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14.04.26 - 18:12
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Why Google’s TPU Talks Just Made Marvell Technology a Must-Buy AI Stock (24/7 Wall St.)
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The artificial intelligence boom keeps reshaping semiconductors. Hyperscalers now spend billions of dollars on custom chips to slash costs and lift performance, and the custom ASIC market for AI data centers is projected to reach $118 billion by 2033 at a 27% compound annual growth rate. In this surge, Marvell Technology (NASDAQ:MRVL) is emerging as ... Why Google's TPU Talks Just Made Marvell Technology a Must-Buy AI Stock...
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14.04.26 - 16:03
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nEye.ai Secures $80 Million Series C to Scale Optical Circuit Switching for AI Infrastructure (Business Wire)
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Investment led by Sutter Hill Ventures enables next-generation optical interconnects for AI Data CentersSANTA CLARA, Calif.--(BUSINESS WIRE)--nEye.ai, a pioneer in integrated optical interconnects, today announced it has raised $80 million in Series C financing led by Sutter Hill Ventures with participation from existing investors including Alphabet's independent growth fund, CapitalG; Microsoft's Venture Fund, M12; and Socratic Partners, among others. This latest infusion of capital brings nEye's total funding to $152 million.
The funding will accelerate the development and high-volume manufacturing of nEye's proprietary Optical Circuit Switches (OCS). As AI gigawatt factories emerge as the standard for large-scale compute, the industry is shifting toward composable infrastructure. nEye's technology introduces compact, fast-switching optical layers that allow for the flexible pooling of CPU, GPU, and memory resources, ensuring data center architectures can evolve alongside rapidly advancing AI model...
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14.04.26 - 15:27
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Futures Rise, Nasdaq Up 10 Days In A Row, On Iran De-escalation Optimism (ZeroHedge)
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Futures Rise, Nasdaq Up 10 Days In A Row, On Iran De-escalation Optimism
US equity futures, and global stocks rise while oil slides on a Reuters report that negotiating teams from the US and Iran could return to Pakistan later this week to resume negotiations to end the war in the Gulf, days after the first peace talks ended without a breakthrough, with chatter from Pakistani media that Trump is said to be in attendance. As of 8:00am ET, S&P 500 futures are up 0.2% while Nasdaq 100 contracts add 0.4%, as the cash index braces for a 10th straight day of gains, its longest streak of gains since 2021, with all Mag 7 stocks higher in premarket trading (Alphabet +0.9%, Amazon +0.7%, Apple +0.2%, Nvidia +0.6%, Meta Platforms +1.2%, Microsoft +1.1%, Tesla +1.9%) as tech / semis outperform other sectors; Cyclicals ex-Energy are leading Defensives. The risk-on rally is poised to continue today with the dollar weaker for a 7th day in a row while Treasuries were little changed. Gold rose 0.7% towa...
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14.04.26 - 15:00
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AI companies make powerful tech – but they′re also savvy marketers (The Guardian)
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Anthropic's Claude Mythos AI is said to be frighteningly capable, but we shouldn't get carried away by the hypeHello, and welcome to TechScape. I'm your host, Blake Montgomery, the Guardian's US tech editor, writing to you from my happy village in Pokopia.Tech companies are cutting jobs and betting on AI. The payoff is far from guaranteed'There's a lot of desperation': skilled older workers turn to AI training to stay afloat'It has your name on it, but I don't think it's you': how AI is impersonating musicians on Spotify'It feels as if I've made a new best friend': my experiment with AI journalling'Irresponsible failure': Google, Meta, Snap and Microsoft slam EU over child sexual abuse law lapse'Abhorrent': the inside story of the Polymarket gamblers betting millions on warOpenAI CEO Sam Altman's home targeted with molotov cocktail Continue reading......
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14.04.26 - 15:00
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Fifteen bucks a signature: the crisis of money in US politics is growing | Katrina vanden Heuvel (The Guardian)
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The fight over California's billionaire tax is just the latest symptom of a crisis that has escalated since 2010There's money to be made in California this spring, no startup pitch or buzzy screenplay required. Instead, signatures are one of the state's most coveted commodities: campaigns are paying $15 apiece to those willing to collect them.Petition distributors can thank Sergey Brin for this pay bump. In an effort to kill California's proposed billionaire tax, the Google co-founder and other local tycoons are funding a political group that has hiked the going rate for signatures collected in support of countermeasures. In all, foes of the wealth tax are expected to spend $75m in their attempt to quash the proposal. Brin himself has donated $45m to the cause – a sum that suggests he just might be able to afford a higher tax bill. Continue reading......
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