BETH Kindig📉COMMENTARY @kvindig
Investor with higher returns than Wall Street's Old Boys Club. Audited portfolio, automated hedge and free weekly analysis Boulder & San Francisco Joined October 2013-
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Is there room for one more in the Old Boys' Club? Stanley Druckenmiller: 4.61% Ray Dalio: 6.91% Bill Ackman: 9.44% I/O Fund: 15.50%
Apple $AAPL is said to be considering developing AI-focused enterprise servers using its M8 Ultra chips in two or four chip configurations, with a tentative launch date in 2029.
CoreWeave $CRWV announced that it has brought a multi-rack $NVDA Vera Rubin NVL72 cluster online, spanning hundreds of Rubin GPUs in a scale-out cluster.
SK Hynix $SKHY is said to be in talks with Intel $INTC over a deal to manufacture memory chips in the US for the first time, either via a JV structure or leasing part of Intel’s Ohio facility, per Reuters. $MU
Meta $META said the two chips are expected to be its ‘workhorses’ for general-purpose inference, while future generations will target improved speed and throughput. $AVGO $NVDA $AMD
Meta $META is preparing to deploy its MTIA 450 accelerator, codenamed Arke, into data centers in the first half of 2027, while the MTIA 500, codenamed Astrid, is expected to begin deployments by the end of 2027, per Bloomberg. $AVGO $NVDA
The HBM market is expected to grow 25X in four years, from $4B in 2023 to $100B in 2027. Meanwhile, it’s hotly debated whether memory has topped or will continue to lead the market. This week, my free analysis tackles one of the highest-stakes questions in the AI trade. Link in bio. $MU $NVDA $AMD
Meta $META is preparing to deploy its MTIA 450 accelerator, codenamed Arke, into data centers in the first half of 2027, while the MTIA 500, codenamed Astrid, is expected to begin deployments by the end of 2027, per Bloomberg. $AVGO $NVDA
Oracle: “Of all the GPUs that came up for renewal in Q1, that capacity was renewed or resold at a 20% premium to prior contracts. The majority of those GPUs are 4 years or older.” $ORCL $NVDA $AMD
Spending to secure AI systems is forecast to rise at a 64.8% CAGR through 2028, more than 5X faster than overall security spending at a ~12% CAGR. io-fund.com/cybersecurity-… $CRWD $ZS $PANW
Over the past three years, weekly cyberattacks per organization have surged by 70%, driven largely by an 89% increase in AI-enabled cyberattacks. $PANW $ZS $CRWD
Morgan Stanley estimates Nvidia $NVDA will consume 37.3% of total HBM demand, Google $GOOG at 36%, and AMD $AMD at 12.1%, leaving only around 15% for other players. $MU $SKHY
Within the 2030 forecast, data centers are expected to account for 83% of the total memory market or $3.05 trillion, with AI data centers accounting for more than $1.5 trillion. $MU $SKHY $NVDA $AMD
Nomura projects the global memory market to reach as much as $3.68 trillion by 2030, up from $270 billion in 2025 and $1 trillion in 2026. $MU $SKHY $NVDA $AMD
Nomura projects the global memory market to reach as much as $3.68 trillion by 2030, up from $270 billion in 2025 and $1 trillion in 2026. $MU $SKHY $NVDA $AMD
From 2025 to 2030, McKinsey forecasts that the total addressable market for sovereign AI will reach between $500 billion and $600 billion, representing 30% to 40% of overall AI demand. $NVDA $PLTR $AMD
Annual token usage is forecast to reach 4 quintillion by 2030, per Evercore, with agentic AI accounting for the majority of token generation. $MSFT $AMZN $NVDA $GOOG
In early 2025, Palo Alto saw GenAI-related data loss prevention (DLP) incidents rise from 2.5% to 14% of total DLP incidents, a more than 5X increase in just 2.5 months. $PANW $CRWD $ZS
Over the last six months, the Nasdaq CTA Cybersecurity Index has gained approximately 55%, outpacing the AI-hardware-heavy semiconductor index at roughly 42%. $CRWD $PANW $ZS
Mistral raised a record €3 billion in a new funding round with participation from Nvidia $NVDA, Samsung and others, roughly doubling the open-weight model developer’s valuation to €21 billion ($24 billion). Mistral said that its ARR recently surpassed $1 billion. $AMZN $MSFT $GOOG
OpenAI’s enterprise revenue rose approximately 32% MoM from June to July, outpacing its overall ARR growth of 20%, per CFO Sarah Friar. Enterprise now accounts for roughly half of revenue, ahead of expectations to reach that split by year-end. $AMZN $GOOG $MSFT $NVDA $AVGO
Google Cloud $GOOG CEO Thomas Kurian: “We offer 2.7x better price performance for training, 80% better price performance for inference, 30% better price performance for CPUs.” $NVDA $AMD $AVGO
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