📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Thrive scales customer experience with $ServiceNow(NOW.US) ServiceNow AI, achieving 73% first-contact resolution
Hardik Shah
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Putin's Aide Says War In Ukraine Moving Toward An End - Vesti - $QQQ $SPY $USO
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Google Cloud and NVIDIA Launch Vera Rubin A5X AI Instances, Target 960,000 GPUs - $Alphabet(GOOGL.US) $NVIDIA(NVDA.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗚𝗼𝗼𝗴𝗹𝗲 𝗖𝗹𝗼𝘂𝗱 and 𝗡𝗩𝗜𝗗𝗜𝗔 launch generally available 𝗔𝟱𝗫 𝗔𝗜 𝗶𝗻𝘀𝘁𝗮𝗻𝗰𝗲𝘀.➤ A5X instances are powered by 𝗡𝗩𝗜𝗗𝗜𝗔 𝗩𝗲𝗿𝗮 𝗥𝘂𝗯𝗶𝗻 𝗡𝗩𝗟𝟳𝟮 systems.➤ Google Cloud plans infrastructure expansion to 𝟵𝟲𝟬,𝟬𝟬𝟬 𝗥𝘂𝗯𝗶𝗻 𝗚𝗣𝗨𝘀.➤ European availability is planned for 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟲.➤ A5X integrates 𝗖𝗼𝗻𝗻𝗲𝗰𝘁𝗫-𝟵 𝗦𝘂𝗽𝗲𝗿𝗡𝗜𝗖𝘀 and Google's 𝗩𝗶𝗿𝗴𝗼 𝗡𝗲𝘁𝘄𝗼𝗿𝗸.➤ 𝗜𝗻𝗲𝗳𝗳𝗮𝗯𝗹𝗲 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲 becomes the first A5X customer.➤ 𝗪𝗣𝗣 demonstrates AI workloads running on a single A5X instance.➤ Google Cloud expands 𝗡𝗩𝗜𝗗𝗜𝗔 𝗖𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝘁𝗶𝗮𝗹 𝗖𝗼𝗺𝗽𝘂𝘁𝗶𝗻𝗴 across GPU infrastructure.➤ 𝗚𝟰 𝘃𝗶𝗿𝘁𝘂𝗮𝗹 𝗺𝗮𝗰𝗵𝗶𝗻𝗲𝘀 gain generally available Confidential Computing capabilities.➤ Companies explore 𝗗𝗦𝗫 𝗠𝗮𝘅𝗟𝗣𝗦 to optimize AI performance per watt.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Strengthens 𝗡𝗩𝗜𝗗𝗜𝗔's position in next-generation hyperscale AI infrastructure.➤ Planned 𝟵𝟲𝟬,𝟬𝟬𝟬-𝗚𝗣𝗨 deployment signals substantial long-term AI infrastructure ambitions.➤ Expands 𝗚𝗼𝗼𝗴𝗹𝗲 𝗖𝗹𝗼𝘂𝗱's capacity for advanced AI training and inference.➤ Single-instance workload consolidation could reduce 𝗔𝗜 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 complexity and costs.➤ Confidential Computing could accelerate 𝗲𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝗔𝗜 adoption for sensitive workloads.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗗𝗮𝘃𝗶𝗱 𝗦𝗶𝗹𝘃𝗲𝗿, Founder and CEO of Ineffable Intelligence:"We're building superlearners that continually improve through their own experience," said David Silver, founder and CEO of Ineffable Intelligence. "Vera Rubin's combination of compute performance and high-bandwidth connectivity allow us to push the scale and ambition of our reinforcement learning research further."
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $ImmunityBio(IBRX.US) ImmunityBio Completes Phase 3 ANKTIVA Trial Database Lock, Targets November Results and Q4 FDA Filing
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗜𝗺𝗺𝘂𝗻𝗶𝘁𝘆𝗕𝗶𝗼 (𝗜𝗕𝗥𝗫) completes 𝗤𝗨𝗜𝗟𝗧-𝟮.𝟬𝟬𝟱 Cohort A database lock.➤ Trial includes 𝟯𝟲𝟲 randomized patients across 𝟭𝟭𝟬 global clinical sites.➤ Study compares 𝗔𝗡𝗞𝗧𝗜𝗩𝗔 𝗽𝗹𝘂𝘀 𝗕𝗖𝗚 against BCG alone.➤ Targets 𝗕𝗖𝗚-𝗻𝗮ï𝘃𝗲 non-muscle invasive bladder cancer patients.➤ Previous interim analysis demonstrated 𝘀𝘁𝗮𝘁𝗶𝘀𝘁𝗶𝗰𝗮𝗹𝗹𝘆 𝘀𝗶𝗴𝗻𝗶𝗳𝗶𝗰𝗮𝗻𝘁𝗹𝘆 longer complete response duration.➤ Independent monitoring committee confirmed 𝗻𝗼 𝗮𝗱𝗱𝗶𝘁𝗶𝗼𝗻𝗮𝗹 𝗲𝗻𝗿𝗼𝗹𝗹𝗺𝗲𝗻𝘁 was required.➤ Final analysis will evaluate 𝗰𝗼𝗺𝗽𝗹𝗲𝘁𝗲 𝗿𝗲𝘀𝗽𝗼𝗻𝘀𝗲 𝗿𝗮𝘁𝗲𝘀 and durability.➤ ImmunityBio expects 𝘁𝗼𝗽𝗹𝗶𝗻𝗲 𝗿𝗲𝘀𝘂𝗹𝘁𝘀 in 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟲.➤ Company targets 𝗙𝗗𝗔 𝘀𝗕𝗟𝗔 𝘀𝘂𝗯𝗺𝗶𝘀𝘀𝗶𝗼𝗻 in 𝗤𝟰 𝟮𝟬𝟮𝟲.➤ Potential approval could expand ANKTIVA treatment to 𝗲𝗮𝗿𝗹𝗶𝗲𝗿-𝘀𝘁𝗮𝗴𝗲 bladder cancer patients.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Database lock represents a 𝗺𝗮𝗷𝗼𝗿 𝗿𝗲𝗴𝘂𝗹𝗮𝘁𝗼𝗿𝘆 𝗺𝗶𝗹𝗲𝘀𝘁𝗼𝗻𝗲 ahead of final analysis.➤ Positive results could significantly expand 𝗔𝗡𝗞𝗧𝗜𝗩𝗔'𝘀 𝗮𝗱𝗱𝗿𝗲𝘀𝘀𝗮𝗯𝗹𝗲 𝗽𝗮𝘁𝗶𝗲𝗻𝘁 𝗽𝗼𝗽𝘂𝗹𝗮𝘁𝗶𝗼𝗻.➤ November data and Q4 FDA filing represent 𝗸𝗲𝘆 𝗻𝗲𝗮𝗿-𝘁𝗲𝗿𝗺 𝗰𝗮𝘁𝗮𝗹𝘆𝘀𝘁𝘀 for IBRX.➤ Final efficacy results remain critical; 𝗙𝗗𝗔 𝗮𝗽𝗽𝗿𝗼𝘃𝗮𝗹 𝗶𝘀 𝗻𝗼𝘁 𝗴𝘂𝗮𝗿𝗮𝗻𝘁𝗲𝗲𝗱.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗣𝗮𝘁𝗿𝗶𝗰𝗸 𝗦𝗼𝗼𝗻-𝗦𝗵𝗶𝗼𝗻𝗴, 𝗠.𝗗., Founder and Executive Chairman of ImmunityBio:"The final analysis of this study will determine whether adding ANKTIVA to BCG improves complete response rates and the durability of those responses when compared with BCG alone,"
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Supermicro Brings NVIDIA Aerial RAN Computer Solutions to the Network Edge with Nokia to Enable Low-latency AI Services - $NVIDIA(NVDA.US) $Nokia Oyj(NOK.US) $Super Micro Computer(SMCI.US)
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Coreweave(CRWV.US) CoreWeave Launches the CoreWeave Zero Trust AI Framework, Keeping Customers in Control of Access to Their Models, Data, and Runtime Environments
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Soluna Agrees to Form Strategic Partnership with $Applied Digital(APLD.US) Applied Digital to Develop Wind-Powered AI Data Center in Texas
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Dell Technologies Advances Enterprise Agentic AI from the Deskside to Data Center with NVIDIA - $Dell Tech(DELL.US) $NVIDIA(NVDA.US)
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$SpaceX(SPCX.US) | Goldman Sachs 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗕𝘂𝘆 on 𝗦𝗽𝗮𝗰𝗲𝗫, raises PT to $𝟮𝟰𝟱 from $𝟮𝟯𝟬
Analyst sees differentiated advantages, vertical integration, and a compelling positive risk/reward skew over the next 12+ months.H
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Redwire(RDW.US) Redwire and EnduroSat Sign MOU to Strengthen European Space Infrastructure
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Downey Jr. will work alongside the SPECS team to develop original content, Lens experiences, hardware collaborations, and more. - $Snap(SNAP.US)
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📢 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”.H
⚡ 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.H
⚡ 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.