Microsoft's core Office 365 business is under threat from AI-native productivity tools like ChatGPT and Anthropic's Co-Work.

Nvidia is expected to grow its revenue by over 70% this year.

Meta's recently completed large pre-trained model, Avocado, is rumored to be inferior to competing open-source models from China.

Doug O'Loughlin asserts that Google's TurboQuant algorithm is not a significant breakthrough and would not have been published if it were scalable and effective.

No significant new supply of memory chips is expected to come online until the second half of 2027 due to long lead times for building new fabrication plants.

SK Hynix is reportedly considering listing an American Depositary Receipt (ADR), which could divert investor demand from Micron Technology.

Doug O'Loughlin believes that even if KV Cache compression techniques reduce memory usage, users will simply increase their context length, negating any reduction in overall memory demand.