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$GOOG $GOOGL
Great to speak with India PM @narendramodi @OfficialINDIAai to share our plans for the first-ever Google AI hub in Visakhapatnam, a landmark development. This hub combines gigawatt-scale compute capacity, a new international subsea gateway, and large-scale energy infrastructure.…
$RACE Ferrari has toned down on EVs: "In '22, we told you, by 2030, we expect 20% of our offer to be ICE, 40% hybrid, 40% electric. Well, it's today, October '25, where we say that the 3 numbers changed. The 20% ICE became 40%. That's what we see for 2030. And the 40% of…
$SPOT CEO @eldsjal: "I think happiness is a trailing indicator of impact, and I think truly sustained happiness comes from impact."
Have fun with the transcripts @TheTranscript_ @buccocapital
With bank earnings starting tomorrow, it’s time to bring back bingo: for every earnings call: ☑️ ‘strong fundamentals’ ☑️ ‘macro headwinds’ ☑️ ‘AI integration’ ☑️ ‘record engagement’ ☑️ ‘cost discipline’ Full card = sell-off next morning. @wallstengine $C $JPM $GS $WFC
The Q3 25 earnings party starts tomorrow: Before Open: $BLK $JPM $GS $C $WFC $JNJ $DPZ $ERIC $ACI $FBK After Close: $KARO $EQBK $HWC
OpenAI co-founder and President @gdb Brockman on their bid to build their own chips: “By building our own chip, we can embed what we’ve learned from creating frontier models and products directly into the hardware, unlocking new levels of capability and intelligence." $AVGO
We're partnering with Broadcom to deploy 10GW of chips designed by OpenAI. Building our own hardware, in addition to our other partnerships, will help all of us meet the world’s growing demand for AI. openai.com/index/openai-a…
OpenAI and Broadcom announce collaboration for 10 GW of custom AI accelerators. OpenAI will design chips and systems, while Broadcom provides Ethernet and networking solutions. Deployment of AI accelerator racks to begin in 2026, completing by 2029. $AVGO: +10% today
We're partnering with Broadcom to deploy 10GW of chips designed by OpenAI. Building our own hardware, in addition to our other partnerships, will help all of us meet the world’s growing demand for AI. openai.com/index/openai-a…
$AVGO CEO: Broadcom focused only on elite LLM developers, 7 prospects max. “We instead address this LLM market... few players driving frontier models... We've identified 7, 4 of which now are customers... we are very thoughtful and careful about even making that qualification"
$AVGO CEO last month: Custom silicon customers remain a narrow, high-value group "For Broadcom, we're driving a business model just on those guys. These are guys who are creating those LLMs and who knows how long these guys will survive, whether they will go through the whole…
Bloom Energy and Brookfield announce a $5B partnership to build next-gen AI factories powered by clean fuel cell tech. Brookfield to invest up to $5B in deploying Bloom’s advanced fuel cells for AI data centers worldwide. $BE: +25% today $BAM: +3% today
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