Meta’s Muse Is No Sure Thing
Meta’s Muse AI agent drove an 11% share surge, but OpenAI, Google and Apple could erode its early consumer lead.
Substack
Key Context by Tae Kim
Everything we have picked from this writer, newest first.
Jensen Huang on the 'Irresponsible' AI Doomers, RSI, and Dario's Essay
Nvidia CEO Jensen Huang calls AI extinction forecasts irresponsible and says frontier labs should fix safety failures through engineering,…
Nvidia Blows Away Wall Street's 2027 Forecasts. What You Need to Know.
Nvidia reported $96.2 billion in quarterly revenue and forecast roughly 70% fiscal 2028 growth, constrained by component supply despite…
Nvidia Is Speedrunning the Creation of a Synthetic Hyperscaler
Nvidia is building a synthetic hyperscaler around neocloud partners, GPU fleet software and financing as AI workloads strain traditional…
Nvidia Scores $500 Billion in Financing for Its Customers. That's A Lot.
Nvidia has partnered with Apollo, BlackRock and four other firms to raise over $500 billion for AI compute infrastructure, while limiting…
AMD Earnings and SpaceX Call Takeaways
SpaceX plans to build exclusively on Nvidia and lift compute toward 10 GW by end-2027, while Musk says AI memory demand is rising 200%…
Google Is a Secular Short
Alphabet rents scarce AI compute to rivals while DeepMind faces internal capacity constraints, weakening Google’s AI position and long-term…
China's Kimi K3 AI Model May Trigger a DeepSeek Moment. Expect a Lot of FUD.
Moonshot’s 2.8 trillion-parameter Kimi K3 is a China AI challenger that requires high-memory Nvidia servers and heavy inference compute.
SK Hynix ADR Debuts Today. Here's the Gameplan.
SK Hynix's U.S. ADR begins trading as SKHYV before switching to SKHY, with HBM demand expected to outstrip supply as AI server memory…
