Keep pulling the thread on Summer Travel.
Mandeep Singh predicts that Micron Technology will post over 200% growth in 2026.
SpaceX has a vision to build orbital data centers to meet the massive compute requirements of artificial intelligence.
A key technological challenge for SpaceX is to develop the capability to send 100-ton payloads to space in a reusable manner.
Anthropic's revenue has grown 5x year-to-date from its level in December.
Mandeep Singh claims Anthropic is a $47 billion revenue run rate business.
The AI model from Anthropic known as Mythos/Fable has capabilities that could be used for malicious purposes such as cyberattacks.
The U.S. Department of Justice has closed its antitrust investigation into the proposed acquisition of Warner Brothers Discovery by Paramount Skydance.
The acquisition of Warner Brothers Discovery by Paramount Skydance requires regulatory approval from the UK and Europe before it can close.
The California Attorney General, along with approximately 9 or 10 other states, is independently investigating the Paramount Skydance and Warner Brothers Discovery merger.
Micron Technology is scheduled to report its second-quarter financial results in the upcoming week.
Demand for memory has inflected, driven first by High Bandwidth Memory (HBM) for accelerator chips and now by DRAM and NAND.
The use of large language models for inferencing in applications like coding agents has significantly increased demand for all types of memory.