๐ข ๐๐๐๐ ๐๐: Downey Jr. will work alongside the SPECS team to develop original content, Lens experiences, hardware collaborations, and more. - $Snap(SNAP.US)
Hardik Shah
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๐ข ๐๐จ๐ฆ๐ง ๐๐ก: China Achieves Polar Satellite Broadband Breakthrough, Narrowing Gap With Elon Muskโs $SpaceX(SPCX.US) Starlink - SCMP
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐๐ต๐ถ๐ป๐ฎ achieves a major breakthrough in ๐ฝ๐ผ๐น๐ฎ๐ฟ ๐๐ฎ๐๐ฒ๐น๐น๐ถ๐๐ฒ ๐ฏ๐ฟ๐ผ๐ฎ๐ฑ๐ฏ๐ฎ๐ป๐ฑ communications.โค Domestic satellites successfully connected ๐๐ฟ๐ฐ๐๐ถ๐ฐ vessels with ๐๐ป๐๐ฎ๐ฟ๐ฐ๐๐ถ๐ฐ๐ฎ'๐ Qinling research station.โค Breakthrough was demonstrated during China's ๐ญ๐ฒ๐๐ต ๐๐ฟ๐ฐ๐๐ถ๐ฐ ๐ฒ๐ ๐ฝ๐ฒ๐ฑ๐ถ๐๐ถ๐ผ๐ป.โค China's homegrown ๐๐ช ๐๐ฎ๐๐ฒ๐น๐น๐ถ๐๐ฒ ๐ฐ๐ผ๐ป๐๐๐ฒ๐น๐น๐ฎ๐๐ถ๐ผ๐ป enabled the communications milestone.โค Successful trials established ๐๐ถ๐ฑ๐ฒ๐ผ ๐ฐ๐ผ๐ป๐ป๐ฒ๐ฐ๐๐ถ๐ผ๐ป๐ across both polar regions.โค State media says China achieved ๐ถ๐ป๐ฑ๐ฒ๐ฝ๐ฒ๐ป๐ฑ๐ฒ๐ป๐๐น๐ ๐ฐ๐ผ๐ป๐๐ฟ๐ผ๐น๐น๐ฒ๐ฑ ๐ฝ๐ผ๐น๐ฎ๐ฟ ๐ฐ๐ผ๐บ๐บ๐๐ป๐ถ๐ฐ๐ฎ๐๐ถ๐ผ๐ป๐.โค Development reduces China's reliance on ๐ณ๐ผ๐ฟ๐ฒ๐ถ๐ด๐ป ๐๐ฎ๐๐ฒ๐น๐น๐ถ๐๐ฒ ๐๐ฒ๐ฐ๐ต๐ป๐ผ๐น๐ผ๐ด๐.โค ๐๐ช ๐ฐ๐ผ๐ป๐๐๐ฒ๐น๐น๐ฎ๐๐ถ๐ผ๐ป represents China's domestic alternative to ๐ฆ๐ฝ๐ฎ๐ฐ๐ฒ๐ซ ๐ฆ๐๐ฎ๐ฟ๐น๐ถ๐ป๐ธ.โค Milestone strengthens China's ๐๐ผ๐๐ฒ๐ฟ๐ฒ๐ถ๐ด๐ป ๐๐ฎ๐๐ฒ๐น๐น๐ถ๐๐ฒ ๐ถ๐ป๐๐ฒ๐ฟ๐ป๐ฒ๐ capabilities.๐ ๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:โค Strengthens China's ๐๐ฒ๐ฐ๐ต๐ป๐ผ๐น๐ผ๐ด๐ถ๐ฐ๐ฎ๐น ๐ถ๐ป๐ฑ๐ฒ๐ฝ๐ฒ๐ป๐ฑ๐ฒ๐ป๐ฐ๐ฒ in strategically important polar regions.โค Signals growing competition between ๐๐ต๐ถ๐ป๐ฎ'๐ ๐๐ช and ๐ฆ๐ฝ๐ฎ๐ฐ๐ฒ๐ซ ๐ฆ๐๐ฎ๐ฟ๐น๐ถ๐ป๐ธ.โค Could improve ๐ฝ๐ผ๐น๐ฎ๐ฟ ๐ฟ๐ฒ๐๐ฒ๐ฎ๐ฟ๐ฐ๐ต, maritime connectivity, and emergency communications.โค Demonstrates technical progress, although ๐ด๐น๐ผ๐ฏ๐ฎ๐น ๐ฐ๐ผ๐๐ฒ๐ฟ๐ฎ๐ด๐ฒ ๐ฝ๐ฎ๐ฟ๐ถ๐๐ with Starlink remains unproven.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐:๐๐ถ ๐ง๐ฎ๐ผ๐๐ฎ๐ป๐ด, Analyst at China Securities:โfilled a critical gap in Chinaโs ability to maintain independently controlled, end-to-end satellite communications in polar regionsโ.H
โก ๐๐๐๐๐๐: 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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๐ข ๐๐จ๐ฆ๐ง ๐๐ก: NVIDIA Wins Modal AI CPU Deal, Challenging Intel and AMD With Vera Chips - $NVIDIA(NVDA.US) $AMD(AMD.US) $Intel(INTC.US)
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐ก๐ฉ๐๐๐๐ secures its first CPU deal with AI cloud startup ๐ ๐ผ๐ฑ๐ฎ๐น.โค Modal will deploy ๐ก๐ฉ๐๐๐๐ ๐ฉ๐ฒ๐ฟ๐ฎ ๐๐ฃ๐จ๐ for AI agent workloads.โค Modal previously relied exclusively on ๐๐ป๐๐ฒ๐น and ๐๐ ๐ processors.โค Early testing showed Vera delivered ๐ฎ๐ ๐๐ ๐ฎ๐ด๐ฒ๐ป๐ ๐๐ผ๐ฟ๐ธ ๐ฐ๐ฎ๐ฝ๐ฎ๐ฐ๐ถ๐๐.โค Modal recently raised $๐ณ๐ฑ๐ฌ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป at a $๐ญ๐ฑ.๐ณ๐ฑ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป valuation.โค Modal expects to reach $๐ญ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป in sales over the next year.โค Modal's service usage tripled, while revenue surged over ๐ญ๐ฑ๐ ๐๐ฒ๐ฎ๐ฟ-๐ผ๐๐ฒ๐ฟ-๐๐ฒ๐ฎ๐ฟ.โค NVIDIA projects at least $๐ฎ๐ฌ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป in Vera revenue this fiscal year.โค NVIDIA targets an estimated $๐ฎ๐ฌ๐ฌ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป CPU market opportunity.โค ๐ข๐ฝ๐ฒ๐ป๐๐, ๐๐ป๐๐ต๐ฟ๐ผ๐ฝ๐ถ๐ฐ, ๐ข๐ฟ๐ฎ๐ฐ๐น๐ฒ, and ๐ฃ๐ฒ๐ฟ๐ฝ๐น๐ฒ๐ ๐ถ๐๐ also plan Vera adoption.๐ ๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:โค Signals NVIDIA's expansion beyond ๐๐ฃ๐จ๐ into Intel and AMD's CPU market.โค Vera's reported ๐ฎ๐ ๐ฝ๐ฒ๐ฟ๐ณ๐ผ๐ฟ๐บ๐ฎ๐ป๐ฐ๐ฒ could accelerate adoption for AI agents.โค Creates a potential $๐ฎ๐ฌ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป ๐ฟ๐ฒ๐๐ฒ๐ป๐๐ฒ opportunity for NVIDIA this fiscal year.โค Increasing CPU competition could pressure ๐๐ป๐๐ฒ๐น and ๐๐ ๐ in AI infrastructure.โค Modal's multivendor strategy preserves competition as newer ๐๐ ๐ and ๐๐ป๐๐ฒ๐น chips emerge.
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$Coreweave(CRWV.US) | Cantor Fitzgerald ๐ฟ๐ฒ๐ถ๐๐ฒ๐ฟ๐ฎ๐๐ฒ๐ ๐ข๐๐ฒ๐ฟ๐๐ฒ๐ถ๐ด๐ต๐ on ๐๐ผ๐ฟ๐ฒ๐ช๐ฒ๐ฎ๐๐ฒ, PT $๐ญ๐ณ๐ฒ, 'Pullback is Overblown'
Analyst sees scarce compute, stronger contract economics and nearly halved capex payback periods, making the pullback overblown.
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โก ๐๐๐๐๐๐: $Microsoft(MSFT.US) Microsoft Withdraws From Nscale UK AI Data Center Deal Amid Electricity Grid Delays โ Bloomberg - $Coreweave(CRWV.US) $NVIDIA(NVDA.US) $Nebius(NBIS.US) $IREN(IREN.US)
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐ ๐ถ๐ฐ๐ฟ๐ผ๐๐ผ๐ณ๐ withdraws from ๐ก๐๐ฐ๐ฎ๐น๐ฒ'๐ UK AI data center agreement.โค The ๐๐๐๐ฒ๐ ๐ฝ๐ฟ๐ผ๐ท๐ฒ๐ฐ๐ faces delays due to electricity grid constraints.โค Microsoft was expected to become the facility's ๐ฎ๐ป๐ฐ๐ต๐ผ๐ฟ ๐๐ฒ๐ป๐ฎ๐ป๐.โค Nscale's flagship ๐ก๐ผ๐ฟ๐๐ฎ๐ ๐ฑ๐ฎ๐๐ฎ ๐ฐ๐ฒ๐ป๐๐ฒ๐ฟ is ๐๐ถ๐ ๐บ๐ผ๐ป๐๐ต๐ behind schedule.โค Only ๐ฒ.๐ฐ ๐ ๐ช of planned ๐ฏ๐ฌ ๐ ๐ช capacity is operational.โค Nscale is seeking up to $๐ฏ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป through a potential IPO.โค ๐ ๐ถ๐ฐ๐ฟ๐ผ๐๐ผ๐ณ๐ and ๐๐ป๐๐ต๐ฟ๐ผ๐ฝ๐ถ๐ฐ account for approximately ๐ด๐ฑ% of Nscale's contracts.โค Nscale is exploring ๐ฎ๐น๐๐ฒ๐ฟ๐ป๐ฎ๐๐ถ๐๐ฒ ๐ฝ๐ผ๐๐ฒ๐ฟ ๐๐ผ๐๐ฟ๐ฐ๐ฒ๐ and additional UK sites.โค ๐๐ผ๐ฟ๐ฒ๐ช๐ฒ๐ฎ๐๐ฒ shares fell ๐ฎ๐ฑ% during their worst week since November.โค NVIDIA-backed ๐๐ถ๐ฟ๐บ๐๐ recently abandoned its IPO amid weak investor demand.๐ ๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:โค Microsoft's withdrawal raises concerns about ๐๐ ๐ฑ๐ฎ๐๐ฎ ๐ฐ๐ฒ๐ป๐๐ฒ๐ฟ execution risks.โค Power shortages threaten ๐ฑ๐ฒ๐ฝ๐น๐ผ๐๐บ๐ฒ๐ป๐ ๐๐ถ๐บ๐ฒ๐น๐ถ๐ป๐ฒ๐ and future revenue generation.โค High customer concentration increases ๐ก๐๐ฐ๐ฎ๐น๐ฒ'๐ financial and operational vulnerability.โค Delays and financing concerns could complicate Nscale's $๐ฏ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป ๐๐ฃ๐ข ambitions.โค Growing investor caution may pressure ๐๐ ๐ถ๐ป๐ณ๐ฟ๐ฎ๐๐๐ฟ๐๐ฐ๐๐๐ฟ๐ฒ valuations and funding conditions.๐ ๐๐ผ๐บ๐ฝ๐ฎ๐ป๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐:๐ก๐๐ฐ๐ฎ๐น๐ฒ ๐ฆ๐ฝ๐ผ๐ธ๐ฒ๐๐ฝ๐ฒ๐ฟ๐๐ผ๐ป:โWe 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,โ an Nscale spokesperson said in an emailed statement. โOur relationship with Microsoft remains strong and long-term, and this unfortunate London-wide grid issue has no impact on our other contracts.โ
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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, Iโm reaching 3 million+ impressions in a single week. ๐Thank you to everyone who reads, likes, replies, and shares my posts. Your support made this possible.My promise: Iโll keep sharing quality, unbiased content to help our trading community.Keep engaging - every interaction means more than you know. โค๏ธH
๐ ๐๐๐๐๐๐๐๐ ๐๐๐๐: $Coreweave(CRWV.US) CoreWeave Investor Says Wall Street Misunderstands Its $130 Billion AI Backlog - WSJ
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐๐ผ๐ฟ๐ฒ๐ช๐ฒ๐ฎ๐๐ฒ is being consistently misunderstood by investors, according to Neostellar Capital.โค ๐ก๐ฒ๐ผ๐๐๐ฒ๐น๐น๐ฎ๐ฟ ๐๐ฎ๐ฝ๐ถ๐๐ฎ๐น holds approximately $๐ญ๐ฌ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป in CoreWeave shares.โค CoreWeave has nearly $๐ญ๐ฏ๐ฌ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป in contracted backlog, according to Lee.โค Most backlog reportedly comes from ๐ถ๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐-๐ด๐ฟ๐ฎ๐ฑ๐ฒ companies.โค CoreWeave's debt is backed by ๐น๐ผ๐ป๐ด-๐๐ฒ๐ฟ๐บ ๐๐ ๐ฐ๐ผ๐บ๐ฝ๐๐๐ฒ contracts.โค Lee says CoreWeave does not depend on ๐ฎ ๐๐ถ๐ป๐ด๐น๐ฒ ๐ฐ๐๐๐๐ผ๐บ๐ฒ๐ฟ.โค Investors are awaiting ๐๐ป๐๐ต๐ฟ๐ผ๐ฝ๐ถ๐ฐ'๐ expected November IPO for valuation guidance.โค Anthropic's potential IPO valuation could influence ๐๐บ๐ฎ๐น๐น๐ฒ๐ฟ ๐๐ ๐ฐ๐ผ๐บ๐ฝ๐ฎ๐ป๐ถ๐ฒ๐.โค Lee argues investors are conflating ๐๐ป๐๐ต๐ฟ๐ผ๐ฝ๐ถ๐ฐ ๐ฟ๐ถ๐๐ธ๐ with CoreWeave's fundamentals.๐ ๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:โค A nearly $๐ญ๐ฏ๐ฌ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป backlog provides visibility into future contracted revenue.โค ๐๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐-๐ด๐ฟ๐ฎ๐ฑ๐ฒ customers may reduce perceived credit and financing risks.โค Anthropic's IPO could influence ๐๐ ๐๐ฒ๐ฐ๐๐ผ๐ฟ ๐๐ฎ๐น๐๐ฎ๐๐ถ๐ผ๐ป๐ and investor sentiment.โค CoreWeave's valuation may increasingly depend on ๐ฏ๐ฎ๐ฐ๐ธ๐น๐ผ๐ด ๐ฐ๐ผ๐ป๐๐ฒ๐ฟ๐๐ถ๐ผ๐ป, debt servicing, and profitability.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐:๐ช๐ถ๐น๐น๐ ๐๐ฒ๐ฒ, 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 $130 billion of backlog, most of it from investment-grade companies."H![ๅพ็ 1๏ผๅ
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$Galaxy Digital(GLXY.US) | BTIG ๐บ๐ฎ๐ถ๐ป๐๐ฎ๐ถ๐ป๐ ๐๐๐ on ๐๐ฎ๐น๐ฎ๐ ๐ ๐๐ถ๐ด๐ถ๐๐ฎ๐น, maintains PT at $๐ฐ๐ฑ
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$Coreweave(CRWV.US) | JPMorgan ๐ฟ๐ฒ๐ถ๐๐ฒ๐ฟ๐ฎ๐๐ฒ๐ ๐ข๐๐ฒ๐ฟ๐๐ฒ๐ถ๐ด๐ต๐ on ๐๐ผ๐ฟ๐ฒ๐ช๐ฒ๐ฎ๐๐ฒ, ๐๐ป๐ฐ., PT $๐ญ๐ฎ๐ฑ
Analyst sees current concerns as overdone given demand, execution, project economics, and GPU reconditioning ability.H![ๅพ็ 1๏ผๅ
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$Western Digital(WDC.US) | Wells Fargo ๐บ๐ฎ๐ถ๐ป๐๐ฎ๐ถ๐ป๐ ๐ข๐๐ฒ๐ฟ๐๐ฒ๐ถ๐ด๐ต๐ on ๐ช๐ฒ๐๐๐ฒ๐ฟ๐ป ๐๐ถ๐ด๐ถ๐๐ฎ๐น, cuts PT to $๐ฐ๐ฑ๐ฌ from $๐ณ๐ฏ๐ฌ
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$Zeta Global(ZETA.US) | Goldman Sachs ๐๐ฝ๐ด๐ฟ๐ฎ๐ฑ๐ฒ๐ ๐ญ๐ฒ๐๐ฎ ๐๐น๐ผ๐ฏ๐ฎ๐น ๐๐ผ๐น๐ฑ๐ถ๐ป๐ด๐ from Neutral to ๐๐๐, PT $๐ฐ๐ฑ
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 ๐บ๐ฎ๐ถ๐ป๐๐ฎ๐ถ๐ป๐ ๐๐๐ on ๐ ๐ฒ๐๐ฎ ๐ฃ๐น๐ฎ๐๐ณ๐ผ๐ฟ๐บ๐, ๐ฟ๐ฎ๐ถ๐๐ฒ๐ PT to $๐ด๐ต๐ฑ from $๐ด๐ฌ๐ฌ
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๐ข ๐๐จ๐ฆ๐ง ๐๐ก: $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)
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐๐ผ๐ผ๐ด๐น๐ฒ ๐ค๐๐ฎ๐ป๐๐๐บ ๐๐ demonstrates breakthrough ๐บ๐ฎ๐ด๐ถ๐ฐ ๐๐๐ฎ๐๐ฒ ๐ฐ๐๐น๐๐ถ๐๐ฎ๐๐ถ๐ผ๐ป technique.โค ๐ช๐ถ๐น๐น๐ผ๐ quantum processor achieves approximately ๐ฐ๐ฌ-๐ณ๐ผ๐น๐ฑ reduction in errors.โค Technique delivers record ๐ต๐ต.๐ต๐ต% logical fidelity for quantum T-states.โค Research findings published in prestigious scientific journal ๐ฆ๐ฐ๐ถ๐ฒ๐ป๐ฐ๐ฒ.โค Magic state production could consume up to ๐ต๐ฑ% of quantum computing capacity.โค New technique detects and removes errors through ๐ฐ๐ผ๐ผ๐ฟ๐ฑ๐ถ๐ป๐ฎ๐๐ฒ๐ฑ ๐พ๐๐ฎ๐ป๐๐๐บ ๐บ๐ฒ๐ฎ๐๐๐ฟ๐ฒ๐บ๐ฒ๐ป๐๐.โค Researchers demonstrated quantum state transfers between ๐ฐ๐ผ๐น๐ผ๐ฟ and ๐๐๐ฟ๐ณ๐ฎ๐ฐ๐ฒ codes.โค Google developed improved ๐ป๐ผ๐ถ๐๐ฒ ๐ฐ๐ผ๐ป๐๐ฟ๐ผ๐น๐ and benchmarking methods.โค Further ๐น๐ฎ๐ฟ๐ด๐ฒ-๐๐ฐ๐ฎ๐น๐ฒ ๐๐ฎ๐น๐ถ๐ฑ๐ฎ๐๐ถ๐ผ๐ป remains necessary before practical deployment.๐ ๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:โค Addresses a major bottleneck in developing ๐ณ๐ฎ๐๐น๐-๐๐ผ๐น๐ฒ๐ฟ๐ฎ๐ป๐ ๐พ๐๐ฎ๐ป๐๐๐บ ๐ฐ๐ผ๐บ๐ฝ๐๐๐ฒ๐ฟ๐.โค Could significantly reduce hardware resources needed for ๐ฒ๐ฟ๐ฟ๐ผ๐ฟ-๐ฐ๐ผ๐ฟ๐ฟ๐ฒ๐ฐ๐๐ฒ๐ฑ ๐พ๐๐ฎ๐ป๐๐๐บ ๐ผ๐ฝ๐ฒ๐ฟ๐ฎ๐๐ถ๐ผ๐ป๐.โค Strengthens ๐๐ผ๐ผ๐ด๐น๐ฒ'๐ competitive position in advanced quantum computing research.โค Advances the potential for scalable quantum systems supporting ๐ฑ๐ฟ๐๐ด ๐ฑ๐ถ๐๐ฐ๐ผ๐๐ฒ๐ฟ๐, ๐บ๐ฎ๐๐ฒ๐ฟ๐ถ๐ฎ๐น๐ ๐๐ฐ๐ถ๐ฒ๐ป๐ฐ๐ฒ, and complex simulations.
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๐ข ๐๐จ๐ฆ๐ง ๐๐ก: Volvo Expands $NVIDIA(NVDA.US) NVIDIA Partnership to Develop Next-Generation Autonomous Driving Technology
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐ฉ๐ผ๐น๐๐ผ ๐๐ฎ๐ฟ๐ expands partnership with ๐ก๐ฉ๐๐๐๐ for advanced autonomous driving.โค Collaboration integrates ๐ก๐ฉ๐๐๐๐ ๐๐๐ฝ๐ฒ๐ฟ๐ถ๐ผ๐ป sensor architecture and AI software.โค Initial deployment will focus on ๐๐๐ฝ๐ฒ๐ฟ๐๐ถ๐๐ฒ๐ฑ ๐ฑ๐ฟ๐ถ๐๐ถ๐ป๐ด with driver responsibility.โค Volvo targets future ๐ต๐ฎ๐ป๐ฑ๐-๐ณ๐ฟ๐ฒ๐ฒ driving on highways and urban roads.โค New technology is expected in Volvo vehicles ๐ฏ๐ฒ๐ณ๐ผ๐ฟ๐ฒ ๐ฎ๐ฌ๐ฏ๐ฌ.โค Deployment planned across ๐บ๐๐น๐๐ถ๐ฝ๐น๐ฒ ๐ด๐น๐ผ๐ฏ๐ฎ๐น ๐บ๐ฎ๐ฟ๐ธ๐ฒ๐๐, excluding China.โค Advanced driving features won't be restricted to ๐ฝ๐ฟ๐ฒ๐บ๐ถ๐๐บ ๐ฉ๐ผ๐น๐๐ผ ๐บ๐ผ๐ฑ๐ฒ๐น๐.โค Volvo has not finalized its ๐ฝ๐ฟ๐ถ๐ฐ๐ถ๐ป๐ด ๐บ๐ผ๐ฑ๐ฒ๐น for automated-driving features.โค NVIDIA also partners with ๐ ๐ฒ๐ฟ๐ฐ๐ฒ๐ฑ๐ฒ๐, ๐๐ฎ๐ด๐๐ฎ๐ฟ ๐๐ฎ๐ป๐ฑ ๐ฅ๐ผ๐๐ฒ๐ฟ, and ๐๐๐๐ป๐ฑ๐ฎ๐ถ.๐ ๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:โค Strengthens ๐ก๐ฉ๐๐๐๐'s position in the rapidly expanding autonomous-driving ecosystem.โค Creates potential long-term demand for ๐ก๐ฉ๐๐๐๐ ๐๐ ๐ฐ๐ผ๐บ๐ฝ๐๐๐ถ๐ป๐ด and software.โค Accelerates Volvo's transition toward ๐๐-๐ฝ๐ผ๐๐ฒ๐ฟ๐ฒ๐ฑ, software-defined vehicles.โค Intensifies competition among automakers developing ๐ต๐ฎ๐ป๐ฑ๐-๐ณ๐ฟ๐ฒ๐ฒ and automated-driving systems.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐:๐๐น๐ถ ๐๐ฎ๐ป๐ถ, 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
๐ข ๐๐จ๐ฆ๐ง ๐๐ก: $Meta Platforms(META.US) Meta Launches Muse Spark Open, an 816-Billion-Parameter AI Model With Open Weights
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐ ๐ฒ๐๐ฎ (๐ ๐๐ง๐) releases ๐ ๐๐๐ฒ ๐ฆ๐ฝ๐ฎ๐ฟ๐ธ ๐ข๐ฝ๐ฒ๐ป, an open-weights AI model.โค Model features a massive ๐ด๐ญ๐ฒ-๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป-๐ฝ๐ฎ๐ฟ๐ฎ๐บ๐ฒ๐๐ฒ๐ฟ sparse mixture-of-experts architecture.โค Only approximately ๐ฐ๐ฎ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป parameters activate per token.โค Meta brings ๐ฎ๐ด๐ฒ๐ป๐๐ถ๐ฐ ๐๐ capabilities to Apple M5 Ultra desktops.โค Model supports local deployment on ๐๐ฝ๐ฝ๐น๐ฒ ๐ ๐ฑ ๐จ๐น๐๐ฟ๐ฎ ๐ ๐ฎ๐ฐ ๐ฆ๐๐๐ฑ๐ถ๐ผ๐.โค API access available through ๐๐ฟ๐ผ๐พ, ๐๐ฎ๐๐ฒ๐๐ฒ๐ป, ๐๐ถ๐ฟ๐ฒ๐๐ผ๐ฟ๐ธ๐ ๐๐, and other providers.โค Model weights available on ๐๐ช๐ฆ, ๐๐ผ๐ผ๐ด๐น๐ฒ ๐๐น๐ผ๐๐ฑ, ๐๐๐ด๐ด๐ถ๐ป๐ด ๐๐ฎ๐ฐ๐ฒ, and ๐ ๐ถ๐ฐ๐ฟ๐ผ๐๐ผ๐ณ๐ ๐๐ผ๐๐ป๐ฑ๐ฟ๐.โค Meta introduces the ๐ ๐๐๐ฒ ๐ ๐ผ๐ฑ๐ฒ๐น ๐๐ถ๐ฐ๐ฒ๐ป๐๐ฒ with limited commercial terms.โค License allows many developers to access the model ๐ฎ๐ ๐ป๐ผ ๐ฐ๐ผ๐๐.๐ ๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:โค Strengthens ๐ ๐ฒ๐๐ฎ'๐ position in the increasingly competitive open-weight AI ecosystem.โค Expands access to ๐น๐ฎ๐ฟ๐ด๐ฒ-๐๐ฐ๐ฎ๐น๐ฒ ๐๐ models beyond centralized cloud infrastructure.โค Sparse architecture could improve ๐ฐ๐ผ๐บ๐ฝ๐๐๐ฒ ๐ฒ๐ณ๐ณ๐ถ๐ฐ๐ถ๐ฒ๐ป๐ฐ๐ by activating fewer parameters per token.โค Creates opportunities for ๐๐ฝ๐ฝ๐น๐ฒ ๐ฆ๐ถ๐น๐ถ๐ฐ๐ผ๐ป and AI inference infrastructure providers.โค Broader distribution could accelerate ๐ฎ๐ด๐ฒ๐ป๐๐ถ๐ฐ ๐๐ adoption among developers and enterprises.H
๐ข ๐๐๐๐ ๐๐: Adobe and NVIDIA Expand Collaboration to Speed Agentic Creation - $Adobe(ADBE.US) $NVIDIA(NVDA.US)
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๐ข ๐๐จ๐ฆ๐ง ๐๐ก: Multiverse Computing Launches Comet 60B in collaboration with $NVIDIA(NVDA.US) NVIDIA
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐ ๐๐น๐๐ถ๐๐ฒ๐ฟ๐๐ฒ ๐๐ผ๐บ๐ฝ๐๐๐ถ๐ป๐ด launches ๐๐ผ๐บ๐ฒ๐ ๐ฒ๐ฌ๐, based on NVIDIA Nemotron 3.5 Super VL.โค Model size reduced ๐ฑ๐ฌ%, from ๐ญ๐ฎ๐ฌ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป to ๐ฒ๐ฌ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป parameters.โค Retains ๐ญ๐ฎ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป active parameters and multimodal capabilities.โค Accuracy remains within ๐ฑ% of NVIDIA's original model across evaluated tasks.โค Comet 60B outperforms the original in selected ๐๐ ๐ฏ๐ฒ๐ป๐ฐ๐ต๐บ๐ฎ๐ฟ๐ธ๐.โค Supports ๐๐ฒ๐ ๐, ๐ถ๐บ๐ฎ๐ด๐ฒ, ๐๐ถ๐ฑ๐ฒ๐ผ, and ๐ฎ๐ด๐ฒ๐ป๐๐ถ๐ฐ ๐๐ workloads.โค Built using ๐๐ผ๐บ๐ฝ๐ฎ๐ฐ๐๐ถ๐ณ๐๐ compression and reinforcement learning techniques.โค Available as an ๐ผ๐ฝ๐ฒ๐ป-๐๐ผ๐๐ฟ๐ฐ๐ฒ model in ๐๐๐ญ๐ฒ, ๐๐ฃ๐ด, and ๐ก๐ฉ๐๐ฃ๐ฐ formats.โค Reduced model size enables lower ๐๐ฃ๐จ ๐บ๐ฒ๐บ๐ผ๐ฟ๐ requirements and deployment costs.โค Multiverse previously launched ๐ฃ๐๐น๐๐ฎ๐ฟ ๐ญ๐ฒ๐ using NVIDIA Nemotron 3 Nano.๐ ๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:โค ๐๐ผ๐๐ฒ๐ฟ ๐๐ ๐๐ผ๐๐๐: Smaller models could reduce GPU infrastructure and inference expenses.โค ๐๐ฟ๐ฒ๐ฎ๐๐ฒ๐ฟ ๐๐ณ๐ณ๐ถ๐ฐ๐ถ๐ฒ๐ป๐ฐ๐: Preserves near-original performance while requiring substantially less model storage.โค ๐๐ป๐๐ฒ๐ฟ๐ฝ๐ฟ๐ถ๐๐ฒ ๐๐ฑ๐ผ๐ฝ๐๐ถ๐ผ๐ป: Makes advanced multimodal AI more accessible to smaller organizations.โค ๐๐ ๐๐ป๐ณ๐ฟ๐ฎ๐๐๐ฟ๐๐ฐ๐๐๐ฟ๐ฒ: Could reduce memory requirements per deployment, improving hardware utilization.โค ๐ ๐ฎ๐ฟ๐ธ๐ฒ๐ ๐๐บ๐ฝ๐ฎ๐ฐ๐: Highlights growing competition around efficient AI models rather than parameter counts alone.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐:๐๐ป๐ฟ๐ถ๐พ๐๐ฒ ๐๐ถ๐๐ฎ๐๐ผ, Co-founder and CEO of Multiverse Computing:โAgents need models that can read documents, understand images and follow video across long tasks, and they need to run where the data lives,โ said Enrique Lizaso, co-founder and CEO of Multiverse Computing. โNemotron 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.โH![ๅพ็ 1๏ผๅ
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$GlobalFoundries(GFS.US) | Cantor Fitzgerald ๐ฟ๐ฒ๐ถ๐๐ฒ๐ฟ๐ฎ๐๐ฒ๐ ๐ข๐๐ฒ๐ฟ๐๐ฒ๐ถ๐ด๐ต๐ on ๐๐น๐ผ๐ฏ๐ฎ๐น๐๐ผ๐๐ป๐ฑ๐ฟ๐ถ๐ฒ๐, PT $๐ต๐ฌ
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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๐ข ๐๐จ๐ฆ๐ง ๐๐ก: Surf Air Mobility Signs Fifth OperatorOS Contract with Flying Zebra, Powered by Palantir - $Surf Air Mobility(SRFM.US) $Palantir Tech(PLTR.US)
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐ฆ๐๐ฟ๐ณ ๐๐ถ๐ฟ ๐ ๐ผ๐ฏ๐ถ๐น๐ถ๐๐ (๐ฆ๐ฅ๐๐ ) signs definitive ๐ข๐ฝ๐ฒ๐ฟ๐ฎ๐๐ผ๐ฟ๐ข๐ฆ agreement with Flying Zebra.โค Agreement marks Surf Air's ๐ณ๐ถ๐ณ๐๐ต ๐ฐ๐ผ๐บ๐บ๐ฒ๐ฟ๐ฐ๐ถ๐ฎ๐น ๐ข๐ฝ๐ฒ๐ฟ๐ฎ๐๐ผ๐ฟ๐ข๐ฆ contract.โค OperatorOS is powered by ๐ฃ๐ฎ๐น๐ฎ๐ป๐๐ถ๐ฟ ๐ง๐ฒ๐ฐ๐ต๐ป๐ผ๐น๐ผ๐ด๐ถ๐ฒ๐ (๐ฃ๐๐ง๐ฅ).โค Surf Air will earn a ๐ฝ๐ฒ๐ฟ๐ฐ๐ฒ๐ป๐๐ฎ๐ด๐ฒ ๐ผ๐ณ ๐ฟ๐ฒ๐๐ฒ๐ป๐๐ฒ from managed Flying Zebra trips.โค Company targets ๐ณ๐ถ๐๐ฒ ๐ผ๐ฝ๐ฒ๐ฟ๐ฎ๐๐ผ๐ฟ๐ ๐น๐ถ๐๐ฒ on OperatorOS by ๐ฎ๐ฌ๐ฎ๐ฒ year-end.โค Flying Zebra currently operates a fleet of ๐ณ๐ผ๐๐ฟ ๐ฎ๐ถ๐ฟ๐ฐ๐ฟ๐ฎ๐ณ๐.โค AI-powered software optimizes ๐ฎ๐ถ๐ฟ๐ฐ๐ฟ๐ฎ๐ณ๐ ๐๐ฐ๐ต๐ฒ๐ฑ๐๐น๐ถ๐ป๐ด, ๐ฐ๐ฟ๐ฒ๐ ๐บ๐ฎ๐ป๐ฎ๐ด๐ฒ๐บ๐ฒ๐ป๐, and flight operations.โค OperatorOS recently received ๐๐๐ approval for electronic signatures and recordkeeping.โค Platform has supported Surf Air's ๐ถ๐ป๐๐ฒ๐ฟ๐ป๐ฎ๐น ๐ฎ๐ถ๐ฟ๐น๐ถ๐ป๐ฒ ๐ผ๐ฝ๐ฒ๐ฟ๐ฎ๐๐ถ๐ผ๐ป๐ since ๐ฎ๐ฌ๐ฎ๐ฑ.๐ ๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:โค Expands Surf Air's ๐ฟ๐ฒ๐ฐ๐๐ฟ๐ฟ๐ถ๐ป๐ด ๐ฟ๐ฒ๐๐ฒ๐ป๐๐ฒ ๐ผ๐ฝ๐ฝ๐ผ๐ฟ๐๐๐ป๐ถ๐๐ through transaction-based software fees.โค Strengthens commercial adoption of ๐ฃ๐ฎ๐น๐ฎ๐ป๐๐ถ๐ฟ-๐ฝ๐ผ๐๐ฒ๐ฟ๐ฒ๐ฑ aviation technology.โค Additional operators could strengthen ๐ฆ๐๐ฟ๐ณ๐ข๐ฆ network effects and broker distribution.โค Five signed contracts bring Surf Air closer to its ๐ฎ๐ฌ๐ฎ๐ฒ deployment target.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐:๐๐ฎ๐ฟ๐ฟ๐ฒ๐๐ ๐๐ฟ๐ผ๐๐ป, 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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๐ข ๐๐๐๐ ๐๐: $Coreweave(CRWV.US) CoreWeave CEO says backlog โmore than supportsโ debt obligations - Bloomberg
CoreWeave CEO Michael Intrator said that he is confident in the companyโs business model and confident in its funding, sales and backlog. Other IPO delays are โbleeding intoโ the CoreWeave narrative, but โthey donโt have what we builtโ and Intrator added that the backlog โmore than supportsโ the companyโs debt obligationH
๐ข ๐๐๐๐ ๐๐: 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 ๐บ๐ฎ๐ถ๐ป๐๐ฎ๐ถ๐ป๐ ๐๐๐ on ๐๐ฟ๐ผ๐๐ฑ๐ฆ๐๐ฟ๐ถ๐ธ๐ฒ, raises PT to $๐ฏ๐ฎ๐ฌ from $๐ฎ๐ฒ๐ฌ
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)