Former Strategic Sales & Business Development Manager at Intel:
"Google TPUs are trying to beat that performance per token with 30-40% less power requirement compared to Nvidia, so that's the main point... the performance per token will increase probably by 40x to 50x in two years."> Packaging Bottlenecks & Reticle Size Limits: TSMC's Chip-on-Wafer-on-Substrate (CoWoS) holds proven yields but is structurally capped at 6.5x to 7.5x reticle sizes. This creates a bottleneck as AI accelerators demand larger dies, more computing cores, and expanded high-bandwidth memory (HBM) stacking.> Intel's EMIB-T vs. TSMC: Intel's EMIB-T (Embedded Multi-die Interconnect Bridge with Through-Silicon Via) offers projected yields above 90% and is estimated to be roughly 30% lower in cost compared to CoWoS. However, it remains commercially unproven against the 95% threshold required by major customers like Google. Furthermore, Intel faces packaging capacity constraints compared to TSMC's massive expansion. > Cost Breakdown: Advanced packaging costs typically run under $5,000 to $7,000, representing a fraction of a total system-on-chip (SoC) cost that can reach around $60,000 for advanced 3.5D setups. > Google's TPU Roadmap: Google is pursuing an aggressive trajectory targeting 30% to 40% lower power than Nvidia alongside a 40x to 50x increase in performance-per-token within two years. This push is driving faster dual-track adoption of 3.5D packaging solutions using small outline integrated circuits and Intel's EMIB-T. > Glass Substrates Timeline: Meaningful mass production of glass core substrates for high-volume AI accelerators is realistically expected to land around 2029. Consequently, near-term EMIB-T adoption relies on conventional organic substrates. > Foundry Preferences (14A vs. 18A): If Intel's packaging solutions successfully mature, large hyperscalers are more likely to lean toward Intel's 14A node rather than 18A. This preference is driven by 14A's power and area metrics being comparable to TSMC's N2P process, coupled with potential cost savings and relief from TSMC's allocation bottlenecks.$Alphabet(GOOGL.US) $Taiwan Semiconductor(TSM.US) $Intel(INTC.US)
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๐ข ๐๐จ๐ฆ๐ง ๐๐ก: Nebius Brings Up First NVIDIA Vera Rubin NVL72 Rack in Finland - $Nebius(NBIS.US) $NVIDIA(NVDA.US)
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐ก๐ฒ๐ฏ๐ถ๐๐ begins bring-up and validation of its first ๐ก๐ฉ๐๐๐๐ ๐ฉ๐ฒ๐ฟ๐ฎ ๐ฅ๐๐ฏ๐ถ๐ป ๐ก๐ฉ๐๐ณ๐ฎ rack.โค Deployment takes place at the company's ๐๐ถ๐ป๐น๐ฎ๐ป๐ฑ data center.โค Announcement follows NVIDIA's disclosure of a ๐ป๐ถ๐ป๐ฒ-๐ฝ๐ผ๐ถ๐ป๐-๐๐ต๐ฟ๐ฒ๐ฒ ๐ฝ๐ฒ๐ฟ๐ฐ๐ฒ๐ป๐ passive stake in Nebius.โค NVIDIA ๐ฆ๐ฝ๐ฒ๐ฐ๐๐ฟ๐๐บ-๐ฒ switches are being deployed alongside the compute hardware.โค NVIDIA confirmed ๐ฉ๐ฒ๐ฟ๐ฎ ๐ฅ๐๐ฏ๐ถ๐ป ๐ก๐ฉ๐๐ณ๐ฎ entered full production in ๐๐๐ป๐ฒ ๐ฎ๐ฌ๐ฎ๐ฒ.โค Vera Rubin delivers ๐ฎ๐ฎ ๐ง๐/๐ of ๐๐๐ ๐ฐ bandwidth per GPU.โค Nebius secured a $๐ณ๐ณ๐ฑ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป GPU-backed debt facility earlier this month.โค Company reports more than $๐ฐ๐ฌ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป in contracted revenue.โค Analysts expect Q2 2026 revenue of approximately $๐ฑ๐ด๐ฏ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐:๐ก๐ฒ๐ฏ๐ถ๐๐:"The close co-engineering relationship we enjoy with NVIDIA means we work together from the earliest stage of every new platform, shortening the path from first rack to production workloads. After bring-up and validation comes software polishing and production-grade testing, so when Vera Rubin reaches our customers, it delivers its full potential from day one." - D
$AMD(AMD.US)
AMD is going places. She has joined Nvidia and the others in the circular financing scene with the latest Anthropic deal.
Talking about circular financing, it has been catching on such that even the Premier league teams use it to bypass regulations. Chelsea overpaid for a player from Aston Villa. Villa conveniently bought a player from Chelsea as a loan to buy and the amount offsets. Off course they term it properly so as to make it permissible.
So back to AMD, they invest in Anthropic and Anthropic buys their chips. Everyone is happy. Yay!
@Captain's Treasure
Trade Showcase: Trade, Show & Earn Rewards! - M
62. The moat of Nvidia's CUDA is being rapidly eroded. On one hand, with the advent of AI, building this ecosystem has become much easier than before because AI can write code. โ Liang Sheng from Deepseek.
From this perspective, it is very logical that $AMD(AMD.US) remains largely unscathed in this round. $NVIDIA(NVDA.US) needs a more comprehensive moat, including supply chain, communications, etc.
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Former Senior Finance Role at Nebius Group says,
"The problem of CoreWeave is their business model is sign a contract and then allocate data centres, then allocate GPUs and buy the GPUs they don't have and then start project management. The whole cycle within CoreWeave is about 24 months. The majority of their revenue, maybe 95% or more is still Hopper revenue." "There are neoclouds like Nebius who do it a bit different. We were building data centre capacity, buying GPUs without knowing to whom we're going to sell it to. Coreweave only start working when they have a signed contract and then they're going to look for the data centre capacity and the GPUs, which is fully hedged. It's like without risk, you have always a coverage by a five-year contract. The disadvantage is you can't monetise fast."> Revenue per Gigawatt Trends & Waves: Revenue per gigawatt does not decline in a straight line; instead, it moves in cycles tied to GPU generations. Prices spike at the launch of a new GPU generation (like Blackwell or Vera Rubin) and then gradually decrease over time within multi-year contracts. CoreWeaveโs revenue per gigawatt has decreased over recent quarters because older contracts signed during peak Hopper pricing are rolling alongside newly added capacity at lower rates. > Business Model Differences (CoreWeave vs. Nebius): CoreWeave follows a risk-hedged model where they sign multi-year contracts (typically five years) with major customers first, and then procure data center space and Nvidia GPUs. Nebius often builds out data center capacity and secures hardware proactively before locking down every final end customer, allowing them to monetize faster and cater to urgent capacity needs or mid-sized enterprises. > Long-Term Outlook on Hyperscalers: Nebius anticipates that hyperscalers (like Microsoft and Meta) will only utilize neoclouds as stopgaps for five to eight years until they fully internalize their own infrastructure. Consequently, Nebius is positioning itself as a "mini hyperscaler" targeting enterprises, European entities seeking data sovereignty away from U.S. jurisdiction, and diverse corporate clients. > Memory Pricing & Unit Economics Impact: Memory prices (such as high-bandwidth memory) cannot typically be locked in when striking multi-year customer agreements. However, memory accounts for a relatively small percentage of overall unit economics (e.g., roughly 2% to 3% historically), meaning even a 2x-3x price spike only minorly impacts contribution margins. Neoclouds offset these headwinds through advanced natural air and water cooling (saving up to 30% on power costs) or by slightly extending GPU depreciation timelines (e.g., from 5 to 5.5 or 6 years). > Data Center Outfitting Timelines: For a standard 50MW greenfield powered shell, outfitting and bringing servers online takes about two months, while larger 300MW sites with roughly 90,000 GPUs take 3 to 4 months. While moving from Hopper to Blackwell requires similar configuration windows (around 6 to 10 weeks), upcoming Vera Rubin chips are vastly more powerful and thermally intense, meaning older colocation sites will struggle to handle them without expensive retrofits. > Financing & Profitability Realities: CoreWeave utilizes heavy debt financing (such as recent deals at a 9.5% interest rate), creating a large interest expense burden. While CoreWeave anticipates operating margins jumping significantly as new capacity comes online, the expert is skeptical of rapid jumps (such as 1% to 16% in the short term) given high capital costs and market impatience regarding profitability. > GPU Utilization Targets: Neoclouds actively target high capacity utilization rates exceeding 90% (often 94% to 95%) on external customer data centers to maintain competitive pricing against hyperscalers, who typically settle for 75% to 80%.$Nebius(NBIS.US) $Coreweave(CRWV.US) - F
$NVIDIA(NVDA.US)
๐ NVIDIAโs Japan AI Bet: Why Physical AI Could Be Its Next Trillion-Dollar Growth Engine
NVIDIAโs expansion of its Physical AI ecosystem into Japan marks a strategic shift beyond cloud AI toward intelligent robots operating in the real world. Powered by Cosmos 3 Edge, robots can perform on-device vision, reasoning and decision-making with minimal latency. Japan was chosen for its leadership in robotics, advanced manufacturing, aging population and labour shortagesโconditions where Physical AI can deliver immediate productivity gains. Unlike the U.S., where AI investment remains centred on hyperscale infrastructure, Japan offers a faster path to commercial deployment.
Healthcare could be a major beneficiary. AI-powered robots can support elderly care, rehabilitation, hospital logistics and remote patient monitoring, easing workforce shortages while improving care quality. This also strengthens NVIDIAโs long-term software and hardware ecosystem through partnerships with Japanese industrial leaders.
Fundamentally, NVIDIA remains one of 2026โs strongest AI franchises, backed by accelerating demand for sovereign AI, robotics and data-centre computing. Technically, the stock remains in a long-term uptrend despite premium valuations. Investors may consider accumulating on pullbacks toward key support levels, while option sellers can capitalize on elevated implied volatility through cash-secured puts. This is not financial advice.
Trade Showcase: Trade, Show & Earn Rewards! - N
Nvidia ($NVIDIA(NVDA.US)) remains the undisputed engine of the AI infrastructure market, boasting a $5 trillion market cap and a data center business that dominates hardware. The companyโs massive technological moatโdriven by its proprietary CUDA software ecosystemโcreates heavy switching costs for developers and cements its position at the center of the AI ecosystem.
Despite stellar fundamentals and an expanding product roadmap extending into the Vera architecture, the stockโs year-to-date performance has been relatively muted. Trading in the middle of its 52-week range around the $200 level, investor expectations are incredibly high, leading many to question if the mega-cap can continue its exponential growth from such a massive baseline.
Looking ahead, the investment thesis hinges on whether hyperscaler capital expenditures and surging revenue from leading AI labs can drive continued upside. While the companyโs valuation looks increasingly attractive, investors must still weigh these massive growth catalysts against rising industry competition and geopolitical risks limiting access to the Chinese market.
Trade Showcase: Trade, Show & Earn Rewards! - A
GOOGLE RAISES CAPEX FROM $190B TO $205B FOR FISCAL YEAR 2026
2027 CAPEX NOT DISCLOSED BUT WILL BE โSIGNIFICANTLY MOREโ Semis loving it after hours but Google is taking the hit as the market digests what โsignificantly moreโ means ๐$NVIDIA(NVDA.US) $Nebius(NBIS.US) $Coreweave(CRWV.US) $IREN(IREN.US) $Micron Tech(MU.US)Source: amit
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$Alphabet - C(GOOG.US) CFO says TPU sales are recognized in the $514B in Cloud backlog. The TPU number is small and will become more measurable in 2027.
Bottom line: TPU does not move the needle for GOOG and is not competitive enough to measurable hurt $NVIDIA(NVDA.US).Source: Gene Munster
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โก ๐๐๐๐๐๐: White House Alleges Moonshot Used Restricted $NVIDIA(NVDA.US) NVIDIA AI Hardware
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐ช๐ต๐ถ๐๐ฒ ๐๐ผ๐๐๐ฒ accuses ๐ ๐ผ๐ผ๐ป๐๐ต๐ผ๐ of illicitly accessing U.S. AI technology.โค Allegation claims Moonshot used restricted ๐ก๐ฉ๐๐๐๐ ๐๐๐ฏ๐ฌ๐ฌ AI systems.โค GB300 chips are prohibited from export to ๐๐ต๐ถ๐ป๐ฒ๐๐ฒ companies.โค Moonshot allegedly routed AI workloads through ๐ง๐ต๐ฎ๐ถ๐น๐ฎ๐ป๐ฑ infrastructure.โค ๐๐๐ฆ is investigating potential export control circumvention.โค Probe focuses on overseas subsidiaries and third-country cloud infrastructure.โค ๐ก๐ฉ๐๐๐๐ said it complies with all U.S. export control regulations.โค Moonshot recently launched its ๐๐ถ๐บ๐ถ ๐๐ฏ open-weight AI model.โค White House alleges Moonshot used ๐บ๐ผ๐ฑ๐ฒ๐น ๐ฑ๐ถ๐๐๐ถ๐น๐น๐ฎ๐๐ถ๐ผ๐ป with proprietary U.S. AI models.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐:๐ ๐ถ๐ฐ๐ต๐ฎ๐ฒ๐น ๐๐ฟ๐ฎ๐๐๐ถ๐ผ๐, Director of the White House Office of Science and Technology Policy:Moonshot acquired servers equipped with NVIDIA GB300 chips and routed workloads through GB300-enabled infrastructure in Thailand to train its models. Kratsios argued that these actions violate both U.S. export regulations and the terms of service set by American AI developers. - H
๐ข ๐๐จ๐ฆ๐ง ๐๐ก: $Infleqtion(INFQ.US) Infleqtion to Deploy Fault-Tolerant Quantum Computer in Illinois by 2027
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐๐ป๐ณ๐น๐ฒ๐พ๐๐ถ๐ผ๐ป will deploy a ๐ณ๐ฎ๐๐น๐-๐๐ผ๐น๐ฒ๐ฟ๐ฎ๐ป๐ quantum computer at ๐๐ค๐ ๐ฃ.โค System delivery is planned for ๐ฎ๐ฌ๐ฎ๐ณ.โค Company opened a new ๐๐ต๐ถ๐ฐ๐ฎ๐ด๐ผ ๐ค๐๐ฎ๐ป๐๐๐บ ๐๐ป๐ป๐ผ๐๐ฎ๐๐ถ๐ผ๐ป ๐๐ฒ๐ป๐๐ฒ๐ฟ.โค Center will focus on ๐พ๐๐ฎ๐ป๐๐๐บ applications for the U.S. energy grid.โค ๐ฆ๐พ๐ฎ๐น๐ฒ platform integrates with ๐ก๐ฉ๐๐๐๐ ๐ก๐ฉ๐ค๐๐ถ๐ป๐ธ.โค System targets more than ๐ฑ๐ฌ ๐น๐ผ๐ด๐ถ๐ฐ๐ฎ๐น qubits on the path to ๐ญ๐ฌ๐ฌ.โค Architecture supports scaling beyond ๐ญ,๐ฌ๐ฌ๐ฌ ๐ฝ๐ต๐๐๐ถ๐ฐ๐ฎ๐น qubits.โค Researchers will access the platform through ๐ฆ๐๐ฝ๐ฒ๐ฟ๐๐๐ฎ๐พ and the ๐ก๐ค๐๐.โค Infleqtion already operates neutral-atom quantum systems in the ๐จ๐ and ๐๐ฎ๐ฝ๐ฎ๐ป.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐๐:๐๐ผ๐๐ฒ๐ฟ๐ป๐ผ๐ฟ ๐๐ ๐ฃ๐ฟ๐ถ๐๐๐ธ๐ฒ๐ฟ, Governor of Illinois:โBringing a state-of-the-art neutral-atom quantum computer to Illinois means our researchers, entrepreneurs and innovators will have access to some of the most advanced quantum computing technology in the world. Partnerships and investments like this are what have made Illinois a global hub for quantum. From a growing Chicago team to a landmark quantum system now coming to Illinois, Iโm proud to have Infleqtion as a partner in building our state's quantum future.โ๐ ๐ฎ๐๐๐ต๐ฒ๐ ๐๐ถ๐ป๐๐ฒ๐น๐น๐ฎ, CEO of Infleqtion:โThis is a landmark moment for quantum computing in Chicago. We're bringing one of the most advanced neutral-atom systems in the world directly to the city's researchers and industry partners. Chicago is rapidly becoming one of the most important quantum ecosystems in the world, where quantum computing moves from theoretical promise to practical reality.โ๐ฃ๐ฟ๐ฎ๐ป๐ฎ๐ ๐๐ผ๐ธ๐ต๐ฎ๐น๐ฒ, CTO and Co-Founder of Infleqtion:โEnergy is one of the best proving grounds for quantum computing because the problems are consequential and immediate. AI data centers are pulling more power than the grid was built to handle, and old tools can't keep up. It's the same conviction behind our work with the Department of Energy's Genesis Mission, where we're applying quantum computing to some of the hardest problems in nuclear and energy research today.โ - H
๐ ๐๐๐๐๐๐๐๐ ๐๐๐๐: ๐ข ๐๐จ๐ฆ๐ง ๐๐ก: BofA Sees Server CPU Market Reaching $๐ญ๐ณ๐ฌ ๐๐ถ๐น๐น๐ถ๐ผ๐ป by 2030 - $AMD(AMD.US) $Intel(INTC.US) $NVIDIA(NVDA.US)
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐๐ฎ๐ป๐ธ ๐ผ๐ณ ๐๐บ๐ฒ๐ฟ๐ถ๐ฐ๐ฎ projects the server CPU market at $๐ญ๐ณ๐ฌ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป by 2030.โค BofA reiterates a ๐๐๐ rating and $๐ฏ๐ฑ๐ฌ price target on ๐ก๐ฉ๐๐๐๐.โค ๐ก๐ฉ๐๐๐๐'s ๐ฉ๐ฒ๐ฟ๐ฎ CPU intensifies competition with ๐๐ ๐ in AI infrastructure.โค BofA says the key debate is ๐น๐ฎ๐๐ฒ๐ป๐ฐ๐ versus ๐๐ต๐ฟ๐ผ๐๐ด๐ต๐ฝ๐๐ for agentic AI.โค Vera features ๐ด๐ด ๐๐ฅ๐ -based cores and ๐ญ.๐ฎ๐ง๐/๐ memory bandwidth.โค BofA says AMD estimates ๐๐ฃ๐ฌ๐ ๐ต๐ต๐ฒ๐ฑ delivers about ๐ฎ.๐ฐ๐ rack-level throughput.โค AMD projects next-generation ๐๐ฃ๐ฌ๐ ๐ฒ could deliver roughly ๐ฏ.๐ฏ๐ throughput.โค ๐๐ ๐ ๐๐ ๐ฎ๐ฌ๐ฎ๐ฒ ๐๐ฎ๐ is seen as the next key catalyst.โค BofA says ๐ ๐ด๐ฒ software incumbency could remain a long-term advantage for AMD and Intel.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐๐:๐ฉ๐ถ๐๐ฒ๐ธ ๐๐ฟ๐๐ฎ, Analyst at Bank of America:"The key question for investors is whether agentic AI is primarily constrained by time-to-complete an agent or number-of-agents-per-rack.""NVDA's framework is rooted in latency, per-thread progress, and GPU utilization. AMD's framework is rooted in concurrency, throughput, and service density.""Our expectation is that AMD's Thursday event will be less about benchmark comparisons and more about establishing the industry's preferred metric." - N
SMCI continues to impress during earnings season, but the stock hasn't had it easy for years. Every time a great news came about, it was quickly followed by a negative sentiment, be it from the smuggling of Nvidia chips or accounting problem. Yet I believe in its potential to exploit more opportunities collaborating with top companies, as long as the business remain transparent and ethical.
โ๏ธ [Task Coins Giveaway] Daily Market Talk โ Chips Explode, Tesla & Google Tonight
Memory stocks went vertical (MU +12%, SNDK +14%) on UBS's buy call, while Nvidia declared Vera Rubin in full production. Next up: Tesla and Alphabet report tonight, the first real test of whether AI capex is turning into cash.
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๐ข ๐๐จ๐ฆ๐ง ๐๐ก: QumulusAI Secures Over $๐ญ๐ด ๐ ๐ถ๐น๐น๐ถ๐ผ๐ป NVIDIA Blackwell AI Infrastructure Deal - $QumulusAI(QMLS.US) $NVIDIA(NVDA.US)
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐ค๐๐บ๐๐น๐๐๐๐ signs a ๐ฎ-๐๐ฒ๐ฎ๐ฟ take-or-pay AI infrastructure agreement.โค Contract is valued at more than $๐ญ๐ด ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป.โค Customer will source ๐ก๐ฉ๐๐๐๐ ๐๐น๐ฎ๐ฐ๐ธ๐๐ฒ๐น๐น ๐๐ฏ๐ฌ๐ฌ nodes from QumulusAI.โค Customer operates a GPU cloud marketplace across more than ๐ญ๐ฌ๐ฌ ๐ฟ๐ฒ๐ด๐ถ๐ผ๐ป๐.โค Agreement makes QumulusAI a ๐ฐ๐ผ๐ฟ๐ฒ ๐๐น๐ฎ๐ฐ๐ธ๐๐ฒ๐น๐น supplier to the customer.โค Initial deployments are expected to come online ๐๐ต๐ถ๐ ๐๐๐บ๐บ๐ฒ๐ฟ.โค Capacity will be delivered from QumulusAI's ๐จ.๐ฆ. ๐ฑ๐ฎ๐๐ฎ ๐ฐ๐ฒ๐ป๐๐ฒ๐ฟ network.โค Demand-led deployment model enables GPU capacity in ๐บ๐ผ๐ป๐๐ต๐, not years.โค Agreement adds more than $๐ญ๐ด ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป to QumulusAI's contracted backlog.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐:๐ ๐ถ๐ธ๐ฒ ๐ ๐ฎ๐ป๐ถ๐๐ฐ๐ฎ๐น๐ฐ๐ผ, CEO of QumulusAI:โOur customers are building the AI economy, and they choose their suppliers carefully. A two-year commitment for our Blackwell capacity says it plainly. The demand is real, and we are here to deliver.โ - A
$NVIDIA(NVDA.US)
NVIDIA'S JENSEN HUANG GIVES AN UPDATE ON KIMI K3 AND CHINA'S OPEN SOURCE MODELS:"American companies should absolutely be allowed to use Chinese AI models. There's a misconception that somehow there are backdoors connected to China in someway. You download the models, fine tune them, guardrail them in any way you want.""These Chinese opensource models are excellent. The market has misunderstood the impact of DeepSeek the first time. It's misunderstood the impact of Kimi this time. Open models are great for the whole industry, there will be more usage which will require selling more Nvidia computers and building more datacenters.""Great models lead to more usage. There is also a misunderstanding that open models are going to hurt the closed models, that is also wrong."Source: amit
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๐ข ๐๐จ๐ฆ๐ง ๐๐ก: Anam Selects $Coreweave(CRWV.US) CoreWeave AI Cloud to Power Interactive AI Avatars
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐๐ป๐ฎ๐บ selects ๐๐ผ๐ฟ๐ฒ๐ช๐ฒ๐ฎ๐๐ฒ ๐๐น๐ผ๐๐ฑ to power AI avatar development.โค Deployment uses ๐ก๐ฉ๐๐๐๐ ๐ฅ๐ง๐ซ ๐ฃ๐ฅ๐ข ๐ฒ๐ฌ๐ฌ๐ฌ ๐๐น๐ฎ๐ฐ๐ธ๐๐ฒ๐น๐น Server Edition GPUs.โค Inference workloads will run across ๐จ.๐ฆ. and ๐๐๐ฟ๐ผ๐ฝ๐ฒ infrastructure.โค Anam delivers interactive avatars with response times as low as ๐ญ๐ด๐ฌ ๐บ๐ถ๐น๐น๐ถ๐๐ฒ๐ฐ๐ผ๐ป๐ฑ๐.โค CoreWeave provides ๐๐น๐๐ฟ๐ฎ-๐น๐ผ๐ ๐น๐ฎ๐๐ฒ๐ป๐ฐ๐ AI infrastructure for production.โค Platform supports consistent performance across ๐ฑ๐ฒ๐๐ฒ๐น๐ผ๐ฝ๐บ๐ฒ๐ป๐ and production.โค CoreWeave cites industry-leading ๐ ๐๐ฃ๐ฒ๐ฟ๐ณ and ๐๐น๐๐๐๐ฒ๐ฟ๐ ๐๐ซ benchmark performance.โค Company also highlights top ๐ถ๐ป๐ณ๐ฒ๐ฟ๐ฒ๐ป๐ฐ๐ฒ ๐๐ฝ๐ฒ๐ฒ๐ฑ and price-performance rankings.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐๐:๐๐ฒ๐ป ๐๐ฎ๐ฟ๐ฟ, CTO of Anam:โOur interactive avatars create more natural, emotionally intelligent interactions in real time. That's why our customers see users stay longer, adopt faster, and convert more: a real-time avatar holds attention in a way text and voice never have. But it's demanding. Each avatar conversation takes a lot of compute. CoreWeave Cloud gives us the ability to run our avatars at large scale without compromising on uptime SLAs or response latency.โ๐๐ผ๐ป ๐๐ผ๐ป๐ฒ๐, Chief Revenue Officer of CoreWeave:โReal-time AI interactions leave no room for latency or reliability gaps. CoreWeaveโs AI cloud platform gives Anam the inference performance and global footprint to deploy emotionally responsive AI avatars at scale, where production performance is what users actually experience.โ - D
Tencent unveils Miora, a new AI creative tool; SK hynix denies acquiring Intel wafer assets | Daily News Recap
Jul 22 | Dolphin Research Focus: ๐ฌ Macro/Industry 1) MoF data show national general public budget revenue reached RMB 12.10 tn in H1 (+4.7% YoY), with cumulative growth improving month by month. Tax revenue was RMB 9.79 tn (+5.3% YoY), outpacing non-tax; central revenue growth clearly exceeded local.
Over the same period, expenditure was RMB 14.33 tn (+1.5% YoY). Spending on social security and public health held up, supporting livelihoods.Government fund revenue fell by over 20%, pointing to a weak broad fiscal picture. Steady revenue growth suggests the economy is stabilizing, but the fiscal gap remains...
Todayโs Key News Recap - B
sk hynix +14% ahead of the 29th, hbm share still number one at 56%. they supply nvidia hbm4 so this is a direct AI infra play, not just a memory ticker. the july dip was a gift imo. holding into the report, might trim a touch before just in case
- C
This looks like a relief rally, not a new bull. Memory is notoriously cyclical and +12% days happen right before oversupply. Weโre betting on earnings to justify massive capex, with crypto headlines and Nvidia PR stapled on for vibes. If TSLA/GOOGL disappoint on AI ROI, we give it all back fast.
โ๏ธ [Task Coins Giveaway] Daily Market Talk โ Chips Explode, Tesla & Google Tonight
Memory stocks went vertical (MU +12%, SNDK +14%) on UBS's buy call, while Nvidia declared Vera Rubin in full production. Next up: Tesla and Alphabet report tonight, the first real test of whether AI capex is turning into cash.
- G
vera rubin in full production and coreweave showing 10x tokens per watt vs blackwell is a bigger deal than people realise. the efficiency jump is what keeps hyperscaler capex flowing to nvda. next stop is the aug earnings, holding through it