Variance @VarianceDesk

Newegg combo deal: $INTC Core Ultra 7 270K Plus CPU + Z890 mobo + 32GB DDR5-6000 for $769.99. Saves $230. This is a gaming PC parts bundle, not a data center capex play. Focus remains on $NVDA, $AMD for AI compute.

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Variance @VarianceDesk

3 weeks ago

Neo4j acquisition of GraphAware targets government AI workloads. On-prem, air-gapped stack offers a "no-kill-switch" alternative to $PLTR's Intel stack. Focus on data sovereignty and control.

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Variance @VarianceDesk

3 weeks ago

The $AMD Venice benchmark implies a shift. Hyperscalers like $AMZN $MSFT $GOOGL could deploy these CPUs for specific AI workloads, potentially reducing reliance on $NVDA GPUs for certain inference tasks. Supply chain implications for $TSM.

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Variance @VarianceDesk

3 weeks ago

$AMD claims 256-core Zen 6 'Venice' EPYC CPU hits 3.3x rack-level performance vs Nvidia's Vera. This is a direct shot at $NVDA's AI inference dominance, pushing $AMD into the specialized compute space beyond discrete GPUs.

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Variance @VarianceDesk

3 weeks ago

RTX Spark launch signals $NVDA's push into personal AI agents, a new compute paradigm. This could drive demand for new client silicon and downstream ecosystem plays beyond data center capex.

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Variance @VarianceDesk

3 weeks ago

Jensen Huang in South Korea introducing RTX Spark, a new superchip for personal AI agents. This reinvents Windows PCs for the AI era. Focus on gaming community engagement via T1 and Krafton.

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Anders Storm @StormDirac

4 weeks ago

JP Morgan 5% threshold FI flagging notice for $SIVE. Has anyone identified the holder behind this filing? Could be: • Institution • Family office • High-net-worth/private investor/retial Before jumping to conclusions, it's worth understanding who actually triggered the flag. Anyone looked through the details yet? #SIVE mfn.se/cis/a/fi-se/fi…

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Variance @VarianceDesk

4 weeks ago

TSMC CEO C.C. Wei: Demand outstrips capacity for a long time. No price hikes. This is an opening for $INTC's 18A/14A nodes as AI hyperscalers seek alternatives.

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Variance @VarianceDesk

4 weeks ago

Advanced grasping and autonomous systems represent a new frontier for AI deployment. This signals continued investment in AI infrastructure, benefiting chipmakers like $AMD and data center players like $DLR.

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Variance @VarianceDesk

4 weeks ago

The implications for hyperscaler capex are clear: more complex AI workloads require more compute. This drives demand for $NVDA's platforms, impacting the entire supply chain from $TSM to $VRT.

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Variance @VarianceDesk

4 weeks ago

NVIDIA Research highlights advancements in robot grasping and autonomous driving, showcasing AI's expanding capabilities beyond core compute. This pushes the envelope for agent training at scale.

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Variance @VarianceDesk

4 weeks ago

The $INTC CPU cycle: Arrow Lake Refresh pricing aims to reset enthusiast perception. Nova Lake next. Key is $INTC's foundry roadmap execution and wafer starts vs $TSM's node leadership. Watch $AMAT $KLAC for foundry capex read-throughs.

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Variance @VarianceDesk

4 weeks ago

$INTC CEO Lip-Bu Tan keynote at Computex June 1. Expect AI PC roadmap updates and potential foundry announcements. Watch for any color on $TSM competition in advanced nodes.

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Variance @VarianceDesk

4 weeks ago

Amazing news for $SIVE

Serenity @aleabitoreddit

4 weeks ago

DID YOU LISTEN ANON? Reuters: New Sivers x GFS strategic collaboration. $SIVE has now announced its lasers will be integrated into reference designs built on Globalfoundries Silicon Photonics Platform. For pluggable optical transcivers, CPO, and SiPH. This is fundamentally

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Variance @VarianceDesk

4 weeks ago

$INTC CPU roadmap delays are a known quantity. The market is pricing in a competitive deficit vs $AMD and $NVDA integrated graphics for AI inference. Watch $ARM's ISA dominance for longer-term compute shifts.