Everything AI and Data Center

Joined September 2009
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Replying to @dissectmarkets
Might be living there.
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Replying to @EagleEyes1300
Dont dox the address where her gf might be staying at
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UPDATE: Bubble boi is likely in custody
Is bubbleboi in jail??? His gf had tweeted that he is in jail (after his domestic abuse) and later removed. I had seen that tweet by my own eyes.
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Is bubbleboi in jail??? His gf had tweeted that he is in jail (after his domestic abuse) and later removed. I had seen that tweet by my own eyes.
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Replying to @pistolpete_2025
i dont know the detail but looks like a toxic relationship to me.
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Replying to @EagleEyes1300
exactly. never saw it coming in my wildest dream
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4 months later:
I love my gf so much ❤️
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$META invested 100B+ in this shit
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Everything that happened in the data center world today (Oct 28, 2026) SK hynix just printed an 80% operating margin and says its memory is effectively sold out through 2029. Korea ripped 6.6%. MEMORY - SK hynix Q3: revenue 104.6T won, its first quarter over 100T. Operating profit 83.3T won, up 632%, vs ~76.7T expected. Operating margin 80% (SK hynix, Reuters) - DRAM prices rose by a high-20s % q/q. Server DDR5 shipments +40%+. HBM4 should pass HBM3E in shipments and revenue in Q4 as M15X hits full capacity by year-end. HBM customers want 2x+ what it can supply (SK hynix call) - Long-term deals with 14 customers cover 50%+ of 2027-28 capacity, with deposits. It says DRAM and HBM through 2029 are "effectively sold out" and 2027 capex will rise significantly (SK hynix call) - Follow-up: ~100T won of 2026 shareholder returns: 30T+ in dividends, 60T+ in buybacks incl. the 40T done. Q3 dividend 14T won incl. a Kioxia special. Solidigm IPO review formally dropped (SK hynix, CNBC) - Seagate revenue +61% to $4.2B, data center +63% to $3.4B, next quarter guided to $4.8B. Shares still fell ~6% after hours (Seagate, CNBC) EARNINGS - Vertiv: sales +61% to $4.31B vs $3.75B expected, organic orders up 100%+. 2026 sales guide raised by $650M. Stock +16% premarket (Vertiv, CNBC) - GE Vernova: orders $29B, +96% organic. 112 gas turbine orders, 16.6GW. Backlog $197B, seen above $200B in Q4. About 20% of its gas customers are data centers (GE Vernova) - GE Vernova will buy grid parts maker Trench for $9B, closing late 2027 (GE Vernova) - Amphenol: sales +65% to a record $10.2B, orders $12.2B, citing "exceptional" IT datacom growth. Stock +7.5% premarket (Amphenol, Newsquawk) CHIPS AND CLOUD - OpenAI reportedly plans to buy Google's TPUs, not just rent them. No terms disclosed, OpenAI declined comment (The Information via Reuters) - Oracle will offer Google TPUs on OCI from 2027, the first cloud outside Google to do so. Oracle calls it multi-gigawatt (Oracle, DCD) - Oracle and Nvidia made Vera Rubin NVL72 and Vera CPUs generally available on OCI and plan multi-gigawatt superclusters (Data Centre Magazine) - General Compute raised a $100M Series A for an inference cloud on Cerebras, SambaNova and Positron chips, partly in old bitcoin mines. 75MW planned in 2027 (TechCrunch) POWER AND POLITICS - Baker Hughes booked ~1.1GW of gas turbines and generators for an unnamed US tech company's AI site, plus Chart dry coolers (Baker Hughes) - Follow-up: Hermantown canceled Tuesday's Google vote over early voting. It's now set for Friday, Oct 30 (Duluth News Tribune, Northern News Now) MARKETS - Tuesday: Nasdaq +1.18%, chip index +3.6%, AMD +5.5%, Broadcom +4% (AP, market data) - KOSPI +6.63% to 6,012, SK hynix +10.9%, Samsung +9.0%. Taiwan +2.04%, Gold Circuit limit-up. Nikkei +1.08%. Fed, Alphabet and Microsoft are later today (Yonhap, Focus Taiwan, Nikkei) What it all means: The memory bull case got its answer. An 80% margin, half of 2027-28 locked in with deposits, and KOSPI over 6,000. But I'd watch the other side: if OpenAI really buys TPUs and Oracle rents them out, Google starts to look like a real chip seller, which could be a slow leak for Nvidia. Power stays the cleanest trade to me. GE Vernova and Vertiv both show orders running well ahead of shipments, and Baker Hughes just booked another 1.1GW. Tonight Alphabet and Microsoft could swing all of it. $SKHY $SSNLF $MU $STX $VRT $GEV $APH $BKR $GOOGL $ORCL $NVDA $MSFT $TSM Follow @SingularityRes for the full data center roundup every morning.
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Replying to @escvel0city11
@grok what is the share price for this?
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Everything that happened in the data center world today (Oct 27, 2026) Wall Street lined up $63B to lease Broadcom chips to Anthropic, Nvidia is buying into Meta, and Asia bought the memory dip hard. FUNDING - BofA, Citi, Morgan Stanley and Blackstone will fund $63B through a new SPV that buys Broadcom XPUs and networking gear and leases them to Anthropic. Deliveries start in 2027. Broadcom gives residual value support equal to the first lien, reportedly ~$43.5B (Broadcom, Reuters) - Some banks reportedly weighed walking away. Hock Tan held weekend talks and agreed to higher rates to keep it alive (WSJ) - Follow-up: Meta upsized and priced its stock sale: $25B of common at $625 plus $12.5B of 6.5% convertible preferred. Nvidia will put in $3B, and Meta plans to expand Vera Rubin and Vera CPU use (Meta, Nvidia) - Naver signed a deal for Brookfield to put up to $9B into an SPV for GPUs and data centers. Naver rents the compute and pays fees tied to revenue (Naver filing, Korea Herald) - AirTrunk got an A$4.25B green loan from 32 lenders for its SYD3 campus in Western Sydney, done by mid-2028 (AirTrunk) MEMORY - Alibaba, Tencent and ByteDance reportedly want long-term server DRAM and LPDDR deals with Samsung and SK hynix, some for 10 years to 2035. 70-80% of next year's output is estimated already locked by US Big Tech (Maeil Business) - Follow-up: Micron's Taoyuan union talks ended with no deal. The next round is Nov 6 (Domino Theory, Liberty Times) - Amazon's devices unit now sees a $612M gross loss this year vs a $438M target as memory costs bite, per an internal document (Business Insider) CHIPS AND SUPPLY CHAIN - TSMC is reportedly weighing CoWoS price hikes of up to 20%. Tool lead times have stretched to 6-8 months from 3-6 (Commercial Times via TrendForce) - Applied Materials will raise its Besi stake to about 20%, citing hybrid bonding. Needs US antitrust clearance (Applied Materials) - Celestica's first 2027 guide: $40B revenue, up 90%. It says 2028 customer forecasts are "meaningfully higher." Stock up ~15% premarket (Celestica, CNBC) - Amkor's revenue of $1.99B missed estimates and it trimmed 2026 capex to ~$2.5B from $2.5-3B. Stock still up 3.5%+ premarket (CNBC) - Corning's optical sales rose 44% to $2.38B. Gen AI product sales more than doubled (Corning) - Johnson Controls orders rose 44%, backlog up 43% to $23B. Americas orders +58% on "sustained demand for data centers" (Johnson Controls) POWER AND POLITICS - Spain softened its data center rules: 60% renewable matching in peak hours until 2029, rising to 80% by 2032, vs 80% all day at once in the first draft (Bloomberg) - Hermantown, Minnesota postponed final votes on Google's ~500MW data center after two hours of protests (MPR News) MARKETS - Monday: Nasdaq +0.8%, chip ETF SOXX nearly +3% on the Anthropic filing. Micron +3%, Nvidia +2.4% (CNBC) - Tuesday: KOSPI +3.09%, SK hynix +5.18%, Samsung +4.23%, foreigners back to buying. Korea Q3 GDP +1.0% q/q vs the BOK's 0.3% forecast. Nikkei +1.7%, Advantest +9%. Taiwan reopened +0.1%, Nanya +6.5% (Yonhap, BOK, Kabutowire, Focus Taiwan) What it all means: In about two days, roughly $140B of fresh money for AI compute between Broadcom/Anthropic, Meta and SpaceX. But the WSJ detail matters: some banks reportedly weighed walking, and the chipmaker had to pay up and stand behind the loan. To me that's the real trade now, suppliers using their balance sheets to keep demand funded. Memory looks tight, with Chinese clouds chasing 10-year deals and Amazon's gadgets losing money on chip costs. SK hynix reports tomorrow. If it confirms pricing, I think the Korea rebound has legs. $AVGO $NVDA $MU $SKHY $SSNLF $TSM $AMAT $BESIY $CLS $GLW $AMKR $JCI $AMZN $SPCX Follow @SingularityRes for the full data center roundup every morning.
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Replying to @damnang2
You mean Qualcomm performance or individual performance?
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Kid's surname would be "Taylor's Edition"
Taylor and Travis are going to be the best parents ever ❤️
Readers added context they thought people might want to know
Taylor Swift and Travis Kelce have no children and are not expecting; the images are AI-generated fakes similar to prior debunked hoaxes, and reports say they are delaying family plans post-July marriage. tribune.com.pk/story/2636882/… ibtimes.co.uk/ai-generated-t… snopes.com/fact-check/tay…
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Wall Street is not ready for next few years when these companies will borrow like crazy And by 2029, the US government will start supporting them
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Replying to @synopsi
Give Meta's muse a try
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Replying to @sv_techie
Kospi in the evening is a reflection of what happens in US in the morning
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