DanielRomero

$TEM CEO says interest from OpenAI and Anthropic in its genomics database has recently risen from 1 to 5 out of 10, citing particular interest in longitudinal patient histories at scale

TrendForce projects that co-packaged optics will grow from 0.5% penetration of optical communication modules in AI data centers in 2026 to 35% by 2030
$LITE $COHR $AAOI $CIEN

$LITE is completely sold out through the end of 2027, with current capacity falling 25–30% short of customer demand, according to the CEO

$INTC 高管警告CPU短缺正在冲击"各行各业"，价格上涨即将来临
英特尔全球渠道主管Dave Guzzi通过CRN表示，英特尔的CPU供应限制正在对整个供应链产生更广泛的影响，影响包括云服务提供商、OEM和系统集成商
CPU需求大幅增加，部分原因是超大规模数据中心运营商在部署更多与代理AI相关的纯CPU工作负载。就英特尔而言，Sapphire Rapids等较老的Xeon芯片仍然需求强劲，因为许多客户认为它们比新一代芯片更可靠
这为英特尔造成了困难的权衡。公司必须决定是将更多生产产能分配给仍然支持高需求产品的成熟工艺节点如Intel 7，还是专注于Intel 3和18A等较新工艺节点，希望企业客户随时间推移实现过渡
与此同时，Raptor Lake的需求也有所上升，因为消费者在PC市场持续不确定的情况下转向购买上一代CPU以提前锁定购买。由于Raptor Lake也依赖于Intel 7，英特尔正在努力平衡消费类和数据中心市场之间的需求。目前，公司似乎优先考虑数据中心领域，因为其利润率更高、订单量更大

You could buy $MU at a $70B market cap less than a year ago
Absolutely insane

$AAOI expands its ATM equity offering program, doubling the capacity to $500 million

$PLTR and $NVDA Team to Deliver Sovereign AI Operating System Reference Architecture
Palantir and NVIDIA announced a joint sovereign AI OS reference architecture that provides a turnkey AI data center, covering everything from hardware infrastructure to application deployment
The system combines NVIDIA Blackwell Ultra AI systems and Spectrum-X networking with Palantir’s full software stack, including AIP, Foundry, Apollo, Rubix, and AIP Hub
The goal is to allow governments and enterprises to deploy advanced AI in sovereign, on-premise, edge, or controlled cloud environments, maintaining full c

Photonics stocks in layman's terms
$TSEM = $TSMC
$LITE = $NVDA
$COHR = $AMD
$BESI = $AMAT
$XFAB = $INTC
$AAOI = $MU
$POET = Groq
$ALMU = Cerebras
$AXTI = $SNDK
$CIEN = $CRDO
$SMTC = $ALAB
$SIVE = $LITE Lite

Who can say they're still up this year?

$ORCL will spend $50B in capex in FY2025
$NBIS will spend $20B in capex in FY2026
One year ago, $NBIS was a $5B company
That’s acceleration

$NVDA TO INVEST $2B IN $NBIS
NVIDIA and Nebius announced a strategic partnership to build and deploy next-generation hyperscale AI cloud infrastructure for both AI-native companies and enterprises.
Nebius said this partnership builds on its existing deployment of NVIDIA infrastructure across its global platform, including multiple gigawatt-scale AI factories in the U.S. NVIDIA will support Nebius’s early adoption of its latest accelerated computing platforms to help Nebius reach more than 5 gigawatts of capacity by the end of 2030.
The collaboration includes:
•AI factory design and support, in

There’s a company that supplies to Ayar Labs and $POET
Two of the hottest photonics stocks
$125m market cap

I’ve found the only supplier to Figure AI and Unitree in the public markets
Who can guess who it is?
*Except for $NVDA

Jefferies forecasts a 31% drop in smartphone shipments amid the memory crisis
Expects Samsung and $AAPL to gain 7 and 5 percentage points of market share, respectively
$QCOM: 63% of revenue from smartphones
$ARM: 30% of revenue from smartphones