DanielRomero

What a rebound today
Anthropic may have just saved the entire AI trade

Jensen Huang and Elon Musk Believe GPUs Have Much Longer Economic Lifespans Than Expected
Elon Musk argued that continuous improvements in AI models allow existing GPUs to generate increasingly more "useful intelligence per watt," extending their economic value
Jensen Huang stated that Blackwell and Vera Rubin GPUs could remain productive for eight years or more, compared with the four-year depreciation schedules commonly used today
According to Silicon Data, older GPUs retain significant value relative to their original purchase prices: A100 at 25%, H100 at 58%, and B200 at 158%
For neoclouds

Interesting that $NBIS is showing $0.99 pricing for B300s
The explanation?
A temporary supply-demand imbalance
“When we launch new regions, the increase in available capacity drives prices down.”
— Nebius CTO

I wouldn't be surprised if $IREN acquires other neoclouds in 2027
It's well known that $IREN lacks the expertise of a company like $NBIS in setting up clusters, from both a software and hardware standpoint
An acquisition could help close that gap

$NVDA Unveils Next-Generation Optical Technology for AI Chips Called OOI
While NPO places optics next to the chip package and CPO integrates them into the package, Optics-on-Interposer (OOI) brings them even closer, enabling faster data transfers with lower power consumption, but greater manufacturing complexity
Nvidia also demonstrated DWDM technology, transmitting 256 Gb/s across eight wavelengths through a single optical fiber
Both technologies aim to overcome communication bottlenecks as AI systems scale to thousands of interconnected GPUs
Commercial adoption could begin after 2028, althou

$NVDA CEO Jensen Huang Rejects Memory Oversupply Fears Through 2029
Nvidia CEO Jensen Huang dismissed concerns about a potential memory glut by 2029, arguing that “you can always use more of it.”
Huang expects HBM demand to remain strong “for years to come” and confirmed Nvidia will continue using large quantities of LPDDR memory
Regarding potential cooperation with China's CXMT, Huang said “We're open-minded,” adding that “no country collectively is better at manufacturing than China.”
He also argued that US export restrictions have accelerated China's domestic semiconductor development, whil

$TSLA and $NVDA Invest $2.8B to Secure Samsung Electro-Mechanics ABF Capacity
Nvidia will invest $2 billion and Tesla $830 million, supporting SEMCO's broader $3.2 billion expansion
Construction is expected to finish by late 2027, with equipment installation and trials in H1 2028 and mass production starting in H2 2028
Tesla has secured a five-year supply agreement (2029–2033) for AI chips powering autonomous vehicles and Optimus robots, while Nvidia's capacity will support AI computing and data center networking

10 years from now, you'll look at the stock chart of any decent AI company and think:
Why was I stressing so much?
All I had to do was keep buying

Samsung Electro-Mechanics' MLCC Lead Times Reach 61 Weeks
Semco is facing severe MLCC shortages, with lead times reaching 61 weeks, up from 39–49 weeks in September as AI servers require over 10 times more MLCCs than conventional servers
With capacity utilization at 91%, Semco is gaining pricing power. AI server MLCC prices are forecast to rise 10–20% in Q4, while average selling prices increased 13.9% YoY in H1
Semco has signed $3.2 billion in major supply agreements since May, securing demand through 2027. Its new Philippine factory is expected to begin operations in H1 2027

Samsung Orders Final Equipment for Its First Texas 2nm Fab
Samsung has reportedly ordered additional equipment to bring its first Taylor, Texas fab to 20,000 wafers per month by H2 2027, reaching its reported design capacity
The facility is already qualifying equipment, with initial operations expected by the end of 2026. Tesla is its first confirmed customer, under a $16.5 billion AI chip manufacturing agreement
Samsung also plans to begin construction of a second Taylor fab in November 2026, targeting 1.4nm production in 2030

$MU Taiwan strike ends, but labor dispute remains unresolved
Micron’s Taoyuan union concluded its 24-hour warning strike on October 23, marking Taiwan’s first semiconductor industry strike
Of the 1,637 union members who voted, 1,633 rejected Micron’s revised compensation proposal, representing 99% of voters and nearly 70% of total union membership
While Micron’s Taichung union accepted the new profit-sharing and bonus structure, the Taoyuan union continues to demand better terms. Negotiations will resume on October 27, after being postponed due to a typhoon

$LITE down 10% just doesn't match what we've been seeing lately
The market moves in strange ways
Voting machine, weighing machine, whatever