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Fri, 25 Sept 2026
Brief 16:30 ET
Postmarket Sep 25: S&P +0.5%; oil fade; SOX +1%
S&P +0.5% / SOX +1.4%. 10y ~5.18%; Brent ~$98. AKAM held green, ORCL soft. DoD Anthropic bar upheld; China DC model.
postmarket
News 15:05 ET
D.C. Circuit upholds Pentagon Anthropic supply-chain label
2-1 D.C. Circuit keeps one DoD supply-chain risk designation on Anthropic; conflicts with N.D. Cal. vacatur of a parallel label.
reported CNBC · Anthropic · Department of Defense · U.S. Court of Appeals for the D.C. Circuit
News 15:05 ET
SemiAnalysis: China DC fleet >24GW; ByteDance ~1/5
New China Datacenter Model maps 1,000+ sites / 60+ operators; China >24GW vs US 56GW; ByteDance ~1/5 capacity, mostly leased.
reported SemiAnalysis · SemiAnalysis · ByteDance · Alibaba
Brief 09:15 ET
Premarket Sep 25: ES +0.2%, oil slip, Akamai
ES +~0.2%; 10y ~5.18%; Brent ~$98 on Hormuz hopes. Akamai–Anthropic $11.6B; WSJ Jupiter “cracks.” Trump–Xi optics, no chip deal.
premarket
News 07:16 ET Updated
Oracle force majeure on Project Jupiter NM DC
Bloomberg via CNBC/TechCrunch: Oracle sent Blue Owl force majeure on Stargate Project Jupiter; seeks payment delay if 2028 slip; ORCL −4%.
reported CNBC · Oracle · Blue Owl Capital · Stack Infrastructure
News 07:16 ET
Akamai–Anthropic $11.6B seven-year CPU cloud deal
Akamai 8-K/PR: Anthropic commits ~$11.6B over seven years for dedicated cloud/CPU capacity; optional +$9B; ~$5.5B related capex.
primary Akamai 8-K · Akamai · Anthropic
Thu, 24 Sept 2026
Brief 16:30 ET
Postmarket Sep 24: S&P flat; ORCL FM; oil $107
S&P ~flat / SOX −0.3%. 10y ~5.16%; Brent ~$107. Oracle Jupiter FM (−3.5%); Texas AG water probe. SoftBank print digested.
postmarket
News 15:05 ET Updated
SoftBank launches ~$11B junk bonds for OpenAI tranche
SoftBank PR: ~$11.1B notes priced — USD 8.625%/9.25%/9.75%; EUR 7.125%/8%; issue Sep 29; funds $10B OpenAI tranche (Oct 1).
reported Reuters · SoftBank · OpenAI
News 15:05 ET
Texas AG probes hundreds of DCs on water surveys
Paxton OAG investigating data-center developments that did not answer TWDB water-use surveys; initial counties include Harris, Travis, Dallas.
primary Office of the Attorney General (Texas) · Texas · TWDB
Brief 09:25 ET
Premarket Sep 24: SoftBank prints; soft futures; Trump–Xi
SoftBank issued ~$11.1B OpenAI HY. S&P futures ~−0.5%; 10y ~5.13%; Brent still >$100 into Trump–Xi dinner.
premarket
News 07:28 ET
BlackRock/IFM exclusive talks on Stack Asia DCs ~$25B
Bloomberg via wires: BlackRock-backed AIP and IFM in exclusive talks for Stack Infrastructure Asia-Pacific DCs, up to ~$25B; Blue Owl seller.
reported Bloomberg · BlackRock · IFM Investors · Stack Infrastructure
News 07:28 ET
DeepSeek ARR hits $1B; >70% compute to training
The Information via Reuters: DeepSeek ARR ~$1B (more than double), price hikes 2.3–4.5×; Liang says >70% compute to training.
reported Reuters · DeepSeek · CITIC Securities
Long-form 05:25 ET
Alpha Exchange — Amanda Lynam: GS credit on AI capex financing
GS Chief Credit Strategist: hyperscaler IG $250bn/'26→$400bn/'27; $6tn capex '26–'30; hyperscalers 40% of AI issuance; little crowding-out; IG absorb.
asr Alpha Exchange · Goldman Sachs · Meta · Bloomberg
Long-form 05:20 ET
SemiAnalysis — ClusterMAX 3.0: Nebius platinum, rankings, financing
Ep.033: 77 providers ranked; Nebius joins CoreWeave platinum; Google gold; Azure/AWS down; GPU-hour backwardation; NVDA backstop ~$588bn→$2tn; SLAs.
asr SemiAnalysis Weekly · Nebius · CoreWeave · Oracle
Wed, 23 Sept 2026
Brief 16:45 ET
Postmarket Sep 23: S&P −0.75%; 10y 5.11%; oil up
S&P −0.75% / NQ −1.13% / SOX −1.2%. 10y ~5.11% (2007 high). Oil rebound; Barr more hikes. Ramp 5.73%; Claude ART enzyme.
postmarket
News 15:30 ET
Ramp: AI was 5.73% of business spend in August
Ara Kharazian adds AI share of non-payroll business spend: 5.73% in August, almost entirely tech + technical services on Ramp’s panel.
primary Ramp / Ara Kharazian · Ramp · Anthropic · OpenAI
News 15:30 ET
Claude finds phage ART enzyme with CRISPR-like repeats
Anthropic primary: Claude agents spotted array-associated reverse transcriptases in jumbo phage DNA; lab verified; function still open.
primary Anthropic · Anthropic · Claude · CRISPR
Brief 09:00 ET
Premarket Sep 23: soft open; SoftBank HY; 16Hi
S&P soft (−0.1%) after flat Tuesday. SoftBank HY >$20B interest. JPM 16Hi→2029 relay; Samsung D0a hybrid bonding; Trump–Xi today.
premarket
Discussion 07:28 ET
Is 16Hi HBM really pushed to 2029 — and does that extend 12Hi tight?
jukan05: JPM HBM model now sees 16Hi adoption 2029 earliest. Replies split on earlier slip vs prolonged 8/12Hi scarcity; no JPM primary in-thread.
top-replies JPMorgan · SK Hynix · Samsung
News 07:28 ET
Samsung renames D0a to hybrid bonding; eyes HBM5
ZDNet Korea: D0a label shifts from VCT to W2W hybrid bonding (B1b); VCT becomes D0a-V; B1b under review for HBM5 (~2029).
primary ZDNet Korea · Samsung · TechInsights
Long-form 05:15 ET
Latent Space — Diogo Almeida / Jev: System One for prod, not God
InstructGPT coauthor: frontier chat/RLHF APIs wrong for software; Jev as code-consumed System One; >1T tokens/day machine traffic; dark data + agents.
asr Latent Space · TypeSafe · Jev · OpenAI
Tue, 22 Sept 2026
Brief 16:50 ET
Postmarket Sep 22: S&P flat; SOX +2%; Opus/Sol cuts
S&P flat / NQ +0.45% / SOX +2.1%. Brent $99.25; 10y ~4.97%. Barkin keeps hike door open. Opus ~40% cheaper; Sol/Luna −50%.
postmarket
News 15:32 ET
Opus 5.5 and GPT-6 Sol/Luna cut serving prices
Same-day primaries: Anthropic Opus 5.5 ~40% cheaper vs Opus 5; OpenAI Sol/Luna API list −50% vs GPT-5.6 promo.
primary Anthropic · Anthropic · OpenAI · METR
Brief 09:00 ET
Premarket Sep 22: ES soft green; oil; SoftBank HY
ES ~+0.1% after Nasdaq record; Brent soft near $100, 10y ~4.9%. SoftBank ~$11B OpenAI HY, Abbott TCEQ halt, EMIB/Penang, Alibaba Zhenwu.
premarket
Discussion 07:26 ET
Is EMIB taking real CoWoS share — or just relocating the HBM queue?
SemiAnalysis ChipBook: Korea→Malaysia HBM +467% YoY, ~$3B/2mo via Penang. Replies split: customers fleeing CoWoS scarcity vs queue transfer / qualify risk.
top-replies Intel · TSMC
News 07:24 ET
Alibaba — Zhenwu V900, 20GW DC target, 5–10T Qwen path
Apsara: T-Head Zhenwu V900 (3× M890, commercial Q1 2027); Cloud >20GW by 2032; Qwen path to 5–10T params. CEO Wu says demand outpaces supply.
reported Reuters · Alibaba · T-Head
News 07:20 ET
Abbott expands Texas DC halt to TCEQ environmental permits
Sep 21 letter directs TCEQ to pause all data-center permits until ERCOT audit finishes; compliance update due Oct 19. Extends August grid freeze.
primary Office of the Governor (Texas) · Texas · ERCOT · TCEQ
Long-form 05:40 ET
ILTB — Gabe Stengel / Rogo: investing superintelligence, harness, last mile
Rogo CEO: o1 Pro→Opus 4.5 unlocked junior-analyst work; next 2–5y is firm reinvention; harness/compliance/last-mile beat raw models for buy-side.
asr Invest Like the Best · Rogo · Jane Street · Goldman Sachs
Long-form 05:30 ET
All-In — Naveen Rao: AI energy wall, 4D computing, 1000x efficiency bet
Unconventional AI CEO: Google-scale token energy already ~12GW; ~50% of token cost is power; aims 1000x efficiency in ~3.5y via dynamical chips.
asr All-In Summit · Unconventional AI · Nervana · Intel
Mon, 21 Sept 2026
Long-form 05:30 ET
Excess Returns — Jason Hsu: China AI gap, capex arms race, S&P seven
Rayliant CIO: China models on-par/open-source; energy grid edge; hardware rents until overcapacity; Mag7 CapEx arms race; S&P is one-tree, not diversifier.
asr Excess Returns · Rayliant Global Advisors · Research Affiliates · DeepSeek
Long-form 05:25 ET
Odds on Open — Lihong Wang: ex-IMC semis quant, AI stack portfolio
Ex-IMC semis options MM on flow/V, NVDA–AMD relative vol, DeepSeek corr blowups; 50-name AI stack book at ~2×; models-beat-S&P claim needs harness.
asr Odds on Open · IMC · NVIDIA · AMD
Sun, 20 Sept 2026
Long-form 05:20 ET
MiB — Glen Kacher: AI boom is catch-up, not overbuild
Light Street CIO on AI5 semis concentration, NVDA ~85% share, demand ahead of supply, 10–20y stack cycle, agents→~5× tokens; DC politics as education risk.
asr Masters in Business · Light Street Capital · NVIDIA · AMD
Sat, 19 Sept 2026
Brief 08:35 ET
Weekend Sep 19: Fed week ~flat; OpenAI −$278B FCF
S&P ~flat Fed-hike week; 10y ~5%, WTI $100. Overnight: OpenAI −$278B FCF path, Anthropic >$100B ARR / Nov IPO talk, Nscale S-1, Accenture eval.
weekend
News 07:10 ET
Anthropic ARR said above $100B; Nov IPO window
NYT via Bloomberg: Anthropic annualized revenue expected above $100B this year; separate WSJ/Reuters lanes point to a possible November IPO window.
reported New York Times / Bloomberg · Anthropic · OpenAI
News 07:10 ET
Anthropic embeds Accenture as first frontier evaluator
Anthropic primary: Faculty/Accenture as first embedded evaluator under Amodei’s pacing plan; each side expects ≥$1B over 5y; Anthropic funds Accenture.
primary Anthropic · Anthropic · Accenture · Faculty
News 07:10 ET
OpenAI projects $278B negative FCF through 2030
FT (via Reuters): OpenAI July presentation projects −$278B FCF 2026–2030, ~$856B compute/infra spend vs ~$840B cumulative revenue; cash out ~2028.
reported Financial Times / Reuters · OpenAI · Nvidia · Oracle
News 07:10 ET
Nscale S-1: $141M H1 rev, $1.0B loss, NSCL
CNBC on Nscale prospectus: H1’26 $140.6M revenue / $1.02B net loss; $56.4B RPO; 25k active GPUs; NYSE ticker NSCL; Nvidia among investors.
reported CNBC · Nscale · Nvidia · Microsoft
Long-form 05:20 ET
a16z — Ali Ghodsi: enterprise stall is context, not IQ
Databricks CEO on pacing PR vs cyber risk, four-test RSI bar, ontology/Genie as the adoption bind, Uni Gateway cost control + GLM shift.
asr The a16z Show · Databricks · OpenAI · Hugging Face
Long-form 05:20 ET
No Priors — Ermon/Inception: diffusion wins inference parallelism
Stefano Ermon on Mercury ≈ Haiku/Flash/mini speed tier, ~10× decode vs AR at GPT-2 scale, OpenCall leaving Cerebras for NVDA GPUs, 20–30% latency wedge.
asr No Priors · Inception · Mercury · OpenAI
Fri, 18 Sept 2026
Brief 16:50 ET
Postmarket Sep 18: S&P +0.17%; SOX +2.8%; CLSK HY
Witching Friday mixed-narrow: S&P +0.17% / NQ +0.39% / Dow −0.18%. 10y ~5.00%; WTI $100.30. CleanSpark Meta HY ~$2.28B 4× bid.
postmarket
News 15:20 ET
CleanSpark Meta-tied DC junk bond: ~$2.28B, 4x+ bid
Bloomberg: CleanSpark ~$2.28B HY deal drew ~$10B orders; Sandersville GA site leased to Meta sub Anviran on $6.6B / 20y; ops aimed Q4 2027.
reported Bloomberg · Meta · CleanSpark · Morgan Stanley
Brief 09:00 ET
Premarket Sep 18: ES flat; oil eases; Crusoe $3.9B
Futures muted into witching; 10y ~4.98%. Crusoe $3.9B, SoftBank Arm loan, labs hunt 20–30 MW DCs; Dwarkesh–Brown swarms.
premarket
News 07:28 ET
Paradis channel check: AMD MI450/455 ~600k CoWoS
@ParadisLabs cites MS: AMD MI450/MI455 stay 100% TSMC CoWoS in 2027; mid-point ~600k units; Venice may take ~80k CoWoS-L if OSAT ramps lag.
secondhand Morgan Stanley (via @ParadisLabs) · AMD · TSMC · ASE
News 07:26 ET Updated
SK Hynix in talks with Intel on first U.S. memory manufacturing
CNBC relays Reuters: exploratory talks for SK Hynix to make memory in the U.S. via Intel Ohio lease and/or a JV that could include major cloud firms.
reported CNBC (via Reuters) · SK Hynix · Intel · Nvidia
News 07:26 ET
Solidigm weighing first U.S. NAND fab — upstate NY
Reuters: SK Hynix's Solidigm considering a U.S. NAND flash fab with upstate New York leading; separate from Hynix–Intel Ohio memory talks; no plan set.
reported Reuters · SK Hynix · Solidigm · Intel
News 07:24 ET
SoftBank lifts Arm margin loan to $25B
Bloomberg: SoftBank raised its Arm share-backed margin loan by $5B to $25B; separately expanded a credit line to $6.5B as AI funding needs mount.
reported Bloomberg · SoftBank · Arm · OpenAI
News 07:22 ET
Crusoe Series F: $3.9B at $30.9B valuation
Reuters/company: Crusoe raised $3.9B Series F at $30.9B post-money; cites >$140B contracted value, >6 GW contracted / 1 GW live; Spark modular sites.
reported Reuters · Crusoe · NVIDIA · OpenAI
News 07:20 ET
Anthropic, OpenAI hunting 20–30 MW DC deals
CNBC sources: both labs seeking smaller ~20–30 MW capacity deals (UK/Nordics/US) for speed-to-usable capacity as inference can run on split clusters.
reported CNBC · Anthropic · OpenAI · Nscale
Long-form 05:20 ET
Dwarkesh — Noam Brown: agent swarms, RSI speedup, alignment bind
OpenAI's Noam Brown on 10k-agent Navier-Stokes solve (130B tokens/88h), Ultra Mode multi-agent, Codex $7–8k/day internal, RSI ≠ 100x overnight.
transcript Dwarkesh Podcast · OpenAI · Hugging Face · Astra
Thu, 17 Sept 2026
Brief 16:50 ET
Postmarket Sep 17: S&P +1.1%; Huang 2x; oil eases
Bounce stuck — S&P +1.13% / Nasdaq +1.62%. Huang ~2x chips; Nvidia–Brookfield $2B. Oil settles ~$102; 10y ~4.95%.
postmarket
Discussion 15:40 ET
Are AI-infra vendor leads durable when every roadmap hits FFWD?
Nick Dorsey from AI Infra Summit: vendor roadmaps overlap, Astera/CXL example — today's technical leads feel wobbly under industry-wide acceleration.
top-replies Astera Labs
Discussion 15:40 ET Updated
Is AMD MI355X closing agentic-inference TCO vs GB300 — or only on some stacks?
SemiAnalysis says MI355X is quickly closing perf/TCO vs GB300 in agentic inference via SGLang/MoRI/UMBP; replies split on InferenceX $/M-token snapshots and software vs silicon.
top-replies AMD · NVIDIA · SemiAnalysis
News 15:40 ET
Nvidia commits $2B to Brookfield AI infrastructure fund
First Squawk/Bloomberg relays: Nvidia commits $2 billion to a Brookfield AI fund, extending the prior BAIIF / Radiant infra partnership.
secondhand Bloomberg (via First Squawk / MarketScreener) · NVIDIA · Brookfield
News 15:40 ET
Huang: Nvidia will sell ~2x as many chips next year
CNBC: Jensen Huang said Nvidia expects to sell twice as many chips next year as this year; comes after ~70% FY28 growth / ~$673B outlook.
reported CNBC · NVIDIA · OpenAI · Anthropic
Brief 09:00 ET
Premarket Sep 17: futures bounce; oil <$100; Fed digest
Futures rebound after Fed selloff; WTI under $100; 10y eases under 5%. Generac–Amazon power; Gerstner offtake; OpenRouter share flip.
premarket
News 07:30 ET Updated
SemiAnalysis — 300+ DC moratoriums map to 1.5GW slip, not buildout death
SemiAnalysis maps 300+ U.S. datacenter moratoriums: 20GW inside restricted local boundaries, 1,525MW actually slips, 2.3GW nationwide including New York.
reported SemiAnalysis · SemiAnalysis
Discussion 07:28 ET
Does CPO kill M8/M9 CCL upgrades — or is that scale-out/scale-up confusion?
Market rumor: CPO cuts ultralow-loss CCL demand. Jeff Pu says upgrade stays — CPO not on compute board soon; NVSwitch still needs high-spec PTFE CCL.
top-replies NVIDIA
Discussion 07:25 ET
Did OpenAI flip OpenRouter share vs Anthropic from 20/80 to 50/50?
Baker cites OpenRouter: OpenAI 20%→50% vs Anthropic since June. Talia notes token vs revenue share diverging; Baker agrees OpenAI is discounting.
top-replies OpenAI · Anthropic · OpenRouter
News 07:24 ET
Rhodium — China AI models ~10% of OpenAI+Anthropic ARR
Rhodium via CNBC: all Chinese AI models combined ~10% of OpenAI+Anthropic ARR; cites DeepSeek $0.5B to ByteDance $4B vs OpenAI $40B / Anthropic $65B.
reported CNBC · OpenAI · Anthropic · DeepSeek
News 07:22 ET
U.S. chip fabs short up to 157k workers by 2030 — McKinsey/SEMI
CNBC: McKinsey/SEMI Foundation see up to 157,000 U.S. semiconductor worker shortfall by 2030; Samsung Austin EVP flags pipeline; Asia hiring still leads.
reported CNBC · Samsung · TSMC · Micron
News 07:20 ET
Generac–Amazon DC backup power — $2.4B initial, $8B vest path
Generac filing: long-term Amazon data-center generator supply with ~$2.4B initial deliveries in 2027–28; Amazon warrants vest toward $8B payments.
reported CNBC · Generac · Amazon · AWS
Long-form 05:20 ET
Latent Space — AIUC: trust/liability as the agent adoption bind
Rune Kvist (ex-Anthropic) on $40M Series A: AIUC-1 quarterly agent standard, Lloyd's-backed policies, Waymo/Air Canada liability — eval+insurance stack.
transcript Latent Space · AIUC · Anthropic · Cursor
Long-form 05:15 ET
All-In — Gerstner: no AI bubble; semis = ~70% of Nasdaq return
Altimeter's Brad Gerstner on All-In: earnings-driven tape, offtake must fund Mag5 capex, Dylan 43GW too hot (~25GW), lab RR as takeoff switch. [asr]
asr All-In Podcast · NVIDIA · Anthropic · OpenAI
Wed, 16 Sept 2026
Brief 16:45 ET
Postmarket Sep 16: Fed hike; Dow −1.2%; chips hold
Unanimous 25bp hike; Warsh hawkish. S&P −0.45% / Dow −1.21% / SOX +0.63%. Oil off highs; Amazon–Generac DC power; Apollo CDS caution.
postmarket
Brief 09:00 ET
Premarket Sep 16: Fed day, 10y ~5%, Hynix–Intel
Futures modestly higher into Fed; 10y eased under 5%; oil still three-digit. Hynix–Intel memory talks; pacing reframed as more compute.
premarket
Discussion 07:22 ET
Is the Hynix–Intel story really a hyperscaler memory JV — or just talks?
jukan05 says the load-bearing angle is a possible Hynix–Intel JV with hyperscalers hungry for memory; replies stress prior denials, cycle cost, and that talks ≠ wafers this quarter.
top-replies SK Hynix · Intel
Discussion 07:12 ET Updated
Does "pacing" mean more alignment compute and lower lab margins — not less spend?
Gavin Baker argues Anthropic/OpenAI "pacing" is more compute on alignment, monitoring, and evals at the cost of slightly lower margins — not a capex cut. Roon frames pacing as asymmetric margin compression; xEBITDA argues safety spend can raise total semiconductor demand.
top-replies Anthropic · OpenAI
Long-form 05:20 ET
SemiAnalysis Ep.031 — pacing may eat more compute, not less
Emergency ep on Amodei pacing: OpenAI CoT monitoring ~20% of rollup compute; safety spend likely raises, not cuts, infra demand; HF as shot across bow. [asr]
asr SemiAnalysis Weekly · Anthropic · OpenAI · Hugging Face
Long-form 05:15 ET
All-In — Satya: pace with common sense; MSFT builds, leases, rents
Nadella on All-In: broad diffusion over mystical slowdown; ~30m enterprise Copilot users of ~250–300m TAM; kit ~60% of cost; Quincy DC ~400–500 MW. [asr]
asr All-In Podcast · Microsoft · OpenAI · Anthropic
Tue, 15 Sept 2026
Brief 16:35 ET
Postmarket Sep 15: rates/oil dominate; chips bounce into Fed
S&P −0.45% as 10y tagged ~5.04%; SOX bounced while indexes fell. Ramp Astra 13% vs Fable 8%; AWS Bahrain unrestorable; Kyber slip to 2028.
postmarket
News 15:40 ET
AWS: Bahrain region unrestorable; one UAE AZ data unrecoverable
CNBC: six months after Iran-war drone damage, AWS says it cannot restore Bahrain-hosted resources/data; one UAE availability zone also unrecoverable, with two other UAE zones still being worked.
reported CNBC · Amazon · AWS · OpenAI
News 15:35 ET
GS expert call (via X): Kyber NVL144 / Rubin Ultra racks pushed to 2028
Paradis relays a Goldman Sachs Nvidia 800VDC expert call: Kyber NVL144 systems for Rubin Ultra slipped to 2028 (>12 months past a 2027 target); 2030 US 800VDC share cut to 21% from 25%.
secondhand Goldman Sachs (via @ParadisLabs) · NVIDIA · Goldman Sachs
Discussion 15:30 ET
Did Anthropic's pacing call already cost frontier enterprise spend share?
Ramp's Ara Kharazian says Astra takes 13% of enterprise AI spend vs Fable at 8%; he frames Anthropic's pace-the-frontier call as already losing adoption. Replies split on whether Ramp is the right sample.
top-replies OpenAI · Anthropic · Ramp
Brief 09:00 ET
Premarket Sep 15: oil, 5% 10y, Fed
Futures ~flat into Fed; 10y tagged ~5.02% and oil stayed three-digit. Tan reaffirms Broadcom AI path; Anthropic GW financeability still open.
premarket
Long-form 07:30 ET
Elon Musk & Gwynne Shotwell — AI Peer Review, Starship, Terafab, SpaceX/Tesla Merger (All-In)
SpaceX President Gwynne Shotwell says SpaceX is as much an AI business as a space business by revenue, with compute rental 'a heck of a business' and Starlink at ~1.5–2% penetration; Elon Musk joins from Memphis to push cross-lab model peer review, handicap Starship ship-catch at ~50–60%, frame Terafab as build-or-fail-to-scale, and non-deny a Tesla–SpaceX combination.
asr All-In Podcast · SpaceX · Tesla · xAI
Long-form 07:30 ET
All-In — Jensen: doomer math fails; open models carry apps
Huang on All-In: extinction %s unscientific; ~$400bn AI VC ~80% open-model; NVIDIA goes "as deep as needed." Trump brands DC opposition a hoax. [asr]
asr All-In Podcast · NVIDIA · Anthropic · OpenAI
Discussion 07:30 ET
If GPT-6 Astra is looped depth, does that bend HBM vs FLOP intensity?
SemiAnalysis posts that GPT-6 Astra is "basically confirmed" to use loop transformers — deeper passes over layers without growing parameter count. Visible replies split on whether that is HBM-sparing or sequential-compute-heavy. Video body unread; root text truncates mid-quote.
top-replies OpenAI · SemiAnalysis
News 07:25 ET
Wells — active data-center moratoriums up 175% over three months
Carl Quintanilla quotes Wells saying active data-center moratoriums rose 175% nationally over the last three months, with momentum expected to continue amid frontier-lab security concerns. Primary Wells note not opened.
secondhand Wells (via @carlquintanilla) · Wells
News 07:22 ET
Korean media — Samsung may use TSMC as well as its own foundry for HBM base dies
jukan05 relays Korean media that Samsung is collaborating not only with Samsung Foundry but also with TSMC on custom HBM base dies depending on customer requirements. Primary article not opened; root post truncated.
secondhand Korean media (via @jukan05) · Samsung · TSMC
News 07:20 ET
Korean media — Samsung Taylor fab running early, utilization near 30%
jukan05 relays Korean media that Samsung Foundry's Texas Taylor fab started earlier than a planned November start, with utilization crossing ~20% last month and approaching ~30% this month. Primary outlet not opened this pass.
secondhand Korean media (via @jukan05) · Samsung
News 07:15 ET
Tan: Broadcom FY27/FY28 AI semi targets unchanged
On CNBC Mad Money, Hock Tan said Anthropic pacing chatter has not changed Broadcom's $115bn FY27 / $230bn FY28 AI semi forecasts; demand "very durable."
reported CNBC · Broadcom · Anthropic · OpenAI
Discussion 05:00 ET
Is Samsung Taylor's early ramp a real AI foundry recovery — or pilot optics?
jukan05 relays Korean media that Taylor utilization hit ~30% (from ~20% last month), pulled forward vs a November plan on Tesla AI5 demand, with some expecting full utilization by year-end. Aju Press same week frames pilot lines and mass production early next year — a utilization-vs-pilot split.
top-replies Samsung · Tesla · TSMC
Discussion 04:02 ET
Does Samsung dual-sourcing HBM base dies with TSMC ease the HBM bind — or just meet customers?
jukan05 and ZDNet Korea report Samsung will use both Samsung Foundry and TSMC for custom HBM base dies by customer request, with Memory Division owning design when TSMC fabs the die. Replies frame it as avoiding turnkey isolation; wafer-capex allocation to TSMC remains the open bind.
top-replies Samsung · TSMC · NVIDIA
Discussion 03:54 ET
Do Broadcom's FY27/FY28 AI revenue targets rebut Monday's "cycle end" tape?
After Monday's chip de-rating, JP Insights weighs Hock Tan's reaffirmed ~$115B FY27 / ~$230B FY28 AI semiconductor outlook — and Anthropic as largest custom silicon customer in 2027 — against weekly end-of-cycle takes. Visible replies favor operator numbers; demand vs delivery remains open.
top-replies Broadcom · Anthropic · OpenAI
Mon, 14 Sept 2026
Long-form 20:50 ET
Jensen Huang — Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion (All-In)
NVIDIA CEO Jensen Huang tells the All-In hosts that agentic workloads drove a ~10,000x compute step in two years, that a higher-capex Vera Rubin factory can still deliver the lowest token cost via ~10x throughput, and that Physical AI is already a near-$10bn NVIDIA line while open-weight agents redefine the desktop OS — with China licenses restarting and consensus growth paths rejected as undersized.
asr All-In Podcast · NVIDIA · Groq · Anthropic
Long-form 20:30 ET
Gavin Baker — Why AI Demand Is Outrunning Compute Supply (a16z Show)
Atreides CIO Gavin Baker tells David George that AI fundamentals accelerated through July–August while related equities drew down; argues sub-one-year compute paybacks and thin heavy-user penetration make undersupply through 2028 the base case, with NVIDIA’s financeable stack and hybrid open-source routers as the durable structure.
asr The a16z Show · NVIDIA · OpenAI · Anthropic
Discussion 18:48 ET
Can Anthropic finance a 1/5/10 GW Broadcom TPU path — and top Google as XPU customer?
Tanay Jaipuria relays Anthropic's Broadcom TPU roadmap — 1 GW Ironwood in 2026, 5 GW TPU v8i in 2027, line of sight to 10 more GW in 2028 — with Anthropic as Broadcom's largest XPU customer next year. Thin replies challenge cash generation and call the Google overtake "wild."
top-replies Anthropic · Broadcom · Google
Discussion 18:33 ET
Is a ~90% hike probability the right Wednesday call — or is the room still 50/50?
Eric Balchunas flags a 90% vs 38% juxtaposition on rate-hike odds into the Fed meeting. Replies split between trusting economist/market hike pricing after a hot inflation print and a personal 50/50 that Wednesday can still go either way.
top-replies Federal Reserve · CME
Long-form 17:29 ET
TBPN: The AI Slowdown Debate
Metadata-only: TBPN's Sep 14 episode (full + Diet cut) titled The AI Slowdown Debate, with guests including Nico Wittenborn, Scott Keogh, Mitchell Green, David Rosenthal, Ben Gilbert, and Faraj Aalaei.
metadata-only TBPN
Discussion 17:12 ET
Why do three US labs take ~70% of OpenRouter spend but only ~27% of tokens?
OpenRouter's Peter Walker shows three major American labs attracting about 70% of spend while accounting for only 27% of tokens. Thin reply chain; the chart is the claim. Google's weight depends on whether the metric is spend or tokens.
top-replies OpenRouter · OpenAI · Anthropic
Brief 16:30 ET
Postmarket Sep 14: slowdown selloff concentrates in chips and power — pacing is mix, not cliff
Session closed SPX −0.5% / Nasdaq −0.6% with positive breadth; damage in SOXX, chips, and AI-power. Baker reframes pacing as more alignment compute and lower lab margins; HBM 4-Hi stays contested sell-side vs SemiAnalysis.
postmarket
Long-form 13:00 ET
SemiAnalysis Weekly: why 4-Hi HBM may win on inference economics
Metadata-only capture of SemiAnalysis Weekly Ep. 030: Myron Xie and Jordan Nanos on Rubin Ultra shipping 192GB HBM versus a 1TB preview, supply-driven decontenting, and why less memory per chip can still be the right call.
metadata-only SemiAnalysis Weekly · NVIDIA · SemiAnalysis
Long-form 12:06 ET
Eisman Playbook: Big Short partners on rates, AI, gold
Metadata-only: Steve Eisman with Vincent Daniel and Porter Collins on bonds, Treasury buybacks, OpenAI risk, gold, shorting mechanics, and two live short ideas.
metadata-only The Real Eisman Playbook · OpenAI
Long-form 12:04 ET
Latent Space: Richard Socher on recursive self-improvement
Metadata-only: Latent Space interviews Richard Socher (Recursive / You.com) on recursive self-improvement as the next major AI step; show notes flag AI×finance conference promo.
metadata-only Latent Space · You.com · Recursive
Discussion 08:36 ET
Is datacenter HBM stuck above 4-Hi, or is shorter stack the inference optimum?
jukan05 cites TrendForce that 4-Hi HBM is not enough and doubts suppliers would make it anyway; Jeff Pu concurs that datacenter de-spec to 4-Hi is unlikely. SemiAnalysis the same day argues 4-Hi maximizes tokens per HBM wafer for inference — a live supply-vs-architecture split.
top-replies NVIDIA · TrendForce · SemiAnalysis
‹ All posts People ARCHIVE
Index

People

Everyone named in a document, by how often they appear. Tiering lives in state/people.json; this is only who the archive actually carries.

Named in the archive 86 people
8 docs
Jukan
Last seen Wed, 23 Sept 2026 · 07:28 ET
5 docs
Chamath Palihapitiya
Last seen Tue, 22 Sept 2026 · 05:30 ET
4 docs
Dario Amodei
Last seen Fri, 25 Sept 2026 · 15:05 ET
4 docs
David Friedberg
Last seen Wed, 16 Sept 2026 · 05:15 ET
4 docs
David Sacks
Last seen Wed, 16 Sept 2026 · 05:15 ET
4 docs
Jason Calacanis
Last seen Wed, 16 Sept 2026 · 05:15 ET
3 docs
Gavin Baker
Last seen Thu, 17 Sept 2026 · 07:25 ET
3 docs
Jensen Huang
Last seen Thu, 17 Sept 2026 · 15:40 ET
3 docs
Jordan Nanos
Last seen Thu, 24 Sept 2026 · 05:20 ET
3 docs
swyx
Last seen Wed, 23 Sept 2026 · 05:15 ET
2 docs
Alessio Fanelli
Last seen Wed, 23 Sept 2026 · 05:15 ET
2 docs
Ara Kharazian
Last seen Wed, 23 Sept 2026 · 15:30 ET
2 docs
Hock Tan
Last seen Tue, 15 Sept 2026 · 07:15 ET
2 docs
Jake Ayes
Last seen Wed, 23 Sept 2026 · 07:28 ET
2 docs
Jeff Pu
Last seen Thu, 17 Sept 2026 · 07:28 ET
2 docs
Peter Walker
Last seen Tue, 15 Sept 2026 · 15:30 ET
2 docs
SemiAnalysis
Last seen Tue, 22 Sept 2026 · 07:26 ET
2 docs
tae kim
Last seen Thu, 17 Sept 2026 · 07:25 ET
1 doc
Abhishek Sharma
Last seen Tue, 15 Sept 2026 · 03:54 ET
1 doc
Ali Ghodsi
Last seen Sat, 19 Sept 2026 · 05:20 ET
1 doc
Amanda Lynam
Last seen Thu, 24 Sept 2026 · 05:25 ET
1 doc
Barry Ritholtz
Last seen Sun, 20 Sept 2026 · 05:20 ET
1 doc
Ben Gilbert
Last seen Mon, 14 Sept 2026 · 17:29 ET
1 doc
Brad Gerstner
Last seen Thu, 17 Sept 2026 · 05:15 ET
1 doc
Carl Quintanilla
Last seen Tue, 15 Sept 2026 · 07:25 ET
1 doc
Chase Lochmiller
Last seen Fri, 18 Sept 2026 · 07:22 ET
1 doc
Dan Druckenmiller
Last seen Wed, 16 Sept 2026 · 07:12 ET
1 doc
Dan Gray
Last seen Mon, 14 Sept 2026 · 17:12 ET
1 doc
David George
Last seen Mon, 14 Sept 2026 · 20:30 ET
1 doc
David Rosenthal
Last seen Mon, 14 Sept 2026 · 17:29 ET
1 doc
Dean Curnutt
Last seen Thu, 24 Sept 2026 · 05:25 ET
1 doc
Dianne Penn
Last seen Tue, 22 Sept 2026 · 15:32 ET
1 doc
Diogo Almeida
Last seen Wed, 23 Sept 2026 · 05:15 ET
1 doc
Donald Trump
Last seen Tue, 15 Sept 2026 · 07:30 ET
1 doc
Doug O'Laughlin
Last seen Wed, 16 Sept 2026 · 05:20 ET
1 doc
Dwarkesh Patel
Last seen Fri, 18 Sept 2026 · 05:20 ET
1 doc
Dylan Patel
Last seen Fri, 25 Sept 2026 · 15:05 ET
1 doc
Elon Musk
Last seen Tue, 15 Sept 2026 · 07:30 ET
1 doc
Eric Balchunas
Last seen Mon, 14 Sept 2026 · 18:33 ET
1 doc
Ethan Kho
Last seen Mon, 21 Sept 2026 · 05:25 ET
1 doc
Feng Zhang
Last seen Wed, 23 Sept 2026 · 15:30 ET
1 doc
Gabe Stengel
Last seen Tue, 22 Sept 2026 · 05:40 ET
1 doc
Glen Kacher
Last seen Sun, 20 Sept 2026 · 05:20 ET
1 doc
Gwynne Shotwell
Last seen Tue, 15 Sept 2026 · 07:30 ET
1 doc
Jack Forehand
Last seen Mon, 21 Sept 2026 · 05:30 ET
1 doc
Jason Hsu
Last seen Mon, 21 Sept 2026 · 05:30 ET
1 doc
Joey Brookhart
Last seen Wed, 16 Sept 2026 · 05:20 ET
1 doc
John Coogan
Last seen Mon, 14 Sept 2026 · 17:29 ET
1 doc
Jon Taylor
Last seen Thu, 17 Sept 2026 · 07:22 ET
1 doc
Jordi Hays
Last seen Mon, 14 Sept 2026 · 17:29 ET
1 doc
JP Insights
Last seen Tue, 15 Sept 2026 · 03:54 ET
1 doc
Justin Carbonneau
Last seen Mon, 21 Sept 2026 · 05:30 ET
1 doc
Kwak Noh-Jung
Last seen Thu, 17 Sept 2026 · 07:22 ET
1 doc
Liang Wenfeng
Last seen Thu, 24 Sept 2026 · 07:28 ET
1 doc
Lihong Wang
Last seen Mon, 21 Sept 2026 · 05:25 ET
1 doc
Logan Wright
Last seen Thu, 17 Sept 2026 · 07:24 ET
1 doc
Martin Casado
Last seen Sat, 19 Sept 2026 · 05:20 ET
1 doc
Max Kan
Last seen Wed, 16 Sept 2026 · 05:20 ET
1 doc
Michael Crow
Last seen Thu, 17 Sept 2026 · 07:22 ET
1 doc
Myron Xie
Last seen Mon, 14 Sept 2026 · 13:00 ET
1 doc
Naveen Rao
Last seen Tue, 22 Sept 2026 · 05:30 ET
1 doc
Nick Dorsey
Last seen Thu, 17 Sept 2026 · 15:40 ET
1 doc
Noam Brown
Last seen Fri, 18 Sept 2026 · 05:20 ET
1 doc
Patrick O'Shaughnessy
Last seen Tue, 22 Sept 2026 · 05:40 ET
1 doc
Patrick Wendell
Last seen Thu, 17 Sept 2026 · 07:25 ET
1 doc
Pete Hegseth
Last seen Fri, 25 Sept 2026 · 15:05 ET
1 doc
Porter Collins
Last seen Mon, 14 Sept 2026 · 12:06 ET
1 doc
Pratt Bhatt
Last seen Thu, 24 Sept 2026 · 05:20 ET
1 doc
Ramez Naam
Last seen Thu, 17 Sept 2026 · 07:25 ET
1 doc
Richard Socher
Last seen Mon, 14 Sept 2026 · 12:04 ET
1 doc
roon
Last seen Wed, 16 Sept 2026 · 07:12 ET
1 doc
Rune Kvist
Last seen Thu, 17 Sept 2026 · 05:20 ET
1 doc
Sachin Katti
Last seen Wed, 16 Sept 2026 · 07:12 ET
1 doc
Sam Harshe
Last seen Thu, 24 Sept 2026 · 05:20 ET
1 doc
Sarah Friar
Last seen Wed, 16 Sept 2026 · 07:12 ET
1 doc
Sarah Guo
Last seen Sat, 19 Sept 2026 · 05:20 ET
1 doc
Sarah Wang
Last seen Sat, 19 Sept 2026 · 05:20 ET
1 doc
Satya Nadella
Last seen Wed, 16 Sept 2026 · 05:15 ET
1 doc
Stefano Ermon
Last seen Sat, 19 Sept 2026 · 05:20 ET
1 doc
Steve Eisman
Last seen Mon, 14 Sept 2026 · 12:06 ET
1 doc
Talia Goldberg
Last seen Thu, 17 Sept 2026 · 07:25 ET
1 doc
Tanay Jaipuria
Last seen Mon, 14 Sept 2026 · 18:48 ET
1 doc
Tiago Marques
Last seen Mon, 14 Sept 2026 · 08:36 ET
1 doc
Tom Leighton
Last seen Fri, 25 Sept 2026 · 07:16 ET
1 doc
Vibhu
Last seen Thu, 17 Sept 2026 · 05:20 ET
1 doc
Vincent Daniel
Last seen Mon, 14 Sept 2026 · 12:06 ET