DanielRomero

Summary of all $NBIS converts and possible dilution
Total possible dilution, including warrants: 26%
Total capital raised: $10.8B
Weighted average conversion price: $130/share
2029 Notes
Principal: $500M
Coupon: 2.00%
Initial conversion price: $51.45
Effective conversion price at maturity: $61.74
Max shares if fully stock-settled: 9.72M
2031 Notes
Principal: $500M
Coupon: 3.00%
Initial conversion price: $51.45
Effective conversion price at maturity: $64.31
Max shares if fully stock-settled: 9.72M
2030 Notes
Principal: $1.58B
Coupon: 1.00%
Initial conversion price: $138.75
Effective conversion

$AMD and Samsung Expand Strategic Collaboration on Next-Generation AI Memory Solutions
The companies will collaborate on industry-leading HBM4 supply for AMD Instinct MI455X GPUs and next-generation DDR5 solutions for AMD EPYC processors and the AMD Helios platform
“Samsung and AMD share a commitment to advancing AI computing, and this agreement reflects the growing scope of our collaboration,” said Young Hyun Jun, Vice Chairman & CEO of Samsung Electronics.
“From industry-leading HBM4 and next-generation memory architectures to cutting-edge foundry and advanced packaging, Samsung is uniquely

$NBIS announces proposed private offering of $3.75 billion of convertible senior notes
The offering consists of:
•$2.0 billion of convertible notes due 2031
•$1.75 billion of convertible notes due 2033
Nebius also expects to give the initial purchaser an over-allotment option for up to:
•$300 million of additional 2031 notes
•$262.5 million of additional 2033 notes
The company said the proceeds will be used to support the continued growth of the business, including:
•construction and build-out of data centers
•development of its full-stack AI cloud
•expansion of its data center footprint
•proc

I dont think most people are aware of how fast things are advancing
NVIDIA’s last GTC event was eye-opening in several aspects
A quick summary
Bullish
•Energy access to cheap clean energy first, then behind the meter, then utilities, solar, nuclear developments
•Photonics (watch for those working with NVIDIA partners)
•Memory (the shortage isnt ending anytime soon, focus on the leaders)
•Physical AI suppliers (sensors, cameras, rare earths, all crucial and likely to hit a bottleneck at some point)
•Advanced packaging specially next-gen 3D packaging. For this, and for silicon photonics, hybrid

$MU has completed the acquisition of PSMC’s Tongluo P5 site in Taiwan for $1.8B in cash
The site adds about 300,000 square feet of existing 300mm cleanroom space and will support Micron’s expansion of leading-edge DRAM and HBM production to meet rising AI demand
Micron expects the facility to support meaningful product shipments in fiscal 2028
A second expansion phase is also planned, with construction set to begin by the end of fiscal 2026, adding roughly 270,000 square feet of additional cleanroom space

$AMD and Celestica Announce Collaboration to Advance the Next Era of AI with Helios Rack-Scale AI Platform
Celestica will undertake the R&D, design, and manufacturing of scale-up networking switches in the $AMD Helios rack-scale AI architecture, based on the Open Compute Project OCP, Open-Rack-Wide ORW form factor
The scale-up switches will utilize advanced networking silicon to enable the high-speed interconnect of the next-generation AMD Instinct MI450 Series GPUs, enabling leading-edge computing, optimized for large-scale AI clusters.
Consistent with the open standards-based design of the

$NBIS deal with $META is 40% larger than their deal with $MSFT
Just to put things into context

🚨 JUST IN
$NBIS has signed a new $27 billion deal with $META
Nebius has signed a 5-year agreement with Meta worth up to $27 billion
The deal includes $12 billion of dedicated AI compute capacity across multiple locations, based on one of the first large-scale deployments of the NVIDIA Vera Rubin platform, with delivery starting in early 2027
In addition, Meta has committed to purchase up to $15 billion of extra compute capacity across certain upcoming Nebius clusters over the same period. Nebius plans to sell this capacity to third-party AI cloud customers first, with any remaining capacity g

$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 Executive Warns CPU Shortage Is Hitting “Everyone”, and Price Hikes Are Inbound
Intel’s Global Channel Chief, Dave Guzzi, said via CRN that Intel’s CPU supply constraints are having a broader impact across the supply chain, affecting cloud service providers, OEMs, and system builders
Demand for CPUs has increased sharply, partly because hyperscalers are deploying more CPU-only workloads tied to agentic AI. In Intel’s case, older Xeon chips like Sapphire Rapids remain in strong demand, as many customers view them as a more reliable choice than newer generations
This creates a difficult tr

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