Call me PK

Father|Husband|Leader|Thinker|Problem solver.

[Call me PK @Githiari]

@Felix__archive @YodaStockInvest From Kenya but live in België

[AOI @AppliedOpto]

AOI has begun construction on its two adjacent properties in Pearland, Texas, adding nearly 400,000 square feet of manufacturing capacity to increase production of its 800G and 1.6T optical transceivers. $AAOI https://t.co/8qWGqv7Ax8

[Nebius @nebiusai]

Nebius has announced an investment of £1.7 billion to build out capacity in the UK with three new deployments of NVIDIA infrastructure.

The three new sites will deploy the latest generations of NVIDIA’s full-stack, end-to-end AI factory platform technology and combined will reach 65 MW when fully ramped up in 2027.

In addition to the capacity investment, Nebius is expanding its commercial and AI R&D hub in London and establishing local partnerships with universities and research institutions through Nebius Academy.

Arkady Volozh, founder and CEO of Nebius, said:

"The UK is one of the places where AI is being built, deployed, and adopted at the same time — by startups, by enterprises, and by the public sector. The work is happening here and the demand is here. And we are also here for the long run."

Read the full press release: https://t.co/sihQhjU8Ow

[Polymarket Money @PolymarketMoney]

Anthropic reportedly raised $65B at a ~$965B post-money valuation, surpassing OpenAI as the world’s most valuable AI startup.

[Call me PK @Githiari]

@kevinxu On a warm summer's evening. On train bound for nowhere..

[Cerebras @cerebras]

Live from New York, it's...$CBRS

@Nasdaq thank you for the welcome!

[Nebius @nebiusai]

Today, we announced our Q1 2026 financial results. Here are the highlights:

- ARR grew 674% year-over-year; full-year guidance has been updated to ARR of $7-$9 billion and revenue of $3.0-3.4 billion.
- Adjusted EBITDA margin in our AI cloud business nearly doubled quarter-on-quarter to 45%.
- Contracted capacity now exceeds 3.5 GW, surpassing our 3 GW target; we now expect to have more than 4 GW of contracted capacity by the end of 2026.

We also announced today that we have secured up to 1.2 GW of power and land for a new owned AI factory in Pennsylvania, bringing our total number of sites exceeding 100 MW to seven.

Read more in our press release: https://t.co/GJkNTg8RGG

[Mirantis @MirantisIT]

Today, we are excited to announce that Mirantis has entered into an agreement to be acquired by @IREN_Ltd — bringing together IREN's AI infrastructure scale and Mirantis's open source k0rdent AI platform to accelerate the build-out of the open standard for AI infrastructure.

Every major shift in computing follows the same pattern. A new technology wave arrives, complexity explodes, and the market eventually converges on two types of platforms: proprietary stacks built for their builders' purposes, and open standards built for the whole industry.

Linux. Android. Kubernetes. In each case the open standard won — and accelerated the market in doing so.

AI infrastructure is the next wave. The open standard for this era is yet to be established. That is what Mirantis and IREN are building together.

Mirantis will operate independently, our mission unchanged: to continue supporting our existing customers as before, to democratise GPU consumption, and to enable enterprises and providers everywhere to deliver and consume AI infrastructure faster and more easily. What changes is the scale at which we can pursue that mission. IREN brings hundreds of thousands of GPUs — creating the largest and most robust reference implementation of k0rdent AI in the industry, available to the whole market.

The validation is already there. NVIDIA has named Mirantis as one of only three founding ISV partners in its NVIDIA AI Cloud Ready initiative. IREN, Mirantis, and NVIDIA represent exactly the combination that initiative was designed for.

The work has already started. This partnership accelerates it.

Read the full message from CEO Alex Freedland: https://t.co/NbmqKqPr8g

[Zeta @ZetaGlobal]

The year is off to a strong start with Zeta’s 1Q results, achieving our 19th straight beat and raise quarter📈

Today, we announced:
🌟 $396M revenue, an increase of 50% Y/Y (29% growth when excluding revenue from Marigold’s Enterprise Business)
🌟 Super-Scaled Customer count up 19% Y/Y, with Super-Scaled ARPU up 21% Y/Y
🌟 Achieved the Rule of 67, and more

These wins are powered by the system we built and accelerated by our successful launch of Athena by Zeta™, which was part of our meaningful outperformance.

A big thank you to our customers – these results reflect what we’re building together. We're here to help you understand who you’re reaching, engage them in ways that work, and bring it all together in one place.

Congratulations to Team Zeta for another quarter of growth. Learn more about our 1Q 2026 earnings results: https://t.co/5liACx3JTl
$ZETA

[M. V. Cunha @mvcinvesting]

🚨 Looks like it’s confirmed: $NBIS is building a data center in Amsterdam, Netherlands.

There were already a few hints, but this is the clearest one so far.

$NBIS just posted a new role explicitly stating it will be “to work from our data center in Amsterdam.”

[Call me PK @Githiari]

@wangechikenya That's more expensive or same price as some places in Belgium..People in Nai will pay anything aki.

[Call me PK @Githiari]

A Yale economist says AGI won't automate most jobs—because they're not worth the trouble | Fortune https://t.co/WS9ad5iogc

[Call me PK @Githiari]

A Yale economist says AGI won't automate most jobs—because they're not worth the trouble | Fortune https://t.co/WS9ad5iogc

[Mindset Machine  @mindsetmachine]

This forgotten mouse experiment is now more relatable than ever.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Netherlands’ House of Representatives has approved a 36% tax on unrealized capital gains.

[Call me PK @Githiari]

@dwnews It's also challenging to get hired in Belgium.

[Call me PK @Githiari]

@anjum_ai YouTube.

[Call me PK @Githiari]

@amitisinvesting No, things won't be free. Those well positioned will get immensely rich, others will live by the bare minimum. No comfort. Ask the 1% including him if he would hand out say a free Tesla if the cost hypothetically goes down to 0.

[Call me PK @Githiari]

@basedandbougie There's no such thing as a free lunch. Ask yourself what the countries get in turn for the aid.