Shay Boloor

$AAPL and $META are teaming up to run Meta’s 816B parameter Muse Spark across linked Mac Studios turning a model that once needed a server rack into something that can run on a desk. Apple doesn't need to win the model race if it can become the best place to run everyone…

$NVDA CEO Jensen Huang says Nvidia “doesn’t need to backstop” $CRWV because its financial strength is improving and cost of capital is “actually decreasing.” I think he's referring to loans backed by GPUs and customer contracts which can get cheaper even as CoreWeave’s unsecured…

Neutron slipping into 2027 is obviously disappointing but I would much rather $RKLB lose several months fixing a known manufacturing issue than protect a launch date and increase the risk of losing the vehicle. The details are also much more reassuring than headline because…

$AMZN is scaling its AI delivery glasses with more than 20,000 expected in the field by the end of 2027. Amazon is turning last-mile delivery into a real-world AI platform where computer vision, routing and navigation increasingly move directly into the worker’s line of sight.

$MRVL just unveiled the industry’s first 2nm optical interconnect demos for AI data centers including 102.4Tbps co-packaged optics. Marvell says it’s “pushing the envelope of what is possible in optical tech” as AI clusters demand more bandwidth with less power.

WHO GETS PAID IN THE AI CLOUD STACK AI clouds are becoming the middle layer between scarce AI infrastructure and companies that actually need compute: Who supplies the AI clouds • $NVDA sits at center of compute layer by supplying the GPUs that determine how much capacity…

$INTC CEO Lip Bu Tan says memory prices are up 5x to 7x and the shortage could get even worse in 2027 with memory now ~75% of the cost of some lower end phones and laptops. That lines up with $SKHY which says 2027 could be the industry’s worst supply year.

$SPCX is exploring buying distressed startup data to train Grok as it looks beyond X for more specialized datasets. At the same time Grok is expected to train on SpaceX’s own internal data with Elon Musk telling employees “It’ll be trained on you.”…

$INTC is having itself a day up nearly 9% 👀…

$AMD is reportedly preparing to raise chip prices by ~10% as higher $TSM wafer costs flow through to customers. The increases are expected to hit AI accelerators and consumer GPUs starting in Q4 as advanced node manufacturing gets more expensive.