$AMD to deploy 200MW of its Helios rack-scale AI architecture in India Tata Consultancy Services, through its subsidiary HyperVault AI Data Center, and $AMD will co-develop a rack-scale design based on the Helios platform to support India’s national AI initiatives
Elon Musk is calling for 100 GW of domestic solar manufacturing $MWH is one of the largest solar constructors in the US and just went public, now trading at a $6.5B market cap Snapshot from 2025 - Revenue growth: up 21% YoY - Net profit: $100M, up 60% YoY - Cash: $243M - Debt: $30M
Copper could enter a supercycle The time from discovery to production has increased from 12 years to 18 years over the past 20 years All while demand is skyrocketing due to AI
$AMD hits record CPU market share, according to Mercury Research - Desktop unit share: 36.4% - Server unit share: 28.8% - Mobile unit share: 26.0% - Desktop revenue share: 42.6% - Server revenue share: 41.3% Q4 was the strongest quarter in the company’s history for CPUs
$ANET says $AMD is taking market share from $NVDA “A year ago, deployments were almost entirely $NVDA, around 99%. Today, about 20% to 25% of our deployments use $AMD.”
$HOOD, $SOFI, $COIN and $GLXY trade very similarly Crypto proxies after all $GLXY jumped after 800MW approval. Except for that, chart is almost the same as $HOOD $COIN has the highest exposure, naturally got hit the most
Pretty good report by $NBIS Love the focus on vertical integration Where $NBIS shines compared to miners is that if one day energy becomes abundant, they still have the chance to become the AWS of AI While miners’ business model of capitalizing on access to energy would die
$NBIS plans to invest CapEx in the range of $16B to $20B in 2026 “We already have about 60% of the capital needed for this range from our balance sheet, existing operations, and commitments.” I think they should seek debt financing anyway, to improve the IRR profile anyway