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Which bank stocks should you buy? Look at the 5 things.
OpenAI VP Richard Ho's framing is clear: OpenAI is adding Jalapeño for inference while retaining NVIDIA for training and maintaining a broader accelerator fleet. That makes Jalapeño an inference-economics development, not proof of an immediate NVIDIA displacement.
🔍 What OpenAI Reported
- On the public InferenceX benchmark, OpenAI reported Jalapeño delivered 1.5–1.9× more AI work per watt and 1.7–3.6× lower end-to-end latency across the list...
🔍 What OpenAI Reported
- On the public InferenceX benchmark, OpenAI reported Jalapeño delivered 1.5–1.9× more AI work per watt and 1.7–3.6× lower end-to-end latency across the list...
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South Korea was roughly where Malaysia is today about 40 years ago.
In 1983, $Samsung Electronics (005930.KR)$ licensed semiconductor technology from $Micron Technology (MU.US)$ and $Sharp (6753.JP)$ .
It didn't own the world's best semiconductor IP.
It didn't dominate DRAM.
It didn't have decades of semiconductor know-how.
It started by learning, licensing, investing and building capabili...
In 1983, $Samsung Electronics (005930.KR)$ licensed semiconductor technology from $Micron Technology (MU.US)$ and $Sharp (6753.JP)$ .
It didn't own the world's best semiconductor IP.
It didn't dominate DRAM.
It didn't have decades of semiconductor know-how.
It started by learning, licensing, investing and building capabili...
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Sharing an interesting read from POET Technologies:
Why POET's Optical Interposer Is Built for the AI Cluster Era: From 800G to 3.2T on a Single Platform.
I think this is highly relevant to anyone following $DNEX (4456.MY)$ SilTerra.
The simple version:
We all talk about the AI GPU boom.
NVIDIA.
AMD.
HBM.
AI servers.
But there is another problem hiding underneath all of this:
How do you move all that data between ...
Why POET's Optical Interposer Is Built for the AI Cluster Era: From 800G to 3.2T on a Single Platform.
I think this is highly relevant to anyone following $DNEX (4456.MY)$ SilTerra.
The simple version:
We all talk about the AI GPU boom.
NVIDIA.
AMD.
HBM.
AI servers.
But there is another problem hiding underneath all of this:
How do you move all that data between ...
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Why Anthropic's IPO hype is getting bigger
Anthropic's IPO story just gained an even bigger headline.
The Wall Street Journal reports that the Claude maker is preparing to tell investors it sees a total addressable market of more than $30T, based on the range of work AI models could eventually automate or augment. That would exceed the $28.5T TAM SpaceX presented in its IPO filing, which $SpaceX (SPCX.US)$ itself described as the larges...
Anthropic's IPO story just gained an even bigger headline.
The Wall Street Journal reports that the Claude maker is preparing to tell investors it sees a total addressable market of more than $30T, based on the range of work AI models could eventually automate or augment. That would exceed the $28.5T TAM SpaceX presented in its IPO filing, which $SpaceX (SPCX.US)$ itself described as the larges...
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$SK Hynix (000660.KR)$ $SK hynix (SKHY.US)$Waiting for more shortsellers to use leverage to short again. Waiting to buy more dips.
A few days ago, we noticed alot of retail traders were using leverage to short SK Hynix while institutions are buying in mass to accumulate. And you think that the institutional players won’t notice that too?
Thanks to shortsellers shorting, it allows us to buy all the dips and get profit.
Why shortsellers shorting is important?
Because the...
A few days ago, we noticed alot of retail traders were using leverage to short SK Hynix while institutions are buying in mass to accumulate. And you think that the institutional players won’t notice that too?
Thanks to shortsellers shorting, it allows us to buy all the dips and get profit.
Why shortsellers shorting is important?
Because the...
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$TeraWulf (WULF.US)$ $WULF: 482 MW power approval is a major AI infrastructure catalyst
TeraWulf ($WULF) received an important green light from Kentucky regulators for up to 482 MW of power at its Justified Data Campus in Hancock County.
This is significant because the site is being developed at the former Century Aluminum facility, where substantial transmission infrastructure already exists. Instead of building everything from scratch, $WULF can potentially reuse existing power infrastructure...
TeraWulf ($WULF) received an important green light from Kentucky regulators for up to 482 MW of power at its Justified Data Campus in Hancock County.
This is significant because the site is being developed at the former Century Aluminum facility, where substantial transmission infrastructure already exists. Instead of building everything from scratch, $WULF can potentially reuse existing power infrastructure...
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Mixue Group, one of the world’s largest beverage chain operators by store scale, partnered with YXT Smart Technology ( $YXT.COM GROUP HOLDING LIMITED SPON ADS EA REP 30 CL A SHS (R/S) (YXT.US)$ ), an intelligent productivity solutions provider, to integrate course resources, enterprise knowledge and internal expertise. Through the launch of an AI Knowledge Assistant within the Mixue Business School app, AI has b...
Pre-Market Outlook
$Invesco QQQ Trust(QQQ.US)$ rises 0.71% pre-market, $SPDR S&P 500 ETF(SPY.US)$ rises 0.38% pre-market. The Nasdaq-100 has broken below its 20-day moving average as markets brace for Nvidia's August 26 earnings and Fed Chair Warsh's Jackson Hole speech. With implied volatility near annual lows and dealer gamma thinning, institutions view protective put options as historically cheap, presenting...
$Invesco QQQ Trust(QQQ.US)$ rises 0.71% pre-market, $SPDR S&P 500 ETF(SPY.US)$ rises 0.38% pre-market. The Nasdaq-100 has broken below its 20-day moving average as markets brace for Nvidia's August 26 earnings and Fed Chair Warsh's Jackson Hole speech. With implied volatility near annual lows and dealer gamma thinning, institutions view protective put options as historically cheap, presenting...
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