Jeff

Visualizing the business of AI & Tech 📊 weekly breakdown.

[Jeff @GenAIJeff]

Amazing marketing by Claude! got to catch it on the last day 📸

[Jeff @GenAIJeff]

$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.

[Jeff @GenAIJeff]

@NVIDIAGeForceUK #RTXPowersPlay

[Jeff @GenAIJeff]

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

[Jeff @GenAIJeff]

@AGONbyAOC I need one my old Samsung plasma doesn’t want to turn on

[Jeff @GenAIJeff]

@NVIDIAGeForceJP #007FirstLightRTX

[Jeff @GenAIJeff]

@NVIDIAGeForce @GeForce_JacobF @007GameIOI Would really appreciate one! #007FirstLightRTX

[NVIDIA @nvidia]

It's not a trip to Taipei without a night market stop. 🍧📸🤳

[Jeff @GenAIJeff]

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

[Jinc 🎲 🎰🎥 @officialjeff_]

🎬🎬🎬

[Jeff @GenAIJeff]

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

[Jeff @GenAIJeff]

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

[Jeff @GenAIJeff]

@StockSavvyShay Space is the answer

[NVIDIA GeForce @NVIDIAGeForce]

Recruits, your first prize is here...

A custom GeForce RTX 5080 Founders Edition + PC copy of the game.

Comment #007FirstLightRTX to win 👇

[Jeff @GenAIJeff]

@NVIDIAGeForce #007firstlightrtx 💻💻💻

[Not Jerome Powell @alifarhat79]

When your kid asks for a Claude subscription instead of Netflix

[Jeff @GenAIJeff]

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

[Jeff @GenAIJeff]

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

[Jeff @GenAIJeff]

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

[Jeff @GenAIJeff]

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.

[xAI @xai]

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