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13.07.26 - 03:48
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Hedge Fund CIO: "We Haven′t Yet Diffused AI Across The Economy To The Degree That It Can Be Useful" (ZeroHedge)
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Hedge Fund CIO: "We Haven't Yet Diffused AI Across The Economy To The Degree That It Can Be Useful"
By Eric Peters, CIO of One River Asset Management
“President Putin said, 'I would love to meet Zelensky in Moscow.' And I said, 'I don't think...you know, I have to put myself in his position. I don't know that he'd go to Moscow,” said Trump, seated next to Zelensky in the Oval Office, the two of them discussing Russia's war on Ukraine. “Maybe he would. Would you go to Moscow?” Trump asked Zelensky, putting him on the spot, cameras snapping away. “It's difficult. There are a lot of Ukrainian drones there,” answered Zelensky, unable to suppress a smile. “That's right,” said Trump. “It's dangerous,” laughed Zelensky.
Human beings really are the best. We can adapt to the sickest crap. And if we really can't stop ourselves from killing one another, may as well start joking about it. Iran's Larijani joked that the IRGC could take Trump out with a micro-drone...
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13.07.26 - 02:00
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Arm CEO: AI agents to drive CPU demand as infrastructure shifts beyond GPUs (Digitimes)
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GPUs have dominated AI infrastructure discussions over the past two years, powering everything from large language model (LLM) training and inference clusters to high-bandwidth memory (HBM), advanced packaging, and liquid-cooled server racks. As the industry races to expand computing capacity, GPUs have largely defined the conversation. That dynamic, however, may be beginning to change as CPUs diverge from the rims of AI narration, and increasingly emerge as a critical component of AI infrastructure....
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13.07.26 - 02:00
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MA-tek hits record June revenue on rising AI chip testing demand, CPO complexity (Digitimes)
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Semiconductor testing company Materials Analysis Technology (MA-tek) reported June 2026 revenue of NT$558 million (approx. US$17.41 million), up 2.56% from May and 11.01% year over year, marking a record high for four consecutive months. Second-quarter 2026 revenue reached NT$1.64 billion, a record high for a single quarter, while first-half 2026 revenue totaled NT$3.07 billion, an increase of 17.47% from the same period in 2025....
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13.07.26 - 02:00
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Trio revenue rises on AI server battery backup demand in June (Digitimes)
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Trio Technology said June 2026 revenue rebounded on stronger stocking demand for battery backup units used in AI servers, even as the broader second quarter remained pressured by tight global memory supply. The Taiwan-based supplier also said downstream notebook and PC customers kept some inventory restocking demand in play, which pushed part of the consumer electronics shipment schedule into June....
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13.07.26 - 02:00
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AI buildouts accelerate MLCC shortages; Taiwan firms eye 2H26 spillover orders (Digitimes)
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As AI server supply chains move into the component stocking phase, the market for high-end passive components has heated up sharply, with tight supply of multilayer ceramic capacitors (MLCCs) drawing close attention across the industry. Taiwan passive-component makers posted strong revenue in the second quarter of 2026, and with order backlogs at major MLCC suppliers in Japan and South Korea rising rapidly, Taiwan firms are expected to capture spillover orders from AI server applications in the second half of the year....
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