# Meta > Markdown twin of https://roboterminal.app/companies/meta · https://roboterminal.app/companies/meta.md ## On shared sources - [Google](https://roboterminal.app/companies/google) (83) - [Amazon](https://roboterminal.app/companies/amazon) (75) - [Microsoft](https://roboterminal.app/companies/microsoft) (72) - [NVIDIA](https://roboterminal.app/companies/nvidia) (54) - [OpenAI](https://roboterminal.app/companies/openai) (25) - [Oracle](https://roboterminal.app/companies/oracle) (25) - [AMD](https://roboterminal.app/companies/amd) (22) - [Anthropic](https://roboterminal.app/companies/anthropic) (20) - [Micron](https://roboterminal.app/companies/micron) (10) - [Broadcom](https://roboterminal.app/companies/broadcom) (9) - [Nebius](https://roboterminal.app/companies/nebius) (8) - [SpaceX](https://roboterminal.app/companies/spacex) (8) - [xAI](https://roboterminal.app/companies/xai) (8) - [Alibaba](https://roboterminal.app/companies/alibaba) (7) - [AWS](https://roboterminal.app/companies/aws) (6) - [DeepSeek](https://roboterminal.app/companies/deepseek) (6) - [a16z](https://roboterminal.app/companies/a16z) (5) - [Chevron](https://roboterminal.app/companies/chevron) (5) - [Crusoe](https://roboterminal.app/companies/crusoe) (5) - [Lumentum](https://roboterminal.app/companies/lumentum) (5) - [Samsung](https://roboterminal.app/companies/samsung) (5) - [TSMC](https://roboterminal.app/companies/tsmc) (5) - [Apple](https://roboterminal.app/companies/apple) (4) - [Goldman Sachs](https://roboterminal.app/companies/goldman-sachs) (4) - [J.P. Morgan](https://roboterminal.app/companies/j.p.-morgan) (4) - [Marvell](https://roboterminal.app/companies/marvell) (4) - [Morgan Stanley](https://roboterminal.app/companies/morgan-stanley) (4) - [ByteDance](https://roboterminal.app/companies/bytedance) (3) - [Coherent](https://roboterminal.app/companies/coherent) (3) - [CoreWeave](https://roboterminal.app/companies/coreweave) (3) - [KORE1](https://roboterminal.app/companies/kore1) (3) - [Milk Road Pro](https://roboterminal.app/companies/milk-road-pro) (3) - [Tesla](https://roboterminal.app/companies/tesla) (3) - [Agility](https://roboterminal.app/companies/agility) (2) - [Applied Optoelectronics](https://roboterminal.app/companies/applied-optoelectronics) (2) - [Bank of America](https://roboterminal.app/companies/bank-of-america) (2) - [Cognition](https://roboterminal.app/companies/cognition) (2) - [Dell](https://roboterminal.app/companies/dell) (2) - [ElevenLabs](https://roboterminal.app/companies/elevenlabs) (2) - [Figure](https://roboterminal.app/companies/figure) (2) - [HPE](https://roboterminal.app/companies/hpe) (2) - [HSBC](https://roboterminal.app/companies/hsbc) (2) - [Huawei](https://roboterminal.app/companies/huawei) (2) - [Intel](https://roboterminal.app/companies/intel) (2) - [Liquid AI](https://roboterminal.app/companies/liquid-ai) (2) - [Manus](https://roboterminal.app/companies/manus) (2) - [Milk Road AI](https://roboterminal.app/companies/milk-road-ai) (2) - [Mizuho](https://roboterminal.app/companies/mizuho) (2) - [Moonshot AI](https://roboterminal.app/companies/moonshot-ai) (2) - [Nomura](https://roboterminal.app/companies/nomura) (2) - [Nscale](https://roboterminal.app/companies/nscale) (2) - [Palantir](https://roboterminal.app/companies/palantir) (2) - [Qualcomm](https://roboterminal.app/companies/qualcomm) (2) - [SK Hynix](https://roboterminal.app/companies/sk-hynix) (2) - [Texas Instruments](https://roboterminal.app/companies/texas-instruments) (2) - [Unitree](https://roboterminal.app/companies/unitree) (2) - [Vertiv](https://roboterminal.app/companies/vertiv) (2) - [Walmart](https://roboterminal.app/companies/walmart) (2) - [Xiaomi](https://roboterminal.app/companies/xiaomi) (2) - [1X](https://roboterminal.app/companies/1x) (1) - [Aglaé Lab](https://roboterminal.app/companies/aglaé-lab) (1) - [AI with Eric](https://roboterminal.app/companies/ai-with-eric) (1) - [Alpha Intelligence Capital](https://roboterminal.app/companies/alpha-intelligence-capital) (1) - [AMI Labs](https://roboterminal.app/companies/ami-labs) (1) - [Ant Group](https://roboterminal.app/companies/ant-group) (1) - [Apollo](https://roboterminal.app/companies/apollo) (1) - [Apptronik](https://roboterminal.app/companies/apptronik) (1) - [Arm](https://roboterminal.app/companies/arm) (1) - [Artémis](https://roboterminal.app/companies/artémis) (1) - [Associated Builders and Contractors](https://roboterminal.app/companies/associated-builders-and-contractors) (1) - [Association Familiale Mulliez](https://roboterminal.app/companies/association-familiale-mulliez) (1) - [Auras](https://roboterminal.app/companies/auras) (1) - [Baidu](https://roboterminal.app/companies/baidu) (1) - [Baseten](https://roboterminal.app/companies/baseten) (1) - [Blackstone](https://roboterminal.app/companies/blackstone) (1) - [Bloom Energy](https://roboterminal.app/companies/bloom-energy) (1) - [Boston Dynamics](https://roboterminal.app/companies/boston-dynamics) (1) - [Bpifrance Digital Venture](https://roboterminal.app/companies/bpifrance-digital-venture) (1) - [CBRE](https://roboterminal.app/companies/cbre) (1) - [Churchill Capital Corp XI](https://roboterminal.app/companies/churchill-capital-corp-xi) (1) - [Corning](https://roboterminal.app/companies/corning) (1) - [Counterpoint](https://roboterminal.app/companies/counterpoint) (1) - [Credo](https://roboterminal.app/companies/credo) (1) - [Cursor](https://roboterminal.app/companies/cursor) (1) - [CXMT](https://roboterminal.app/companies/cxmt) (1) - [Ge Vernova](https://roboterminal.app/companies/ge-vernova) (1) - [Generalist](https://roboterminal.app/companies/generalist) (1) - [Groq](https://roboterminal.app/companies/groq) (1) - [Groupe Industriel Marcel Dassault](https://roboterminal.app/companies/groupe-industriel-marcel-dassault) (1) - [GUC](https://roboterminal.app/companies/guc) (1) - [Hugging Face](https://roboterminal.app/companies/hugging-face) (1) - [Hyundai](https://roboterminal.app/companies/hyundai) (1) - [IREN](https://roboterminal.app/companies/iren) (1) - [Lam Research](https://roboterminal.app/companies/lam-research) (1) - [LimX Dynamics](https://roboterminal.app/companies/limx) (1) - [Luxonis](https://roboterminal.app/companies/luxonis) (1) - [MaxLinear](https://roboterminal.app/companies/maxlinear) (1) - [Mistral](https://roboterminal.app/companies/mistral) (1) - [Moondream](https://roboterminal.app/companies/moondream) (1) - [MRVL](https://roboterminal.app/companies/mrvl) (1) - [Murata](https://roboterminal.app/companies/murata) (1) - [Muse](https://roboterminal.app/companies/muse) (1) - [Nabla](https://roboterminal.app/companies/nabla) (1) - [National Urban League](https://roboterminal.app/companies/national-urban-league) (1) - [NEURA](https://roboterminal.app/companies/neura-robotics) (1) - [New Legacy Ventures](https://roboterminal.app/companies/new-legacy-ventures) (1) - [Ollama](https://roboterminal.app/companies/ollama) (1) - [Open Compute Project](https://roboterminal.app/companies/open-compute-project) (1) - [Publicis Groupe](https://roboterminal.app/companies/publicis-groupe) (1) - [Radical Ventures](https://roboterminal.app/companies/radical-ventures) (1) - [Reflection](https://roboterminal.app/companies/reflection) (1) - [Rothschild & Co](https://roboterminal.app/companies/rothschild-&-co) (1) - [RunAnywhere](https://roboterminal.app/companies/runanywhere) (1) - [Sakana AI](https://roboterminal.app/companies/sakana-ai) (1) - [SanDisk](https://roboterminal.app/companies/sandisk) (1) - [SBVA](https://roboterminal.app/companies/sbva) (1) - [Sea](https://roboterminal.app/companies/sea) (1) - [Seeed Studio](https://roboterminal.app/companies/seeed-studio) (1) - [SemiAnalysis](https://roboterminal.app/companies/semianalysis) (1) - [Supermicro](https://roboterminal.app/companies/supermicro) (1) - [Taiyo Yuden](https://roboterminal.app/companies/taiyo-yuden) (1) - [TDK](https://roboterminal.app/companies/tdk) (1) - [Temasek](https://roboterminal.app/companies/temasek) (1) - [Tencent](https://roboterminal.app/companies/tencent) (1) - [Thinking Machines](https://roboterminal.app/companies/thinking-machines) (1) - [Toyota Ventures](https://roboterminal.app/companies/toyota-ventures) (1) - [TrendForce](https://roboterminal.app/companies/trendforce) (1) - [UBS](https://roboterminal.app/companies/ubs) (1) - [UC Irvine](https://roboterminal.app/companies/uc-irvine) (1) - [Vals AI](https://roboterminal.app/companies/vals-ai) (1) - [Vercel](https://roboterminal.app/companies/vercel) (1) - [vLLM](https://roboterminal.app/companies/vllm) (1) - [Western Digital](https://roboterminal.app/companies/western-digital) (1) - [Win Semiconductors](https://roboterminal.app/companies/win-semiconductors) (1) - [XPeng robotics](https://roboterminal.app/companies/xpeng) (1) - [Yageo](https://roboterminal.app/companies/yageo) (1) - [ZEBOX Ventures](https://roboterminal.app/companies/zebox-ventures) (1) - [ZINOVA](https://roboterminal.app/companies/zinova) (1) ## Pulse - [@stretchcloud on X](https://x.com/stretchcloud/status/2113318717002002432) Morgan Stanley, JPMorgan, Bank of America and Citi are now blocking a category of customer that didn't exist two years ago: the customer's own AI agent. Axios reported this week that unvetted third-pa… - [@Newsforce on X](https://x.com/Newsforce/status/2113318519496392726) 🇧🇷Brazilian President Lula da Silva’s campaign has petitioned the top electoral court to disqualify right-wing rival @FlavioBolsonaro ahead of Sunday’s runoff, accusing @Meta of restricting Lula con… - [@pequityresearch on X](https://x.com/pequityresearch/status/2113317206708679036) Sam Altman on the amount of compute needed if 50% of the world were using personal AI assistants to its full capabilities: "How many GPUs do you want working for your personal assistant? When people t… - [@ren_stocks on X](https://x.com/ren_stocks/status/2113293311310237753) $META Does timing matter? Honestly, not that much to me. It matters a lot in the short term and very little in the long term. This week is a perfect example. META posted a strong quarter (time the rip… - [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2113264207449719202) $META is down over 6% today… Sucks when bad macro and earnings collide. https://t.co/Zaw75v36RR - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2113255341815193926) Quite surprised that AI stocks are red considering how strong SpaceX and Meta's earnings were. Fundamentally, both proved that there's zero issues on the demand-side which is a positive step in helpin… - [@stretchcloud on X](https://x.com/stretchcloud/status/2113198424489148510) The spend limit on most internal agents today lives inside a system prompt, which makes it a suggestion, not a control. Walmart shipped what an actual control looks like this week, and it has nothing … - [@stretchcloud on X](https://x.com/stretchcloud/status/2113193390993027106) Agent Gateway is Walmart's answer to a problem every site with a catalog now has: give agents a real way to read your data, or watch them scrape it blind and break the moment your layout changes. Walm… - [@stretchcloud on X](https://x.com/stretchcloud/status/2113163191979221188) Four labs shipped a standing AI agent inside ten weeks of each other, and that's not a coincidence, it's a race nobody wants to come in fourth. Grok Bot opened early beta on August 11. Meta Muse launc… - [@stretchcloud on X](https://x.com/stretchcloud/status/2113100780698054673) Three different labs now ship an agent that messages you before you ask it to. Anthropic rolled out Claude Duet this week, a research preview on Pro and Max plans that runs on Opus 5.5, reads your cal… - [@pequityresearch on X](https://x.com/pequityresearch/status/2113029058074407403) BofA: TrendForce states Nvidia's AI-server share moderates from 66.9% in CY26 to 62.6% in CY27 as “Others” rises from 26.0% to 29.6%. Custom ASICs increase from 26.1% to 29.6% of AI server shipments, … - [@pequityresearch on X](https://x.com/pequityresearch/status/2113013188346183978) $META: "we want to make sure that we have built enough compute to be able to serve what we think is going to be a billion-plus people." https://t.co/ss2AVL9KQX - [@pequityresearch on X](https://x.com/pequityresearch/status/2113012911207768076) $META on Muse: "I think one of the biggest constraints so far is that because this is a compute-intensive service to run, we have not launched it globally yet." Meta wants more compute, not less! - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112996348207440021) $SPY rose about 0.5% today to around $773, bouncing from an early low of $768.41 as chip and AI stocks led the market higher. Here are the top stories you need to know. 1. $SMCI jumped about 10% after… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112972760234508397) Another major shortage is starting to develop across the AI supply chain. We're talking about multilayer ceramic capacitors, or MLCCs, which are tiny components used in everything from AI servers and … - [@pequityresearch on X](https://x.com/pequityresearch/status/2112955387489996944) Expert call covering GUC – Google CPU & TPU v10 ASIC outlook, Microsoft Maia 200 ramp, TK1 vs. TK3 margin dynamics, TSMC capacity support, and 2027 hyperscaler volume trajectory. $MFFT $META $GOOGL ht… - [@pequityresearch on X](https://x.com/pequityresearch/status/2112922859538444376) Nomura: global data center power usage by application $NVDA $AMD $VRT $GOOGL $MSFT $META $AMZN - [@stretchcloud on X](https://x.com/stretchcloud/status/2112849877696958782) NVIDIA already has TensorRT-LLM. It also has Dynamo. This week it shipped a third local inference server anyway, and the part worth sitting with is why. Flare runs on Rust, not Python, and it's built … - [@pequityresearch on X](https://x.com/pequityresearch/status/2112772618092740646) Morgan Stanley sees the cost per new MW peaking at $51.8 million in FY27, before sliding to $47 million in FY29E. $MSFT $NVDA $AMZN $GOOGL $META https://t.co/IC6zlAbmhs https://t.co/8zXgV111pw - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2112740274870837443) BREAKING NEWS🚨🚨: TODAY META CONFIRMS THEY ARE RUNNING TPU INFERENCE IN PRODUCTION. What does this mean for the CUDA moat? For those who read our public newsletter, this is not a surprise, as on Nov … - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2112690528445686058) Once again, the GPU depreciation bear thesis is dead. Elon on the $SPCX call: "The value of compute per watt will increase over time, not decrease... that's why you see things like even old computers … - [@pequityresearch on X](https://x.com/pequityresearch/status/2112629904420548979) CEO of Google, Sundar Pichai, on compute demand and AI bubble possibility: Q: Ben Horowitz relayed Andy Jassy had something like compute is sold out till 2028, are you seeing the same thing? "If today… - [@pequityresearch on X](https://x.com/pequityresearch/status/2112626894096957489) CEO of Lumentum, Michael Hurlston, on the impact of yields on capex spend: "The CFO of Alphabet came on just a couple of days ago and was talking about their capex going up year over year. For the mos… - [@pequityresearch on X](https://x.com/pequityresearch/status/2112589669699403886) Expert Takeaways: Data Centers 1. Open-Source Models Closing the Gap > Open-source models are catching up to state-of-the-art frontier models faster than expected, driven by lower costs and improved p… - [@pequityresearch on X](https://x.com/pequityresearch/status/2112550655000813697) Nomura: data center capacity to expand to 74GW in 2028F, up from 26GW in 2025. Of the 74GW, 48.5GW coming from the US big tech. $SPCX $ORCL $CRWV $META $MSFT $AMZN $GOOGL - [@stretchcloud on X](https://x.com/stretchcloud/status/2112295726290202902) Picture circus-tent structures going up over a one-gigawatt construction site in New Albany, Ohio, built that way on purpose because tents cut deployment time by 70 to 80% versus permanent buildings. … - [@pequityresearch on X](https://x.com/pequityresearch/status/2112259738583114141) Mizuho: Sandisk > NAND pricing is projected to remain solid through 2027E. > Major eSSD ramp driven by hyperscalers: META, GOOGL, and OCI. Acceleration in KV cache and AI SSDs expanding into 2027/28E.… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112244498059407763) We're about to witness the BIGGEST infrastructure spending boom in human history. According to Morgan Stanley, hyperscalers and neoclouds are projected to spend a staggering $1.58 TRILLION in 2027 and… - [@stretchcloud on X](https://x.com/stretchcloud/status/2112166122091147723) A £2 billion data centre site in Loughton, Essex was supposed to go live in 2027 with roughly 23,000 Nvidia chips inside it. This week it came out that Microsoft walked away from its anchor tenant com… - [@pequityresearch on X](https://x.com/pequityresearch/status/2111928304672391575) Goldman Sachs has raised the global servers TAM by 31%/45% in 2027/28E to ~$1.1 trillion and ~$1.6 trillion, respectively. New AI servers shipment forecasts imply AI chip demand of 18m/29m/38m in 2026… - [@pequityresearch on X](https://x.com/pequityresearch/status/2111874662041018791) Earnings season is back ‼️ Many AI names are reporting this week. Tuesday: $SPCX Wednesday: $META $LRCX $TXN Thursday: $NOK $BE $MXL $WDC - [@pequityresearch on X](https://x.com/pequityresearch/status/2111549307405173047) J.P. Morgan: AI CapEx > 2026 Capex Forecast: Growth estimate raised from +80% to +85% YoY. This adds over +$270B in incremental spending (a new record step-up, beating 2025). > 2027 Capex Forecast: Gr… - [@pequityresearch on X](https://x.com/pequityresearch/status/2111442112986165734) NPO and CPO adoption by customers presented by LightCounting at OCP. $AMZN $GOOGL $META $MSFT $ORCL - [@ricci_nov on X](https://x.com/ricci_nov/status/2111259572283580728) Meta published the first hyperscaler report on running AMD GPUs in large-scale training. Rather than porting from CUDA, it revised model structures around MI350X's 1.6x HBM capacity vs B200: up to 1.5… - [@pequityresearch on X](https://x.com/pequityresearch/status/2111202270742524036) UBS: AI power TAM growing to $91.1 billion by 2030E, up from $17.7 billion in 2026E. Of the $91.1 billion, $49 billion dedicated to GPU power TAM, while the other $42 billion for ASIC. $GOOGL $MSFT $M… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2111011014582194464) According to Korean media, Microsoft, Google, Amazon and Meta are speeding up their in house AI chips. That could open up a SECOND group of HBM buyers beyond $NVDA. Microsoft's Maia 300 is expected to… - [@MParekh on X](https://x.com/MParekh/status/2110858618186719648) ‘Doing What It Takes’ in AI. OpenAI, Meta & TSMC. ARD #185 …OpenAI’s ad sprint, Meta’s open Muse on Apple’s Macs, TSMC on its own terms, and Apple’s Ternus era. $TSM $META $AAPL Full writeup and sourc… - [@pequityresearch on X](https://x.com/pequityresearch/status/2110826796442906890) HSBC: ASIC will account 57% of total HBM demand by 2028e (from 31% in 2025) $GOOGL $MU $MRVL $META $MSFT $AVGO $AMZN - [@seeedstudio on X](https://x.com/seeedstudio/status/2110630959251153229) 🎙️ “Hey Luna, take this block. Now give it back. Follow me.” In this demo by @AI_with_Eric, his local AI assistant Luna brings together #LocalAI and #robotics to turn voice commands into physical act… - [@pequityresearch on X](https://x.com/pequityresearch/status/2110581432338829634) Bloomberg shared this visual showing the estimated cost of building a data center. Of the estimated $29.2 billion, $17.1 billion (or 58.5%) is dedicated to chips & servers. $NVDA $DELL $GEV $AMD $GOOG… - [@pequityresearch on X](https://x.com/pequityresearch/status/2110176763477151973) Expert Takeaways: Meta's Optical Demand > Meta signed a $6B deal with Corning for MPO fiber cables to power its next-gen AI data center infrastructure. > Zhongji, Eoptolink, and Cohr lead Meta’s optic… - [@pequityresearch on X](https://x.com/pequityresearch/status/2110085662825152928) J.P. Morgan is forecasting a ~300GW shortfall in global AI compute by 2031E. $NVDA $AMD $GOOGL $MSFT $META $AVGO $AMZN https://t.co/iZrvcU2svc https://t.co/yzzhhhEN7G - [@TheRundownAI on X](https://x.com/TheRundownAI/status/2109954950637769058) Top stories in AI today: - Meta’s Muse Wonder lands at the frontier - Andrej Karpathy sketches AI’s ‘sharp funnel’ - Put Meta’s new Muse Wonder to work - Microsoft’s Maia 300 takes aim at Nvidia https… - [@HumanoidAn on X](https://x.com/HumanoidAn/status/2109947930732036601) 𝟏𝟖 𝐭𝐞𝐜𝐡 𝐠𝐢𝐚𝐧𝐭𝐬. 𝐓𝐡𝐫𝐞𝐞 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬. 𝐎𝐧𝐞 𝐫𝐚𝐜𝐞 𝐭𝐨 𝐠𝐢𝐯𝐞 𝐀𝐈 𝐚 𝐛𝐨𝐝𝐲. @OpenAI, @amazon, @Apple, @AntGroup and @XiaomiTechnolo1 are building or pursuing their own… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2109738128668029176) $SPY finished nearly flat today, down about 0.06% and closing near $778 after dipping as low as about $777. Here are the top stories you need to know. 1. $MSFT announced Maia 300, calling it its bigge… - [@Kore1Staffing on X](https://x.com/Kore1Staffing/status/2109710638087852188) Microsoft Maia 300 is a hiring story as much as a chip launch. KORE1's take: the bottleneck isn't the silicon, it's the ML compiler engineers who make it useful. https://t.co/tFzlBZpkzh https://t.co/E… - [@Kore1Staffing on X](https://x.com/Kore1Staffing/status/2109709886091137283) Who designs the chip after Microsoft Maia 300? The same small pool Google, Amazon, Meta, and OpenAI are recruiting from. KORE1 breaks down which chip roles get squeezed first. https://t.co/tFzlBZpkzh … - [@Kore1Staffing on X](https://x.com/Kore1Staffing/status/2109709128729825337) Microsoft Maia 300 enters production in 2027, and the SIA projected about 67,000 U.S. chip jobs at risk of going unfilled by 2030. KORE1 expects compiler and validation engineers to feel it first. htt… - [@pequityresearch on X](https://x.com/pequityresearch/status/2109708427324756276) Citi: CSPs data center capex is expected to increase to ~$1.6 trillion in 2030E, with global capex spend increasing to ~$3.8 trillion. Google to see the strongest capex growth through 2030. $GOOGL $AM… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2109674056731742459) $NVDA just made some HUGE announcements about the future of AI infrastructure. At the Open Compute Project Summit, NVIDIA announced plans to open up more of its next generation Vera Rubin infrastructu… - [@pequityresearch on X](https://x.com/pequityresearch/status/2109059903939543192) "Bernstein has raised its forecast for the global data center XPU ASIC market in 2028 from $140–160 billion to $250–300 billion, with projections for 2026 and 2027 at $50–70 billion and $130–150 billi… - [@pequityresearch on X](https://x.com/pequityresearch/status/2108953202284474538) David Lazovsky, EVP & GM, Data Center Networking Business Group at Marvell Technology on AI inference: "3 years ago 1/3 of total data center infrastructure was focused on inference, today north of 60%… - [@pequityresearch on X](https://x.com/pequityresearch/status/2108794345885139180) Former CEO of Intel, Pat Gelsinger, sees more AI data center delays coming due to lack of energy capacity: "We just need more capacity, and fundamentally, energy capacity omewhat dampens how you fork … - [@CyberRobooo on X](https://x.com/CyberRobooo/status/2108502229753712864) A humanoid construction worker on a real job site, run from a chair Construction still runs on people. Sites are messy, jobs are hard on the body, and full autonomy isn't there yet. So a UC Irvine tea… - [@luxonis on X](https://x.com/luxonis/status/2108259037515321380) You can now run vision-language models on OAK4. Ask the camera if a pallet is fully wrapped and get an answer, generated entirely on-device. New llama.cpp and ONNX Runtime support means no conversion … - [@stretchcloud on X](https://x.com/stretchcloud/status/2108214836865667125) Broadcom is reportedly arranging more than fifty billion dollars in financing so OpenAI can buy chips Broadcom hasn't finished building yet. Apollo and Blackstone are the lenders in the room, the same… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2107964111627940336) AI agents will trigger the largest CPU supercycle in history. Mizuho estimates agentic CPU sockets will surge from 1.3 million in 2026 to 16 million by 2030. Including head node processors, AI could d… - [@a16z on X](https://x.com/a16z/status/2107954263767081092) a16z's Alex Immerman, David George, and Sarah Wang on why a data center can lower your electricity bill: "It may seem counterintuitive, but a data center can help lower your electricity rate. A recent… - [@a16z on X](https://x.com/a16z/status/2107936513447317788) The US grid plans to add 86 gigawatts this year. Here's where it's coming from: - Solar: 43.4 GW - Batteries: 24.3 GW - Wind: 11.8 GW - Gas: 6.3 GW - New nuclear: 0 GW The AI labs are planning for hun… - [@pequityresearch on X](https://x.com/pequityresearch/status/2107927693878575509) Citi on Meta's Muse: At 100M daily users, our framework implies roughly 200,000–390,000 Blackwell-class GPUs, about 2,800–5,500 NVL72 racks, and approximately $7–19B of one-time Nvidia revenue, includ… - [@ramez on X](https://x.com/ramez/status/2107888138446315750) Excellent and thoughtful piece here. https://t.co/mjHueUXIIX - [@a16z on X](https://x.com/a16z/status/2107886207409815679) Left: Texas's grid only maxes out about 200 hours a year, roughly 2% of the time. Right: New data centers that agree to cut back during peak hours can skip the wait for more capacity. US grids could a… - [@a16z on X](https://x.com/a16z/status/2107859784594767982) "At the end of 2024, Texas' grid operator had 63 GW of large new customers in its queue. By this June, that figure reached 474 GW, more than five times record peak demand." "Then Texas hit pause." "De… - [@pequityresearch on X](https://x.com/pequityresearch/status/2107649530871038069) Expert Takeaways: Marvell > Marvell will receive roughly $8 billion plus equity warrants in its Google deal, with the Google LPU v10 projected to generate about $10 billion in revenue over 2029–2030. … - [@pequityresearch on X](https://x.com/pequityresearch/status/2107630777563525248) Expert Call: Memory - Key Takeaways > Contracts are moving from flexible 2–3 year terms to 5yr+ take-or-pay structures with upfront deposits and price floors/ceilings, prioritizing downside protection… - [@ctorobotics on X](https://x.com/ctorobotics/status/2106533307772981579) Can you solve this @Meta robotics challenge? 🧠🤖 What if a robot could understand your intended hand gesture just by reading the muscle signals in your wrist? This demo uses Meta’s Neural Band and sE… - [@lukas_m_ziegler on X](https://x.com/lukas_m_ziegler/status/2106356819979542971) just bought one of the most expensive egocentric data collection device from @Meta time to record some long horizon tasks https://t.co/9KXib5nmP8 - [@HumanoidAn on X](https://x.com/HumanoidAn/status/2103345494206677295) AI learned to talk from the internet. How does it learn to handle the real world? That’s the challenge for physical AI. In one test cited by Humanoid Analytics, training on more physical data raised a… - [@techniahqrobot on X](https://x.com/techniahqrobot/status/2103034418872889371) This might be one of the best projects ever released in human history. Being able to carry a powerful multimodal intelligence inside a small box already sounds unreal. Muse can understand images, lang… - [@pequityresearch on X](https://x.com/pequityresearch/status/2102204230832427383) Worth reading this conversation about AI demand and memory from StatementDog's analyst, Ken. > While NAND prices are still rising in the second half of 2026, increases are moderating to low-double dig… - [@stretchcloud on X](https://x.com/stretchcloud/status/2102200707541540958) The pattern I keep seeing this month: once a model layer commoditizes, the fight moves one layer down to whoever serves it fastest. RunAnywhere, a YC W26 company, launched Wally this week, an inferenc… - [@stretchcloud on X](https://x.com/stretchcloud/status/2102195674527809731) My read on Xiaomi shipping MiMo-V2.6-Pro this week: the real story isn't the benchmark score. It's who is now capable of putting up that score. Xiaomi, a phone and appliance company, published MiMo-V2… - [@stretchcloud on X](https://x.com/stretchcloud/status/2102140562065305970) Everyone is still arguing about parameter counts while the real efficiency gains come from a different lever: what a weight is allowed to be. Moondream just shipped Parakeet Redux, a speech to text mo… - [@pequityresearch on X](https://x.com/pequityresearch/status/2102124706245824552) Rothschild & Co: Overview of the AI infrastructure stack $NBIS $IREN $ORCL $META $GOOGL $AMZN $GOOG - [@Thom_Wolf on X](https://x.com/Thom_Wolf/status/2102123398230954053) a few notable open model releases *since* this interview of @dylan522p by the way :) Thinking Machines - Inkling - Jul 15 Moonshot - Kimi K3 - Jul 16, weights Jul 26/27 inclusionAI - Ling 3.0 Flash - … - [@MParekh on X](https://x.com/MParekh/status/2102113099822117079) ‘Dogs and Cats Living Together’ in AI. Anthropic, China & Amazon. ARD #167 …Arch-rivals near a deal to stress-test each other’s models. Washington and Beijing stand up an AI hotline. And Amazon slams … - [@pequityresearch on X](https://x.com/pequityresearch/status/2102098872147333398) J.P. Morgan: CSP Capex expected to reach ~$1.7 trillion in 2028 🤣 That is a lot of money... $GOOGL $AMZN $META $MSFT $ORCL $SPCX https://t.co/QpnbRLcFz6 - [@stretchcloud on X](https://x.com/stretchcloud/status/2102089977979080837) The shift I keep waiting for is local inference leaving the hobbyist corner, and this week I think I watched it happen. What used to mean a terminal window and a quantized model file on your laptop ju… - [@stretchcloud on X](https://x.com/stretchcloud/status/2101944528592584830) Apple shipped something small this cycle that I think matters more than another point release of a frontier model: macOS 27 now includes an fm command in the terminal, putting Apple's on-device model … - [@Newsforce on X](https://x.com/Newsforce/status/2101891673772990823) 🇺🇸 Meta is investing $115M in a free training program to prepare American workers to build AI data centers, with jobs guaranteed for graduates. The American Workforce Academy will offer a 4-week cou… - [@pequityresearch on X](https://x.com/pequityresearch/status/2101826742956494938) BofA: We do not expect “de-spec” or lower memory content in new GPUs/ ASICs; instead, we assume a further increase, to 1,000GB per Rubin Ultra or 384GB for the new Rubin, vs 288GB currently. $NVDA $AM… - [@pequityresearch on X](https://x.com/pequityresearch/status/2101809630858948639) Nice visuals shared by Blackstone in their recently uploaded Youtube video about AI. > Google token use per month has increased from 10T in May 2024 to 3,200T in May 2026. > Anthropic + OpenAI's ARR a… - [@pequityresearch on X](https://x.com/pequityresearch/status/2101768389215801459) HSBC: USA model launches per year has been accelerating and still far ahead of China. $GOOGL $MSFT $META $AMZN https://t.co/9oqbKNwxCR - [@stretchcloud on X](https://x.com/stretchcloud/status/2101567041454936371) NVIDIA just showed something at IFA that I've been waiting for. Not a faster GPU. A distributed inference router. PAIR (Personal AI Router) connects all the devices on your local network and treats th… - [@stretchcloud on X](https://x.com/stretchcloud/status/2101516700248084663) Detect, segment, and track in one API call. Meta's SAM 3.1 is now on the Meta Model API. You send a phrase. It returns detections, pixel-precise segmentation masks, and identity-preserving video track… - [@stretchcloud on X](https://x.com/stretchcloud/status/2101486501217649137) Open model adoption just hit a tipping point. Here's what that means for builders: 1/5 - The Volume Evidence 78.4% of tokens on Vercel's AI gateway run on open models. That's not a survey. That's prod… - [@pequityresearch on X](https://x.com/pequityresearch/status/2101395845832909055) Goldman Sachs: Server Market Overall Server Market Projections > Market Expansion: The overall global data center server market is expected to grow to $1.5 trillion by 2030, driven by a 5-year CAGR of… - [@pequityresearch on X](https://x.com/pequityresearch/status/2101114255634305064) Jensen Huang on slowing down AI: "We should go as fast as we can irrespective of anybody else. We are going to go as fast as we can, but we would never ever and never should ship products before they … - [@pequityresearch on X](https://x.com/pequityresearch/status/2101046484221481208) In retrospect, there was way too much hysteria on X with people assuming a slowdown in model development = slowdown in spending. A lot was addressed this week: > Sarah Friar on Mad Money mentioning, "… - [@pequityresearch on X](https://x.com/pequityresearch/status/2101041820876656743) J.P. Morgan: ASIC/XPU units expected to reach 55% of total units in 2028E, up from 32% in 2025. $AMD $NVDA $GOOGL $META $MSFT $AMZN $AVGO - [@ricci_nov on X](https://x.com/ricci_nov/status/2100999597456027712) A trillion-parameter MoE running at over 1 token/s on one RTX 5090 with no more than 32GB of RAM. SSD-LLaMA keeps every expert on SSD, no pruning or substitution, and reports 1.52-4.19x prefill and 2.… - [@pequityresearch on X](https://x.com/pequityresearch/status/2100982429670654427) HSBC: Outside of Google, the % of ASIC compute among major CSPs remains steady from 2025 and into Q2 2026. $GOOGL $AMZN $META $MSFT $ORCL - [@Scobleizer on X](https://x.com/Scobleizer/status/2100772644765495680) I just had dinner with a team that is making new AI glasses, and they just blow away everything else I've seen on the market. For all day wearing. No cameras, no displays, all AI: a pair of glasses th… - [@NVIDIARobotics on X](https://x.com/NVIDIARobotics/status/2100731771516039491) Agentic AI is moving to the edge. On NVIDIA Jetson AGX Thor, TensorRT Edge-LLM completed MLPerf Edge Agentic 6.4x faster than the llama.cpp reference, reaching 52.33 token/sec for Qwen 3.6 27B model. … - [@MParekh on X](https://x.com/MParekh/status/2100677544273993776) ‘No Grass Growing Under Their Feet’ in China AI. ByteDance, Huawei & Manus. ARD #165 …ByteDance matches Meta’s revenue at a third the value. Huawei ramps AI chips. Manus raises more. $META $NVDA Full … - [@pequityresearch on X](https://x.com/pequityresearch/status/2100669366891376647) Citi: AI token usage has increased by a CAGR off 31% MoM or 2,434% YoY. A lot of tokens are being used... $NVDA $AMD $GOOGL $META $MSFT $META - [@MParekh on X](https://x.com/MParekh/status/2100663338904535042) ‘No Grass Growing Under Their Feet’ in China AI. ByteDance, Huawei & Manus. ARD #165 AI Ramblings Daily podcast #165 on AI-RTZ $META $NVDA YouTube link with source notes: https://t.co/hr4XMjierP - [@pequityresearch on X](https://x.com/pequityresearch/status/2100621694100545840) Funda AI: "Our interviews suggest that frontier labs remain committed to training and advancing model capabilities internally, while additional evaluation and remediation may slow the pace of public r… - [@pequityresearch on X](https://x.com/pequityresearch/status/2100571724194455981) KB Securities: the allocation of AI infrastructure spend toward memory is projected to jump from 40% (2026E) to 57% (2027E). $MU $GOOGL $SNDK $META $MSFT $AMZN - [@thenewsink on X](https://x.com/thenewsink/status/2100519368845352997) How far should companies go when using employee activity to train artificial intelligence? Meta is introducing an internal system that records workplace activity such as keystrokes and mouse clicks on… - [@pequityresearch on X](https://x.com/pequityresearch/status/2100437086222352549) Incredible visuals shared by Brad Gerstner @altcap at the All-In Summit. > The hyperscalers capex is almost dollar for dollar with semis FCF > Collective run rate of Anthropic, OpenAI, and SpaceX is ~… - [@pequityresearch on X](https://x.com/pequityresearch/status/2100393297550426491) Robotics AI Enablers $TSLA $META $NVDA $AMD $QCOM - [@pequityresearch on X](https://x.com/pequityresearch/status/2100331034453680539) Samsung Securities: Hyperscaler Compute Business Models Hyperscalers operate through two primary methods: 1) Computing rental and 2) Model inference services, both of which can achieve a Gross Profit … - [@pequityresearch on X](https://x.com/pequityresearch/status/2100319058428383620) UBS: total AI server racks estimated to grow to 428,299 in 2027E before steadily declining. Most of the server racks to be dominated by AI ASIC. $NVDA $AMD $MSFT $AMZN $GOOGL $META - [@pequityresearch on X](https://x.com/pequityresearch/status/2100301190743630129) Samsung Securities: Hyperscalers to have a temporary FCF deficit period spanning from 2Q26 to 3Q28, followed by a dramatic expansion in FCF from 2029 through 2030. > CapEx Growth as a Rational Investm… - [@pequityresearch on X](https://x.com/pequityresearch/status/2100271746720964644) One of the big takeaways from AI Infra Summit Day 1 is that the useful life of accelerators is now approaching 10 years, due to tight supply and software gains. $NVDA $GOOGL $AMZN $MSFT $AMD $META - [@pequityresearch on X](https://x.com/pequityresearch/status/2100256395996127584) KB Securities: as of September, no sign of orders slowing down from major customers for memory. Memory makers' inventories are at an all-time low (under 10 days) with supply tightening further in 2027… - [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2100227261966250261) $AVGO is getting too cheap to ignore. Forward PE is 20x. A year ago it was 32x. Forward EV/EBITDA is 16x, down from 26x. The multiple has been cut by more than a third while the business did this: Q3 … - [@pequityresearch on X](https://x.com/pequityresearch/status/2100059348013658522) Big day in the AI world. Here are some important highlights for you all: Satya Nadella's full discussion at the All-In Summit was released on Youtube today: > Nadella advocates for a multi-model world… - [@pequityresearch on X](https://x.com/pequityresearch/status/2100013744147648943) Mark Zuckerberg with an important statement on AI safety and buildout: "To ensure people remain in control, the significant majority of intelligence must be directed by people towards advancing people… - [@pequityresearch on X](https://x.com/pequityresearch/status/2099911372242841986) J.P. Morgan has a GPU/ASIC shipment forecast of >25 million in 2028E, mostly dominated by ASICs. Up from ~10 million in 2025. $GOOG $AMD $NVDA $MSFT $META $AMZN https://t.co/aSpobzqW5N - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2099865541791867109) The end result is that the chips can perform more efficiently than "whatever Nvidia is currently shipping" when running AI models. What did Meta cook up?! https://t.co/fDucHWRh3l https://t.co/IebZJsWE… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2099861583732056257) *META TO DEPLOY NEW IN-HOUSE ARKE CHIPS IN FIRST HALF OF 2027: BBG *META SAYS CHIPS WILL SAVE MONEY AND ENERGY COMPARED WITH NVIDIA: BBG $META $NVDA - [@pequityresearch on X](https://x.com/pequityresearch/status/2099653925817213354) Morgan Stanley: CSP CapEx to increase to $1.5 trillion in 2027, of which 53% will be for memory alone or $795 billion. $DRAM $EWY $MU $MSFT $META $AMZN $GOOGL - [@pequityresearch on X](https://x.com/pequityresearch/status/2099620455988560014) Chairman of Win Semiconductors, Chen Chin-Tsai, states that AI is not a bubble and that AI development "is only just beginning." "Chen Chin-Tsai analyzed that the development of AI is gradually moving… - [@pequityresearch on X](https://x.com/pequityresearch/status/2099569669778624513) BofA sees recent frontier lab controversy as "noise" relative to a market where AI CapEx could surge 3x to $3+ trillion by decade end, and demand signals remaining strong. $GOOGL $MSFT $META $AMZN $OR… - [@pequityresearch on X](https://x.com/pequityresearch/status/2099549718854488147) PCB content per rack remains extremely robust. VR300 +69% compared to VR200 MI5XX +73% compared to MI4XX TPUv9 +132% compared to TPUv8 T4 +222% compared to T3 $AMZN $META $MSFT $GOOGL $TTMI - [@pequityresearch on X](https://x.com/pequityresearch/status/2099535646247596372) Goldman Sachs says that optical companies they spoke to on their Asia tour are saying AI investment is in the "early stages" and that it will be a 10-20 year cycle with some customers already planning… - [@pequityresearch on X](https://x.com/pequityresearch/status/2099288266675568772) J.P. Morgan: We model 45% AI chip shipment CAGR in 2025-28, with AI ASIC chip shipments growing at a CAGR of 60%, driven by strong AWS Trainium/Google TPU demand. $NVDA $GOOGL $AMD $MSFT $META $AMZN - [@pequityresearch on X](https://x.com/pequityresearch/status/2099218305466905005) Morgan Stanley has CapEx of CSPs ~12% in 2028, with spending on AI semiconductors expected to increase even more. > CoWoS/CoPoS/EMIB-T capacity is estimated to grow by 50% in 2028, while infrastructur… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2098912582060875786) Inside the Snowballing Conversations at A.I. Companies About a Doomsday Researchers at Anthropic, OpenAI, Meta and Google are increasingly trying to raise awareness about the risks of artificial intel… - [@pequityresearch on X](https://x.com/pequityresearch/status/2098881073862103272) KB Securities sees FCF for hyperscalers rebounding in 2028 on higher cloud utilization, pricing, and margins. $META $MSFT $GOOGL $AMZN $ORCL - [@stretchcloud on X](https://x.com/stretchcloud/status/2098811374642094488) The constraint in AI right now isn't compute or data. It's the gap between what we can build and what we can verify. Amodei published an essay today calling for the industry to pace capability improve… - [@pequityresearch on X](https://x.com/pequityresearch/status/2098794512974057607) HSBC: Anthropic and OpenAI are losing market share in token volume, but their share in token spend has remained strong. $GOOGL $META $MSFT $AMZN - [@pequityresearch on X](https://x.com/pequityresearch/status/2098610550678937793) SemiAnalysis: we estimate ~$11T of cumulative capex from CY24 through CY29. $GOOGL $AMZN $META $MSFT $ORCL - [@pequityresearch on X](https://x.com/pequityresearch/status/2098509887571665173) HSBC: Chinese hyperscalers capex spend estimates as % of revenue is far lower than US hyperscalers. $BABA $BIDU $AMZN $META $GOOGL $META $ORCL - [@pequityresearch on X](https://x.com/pequityresearch/status/2098444708003664176) Evercore ISI: ASICs account for about 10-30% of internal workloads today and in 5 years will account for 30-50%, but enterprise driven workloads will remain >90% with Nvidia. $GOOGL $AMZN $META $MSFT … - [@MParekh on X](https://x.com/MParekh/status/2098443151056761337) ‘Business as Usual’ in AI. Microsoft, Oracle & SpaceX. ARD #161 ...Microsoft to 38 gigawatts. Oracle on other people’s money. SpaceX by the month. Meta’s Muse, early reviews. $SPCX $MSFT $ORCL $META F… - [@MParekh on X](https://x.com/MParekh/status/2098432836881490200) 'Business as Usual' in AI: Microsoft 38 GW, Oracle Prepayments, SpaceX Rentals & Muse | ARD #161 AI Ramblings Daily podcast #161 on AI-RTZ $MSFT $SPCX $META $ORCL YouTube link with show notes: https:/… - [@pequityresearch on X](https://x.com/pequityresearch/status/2098399157790912822) J.P. Morgan: CSP revenue moving along with rising capex spend. $GOOGL $AMZN $META - [@pequityresearch on X](https://x.com/pequityresearch/status/2098253523771084978) AI inference expected to grow to 75% of data center TAM by 2030. GPU share of AI server shipment will decline from 69.7% in 2026 to 58.5% in 2030, but still controlling the lead. $NVDA $AMD $GOOGL $ME… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2097821817788662092) Zuckerberg is admitting that Meta's AI ambitions are now limited by the number of electricians in America (Save this). Meta needs fiber technicians, electricians, and advanced carpentry, that there ar… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2097809963141791875) Just some notes from $NBIS fireside chat at Goldman Sachs Tech Conference: TLDR: Yep, it's bullish. 1. Order book extends into H1 2028 which is 2 quarters further out than at Q2 ER. Arkady said "peopl… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2097736507394330858) A four year old chip is now more expensive to rent than when it was brand new and that shows you the demand for compute (Save this). The H100 launched in 2023 and should be obsolete by now but instead… - [@a16z on X](https://x.com/a16z/status/2097697391860232572) Vals AI co-founder and CEO Rayan Krishnan with a16z's Ben Horowitz and Jennifer Li on grading AI, what it costs, and who gets to make the rules: Every big industry eventually grows an independent test… - [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2097695903314268231) $META is my favorite mega cap play right now, and Muse is exactly why. Muse is a personal AI agent that actually takes actions, not just answers questions. Sends emails, books travel, negotiates bills… - [@MParekh on X](https://x.com/MParekh/status/2097481702704624104) ‘Coming from Behind’. Cognition, ElevenLabs & Amazon AWS. ARD #158 ...Cognition doubles to $48B off Acqui-hire leftovers. ElevenLabs eyes 2028 IPO, profitably. #1 AWS rebounds in AI. $AMZN $META Full … - [@MParekh on X](https://x.com/MParekh/status/2097461288737583559) 'Coming from Behind' in AI: Cognition, ElevenLabs, Amazon AWS & Meta | ARD #158 AI Ramblings Daily podcast #158 on AI-RTZ $AMZN $META https://t.co/XCR3PCBn61 - [@Newsforce on X](https://x.com/Newsforce/status/2097431927514882386) 🇺🇸Meta just launched Muse, a personal AI agent that books appointments, fills forms, watches home-camera feeds, and can handle other digital tasks—including steps that require sending emails or maki… - [@pequityresearch on X](https://x.com/pequityresearch/status/2097389756665446774) Goldman Sachs: ASICs to account for 50%/52%/55% of total AI chips in 2026/27/28E. $GOOGL $AMZN $MSFT $META - [@pequityresearch on X](https://x.com/pequityresearch/status/2097384310462406898) Qualcomm's EVP, CFO, and COO, Akash Palkhiwala, says they have another hyperscaler engagement similar to Amazon: "we have a very strong engagement with another hyperscaler that we have not disclosed, … - [@pequityresearch on X](https://x.com/pequityresearch/status/2097374405689045219) Shailesh Chitnis @chitnis_ of The Economist on Nvidia's market share: "I think maybe 2-3 years back, you would say that almost 80% of the AI chips that were sold in the market were from Nvidia. Now wh… - [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2097287636310233280) $PLTR and $NBIS just partnered to deliver a complete sovereign AI stack, and this is a real validation for both. Nebius becomes Palantir's preferred sovereign AI infrastructure partner. Nebius compute… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2097104768535535807) Just a reminder from optical earnings: -> $LITE: "Lasers will remain effectively sold out for the foreseeable future despite our rapid capacity expansion." -> $COHR: "The demand is robust across almos… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2096990137754194026) ByteDance readying an AI model geared for real-time spatial video generation, taking on Meta and Google Zhang Yiming personally overseeing the development of a new model slated for launch as soon as n… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2096610055684755886) Jason Calacanis believes Nvidia is becoming the infrastructure platform for the entire AI industry. OpenAI and Anthropic mainly sell access to their models through tokens but Nvidia sells the GPUs, se… - [@stretchcloud on X](https://x.com/stretchcloud/status/2096309136267116799) AIRA3 placed 8th out of 4,000 teams in a live Kaggle competition to fine-tune a 30B Nemotron model. Same information as human competitors. External private test set. Gold medal. The architecture detai… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2096249921091555683) Chamath Palihapitiya believes AGI may already exist inside leading AI labs and the bigger story is that advanced intelligence is becoming cheaper and more widely available (Save this). @chamath argues… - [@MelvinInvests on X](https://x.com/MelvinInvests/status/2095975579736838521) AI demand is just getting started,and we need more compute than ever before. The chart tracks the share of US businesses paying for subscriptions to AI models, platforms, and tools, based on business … - [@tchsignal on X](https://x.com/tchsignal/status/2095733547231514841) Meta Puts a Price on AI Interaction Data Meta is offering a striking trade-off for developers using its Muse Spark AI model: much cheaper API access if they opt in to Contributor terms that allow thei… - [@ricci_nov on X](https://x.com/ricci_nov/status/2095717545231995355) Auras expects ASIC-related products to reach 50% of revenue in 2027 as it expands beyond GPU platforms, with microchannel liquid cooling production targeted for 2028 and projects running with AWS and … - [@CapitalSqueez on X](https://x.com/CapitalSqueez/status/2095709673253138717) $CCXI Jeff Bezos just followed Chris Paxton. Paxton is one of the sharpest minds in embodied AI — currently at Agility Robotics (Digit), previously Meta and NVIDIA. He lives and breathes the hard prob… - [@tchsignal on X](https://x.com/tchsignal/status/2095456209763721500) Meta’s Muse Spark 1.3 Expands Agentic Coding as Open Weights Remain Ahead Meta has released Muse Spark 1.3, its latest model aimed at agentic and coding workflows, with availability through Muse Code … - [@tchsignal on X](https://x.com/tchsignal/status/2095438808636338467) OpenAI and Meta Push Teen AI Safety Toward Age-Aware Design AI platforms are moving toward a more age-aware approach to teen safety. OpenAI's ChatGPT for Teens automatically places users identified or… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095403166775099887) The model that matters for agentic software is not the best at chat. It is the one that completes a 4-hour task without losing the thread. Meta released Muse Spark 1.3 yesterday. The benchmark that go… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095329430641979875) Meta released Muse Spark 1.3 today. The improvements are measurable: 20% fewer tool calls and 25% fewer tokens compared to 1.2. Fewer tool calls is the right metric to optimize. Each round-trip adds l… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095279099271147699) My read on Muse Spark 1.3: "almost too cheap to meter" is doing real work as a positioning statement.The benchmark picture: 75.4 on DeepSWE v1.1, 88.8 on Terminal-Bench 2.1, 98.5 on MRCR 256K-512K lon… - [@TheRundownAI on X](https://x.com/TheRundownAI/status/2095234538267877768) The heavy week of AI releases continues with Meta and Muse Spark 1.3. Big jumps across the board over 1.2, with Mark Zuckerberg calling it "frontier performance almost too cheap to meter." https://t.c… - [Meta on X: "実物見ると音含め圧巻 #RSJ2026" / X](https://x.com/chris_j_paxton/status/2095217491169456627) Post Log in Sign up Post Meta on X: "実物見ると音含め圧巻 \#RSJ2026" - Meta @Meta\for\Life 実物見ると音含め圧巻 #RSJ2026 00:00 View media 11:02 PM · Sep 1, 20269KViews 1 7 88 20 - Clara Lafever Jane @clara\jane47268 12h … - [@AIEquities on X](https://x.com/AIEquities/status/2094159401305129398) $CCXI valuation is being disrespected right now and I see asymmetry in the trade. Humanoid valuations (Aug 2026): Tesla Optimus — no standalone; Tesla ~$1.38T Figure AI — $39B Unitree — public, ~$33–3… - [Land and Power](https://jessleao.substack.com/p/land-and-power) Terafab skips the grid, the White House has a big week (drone tariffs! sanctioned hacking!), Meta returns to open weights, and OpenAI is hiring a power trader - [Yann LeCun's AMI Labs raises $1.03B to build world models | TechCrunch](https://techcrunch.com/2026/03/09/yann-lecuns-ami-labs-raises-1-03-billion-to-build-world-models) Checking your Browser… Verifying... Stuck? Troubleshoot Success! Verification failed Troubleshoot Verification expired Refresh Verification expired Refresh Troubleshoot Cloudflare, opens in a new tab … --- Source: Roboterminal · https://roboterminal.app/companies/meta.md