Decades of standards and error‑handling improvements mean similar system-breaking moments are rare in 2025.
Firstly, client memory modules and SSDs sit at the lowest-margin end of Micron’s portfolio as they compete in highly volatile, price-competitive, and promotion-driven market. Even though the Crucial and Ballistix brands …
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Today, Microsoft, NVIDIA and Anthropic announced new strategic partnerships. Anthropic is scaling its rapidly growing Claude AI model on Microsoft Azure, powered by NVIDIA, which will broaden access to Claude and provide…
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Nvidia and OpenAI forge $100 billion alliance to deliver 10 gigawatts of Nvidia hardware for AI datacenters
[Daily Due Diligence] NVDA NVDA Why this is trending Mixture of Experts Powers the Most Intelligent Frontier AI Models, Runs 10x Faster on NVIDIA Blackwell NVL72 NVDA NVDA is in focus today. This note reviews sentiment, catalysts, and near term risk factors tied to the latest coverage. Near term perspective Our base case expects choppy … Read more
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