XYZ-AMZN News & Signals

meme3h agomeme

US STOCKS REBOUNDED AS ANTHROPIC FILED FOR AN IPO, REVIVING ENTHUSIASM FOR THE AI TRADE AHEAD OF EARNINGS FROM ALPHABET, MICROSOFT AND AMAZON. THE S&P 500 ROSE 0.7%, THE NASDAQ 100 GAINED 1.1% AND A KEY SEMICONDUCTOR GAUGE JUMPED 2.8%, WITH INVESTORS FOCUSED ON AI SPENDING PLANS AND WHETHER INVESTMENTS CAN GENERATE SUFFICIENT RETURNS.(Historical earnings: For fiscal 2026 full year (period ended 2026-09-03), Micron reported basic EPS of 75.38, diluted EPS of 74.33, net income of USD 84.969 billion, and revenue of USD 133.188 billion. Consensus expectations: For the upcoming 2027Q1 event on 2026-12-15, consensus EPS is 37.93 with revenue estimated at USD 63.793 billion.)

72/100·B+Long+7

meme11h agomeme

ANTHROPIC:AMAZON TO PROVIDE UP TO $20B FINANCING PER APRIL PACT

72/100·B+Long

meme11h agomeme

*ANTHROPIC TO SPEND AT LEAST $110B WITH AMAZON THROUGH 2036

78/100·ALong

news11h agonews

Amazon Shares Rise 1.1% Premarket After Anthropic Files for IPO

72/100·B+Long

meme11h agomeme

Premarket movers: Mag 7 stocks are mostly higher: Meta Platforms (META) up +2.4% after announcing sale of up to $95 billion in common and preferred stock; Tesla (TSLA) gains 1.8% as Barclays upgrades to overweight from equal-weight, citing M&A opportunity with SpaceX; Alphabet (GOOGL) +0.5%, Amazon (AMZN) +0.2%, Microsoft (MSFT) +0.4%, Nvidia (NVDA) +0.4%, Apple (AAPL) -1.7%. US-listed shares of Brazilian companies, and those exposed to the country, slump after President Luiz Inácio Lula da Silva surprised the markets to come from behind to win a runoff election. Among movers: PagSeguro (PAGS) -32%, NU Holdings (NU) -25%, MercadoLibre (MELI) -14% ArriVent Biopharma (AVBP) is trading higher by 4.5% after early-stage data for the company’s ARR-217 product candidate was presented at ESMO, a key cancer conference. Booz Allen Hamilton Holding Corp. (BAH) rises 0.9% as it is being upgraded to buy from hold at TD Cowen, which writes that shares of the IT services company look attractively valued in the wake of long-term share-price weakness. Borr Drilling shares (BORR) drop 8.2% after the company said search and rescue operations are ongoing for five individuals who remain unaccounted for after its Prospector 5 drilling rig sank during jacking operations offshore Gabon on Oct. 24. Coinbase Global Inc. shares (COIN) are down 1.7% as Bernstein cut its price target on the exchange to $250 from $330 on lower expected crypto volumes. Equifax Inc. (EFX) falls 3.5% after it was cut to sector perform from outperform with RBC saying the the recent stock rally “off the lows has left risk/reward more balanced” given concerns on higher rates, regulatory overhand and consumer lending pressure. Fair Isaac Corp. (FICO) falls 9.2% after it was cut to equal-weight from overweight at Wells Fargo, citing its lower-than-expected 2027 pricing announcement. FirstEnergy Corp. shares (FE) rise 0.5% after BMO Capital Markets initiated coverage of the utilities company with a recommendation of outperform as it sees an attractive valuation. Lockheed Martin Corp. shares (LMT) are up 1.4% after Morgan Stanley upgraded the defense company to overweight from equal-weight, writing that a recent deal for F-35 fighter jets “takes significant risk out of the stock.” Moderna (MRNA) slumps 8.2%, set to extend their decline for a third session, after the drugmaker gave results from a trial of its experimental vaccine used in the treatment of pancreatic cancer. Nutanix Inc. shares (NTNX) are up 5.3% after Guggenheim Securities started coverage on the infrastructure software company with a buy rating and $100 price target, seeing an ability for it to take market share. Range Resources (RRC) rises 8.9% after EQT (EQT -8.1%) agreed to buy the energy firm in an all-stock transaction to create a combined natural gas company with a pro forma enterprise value over $50 billion. Spotify Technology SA shares (SPOT) are down 1.4% after Phillip Securities downgraded the audio-streaming company to accumulate from buy, a move that comes in the wake of its recent results. Xencor (XNCR) climbs 31% after the drug developer gave updated results from an early-stage trial of its experimental drug for kidney cancer that impressed Wall Street.

72/100·B+Long+27

news17h agonews

WuBlockchain Weekly Outlook: Cloud revenue is soaring. But AI infrastructure isn't free. Azure grew 43%, Google Cloud 82%, and AWS 37%. Microsoft, Alphabet and Amazon now face an earnings test as the Fed, ECB and BOJ decide rates. Strong growth alone may not protect tech valuations.(Historical earnings: For fiscal 2026Q2 (period ended 2026-06-30), Amazon reported basic EPS of 8.64, diluted EPS of 8.53, and net income of USD 135.281 billion. Consensus expectations: For the upcoming 2026Q3 event on 2026-10-29, consensus EPS is 1.9579 and consensus revenue is USD 202.203 billion.)

72/100·B+Long+4

meme23h agomeme

ASIAN STOCKS FELL 0.2% EARLY MONDAY AS INVESTORS BRACED FOR MEGACAP EARNINGS AND KEY CENTRAL BANK DECISIONS FOLLOWING A VOLATILE WEEK FOR THE AI TRADE. RESULTS FROM MICROSOFT, ALPHABET AND AMAZON WILL TEST INVESTOR CONFIDENCE, WHILE THE FEDERAL RESERVE AND BANK OF JAPAN ARE EXPECTED TO KEEP INTEREST RATES STEADY AMID PERSISTENT INFLATION AND ELEVATED BOND YIELDS.(Historical earnings: For fiscal 2026Q2 (period ended 2026-06-30), Amazon reported basic EPS of 8.64, diluted EPS of 8.53, and net income of USD 135.281 billion. Consensus expectations: For the upcoming 2026Q3 event on 2026-10-29, consensus EPS estimate is 1.9579 and revenue estimate is USD 202.203 billion.)

25/100·CNeutral+6

news10/25news

1. 周一：①数据：德国10月IFO商业景气指数；英国10月CBI零售销售差值；美国10月达拉斯联储商业活动指数；中国9月本年迄今全国发电装机容量、全国发电装机容量年率（待定）。②事件：中国共产党第二十届中央委员会第五次全体会议于10月26日至29日在北京召开；中国台湾证券交易所休市一日。新西兰证券交易所休市一日。③财报：港股-中兴通讯、药明康德、中信证券；美股-Verizon。
2. 周二：①数据：美国至10月10日当周ADP就业人数周度变动、9月耐用品订单月率、8月FHFA房价指数月率、8月S&P/CS20座大城市未季调房价指数年率、9月新屋销售总数年化、10月谘商会消费者信心指数、10月里奇蒙德联储制造业指数。②事件：9000亿元1年期中期借贷便利（MLF）到期；2026亚洲工业科技展览会10月27日至29日在深圳国际会展中心举行；以色列举行大选。③财报：港股-复星医药、康希诺生物；美股盘前-波音、可口可乐、联合包裹；美股盘后-SK海力士、Robinhood、恩智浦半导体。
3. 周三：①数据：美国至10月23日当周API原油库存、至10月23日当周EIA原油库存；澳大利亚9月未季调CPI年率；新西兰至10月28日联储利率决定；德国11月Gfk消费者信心指数；瑞士10月ZEW投资者信心指数；加拿大至10月28日央行利率决定。②事件：澳洲联储主席布洛克、副主席豪泽、助理主席亨特、琼斯、肯特出席参议院经济立法委员会视频会议；英国财政大臣约翰·希利在英国议会公布其上任后的首份年度预算案；加拿大央行行长麦克勒姆和高级副行长罗杰斯召开货币政策新闻发布会。③财报：港股-中国平安、中国石油股份；美股盘前-波士顿科学；美股盘后- Alphabet、微软。
4. 周四：①数据：美国至10月28日美联储利率决定；英国9月央行抵押贷款许可；欧元区10月工业景气指数；欧元区10月经济景气指数；美国至10月24日当周初请失业金人数、9月核心PCE物价指数、9月个人支出月率、第三季度实际GDP年化季率初值、第三季度实际个人消费支出季率初值、第三季度核心PCE物价指数年化季率初值；欧元区至10月29日欧洲央行存款机制利率、主要再融资利率；美国至10月23日当周EIA天然气库存。②事件：国内成品油将开启新一轮调价窗口；美联储主席沃什召开货币政策新闻发布会；欧洲央行行长拉加德召开货币政策新闻发布会；苹果公司“Pro and Tell”产品体验活动；2026腾讯全球数字生态大会举行；③财报：韩股-三星电子；港股-中国联通、比亚迪股份、中际旭创、兆易创新、澜起科技；美股盘前-默沙东、壳牌、礼来；美股盘后-亚马逊、英特尔、闪迪。
5. 周五：①数据：日本9月失业率；法国第三季度GDP年率初值；英国10月Nationwide房价指数月率；法国10月CPI月率初值；瑞士10月KOF经济领先指标；德国10月季调后失业人数、10月季调后失业率、第三季度未季调GDP年率初值；欧元区第三季度GDP年率初值、9月失业率；加拿大8月GDP月率；美国第三季度劳工成本指数季率；德国10月CPI月率初值；美国10月芝加哥PMI；日本至10月30日央行目标利率。②事件：美国国务卿鲁比奥主持召开20国集团（G20）外长会议，至10月31日；日本央行公布利率决议和经济前景展望报告，行长植田和男召开货币政策新闻发布会；③财报：港股-中国人寿、工商银行、中国南方航空股份、赛力斯等；日股-铠侠2026财年第二季度财报电话会。美股盘前-英国石油、埃克森美孚石油、雪佛龙。
6. 周六：①数据：美国至10月30日当周石油钻井总数；中国10月官方制造业PMI；②事件：2028年FOMC票委、圣路易联储主席穆萨莱姆发表讲话。
7. 周日：①事件：北美地区开始实行冬令时，美国和加拿大金融市场交易时间和经济数据公布时间将较夏令时延后一小时；七个欧佩克+产油国举行月度会议，制定12月产量政策。(Historical earnings: For fiscal 2026Q1 (period ended 2026-03-28), Intel reported basic and diluted EPS of -0.73 and net income of USD -3.728 billion, compared with basic and diluted EPS of -0.19 and net income of USD -0.821 billion in the year-earlier 2026Q1 period (ended 2025-03-29). For fiscal 2025FY (ended 2025-12-27), basic and diluted EPS were -0.06 and net income USD -0.267 billion, versus basic and diluted EPS of -4.38 and net income of USD -18.756 billion in fiscal 2024FY (ended 2024-12-28). Consensus expectations: Consensus for fiscal 2026Q3 (event date 2026-10-29) expects EPS of 0.3945 and revenue of USD 16.447 billion.)

10/100·CNeutral+18

news10/25news

Tony Xu of @DoorDash on getting rejected by investors, competing against rivals with thousands of times more capital, and how founders can tell conviction from delusion:

"I had over 100 rejections in a span of over 1,000 days where the company almost constantly ran out of money... I couldn't raise a dime, and we were running out of capital."

"Companies like Amazon or Uber were in the space who had way more capital than we had. Hundreds of times, maybe thousands of times of capital deployed versus the amount that we raised. So then the question becomes, well, how are you gonna win this cash-burning machine?"

"This is where you as the founder have to finely tune that line between delusion and knowing that you have something that others don't understand. What are the customers telling you?"

"We the founders did deliveries for almost virtually every day the first three years of the company's life... And so we had strong points of view on each side of our marketplace that could explain what was happening in the numbers."

"When you have one set of facts, which is your customers, you have another set of facts, what are called opinions and perceptions, you gotta trust the facts. That's ultimately what kept us going."

@t_xu w/ @speedrun GP @andrewchen

10/100·CNeutral+2

news10/25news

The Fed, Inflation, Verizon, Boeing, Alphabet, GE Vernova, Amazon, and Many More Stocks to Watch This Week -- Barrons.com

news10/25news

1. 周一：①数据：德国10月IFO商业景气指数；英国10月CBI零售销售差值；美国10月达拉斯联储商业活动指数；中国9月本年迄今全国发电装机容量、全国发电装机容量年率（待定）。②事件：中国共产党第二十届中央委员会第五次全体会议于10月26日至29日在北京召开。中国台湾证券交易所休市一日。新西兰证券交易所休市一日。③财报：港股-中兴通讯(00763.HK)、药明康德(02359.HK)、中信证券(06030.HK)；美股-Verizon(VZ.N)。
2. 周二：①数据：美国至10月10日当周ADP就业人数周度变动、9月耐用品订单月率、8月FHFA房价指数月率、8月S&P/CS20座大城市未季调房价指数年率、9月新屋销售总数年化、10月谘商会消费者信心指数、10月里奇蒙德联储制造业指数。②事件：9000亿元1年期中期借贷便利（MLF）到期。2026亚洲工业科技展览会10月27日至29日在深圳国际会展中心举行。以色列举行大选。③财报：港股-复星医药(02196.HK)、康希诺生物(06185.HK)；美股盘前-波音(BA.N)、可口可乐(KO.N)、联合包裹(UPS.N)；美股盘后-SK海力士(SKHY.O)、Robinhood(HOOD.O)、恩智浦半导体(NXPI.O)。
3. 周三：①数据：美国至10月23日当周API原油库存、至10月23日当周EIA原油库存；澳大利亚9月未季调CPI年率；新西兰至10月28日联储利率决定；德国11月Gfk消费者信心指数；瑞士10月ZEW投资者信心指数；加拿大至10月28日央行利率决定。②事件：澳洲联储主席布洛克、副主席豪泽、助理主席亨特、琼斯、肯特出席参议院经济立法委员会视频会议；英国财政大臣约翰·希利在英国议会公布其上任后的首份年度预算案；加拿大央行行长麦克勒姆和高级副行长罗杰斯召开货币政策新闻发布会。③财报：港股-中国平安(02318.HK)、中国石油股份(00857.HK)；美股盘前-波士顿科学(BSX.N)；美股盘后- Alphabet(GOOGL.O)、微软(MSFT.O)。
4. 周四：①数据：美国至10月28日美联储利率决定（上限）；英国9月央行抵押贷款许可；欧元区10月工业景气指数；欧元区10月经济景气指数；美国至10月24日当周初请失业金人数、9月核心PCE物价指数年率、9月个人支出月率、第三季度实际GDP年化季率初值、第三季度实际个人消费支出季率初值、第三季度核心PCE物价指数年化季率初值、9月核心PCE物价指数月率；欧元区至10月29日欧洲央行存款机制利率、主要再融资利率；美国至10月23日当周EIA天然气库存。②事件：国内成品油将开启新一轮调价窗口；美联储主席沃什召开货币政策新闻发布会[同传]；欧洲央行行长拉加德召开货币政策新闻发布会[同传]；苹果公司“Pro and Tell”产品体验活动；2026腾讯全球数字生态大会举行；③财报：韩股-三星电子；港股-中国联通(00762.HK)、比亚迪股份(01211.HK)、中际旭创(03308.HK)、兆易创新(03986.HK)、澜起科技(06809.HK)；美股盘前-默沙东(MRK.N)、壳牌(SHEL.N)、礼来(LLY.N)；美股盘后-亚马逊(AMZN.O)、英特尔(INTC.O)、闪迪(SNDK.O)。
5. 周五：①数据：日本9月失业率；法国第三季度GDP年率初值；英国10月Nationwide房价指数月率；法国10月CPI月率初值；瑞士10月KOF经济领先指标；德国10月季调后失业人数、10月季调后失业率、第三季度未季调GDP年率初值；欧元区第三季度GDP年率初值、9月失业率；加拿大8月GDP月率；美国第三季度劳工成本指数季率；德国10月CPI月率初值；美国10月芝加哥PMI；日本至10月30日央行目标利率。②事件：美国国务卿鲁比奥主持召开20国集团（G20）外长会议，至10月31日；日本央行公布利率决议和经济前景展望报告，行长植田和男召开货币政策新闻发布会；③财报：港股-中国人寿(02628.HK)、工商银行(01398.HK)、中国南方航空股份(01055.HK)、赛力斯(09927.HK)等；日股-铠侠2026财年第二季度财报电话会。美股盘前-英国石油(BP.N)、埃克森美孚石油(XOM.N)、雪佛龙(CVX.N)。
6. 周六：①数据：美国至10月30日当周石油钻井总数；中国10月官方制造业PMI；②事件：2028年FOMC票委、圣路易联储主席穆萨莱姆发表讲话。
7. 周日：①事件：北美地区开始实行冬令时，美国和加拿大金融市场交易时间和经济数据公布时间将较夏令时延后一小时。七个欧佩克+产油国举行月度会议，制定12月产量政策。(Historical earnings: For 2026Q2 (period ended 2026-06-30), reported basic EPS of 14.41, diluted EPS of 14.24, and net income of USD 174.771 billion. Consensus expectations: Consensus for 2026Q3 expects EPS of 3.0047 and revenue of USD 127.853 billion.)

10/100·CNeutral+30

meme10/25meme

Few things: - $SIVE is targeting T1 hyperscaler deployments for pluggables, CPO, NPO. Not quite sure what you mean by Tier 2. They have direct engagements with hyperscalers but currently are more upstream by qualifying with companies like Ayar, $JBL, $GFS, O-Net that eventually likely ends up -> $AMZN / $MSFT for example. On financing: - Colo players like $CIFR still need $1B+ of financing for their sites. - Neoclouds like $CRWV need billions of financing to buy GPUs. Higher rates + less support for financing makes it more challenging for these players. $SIVE already raised 700M SEK for their buildout and largely rely on external foundries, so they don't have financing constraints. There's pressure on players that need currently need financing for capex, but markets group up everyone in AI sector indiscriminately. The second nuance is whether or not this effects the end customers in terms of demand. I'd argue optical sector is insulated, even if overall AI capex from hyperscalers decreases, I see optical content still rising and aggregate demand rising. And this is especially the case with new incoming players going through their first qual cycles. Reply to @Robertff8n: @aleabitoreddit Could you kindly elaborate on Jensen’s comment that capital is scarce in relation to impact on $SIVE. It seems they are aiming for tier 2 hyperscaler deployments and not the $LITE etc lanes. Will capital scarcity impact players like $SIVE more so then?

20/100·CNeutral+9

meme10/24meme

So back on your Neoclouds like $NBIS + memory read through... From $AMZN CEO + A16z interview. Q: On memory shortages (eg. $MU / SK Hynix / Samsung): A: "There's only so much memory, and I don't think that that shortage ends in 2027." Q: On AWS capacity: A: "A good chunk of 28 is sold out", "largely sold out through 2027." Q: On capex ROI: A: Amazon had said it would spend about $220 billion in capex for 2026. But Jassy said the company "could invest a lot more and it wouldn't be a bad use of capital" This is probably validating economics of Neoclouds model since this comes from a pretty stingy hyperscaler like Amazon... that only serves free bananas to their employees. Unlike trusting $META / Zuck where you the guy throws all you can eat cruise ship type buffets at every employee. - AWS claims approximately 30-40% better price-performance than comparable AI accelerators. Then went on to say Annapurna was "one of the very best acquisitions we've done in Amazon and the history of the company, if not the best." "We spun out a separate team in Annapurna to build an AI accelerator" Just to give a bump to your AI custom silicon type private companies (since others like $AAPL were likely going on shopping sprees). TLDR: - Not really too much groundbreaking, just incremental validation of what was said previous earnings. - Broader shortages (like memory) won't end in 2027 - Always positive to hear from $AMZN on insatiable demand + ROI given atrocious Neocloud sentiment right now(Historical earnings: For fiscal 2026Q1 (period ended 2026-03-31), Amazon reported basic EPS of 2.82, diluted EPS of 2.78, and net income of USD 90.798 billion, versus basic EPS 1.62, diluted EPS 1.59, and net income USD 65.944 billion in the prior-year period (ended 2025-03-31). For full-year 2025 (ended 2025-12-31), basic EPS was 7.29, diluted EPS 7.17, and net income USD 77.670 billion, versus basic EPS 5.66, diluted EPS 5.53, and net income USD 59.248 billion in 2024. Consensus expectations: For the upcoming 2026Q3 event on 2026-10-29, consensus EPS is 1.9573 and consensus revenue is USD 202.162 billion.)

72/100·B+Long+14

meme10/24meme

@LordOfAlts OMC and two megacap earnings on the same day is wild. Reply to @LordOfAlts: 🚨 THE NEXT 10 DAYS COULD BE VERY VOLATILE FOR CRYPTO. The crypto market is fighting to hold key support. Other asset classes are under pressure, inflation remains high, and oil is trading above $100, yet crypto is still holding up. Now, look at what's coming: • Oct 27: Israel Election • Oct 28: FOMC Meeting • Oct 28: Google and Meta Earnings • Oct 29: Amazon and Apple Earnings • Nov 03: US Midterm Elections Any one of these events could move the market sharply in either direction. Key levels to watch: • Bitcoin: $80,000, then $76,000 • ETH: $2,350 • Altcoin Market Cap: $214 billion Bitcoin has already lost its 50-day moving average. If BTC breaks below $80,000, selling pressure could increase, potentially sending the price toward $76,000. Avoid using high leverage over the next 10 days. A single headline could change market direction in seconds. If you're a spot buyer, start identifying the altcoins you want to accumulate and keep some cash ready. Wait for potential panic-driven opportunities. This doesn't mean you should sell here. It means being prepared to buy more when others are fearful. Bitcoin's broader bull trend remains intact as long as it holds the weekly 50-day moving average, currently near $76,100.(Historical earnings: For 2026Q2 (period ended 2026-03-28), Apple reported basic EPS of 4.87, diluted EPS of 4.85, and net income of USD 71.675 billion. Prior-year 2025Q2 showed basic EPS of 4.06, diluted EPS of 4.05, and net income of USD 61.110 billion. For 2026Q1 (period ended 2025-12-27), basic EPS was 2.85, diluted EPS 2.84, and net income USD 42.097 billion, versus prior-year 2025Q1 basic EPS of 2.41, diluted EPS of 2.4, and net income of USD 36.330 billion. Consensus expectations: For 2026Q4 (event date 2026-11-02), consensus expects EPS of 1.9782 and revenue of USD 113.357 billion.)

25/100·CNeutral+10

news10/24news

【金十数据整理：每日科技要闻速递（10月24日）】
人工智能：
1. 亚马逊CEO：公司云服务容量已售罄至2027年。
2. 英国将斥资6亿英镑布局AI安全，防范新兴生物威胁。
3. 月之暗面发布Kimi K3.1 Pro及K3.1 Pro Highspeed。
4. OpenAI宣布最先进AI模型训练期间禁止直接访问互联网。
5. 字节火山引擎发布Seedance 2.5 4K模型，面向影视级画面生成。
6. OpenAI联合研究机构部署数千个AI智能体：32分钟分析数百万个小鼠脑细胞，相当于人类数月时间。
集成电路（芯片）：
1. 长鑫科技：对全球和中国DRAM产业中长期前景保持坚定信心。
2. 消息称三星电子为美国泰勒首座晶圆厂追加设备采购，目标2027H2达产。
3. 日本半导体设备协会（SEAJ）：日本9月芯片制造设备订单额同比增长48.2%。
4. 国家信息化“十五五”规划：精做细芯片成熟制程，提高先进制程制造能力。研制高性能人工智能芯片和高可用基础软件栈。
其他：
1. 苹果总市值再次超越英伟达。
2. 机构：第三季度全球PC出货量同比下降21%。
3. 美国养老金巨头减少对大型美国科技公司的投资。
4. 美媒：SpaceX与特斯拉的合并或面临反垄断审查。
5. 美航天局加快推进月球基地建设，计划2028年实现载人登月。
6. 我国成功发射遥感五十三号07-09星、遥感五十六号19-21星。
7. 消息称三星电子计划借印度手机制造补贴政策扩大出口，考虑追加投资。
8. 我国成功发射遥感五十号03星，主要用于国土普查、农作物估产和防灾减灾等。
9. 美媒：乌克兰寻求摆脱对星链依赖，与诺基亚、卫星制造商ICEYE签署合作意向书。
10. 阿里Qoder官宣支持Linux ARM64与龙芯平台，适配统信UOS、银河麒麟操作系统。
11. 国务院办公厅印发《关于适应人工智能技术发展助力构建就业友好型发展方式的意见》。
12. 消息称苹果正在推进大折叠iPad平板，整体设计有望参考华为MateBook Fold非凡大师。

72/100·B+Long+17

news10/23news

Amazon cloud capacity sold out through 2027, CEO Jassy says

72/100·B+Long

meme10/23meme

Data Center Alley Goes Dark: Amazon Abandons Data Centers In Loudoun County https://www.zerohedge.com/technology/data-center-alley-goes-dark-amazon-abandons-data-centers-loudoun-county

72/100·B+Short

meme10/23meme

Today was a big day for financial markets, here are the 8 headlines you need to know ↓ 1. The McRib is coming back soon (iykyk). 2. The Fed purchased $3.653 billion in short term Treasury bills today. 3. Brent crude oil soars above $116/barrel for the first time since May. 4. A tanker carrying 40,000 tons of Russian diesel is reportedly en route to New York ⁠following agreement with President Trump. 5. Apple overtakes Nvidia to become the world’s most valuable company. 6. Amazon has scrapped plans to build data centers in Northern Virginia after widespread opposition from residents. 7. Elon Musk says Tesla will increase the production of Megapacks "as much as possible" due to the extreme demand from data centers. 8. OpenAI is reportedly closing in on a $30 billion funding round at a $1.25 trillion valuation. If you enjoyed this post, you’ll love following @CoinbasePredict. Retweeted by @CoinbaseMarkets from @CoinbasePredict

72/100·B+Long+9

meme10/23meme

Amazon’s Trainium Takes a Strike at the Training King Trainium Best for Inference? But now good for Training too, Native Trainium PyTorch, High Quality CI, TorchTitan, GPU Impossible Profiler https://newsletter.semianalysis.com/p/amazons-trainium-takes-a-strike-at

72/100·B+Short+2

meme10/23meme

AI demand is a barbell, with the labs on one end and enterprise cost-cutting on the other. Amazon CEO Andy Jassy says the biggest market sits in the middle, and inference is still "an order of magnitude too expensive" to reach it. "On one end of the barbell are the AI labs who are consuming gobs and gobs of compute, unlike anything I've seen. And then a few runaway apps, ChatGPT, Claude Code, things like that." "On the other end of the barbell are enterprises who are largely using AI for cost avoidance and productivity, so automating customer service or fraud or business process automation." "In the middle of the barbell are the current production workloads of enterprises, many of which are using AWS and using inference today, but I would say the overwhelming majority of which still aren't in any pervasive way." "And that I think is gonna be the largest absolute segment of AI usage." "The cost of inference has come down quite a bit in the last few years, but it's still an order of magnitude too expensive, in my opinion, for it to be used as pervasively as possible." "If you're asking enterprises to rewrite their applications that use CPU today with AI accelerators... the amount of incremental benefit they have to get is a much higher bar to want to rewrite those apps. But if you can take the cost of inference down, that bar is much lower, and all applications are gonna be better and smarter and more capable." @ajassy Quoted @a16z: Five years into his run as CEO, Andy Jassy has nearly tripled the size of AWS, grown Amazon's revenue by about 80%, and expects to spend $220 billion this year to win AI. Amazon's AI business hit a $25 billion run rate in three years, growing several hundred times faster than early AWS. Jassy joins a16z's Ben Horowitz and Erik Torenberg to discuss the decisions behind that run, from rebuilding Amazon's fulfillment network after the pandemic to the AWS origin story. They also cover why data centers became a political fight, Amazon's custom chips, its stakes in Anthropic and OpenAI, why inference needs to get 10x cheaper, AI's most underrated risk, and why every company will have to reinvent its products from scratch, plus Jassy's advice for anyone who's 18 today. 0:47 How Amazon has changed since 2021 1:51 How the pandemic reshaped retail 3:30 Why AI supercharged AWS's growth 5:20 When leadership principles clash 9:36 $60M vs. $25B: early AWS vs. early AI 13:20 How the AI CapEx cash cycle works 15:44 Why the US must build data centers 20:55 The labs-to-enterprise AI barbell 23:12 Demand vs. longtime AWS customers 28:11 Annapurna, Graviton, and Trainium 33:55 Backing Anthropic and OpenAI 37:15 Why AI means smaller teams 42:13 AI's underrated risk: security 46:29 Why Amazon rewired Alexa's brain 53:07 What Jassy tells his kids about AI 56:36 Betting on AI, robotics, and space YouTube: https://t.co/zE8sSmmO6N @ajassy @Amazon @bhorowitz @eriktorenberg

72/100·B+Long+7