“AMD and Anthropic are partnering to deploy up to two gigawatts of AMD instinct MI450s. Size gong. Size-going, $5 billion deal, and a whole bunch of collaboration across compute and the software stack.”
AMD just secured a massive 5 billion dollar deal with Anthropic to deploy two gigawatts of chips and use AI models to break its software bottleneck.
“consumers' word of mouth matters and as many people are now trying Teslas, it's going to become almost insurmountable for many of the car companies to compete with just how good a Tesla is. All things”
Buyers are ditching legacy brands to purchase Teslas purely for the self-driving tech, with over 55% of new North American deliveries now including FSD.
“I think every passing year, all these manufacturers are just in more trouble. Maybe, yeah. Yeah, I think they get in their own way, right? So I think a company will build a technology that they could ”
After blowing over $10 billion on failed internal self-driving projects, legacy automakers are surrendering and buying Mobileye's off-the-shelf systems.
“Only 15% of every single tenant data center today in the United States is being utilized. Net flops utilization is less than 20% in the United States... That 85%, that's a national security crisis. Be”
Data centers currently waste 85% of their computing power, triggering a freeze in new chip orders as companies scramble to optimize existing hardware.
“search usage hit an all-time high during the World Cup this year... Ads in AI overviews, monetize in parity with those in legacy search, and Google's search revenue increased by 19% in Q1 and 17% in Q”
Google shatters fears of AI cannibalization as search usage hits all-time highs and AI overviews monetize at parity to drive 17% revenue growth in Q2.