚𝗿𝗼𝘂𝗽, maintains PT at $𝟱𝟭𝟮
Analyst sees Optum Insight and AI as significant long-term growth opportunities for UnitedHealth Group.
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: U.S. Private Payrolls Rise Just 38,000 in August, Slowest Job Growth Since January - $QQQ $SPY
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ U.S. private employers added just 𝟯𝟴,𝟬𝟬𝟬 jobs in August.➤ Hiring recorded its 𝘀𝗹𝗼𝘄𝗲𝘀𝘁 𝗽𝗮𝗰𝗲 since January.➤ 𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗵𝗲𝗮𝗹𝘁𝗵 services led gains with 𝟰𝟱,𝟬𝟬𝟬 jobs.➤ 𝗠𝗮𝗻𝘂𝗳𝗮𝗰𝘁𝘂𝗿𝗶𝗻𝗴 lost 𝟭𝟳,𝟬𝟬𝟬 jobs during August.➤ 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗮𝗻𝗱 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 services shed 𝟭𝟲,𝟬𝟬𝟬 positions.➤ Large employers accounted for 𝟯𝟰,𝟬𝟬𝟬 of August's job gains.➤ Base pay increased 𝟯.𝟮% year-over-year across all private workers.➤ Gross pay increased 𝟰.𝟳% year-over-year across all workers.➤ Job-changers saw 𝟰.𝟳% base-pay and 𝟳.𝟯% gross-pay growth.➤ July payroll gains were revised higher to 𝟰𝟲,𝟬𝟬𝟬 from 𝟰𝟰,𝟬𝟬𝟬.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Slower hiring signals continued 𝗰𝗼𝗼𝗹𝗶𝗻𝗴 in the U.S. labor market.➤ Weak manufacturing and professional hiring highlights uneven economic momentum.➤ Moderating wage growth could reduce future 𝗶𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻𝗮𝗿𝘆 pressure.➤ Softer employment conditions could influence upcoming 𝗙𝗲𝗱𝗲𝗿𝗮𝗹 𝗥𝗲𝘀𝗲𝗿𝘃𝗲 policy decisions.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗗𝗿. 𝗡𝗲𝗹𝗮 𝗥𝗶𝗰𝗵𝗮𝗿𝗱𝘀𝗼𝗻, Chief Economist, ADP:"Pay can tell us a lot about today's choppy hiring. To understand hiring patterns, you have to look deeply into where pay growth is accelerating, where it's slowing, and for whom,""Once predictable wage growth has been overtaken by complexities of demographic change, persistent inflation, and AI's effects on jobs,""Our new Pay Insights report, with its enhanced data, can more fully reveal the dynamics of today's labor market."𝗟𝗶𝘃 𝗪𝗮𝗻𝗴, Lead Data Scientist, ADP Research:"With its extended history, added dimensions of base pay and distribution, and granular metro information, Pay Insights more fully captures the pay structure of the U.S. labor market and how it's changing over time,""Our August release, for example, shows that pay growth has been decelerating for the past four years,""Among lower-paid workers in particular, base pay growth has lost momentum and now is slower than it was prior to the pandemic."H
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Google, MN8 and Eos Partner on $350 Million West Virginia Clean Energy Project - $EOS Energy Enterprises(EOSE.US) $Alphabet(GOOGL.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗚𝗼𝗼𝗴𝗹𝗲, 𝗠𝗡𝟴 𝗘𝗻𝗲𝗿𝗴𝘆 and 𝗘𝗼𝘀 partner on West Virginia clean energy.➤ Project combines 𝗮𝗻 𝟴𝟲 𝗠𝗪 solar facility with two storage technologies.➤ Eos will supply 𝟭𝟬 𝗠𝗪/𝟭𝟬𝟬 𝗠𝗪𝗵 of zinc-based long-duration storage.➤ Project also includes 𝟳𝟬 𝗠𝗪/𝟮𝟴𝟬 𝗠𝗪𝗵 of lithium-ion storage.➤ 𝗚𝗼𝗼𝗴𝗹𝗲 will purchase project energy, capacity and clean-energy attributes.➤ Portfolio supports Google's regional 𝗱𝗮𝘁𝗮 𝗰𝗲𝗻𝘁𝗲𝗿 demand and PJM grid.➤ Solar targets 𝟮𝟬𝟮𝟴 operations; storage follows in 𝟮𝟬𝟮𝟵 and 𝟮𝟬𝟯𝟬.➤ Project represents West Virginia's first commercial-scale 𝗹𝗼𝗻𝗴-𝗱𝘂𝗿𝗮𝘁𝗶𝗼𝗻 storage deployment.➤ Investment could reach 𝗮𝗽𝗽𝗿𝗼𝘅𝗶𝗺𝗮𝘁𝗲𝗹𝘆 $𝟯𝟱𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻, creating around 𝟮𝟬𝟬 construction jobs.➤ Project could generate approximately $𝟰 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 in first-20-year property taxes.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Expands 𝗰𝗹𝗲𝗮𝗻, dispatchable power supporting rapidly growing data-center electricity demand.➤ Gives 𝗘𝗼𝘀 a significant commercial deployment of its American-made Z3 technology.➤ Ten-hour zinc storage could extend renewable availability beyond lithium-ion capabilities.➤ Demonstrates how solar and multi-duration storage can provide firmer grid capacity.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗟𝘂𝗰𝗶𝗮 𝗧𝗶𝗮𝗻, Director, Advanced Energy Technologies at Google:“At Google, we’re committed to backing solutions that both serve our data center capacity needs and accelerate progress toward cleaner, more affordable energy systems,” said Lucia Tian, Director, Advanced Energy Technologies at Google. “This collaboration with MN8 and Eos aims to deploy a smart portfolio of round-the-clock technology solutions to help power our digital infrastructure, while creating meaningful economic benefits for West Virginia.”𝗝𝗼𝗻 𝗬𝗼𝗱𝗲𝗿, President and CEO of MN8 Energy:“This project reflects what MN8 does best: understanding a customer’s unique energy profile and building a solution around it,” said Jon Yoder, President and CEO of MN8 Energy. “Because Google was willing to pair next-generation storage with utility-scale solar, we could engineer proven and emerging technologies into one dispatchable resource – and deliver clean, around-the-clock power where the grid needs it most.”𝗡𝗮𝘁𝗵𝗮𝗻 𝗞𝗿𝗼𝗲𝗸𝗲𝗿, Chief Commercial Officer at Eos:“The grid needs more from every megawatt of new generation,” said Nathan Kroeker, Chief Commercial Officer at Eos. “Our work with Google is focused on deploying American-made long-duration storage where it solves real grid reliability challenges. Z3 extends the value of clean generation across more hours, strengthens the overall portfolio, and delivers more dependable capacity when it’s needed most.”H
📊 𝐈𝐍𝐕𝐄𝐒𝐓𝐎𝐑 𝐍𝐎𝐓𝐄: Berkshire Hathaway Sees AI Energy Opportunity After $10 Billion $Alphabet(GOOGL.US) Alphabet Investment - CNBC
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗕𝗲𝗿𝗸𝘀𝗵𝗶𝗿𝗲 sees major energy opportunities from expanding AI data centers.➤ Berkshire recently invested an additional $𝟭𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 in 𝗔𝗹𝗽𝗵𝗮𝗯𝗲𝘁.➤ 𝗚𝗿𝗲𝗴 𝗔𝗯𝗲𝗹 and 𝗪𝗮𝗿𝗿𝗲𝗻 𝗕𝘂𝗳𝗳𝗲𝘁𝘁 authorized the latest investment.➤ Alphabet is now Berkshire's 𝘁𝗵𝗶𝗿𝗱-𝗹𝗮𝗿𝗴𝗲𝘀𝘁 common stock holding.➤ Abel described Google as a 𝘀𝗶𝗴𝗻𝗶𝗳𝗶𝗰𝗮𝗻𝘁 𝗽𝗹𝗮𝘆𝗲𝗿 in AI.➤ Berkshire purchased shares at a 𝟲.𝟱% 𝗱𝗶𝘀𝗰𝗼𝘂𝗻𝘁 to Alphabet's stock price.➤ 𝗕𝗲𝗿𝗸𝘀𝗵𝗶𝗿𝗲 𝗛𝗮𝘁𝗵𝗮𝘄𝗮𝘆 𝗘𝗻𝗲𝗿𝗴𝘆 could benefit from AI electricity demand.➤ Data centers represented approximately 𝟴% of its Iowa load last year.➤ Abel views 𝗲𝗻𝗲𝗿𝗴𝘆 availability as a potential constraint on AI expansion.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Berkshire is gaining exposure to AI through both 𝘁𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 and energy.➤ The $𝟭𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 investment signals increased conviction in Alphabet's AI position.➤ Surging data-center power needs could boost 𝗕𝗲𝗿𝗸𝘀𝗵𝗶𝗿𝗲 𝗛𝗮𝘁𝗵𝗮𝘄𝗮𝘆 𝗘𝗻𝗲𝗿𝗴𝘆 demand.➤ Power availability could become a critical bottleneck for AI infrastructure growth.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗚𝗿𝗲𝗴 𝗔𝗯𝗲𝗹, Chief Executive of Berkshire Hathaway:"We are all seeing and feeling the impact"𝗚𝗿𝗲𝗴 𝗔𝗯𝗲𝗹, Chief Executive of Berkshire Hathaway:"I've sort of always had the strong view that energy would be the constraint"𝗚𝗿𝗲𝗴 𝗔𝗯𝗲𝗹, Chief Executive of Berkshire Hathaway:"We do still see it as a significant opportunity for Berkshire and Berkshire Hathaway Energy."H
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Vertiv(VRT.US) Vertiv to Acquire UtilityInnovation Group for $1.45 Billion, Plus Up to $1.15 Billion Earnout
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗩𝗲𝗿𝘁𝗶𝘃 will acquire 𝗨𝘁𝗶𝗹𝗶𝘁𝘆𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻 𝗚𝗿𝗼𝘂𝗽 for approximately $𝟭.𝟰𝟱 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 cash.➤ Deal includes up to $𝟭.𝟭𝟱 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 additional performance-based cash earnout.➤ Base purchase price represents approximately 𝟭𝟯𝘅 expected 𝟮𝟬𝟮𝟳 EBITDA.➤ Acquisition expected to boost 𝗮𝗱𝗷𝘂𝘀𝘁𝗲𝗱 𝗘𝗣𝗦 in the first year.➤ UIG provides 𝗺𝗶𝗰𝗿𝗼𝗴𝗿𝗶𝗱 controls and power architecture for data centers.➤ Deal expands Vertiv upstream to 𝗴𝗿𝗶𝗱 𝗶𝗻𝘁𝗲𝗿𝗰𝗼𝗻𝗻𝗲𝗰𝘁 and onsite generation.➤ Combined portfolio would span power infrastructure from 𝘂𝘁𝗶𝗹𝗶𝘁𝘆 𝘁𝗼 𝗿𝗮𝗰𝗸.➤ UIG supports grid-connected, 𝗯𝗿𝗶𝗱𝗴𝗲-𝘁𝗼-𝗴𝗿𝗶𝗱 and islanded data center deployments.➤ Transaction is expected to close in 𝗤𝟰 𝟮𝟬𝟮𝟲.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Expands Vertiv's exposure to rapidly growing 𝗔𝗜 𝗱𝗮𝘁𝗮 𝗰𝗲𝗻𝘁𝗲𝗿 power demand.➤ Adds critical capabilities for sites facing constrained 𝘂𝘁𝗶𝗹𝗶𝘁𝘆 𝗴𝗿𝗶𝗱 access.➤ Broadens Vertiv beyond cooling and power into 𝗺𝗶𝗰𝗿𝗼𝗴𝗿𝗶𝗱 infrastructure.➤ Could help customers accelerate data center deployment and 𝘁𝗶𝗺𝗲-𝘁𝗼-𝗰𝗼𝗺𝗽𝘂𝘁𝗲.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗚𝗶𝗼 𝗔𝗹𝗯𝗲𝗿𝘁𝗮𝘇𝘇𝗶, Chief Executive Officer of Vertiv:"For AI data center operators, competitive advantage increasingly depends on how quickly they can move from site selection to first token. With UIG, we anticipate extending that portfolio upstream to the utility interconnect and onsite power sources, creating a coordinated architecture from source to chip without tying customers to a single generation technology or supplier."
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Applied Optoelectronics(AAOI.US) Applied Optoelectronics Signs Major Long-Term Houston Leases
Applied Optoelectronics entered into two lease agreements with Hightower Phase II Owner, LLC for industrial buildings in Houston, Texas. Building 4 comprises approximately 356,186 sq ft at 17331 Chimney Rock Road with monthly basic rent starting at $220,835, escalating to $307,582 by Lease Months 109-120. Building 5 spans approximately 737,621 sq ft at 17433 Chimney Rock Road with monthly basic rent beginning at $457,325, increasing to $636,968 by Lease Months 109-120. Both leases have 120-month initial terms, with substantial completion anticipated 16 months post-signing.
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Apple(AAPL.US) Apple Maps Begins Changing Lake Ontario To 'Lake America' - Bloomberg
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Navitas Targets September Shipments of U.S.-Made Gen 5 GaNFast Chips With GlobalFoundries - $Navitas Semiconductor(NVTS.US) $GlobalFoundries(GFS.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗡𝗮𝘃𝗶𝘁𝗮𝘀 targets first 𝗚𝗲𝗻 𝟱 𝗚𝗮𝗡𝗙𝗮𝘀𝘁 wafer shipments in September.➤ Production uses 𝗚𝗹𝗼𝗯𝗮𝗹𝗙𝗼𝘂𝗻𝗱𝗿𝗶𝗲𝘀' 𝟮𝟬𝟬𝗺𝗺 Vermont GaN-on-silicon facility.➤ Initial portfolio includes 𝟲𝟱𝟬-𝘃𝗼𝗹𝘁 GaN power FETs.➤ Products span 𝗥𝗗𝗦(𝗢𝗡) values from 𝟭𝟭𝗺Ω to 𝟭𝟱𝟬𝗺Ω.➤ Internal samples are scheduled for 𝗢𝗰𝘁𝗼𝗯𝗲𝗿.➤ Strategic customer samples are targeted before 𝟮𝟬𝟮𝟲 year-end.➤ Gen 5 targets 𝗔𝗜 infrastructure and high-performance computing applications.➤ Technology also targets industrial electrification and 𝗻𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝘆 applications.➤ Navitas reports over 𝟯𝟬𝟬 issued and pending GaN/SiC patents.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Establishes a 𝗨.𝗦.-𝗱𝗼𝗺𝗲𝘀𝘁𝗶𝗰 manufacturing source for Navitas' advanced GaN technology.➤ Could strengthen domestic supply resilience for critical 𝗔𝗜 power infrastructure.➤ 𝗚𝗮𝗡 power chips can enable efficient power conversion in compute systems.➤ September shipments mark a key step toward broader 𝗚𝗲𝗻 𝟱 commercialization.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗖𝗵𝗿𝗶𝘀 𝗔𝗹𝗹𝗲𝘅𝗮𝗻𝗱𝗿𝗲, President and CEO of Navitas:"Together with GlobalFoundries, we have established a trusted US-domestic manufacturing source for our GaNFast Gen 5 and future generations, which will play a critical role in powering AI infrastructure and high-performance computing while strengthening the resilience of the U.S. semiconductor ecosystem"𝗞𝗮𝗻𝗻𝗮𝗻 𝗦𝗼𝘂𝗻𝗱𝗮𝗿𝗮𝗽𝗮𝗻𝗱𝗶𝗮𝗻, Senior Vice President of GlobalFoundries' Power Business:"demonstrates how GF and Navitas are turning advanced GaN innovation into a secure, scalable domestic supply."
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Intuitive Machines(LUNR.US) Intuitive Machines Wins Contract to Build Two IM 300 Spacecraft for New Customer
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗜𝗻𝘁𝘂𝗶𝘁𝗶𝘃𝗲 𝗠𝗮𝗰𝗵𝗶𝗻𝗲𝘀 awarded contract for two 𝗜𝗠 𝟯𝟬𝟬 platforms.➤ Contract introduces a 𝗻𝗲𝘄 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿 segment for the spacecraft platform.➤ Customer identity and 𝗰𝗼𝗻𝘁𝗿𝗮𝗰𝘁 𝘃𝗮𝗹𝘂𝗲 were not disclosed.➤ 𝗜𝗠 𝟯𝟬𝟬 supports mission-specific configurations and compressed delivery timelines.➤ Modular architecture accommodates 𝗵𝗲𝗮𝘃𝗶𝗲𝗿, 𝗵𝗶𝗴𝗵𝗲𝗿-𝗽𝗼𝘄𝗲𝗿 payload classes.➤ Platform supports commercial, civil, and 𝗻𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝘆 missions.➤ IM 300 supports both 𝗼𝗽𝘁𝗶𝗰𝗮𝗹 and 𝗥𝗙 inter-satellite crosslinks.➤ Customers can select 𝗰𝗵𝗲𝗺𝗶𝗰𝗮𝗹 or 𝗲𝗹𝗲𝗰𝘁𝗿𝗶𝗰 propulsion configurations.➤ Spacecraft are manufactured at Intuitive Machines' 𝗣𝗮𝗹𝗼 𝗔𝗹𝘁𝗼 production facility.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Expands 𝗜𝗻𝘁𝘂𝗶𝘁𝗶𝘃𝗲 𝗠𝗮𝗰𝗵𝗶𝗻𝗲𝘀 beyond its existing IM 300 customer base.➤ Demonstrates demand for rapidly produced, 𝗺𝗶𝘀𝘀𝗶𝗼𝗻-𝗰𝗼𝗻𝗳𝗶𝗴𝘂𝗿𝗮𝗯𝗹𝗲 spacecraft.➤ Serial manufacturing could support faster scaling of 𝘀𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 𝗰𝗼𝗻𝘀𝘁𝗲𝗹𝗹𝗮𝘁𝗶𝗼𝗻𝘀.➤ Multi-mission capability broadens potential 𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗶𝗮𝗹 and government opportunities.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗖𝗵𝗿𝗶𝘀 𝗝𝗼𝗵𝗻𝘀𝗼𝗻, President of Intuitive Machines Space Systems:“This contract demonstrates that the IM 300 can serve multiple missions with various customers. The modularity of the IM 300 enabled us to scale its capability to support a heavier, higher-power payload class,"
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⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: $Cerebras(CBRS.US) Cerebras Announces 165 MW Finland AI Data Center, With Up to €1.7 Billion Regional Investment
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗖𝗲𝗿𝗲𝗯𝗿𝗮𝘀 and 𝗖𝗼𝗺𝗽𝘂𝘁𝗲 𝗡𝗼𝗿𝗱𝗶𝗰 announce new Finland AI data center.➤ Mikkeli facility will scale to 𝗜𝟲𝟱 𝗠𝗪 of contracted IT capacity.➤ Construction of the initial 𝟱𝟬 𝗠𝗪 phase is already underway.➤ Capacity will expand from 𝟱𝟬 𝗠𝗪 to 𝟴𝟬 𝗠𝗪, then 𝟭𝟲𝟱 𝗠𝗪.➤ Service orders carry 𝘀𝗲𝘃𝗲𝗻-𝘆𝗲𝗮𝗿 contract terms supporting long-term capacity.➤ Full-scale regional investment is estimated at €𝟭.𝟬–€𝟭.𝟳 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.➤ Project could support 𝟴𝟬–𝟮𝟱𝟬 direct permanent jobs at full scale.➤ Estimated property-tax revenue reaches €𝟬.𝟴–€𝟮.𝟱 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 annually.➤ Facility incorporates 𝗰𝗹𝗼𝘀𝗲𝗱-𝗹𝗼𝗼𝗽 𝗰𝗼𝗼𝗹𝗶𝗻𝗴 and waste-heat recovery capabilities.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Gives Cerebras substantial 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗔𝗜 𝗰𝗼𝗺𝗽𝘂𝘁𝗲 capacity in Europe.➤ Seven-year contracts reduce speculative risk behind the phased infrastructure expansion.➤ Strengthens Finland's position within Europe's rapidly expanding 𝗔𝗜 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 market.➤ Creates potentially significant long-term employment, investment, and tax benefits for Mikkeli.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗣𝘆𝗿𝘆 𝗩𝗶𝗿𝗿𝗮𝗻𝘁𝗮𝘂𝘀, CEO of Compute Nordic Finland:"This partnership with Cerebras is not a speculative bet on future demand — it's a contractually committed, phased build-out that reflects exactly how much AI compute the market needs today and where that need is heading. We are proud to build that capacity in Mikkeli, alongside a partner network of local and national organizations who are ready to deliver the project and build the workforce it requires."𝗔𝗻𝗱𝗿𝗲𝘄 𝗙𝗲𝗹𝗱𝗺𝗮𝗻, CEO and co-founder, Cerebras:"Our architecture is built to get more useful AI output out of every megawatt we deploy. Mikkeli lets us pair that efficiency with a data centre designed for closed-loop cooling and heat reuse from the ground up."𝗣𝘆𝗿𝘆 𝗩𝗶𝗿𝗿𝗮𝗻𝘁𝗮𝘂𝘀, CEO of Compute Nordic Finland:"The clearest measure of a project like this isn't the number of construction jobs it creates upfront; it's what remains ten or twenty years later. We looked at permanent employment, workforce pathways, local suppliers, and durable economic activity when building this out in Mikkeli."
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$Apple(AAPL.US) | Rosenblatt 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗡𝗲𝘂𝘁𝗿𝗮𝗹 on 𝗔𝗽𝗽𝗹𝗲, raises PT to $𝟯𝟬𝟯 from $𝟯𝟬𝟬
Analyst sees higher estimates but keeps Neutral as Apple's premium valuation already assumes success.H![图片 1，共 1 张]()
$Snowflake(SNOW.US) | Cantor Fitzgerald 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗢𝘃𝗲𝗿𝘄𝗲𝗶𝗴𝗵𝘁 on 𝗦𝗻𝗼𝘄𝗳𝗹𝗮𝗸𝗲 𝗜𝗻𝗰., raises PT to $𝟰𝟬𝟱 from $𝟮𝟴𝟮
Analyst sees strong checks supporting another F2Q27 beat/raise, with robust core usage and strong Cortex Code adoption.
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $NVIDIA(NVDA.US) NVIDIA Invests $3.5 Billion in MediaTek as Companies Expand AI Partnership
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗡𝗩𝗜𝗗𝗜𝗔 invests $𝟯.𝟱 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 in MediaTek convertible bonds.➤ 𝗠𝗲𝗱𝗶𝗮𝗧𝗲𝗸 will adopt NVIDIA's 𝗡𝗩𝗟𝗶𝗻𝗸 𝗙𝘂𝘀𝗶𝗼𝗻 platform.➤ Collaboration spans 𝗔𝗜 infrastructure, local computing, and automotive platforms.➤ NVLink Fusion enables custom 𝗫𝗣𝗨𝘀 for rack-scale AI factories.➤ Platform targets 𝗵𝘆𝗽𝗲𝗿𝘀𝗰𝗮𝗹𝗲𝗿𝘀, cloud providers, and frontier model developers.➤ Companies will collaborate across future 𝗥𝗧𝗫 𝗦𝗽𝗮𝗿𝗸 and 𝗗𝗚𝗫 𝗦𝗽𝗮𝗿𝗸 chips.➤ MediaTek previously collaborated on NVIDIA's 𝗚𝗕𝟭𝟬 𝗚𝗿𝗮𝗰𝗲 𝗕𝗹𝗮𝗰𝗸𝘄𝗲𝗹𝗹 𝗦𝘂𝗽𝗲𝗿𝗰𝗵𝗶𝗽.➤ Partnership extends into 𝗔𝗜-powered, software-defined automotive platforms.➤ NVLink Fusion could accelerate deployment of 𝘀𝗲𝗺𝗶-𝗰𝘂𝘀𝘁𝗼𝗺 𝗔𝗜 factories.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ $𝟯.𝟱 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 investment significantly deepens NVIDIA's strategic relationship with MediaTek.➤ Expands NVIDIA's ecosystem beyond GPUs into 𝗰𝘂𝘀𝘁𝗼𝗺 𝗔𝗜 𝘀𝗶𝗹𝗶𝗰𝗼𝗻.➤ Gives MediaTek greater exposure to rapidly expanding 𝗔𝗜 𝗱𝗮𝘁𝗮 𝗰𝗲𝗻𝘁𝗲𝗿 spending.➤ Collaboration broadens both companies' reach across 𝗰𝗹𝗼𝘂𝗱, 𝗣𝗖𝘀, and vehicles.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗝𝗲𝗻𝘀𝗲𝗻 𝗛𝘂𝗮𝗻𝗴, Founder and CEO of NVIDIA:“AI is transforming every computing platform — from the world’s largest AI factories to the PC and the car,” said Jensen Huang, founder and CEO of NVIDIA. “MediaTek is one of the world’s great semiconductor companies, with exceptional expertise in system-on-chip design, connectivity, leading performance and power efficiency. Together, we’re building platforms that bring NVIDIA accelerated computing to new markets and give customers the freedom to create differentiated AI systems at enormous scale.”𝗥𝗶𝗰𝗸 𝗧𝘀𝗮𝗶, Vice Chairman and CEO of MediaTek:“MediaTek and NVIDIA share a vision for making advanced AI computing pervasive across the technology landscape,” said Rick Tsai, vice chairman and CEO of MediaTek. “NVIDIA’s investment strengthens a collaboration that spans cloud AI infrastructure, local AI computing and automotive in the era of physical AI. By combining NVIDIA’s leadership in accelerated computing and AI software ecosystem with MediaTek’s expertise in a diverse AI technology portfolio from edge to cloud, and our leadership position in custom silicon, we can accelerate innovation for our customers.”