PDub X retweeted
Perplexity is working with IREN to power fast, trustworthy AI.
Under our multi-year agreement, @perplexity_ai will run workloads on NVIDIA Blackwell Ultra GPUs at an IREN data center campus, supporting the models and agents behind Perplexity Computer.
More than 50,000 organizations use Perplexity every day, asking more than 1.5 billion questions a month. IREN AI Cloud delivers the capacity and consistent performance to power AI workloads at scale.
Learn more: iren.com/resources/blog/perp…
PDub X retweeted
🔥BULLISH: Solana's real-world-asset ecosystem hits a record $5.19 BILLION, up over 20% in the past 30 days.
"Just a memecoin chain" is getting harder to argue when tokenized stocks, government debt, and credit are part of the ecosystem.
The solana:So11111111111111111111111111111111111111112 story is bigger than just the memes 🚀
PDub X retweeted
$GOOGL says “expect our CapEx to increase significantly in 2027” even as it turns to third-party compute to keep up with demand.
Pretty telling for $CRWV, $NBIS and $IREN when even one of the biggest AI spenders can't bring capacity online fast enough to meet demand.
I never would've believed at start of the year that Google Cloud could surpass a $120B ARR while growing over 100% and $GOOGL would still sell off after earnings at ~20x earnings.
But sure let's focus on the Search business.
PDub X retweeted
Woah, stellar earnings from and AI market projections...
1. SK Hynix: "Memory supply shortage to persist through 2030".
2. There's the $4.8B operating profit beat ($62.8B vs. ~$58B est)... 80% operating margins.
So you had:
- Revenue: $78.84B vs. $74.02B
- Operating profit: $62.80B vs. $58.00B
- Operating margin: 79.7% vs. 78.3%
With forward projections of
3. "Our DRAM and HBM volumes through 2029 are effectively sold out."
4. Signed LTAs covering 50%+ of 2027–2028 capacity, while retaining pricing flexibility
5. The company intends to fulfill its commitment to return 50%+ of cumulative FCF for 2025-2027
6. "We have included deposits and other practical enforcement mechanisms" (LTAs have actual enforcement)
7. "We expect the profitability gap between HBM and conventional DRAM to narrow significantly" (hello broader memory industry)
8. SK Hynix announced $75B in shareholder returns (dividends/buybacks) for CY2026.
I'm not sure what there isn't to like here?
You have a memory company just printing... demand visibility super high from enforceable commitments... and now they're returning that via dividends/buybacks.
Oh look… more memory durability evidence for $MU and co.
Following the news of $GOOGL, other CSPs such as Alibaba, Tencent, Bytedance, and are now negotiating memory LTAs with $SKHY and Samsung.
Some customers are reportedly pushing for 10 year contracts as well, into 2035.
“As U.S. companies move to secure memory supplies first, Chinese tech giants are joining the race.”
Source: Maeil News
Don't you think it's a bit strange for your hyperscalers (especially Chinese big tech) to seek LTAs 10 years out…
If there's claims of CXMT + YMTC DRAM/NAND overflooding in 2028-2029?
PDub X retweeted
$IREN just secured $363M in financing backed by GPUs already generating revenue under multi-year customer contracts.
Pretty interesting considering all the concerns around AI lending because IREN can now borrow against existing infrastructure to fund its next buildout without having to issue more shares.
PDub X retweeted
Elon might hate neoclouds but he seems to love memory 😂
“Robot RAM needs will exceed everything else on Earth.”
$MU $SNDK $SKHY
PDub X retweeted
Zcash $ZEC is leading financial privacy by innovation.
Zcash funds its own development. 80% of mining rewards go to miners, with 20% flowing into R&D through the Dev Fund, keeping the ecosystem free from venture capital. That funding recently went toward Ironwood, a new pool with advanced privacy features.
Read more on The Stack by @LowBeta: grayscale.com/the-stack/how-…
PDub X retweeted
Solana ain’t waiting around for Q-Day.
Right after shipping Alpenglow (~150ms finality), Solana devs dropped Quantumglow: a research design swapping in hash-based signatures for validators, keeping the chain quantum-resistant without killing that speed.
Future quantum computers could crack standard crypto and fake validator votes. The catch? Quantum-proof signatures are usually heavy and murder network throughput.
Quantumglow works around that bloat. It's still in research and only covers validators for now (wallets come later), but hardening the consensus layer before the threat arrives is the move.
What would Solana’s consensus look like in a post-quantum world?
Meet Quantumglow: a proposed adaptation of Alpenglow that aims to protect consensus while preserving fast finality.
@jacobvcreech and @qkniep explain how it works. Full video below👇
PDub X retweeted
Solana 🤝 J.P. Morgan Asset Management
BREAKING: @JPMorganAM's tokenized money market funds are live on Solana.
MONY and JLTXX are both available to qualified U.S. investors through Morgan Money, with subscriptions, redemptions and token balances handled on one platform.
ALT Solana and J.P. Morgan Asset Management logos in white on a purple Solana background
PDub X retweeted
Zcash is not a trade, but it is the hedge to AI.
@tyler on Zcash and AI:
"I would never consider Zcash a trade. But it is the other side of the AI coin.
The more parabolic and meteoric the rise of AI, the more scarce an asset privacy is going to become."