No $AAPL shareholder seems to worry
Even this gap has filled
What Are You waiting for?
$wdc
Long live the Hyperscalers!! $msft
My cope
Is it possible that Anthropic got the bad news out first (computer cost, gaap opm loss) before the good news …
… October arr ?
This explains why marvel bought lite
But why did $lite sell?
$MRVL held a webcast today on its acquisition of Lumentum. On slide 13 they show an NPO module with a DSP in it (pictured below)
Our channel checks indicate that Marvell is working on a TX-only DSP for NPO. The transmit side is retimed and the receive side stays linear, so it is not a fully retimed DSP. That adds about 30 to 35 ns of latency, against roughly 90 ns for a fully retimed DSP.
The point of NPO was to sit close enough to the ASIC to go without a DSP. The electrical path from the ASIC to the optics was meant to be short enough to skip the DSP. It looks like the electrical losses on the host side and the need for stable scale-up links are enough to warrant a retimer on the transmit side after all.
It is still early, but adding a DSP would reduce NPO’s power and latency advantages over pluggables. It would also give Marvell another DSP socket inside a design that was originally intended to not work with one.
This is ridiculous $goog
And you are ridiculous market. $goog with its 30% cheaper compute is so badly short compute that it throttles users to flash-lite
Have some decency if you are going to throttle me to a small model, do it to DeepSeek 4.1 @OfficialLoganK @demishassabis
Compute is so short that Google is now throttling subscriptions in Gemini Chat every 5 hours
$goog
4drant retweeted
UniQure $QURE announces FDA acceptance and Priority Review of BLA for AMT-130 for treatment of Huntington's disease
PDUFA May 1, 2027
"In its acceptance letter, the FDA stated that they are tentatively planning to discuss this application at an Advisory Committee meeting. The Company will be notified once the date and timelines have been finalized."
Dishonest title or inability to read a transcript?
Flash Crash: Kioxia Warns NAND Price Surge Ending, Sending Sandisk Plunging zerohedge.com/markets/flash-…
