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AMD Helios. NVIDIA Vera Rubin. Double-wide racks. Liquid cooling. And why storage just became the main event.
AMD Helios. NVIDIA Vera Rubin. Double-wide racks. Liquid cooling. And why storage just became the main event.
NVIDIA Vera Rubin. Double-wide racks. Liquid cooling. And why storage just became the main event.
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}AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.
And why storage just became the main event.
Laughing at all the AI chip startups that claim to have a magic compiler capable of mapping any model onto their chips efficiently, without any manual tuning.
NVIDIA mogs AMD. Also great to see B300 faster than B200.
NVIDIA mogs AMD.
We imported more from Taiwan than China as tariffs and AI trends collide.
APPLE IS CATCHING UP IN AI.
Marvell working on the custom DSP
we are finally expecting to see volume adoption at Google
We believe Meta is the only hyperscaler/neolab on track to be world class at all three and therefore has the best chance at catching up with Anthropic/OpenAI
the most aggressive compute ramp we've ever seen
the most aggressive compute ramp we've ever seen
Google had a brief moment in the spotlight with Gemini 3 Pro and Nano Banana, but they've since faded dramatically
Never in the history of humanity have we ever seen a full 1GW campus under construction simultaneously—the closest was AWS building 800MW in Indiana for Project Rainier—yet Meta has two of them right now
Vera Rubin NVL72 is a beast, thanks to its extreme co-designed system architecture, and First At-Scale Production Token (FASPT) is fast approaching.
Vera Rubin NVL72 is a beast, thanks to its extreme co-designed system architecture, and First At-Scale Production Token (FASPT) is fast approaching.
Successfully training models on TPUs has been demonstrated by Anthropic through the past five-plus successful Claude releases.
Google TPUs continue to gain market share outside of internal Google workloads, giving frontier AI labs a viable alternative for training.
Google TPUs continue to gain market share outside of internal Google workloads, giving frontier AI labs a viable alternative for training.
As a major GB300 buyer this year, xAI is turning the space race into a GPU race.
With SpaceX finally going public, investors expected Space, Mars, and Skyward Rockets. Instead, they might see a galaxy of server racks lighting up.
Anthropic and OpenAI combine for ~$100B of ARR
fund the massive AI buildout still to come
Anthropic 3Q26 Profit Over $1B: The Anthropic IPO Financials Sneak Peak
AI spend continues to accelerate and hyperscalers are benefitting
AI spend continues to accelerate and hyperscalers are benefitting
AI spend continues to accelerate and hyperscalers are benefitting
delivering up to 3.7x faster interactivity than B300