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Дописи каналу
$IBM unveiled a 0.7nm “nanostack” 3D transistor design which it calls the first sub-1nm chip technology.
IBM says it could fit 100B transistors on a fingernail-sized chip, reach production within ~5 years and deliver up to 70% better efficiency versus 2nm.
| 2 | Microsoft, $MSFT, announces price hikes for Xbox devices due to memory chip costs just hours after Apple hiked prices on MacBooks and iPads.
Among the price increases:
1. Xbox Series S 1TB increased +$150 to $599
2. Xbox Series X 1TB increased +$150 to $799
3. Xbox Series S 512GB increased +$100 to $499
4. Xbox Series X 1TB Digital increased +$150 to $749
AI-induced price hikes have begun. | 91 |
| 3 | $GOOG replaces Verizone on the Dow Jones index | 109 |
| 4 | SpaceX credit derivatives start to trade after debut bond sale. $SPCX | 109 |
| 5 | Google reorganizing new AI coding tool strike team - The Information $GOOGL | 160 |
| 6 | $TSLA GIGA BERLIN TO RAMP UP PRODUCTION BY 20% AS DEMAND RISES
$TSLA - TESLA ON BERLIN GIGAFACTORY: FROM OCTOBER 2026, PRODUCTION IS SET TO RAMP UP TO A VOLUME OF 7,500 VEHICLES PER WEEK, REPRESENTING A FURTHER 20% INCREASE IN PRODUCTION
TESLA ON BERLIN PLANT: THE PLANNED INCREASE IN PRODUCTION WILL BE ACCOMPANIED BY THE RECRUITMENT OF A FURTHER 1,000 EMPLOYEES | 165 |
| 7 | Apple raises Vision Pro headset price to $3,699 from $3,499 $AAPL | 162 |
| 8 | $AAPL - APPLE RAISES PRICES OF IPADS, MACS IN RESPONSE TO INCREASES IN MEMORY CHIP COSTS
APPLE MACBOOK NEO STARTING PRICE WILL INCREASE FROM $599 TO $699
APPLE MACBOOK AIR WITH 512 GB OF MEMORY WILL INCREASE FROM $1,099 TO $1,299
APPLE MACBOOK PRO WITH 1 TB OF MEMORY WILL INCREASE FROM $1,699 TO $1,999
APPLE IPAD AIR 128 GB WILL INCREASE FROM $599 TO $749
APPLE IPAD PRO WIFI 256 GB WILL INCREASE FROM $999 TO $1,199
APPLE SAYS AI DATA CENTER BOOM HAS CAUSED UNPRECEDENTED DEMAND FOR MEMORY AND STORAGE, FORCING PRICE INCREASES - STATEMENT | 168 |
| 9 | US GDP REVISED HIGHER
US INITIAL JOBLESS CLAIMS ACTUAL 215K (FORECAST 225K, PREVIOUS 226K)
US CONTINUED JOBLESS CLAIMS ACTUAL 1.821M (FORECAST 1.8015M, PREVIOUS 1.810M)
US DURABLE GOODS ACTUAL -4.5% (FORECAST -5%, PREVIOUS 8.0%)
US CORE DURABLE GOODS ACTUAL 1.3% (FORECAST 0.6%, PREVIOUS 1.1%)
US PERSONAL INCOME MOM ACTUAL 0.7% (FORECAST 0.4%, PREVIOUS 0.0%)
US GDP QOQ FINAL ACTUAL 2.1% (FORECAST 1.6%, PREVIOUS 1.6%)
US CONSUMER SPENDING MOM ACTUAL -0.7% (FORECAST 0.6%, PREVIOUS 0.5%)
US GDP DEFLATOR SA FINAL ACTUAL 3.6% (FORECAST -, PREVIOUS 3.5%)
BREAKING: US PCE Price Index YoY Actual 4.1% (Forecast 4.1%, Previous 3.8%) | 156 |
| 10 | $AMZN is investing another $13B into India AI and cloud infrastructure bringing its 2026-2030 India commitment to $48B.
The buildout expands AWS capacity in Mumbai and Hyderabad as Amazon leans deeper into India’s AI growth. | 169 |
| 11 | Lockheed Martin $LMT was just awarded a $35.3 Billion contract with the 🇺🇸 Missile Defense Agency for
"the production of Terminal High Altitude Area Defense (THAAD) Interceptors." | 173 |
| 12 | Qualcomm $QCOM forecasts sales of more than $15 billion a year by fiscal 2029 in its data center market - Bloomberg | 176 |
| 13 | Venezuela president Rodriguez expresses gratitude to Trump for support after earthquake
Dozens of buildings collapse in La Guaira: "true tragedy," Rodriguez says
Venezuela earthquake killed 32, 700 wounded: Rodriguez
(Death toll could be in hundreds as per US Geological survey) | 189 |
| 14 | Trump: U.S. ready and prepared to assist Venezuela
Trump on Venezuela: I have directed all government agencies to prepare for swift action
Trump: two significant quakes in Venezuela cause devastating fatalities | 184 |
| 15 | 2nd earthquake hits Venezuela
The U.S. Geological Survey issued a rare red alert for high casualties and widespread damage.
Models estimate:
• Most likely range: Thousands of fatalities.
• Probability breakdown: 44% chance of 10,000–100,000 deaths (due to violent shaking intensity IX in populated areas like Caracas, shallow depths, and vulnerable buildings
Visuals of large scale destruction to property and infrastructure is seen circulating on SM | 179 |
| 16 | QUALCOMM $QCOM JUST UNVEILED ITS FIRST DATA CENTER CPU AND META $META IS THE LAUNCH CUSTOMER
The chip is called Dragonfly C1000. It is built specifically for agentic AI workloads and optimized for performance per watt. Meta starts production in 2028
Qualcomm CFO Akash Palkhiwala: "There really isn't enough supply and multiple players are needed in the CPU market."
(Source CNBC) | 192 |
| 17 | $QCOM has acquired Modular for ~$3.9B in stock to add a hardware-agnostic AI software and compiler layer to its platform.
Modular helps AI run efficiently across different chip architectures strengthening Qualcomm’s push beyond connectivity into a fuller AI compute stack. | 192 |
| 18 | Earthquake in multiple locations across the world
Multiple countries hit with strong earthquakes today
- M5.6 California, USA 🇺🇸
- M7.1 Venezuela 🇻🇪
- M7.5 Venezuela 🇻🇪
- M6.9 Japan 🇯🇵 | 189 |
| 19 | Micron $MU CEO Sanjay Mehrotra just said:
“Humanoid robots carry 10 times the amount of memory as an average L2+ vehicle. We expect a sustained substantial multi-decade memory demand cycle to begin in the latter part of this decade.” | 187 |
| 20 | #BREAKING: Massive 7.1-magnitude earthquake hits Venezuela. Visuals from the Caracas Airport. | 190 |
