$Microsoft didn’t just launch new hardware at Build 2026
They handed NVIDIA the keys to Windows
💻 Laptop Ultra → NVIDIA RTX Spark
🖥️ Dev Box → NVIDIA RTX Spark
🏢 DGX Station → NVIDIA GB300 Blackwell
Every tier. Every device. All $NVIDIA.
Anthropic just dropped Claude Opus 4.8!
Building on 4.7, it brings sharper judgment, better independent agentic workflows, and a massive 4x reduction in letting coding flaws pass unnoticed.
#claude
NVIDIA CFO says the company secured its memory supply ahead of the AI demand surge in late 2025 — while many others are now dealing with rising RAM prices
NVIDIA’s Rubin AI platform is projected to need up to 6 billion GB of LPDDR memory by 2027
$NVDA
Google’s new smart glasses are going to be audio-only, which is honestly pretty smart. No weird, bulky screens or futuristic sci-fi displays—just normal looking frames (looks like they're partnering with Warby Parker and Gentle Monster) #google
Gemini 3.5 Flash is coming and it’s insanely fast. It prints roughly 215 words on your screen every single second (289 tokens/sec).
That’s 4x faster than GPT-5.5 and Claude Opus. AI automation is about to feel instant. 🚀 #GoogleIO
NVIDIA GPUs from 4-5 years ago are actually going UP in price 📈
AI demand is so high that older chips are scarce. And DLSS 4 keeps making them more capable than when you bought them.
Less supply. More demand. Better software. Your old GPU is an asset
$NVDA
Anthropic just hit a $950B valuation. A year ago they were worth $61.5B
For the first time ever, more businesses are using Claude than ChatGPT
They stayed quiet. They stayed focused. Now they’re winning 👀 #Anthropic
Google wants to put data centers in space 🛰️
SpaceX is in talks to launch them into orbit
Anthropic just did a deal with SpaceX last week for the same thing
The AI arms race isn’t about chips anymore — it’s about who owns the infrastructure layer
$GOOGL
Apple x Intel just made it official. 🇺🇸
Two reasons this deal happened:
— Nvidia & AI ate up TSMC’s capacity
— The US wants chips built at home
Intel’s Arizona fabs are the answer.
$INTC +15% today. Chips are coming home.
SpaceXAI will provide @AnthropicAI with access to Colossus 1, one of the world’s largest and fastest-deployed AI supercomputers, to provide additional capacity for Claude → https://t.co/nfDR9S822L