Jennifer Jones

Total tech nerd obsessed with innovation in AI, fintech, data. With a passion for women leadership, adventure, politics and alot of humor.

[Peter Bordes @PeterBordes]

BREAKING AI NEWS - Next Generation of data centers is here -> Nixxy $NIXX and Tachyon9 unveil $1 Billion carbon-conscious AI data center campus designed around Hydrogen power, low-water cooling and U.S. energy security.

https://t.co/xxgx5JyM4q $NVDA $IREN $CRWV #AI #DataCenters

[Trajectory Ventures @TrajectoryVC]

GM & @PeakEnergyTech partner to advance energy storage systems.

@GM Ventures formed a strategic partnership with Peak Energy in California to develop and deploy next-generation sodium-ion battery cells purpose-built for grid storage applications. https://t.co/GLPVQcY60V #energy

[Mark Hogan @MB_Hogan]

$NBIS : The Fundamentalist presents his Nebius valuation model base case 2030 PRICE TARGET of $2074 a share 🔥🔥

Worth a read, check it out below!

[Peter Bordes @PeterBordes]

This AI startup wants to help smooth complex industrial materials sales.

While other companies focus on general purpose AI, @EmanateAI is targeting a highly specific sector’s needs https://t.co/k0jPQGodHd #AI

[Emanate @emanateai]

We sat down with Kevin Dempsey, President and CEO of the American Iron and Steel Institute (AISI), the definitive voice of American steel since 1855 and one of the industry's leading advocates in Washington and on the global stage.

A Harvard Law-trained trade litigator, J.D. cum laude, Kevin has spent his career at the center of the policy that shapes American industry. He led landmark international trade cases on behalf of American producers, served as counsel to U.S. Senator John C. Danforth and the U.S. Senate Committee on Commerce, Science and Transportation, and has guided AISI's most consequential policy victories since joining the Institute in 2009. Today he is known to industry leaders, policymakers, and government officials in the U.S. and around the world as one of the most consequential voices in the field.

Faster decisions. Compressed cycles. Stronger response to data-center demand. The companies investing in America's physical economy today have the chance to pair that capital with intelligent systems that compound.

We're proud to engage with the leaders who move this vision forward, and the companies ready to lead.

[TrueFoundry @truefoundry]

TrueFoundry is the 2026 @AI_Breakthrough Awards LLM Platform of the Year.

One control plane. 10T+ requests/month. 1,000+ clusters managed.

AI infrastructure that governs, deploys, scales, and traces, so your team doesn't have to.

[Peter Bordes @PeterBordes]

GM & @PeakEnergyTech partner to advance energy storage systems.

@GM Ventures formed a strategic partnership with Peak Energy in California to develop and deploy next-generation sodium-ion battery cells purpose-built for grid storage applications. https://t.co/IiLi3G23hu #AI

[Peter Bordes @PeterBordes]

@aleabitoreddit Couldn’t agree more. A few key private disruptive robotics innovation @TrajectoryVC CO’s that are gaining significant velocity.
@Apptronik humanoid
@MachinaLabs_ manufacturing
@Genrobotics_ai orchestration cloud
@DynaRobotics general purpose
@PhysicalAI LLMs for physical #AI

[Jennifer Jones @JenniferCJones_]

@truefoundry Congratulations on a fantastic acquisition.

[TrueFoundry @truefoundry]

Read @nikunjbjj 's note on what this acquisition means for us here: https://t.co/6BdSfGVSbx

[TrueFoundry @truefoundry]

📣 TrueFoundry has acquired Seldon AI's business and customers.

Production ML's trusted backbone meets the control plane moving 1T+ tokens a day.

This acquisition accelerates our mission to become the unified control plane for enterprise AI.

Read more 👇

[SuperDataScience @superdatasci]

TrueFoundry’s Nikunj Bajaj speaks to
@JonKrohnLearns about how enterprises like Nvidia and Siemens are realizing over $100 million in returns from single AI agent deployments, and why the conventional advice to “start small” is exactly the wrong way to roll out agents in a large organization.

Watch the episode here: https://t.co/FQTbFAh6aR

[TrueFoundry @truefoundry]

The worst advice for enterprise AI agents? Start small.

"Start small" sounds safe.

In reality, it often leaves enterprises with 100+ agent pilots and no scalable AI strategy.

The winners do the opposite:
→ Start with a high-value problem
→ Build the foundation
→ Scale from there
That's where the biggest AI outcomes come from.

🎙️ @nikunjbjj in conversation with @JonKrohnLearns for @superdatasci - link in comments👇

[Serenity @aleabitoreddit]

Always amazing looking at $MU earnings:

Revenue: $41.46B vs. $35.8B est.
EPS: $25.11 vs. $20.78 est.

Forecasts:

Revenue: $49B to $51B, vs $43.24B est
EPS: $30.00 to $32.00, vs. $25.31.

“Micron said on Wednesday that it has signed 16 long-term agreements”

"When completed, we expect approximately half or more of our company revenue to be under these"

Looks like memory demand has become structural…

But great earnings to show up the AI trade is continuing to ramp up.

[AlphaSense @AlphaSenseInc]

$MU CEO Sanjay Mehrotra says their large customers include data center and the large and medium customer agreements go across data center, consumer, and automotive markets. Large agreements generally have a price band with a floor and a ceiling established at CQ2 price levels, which are reflected in their FQ3 results and FQ4 guidance. Those price levels provide for unprecedented levels of profitability.

"Our large customers include data center and the large and medium customers that you mentioned, of course, including our smaller customers, they do go across data center, consumer, and automotive markets. We have provided you color on the large agreements have, of course, generally have a ceiling price and have a price band which has a floor as well as a ceiling, and the ceiling is established at the CQ2 price levels. Of course, you know that CQ2 price levels are reflected in our FQ3 results as well as FQ4 guidance, and they provide for unprecedented levels of profitability. Those price bands also provide for floor prices, where the gross margins are well above the peaks at any past cycle in company's history.

The large agreements that we mentioned, these are multi-year agreements, and they provide us tremendous visibility to demand customer commitments, and they, of course, come with the financial commitments, including cash deposits, that Mark elaborated on earlier."

[FlowQuantix @FlowQuantix]

$NIXX research report

https://t.co/z1L4eody87

$HUT $KEEL $CLSK $IREN $CIFR

[AlphaSense @AlphaSenseInc]

$MU Earnings:

- Revenue of $41.46 billion versus $23.86 billion for the prior quarter and $9.30 billion for the same period last year
- GAAP net income of $28.24 billion, or $24.67 per diluted share
- Non-GAAP net income of $28.86 billion, or $25.11 per diluted share
- Operating cash flow of $25.39 billion versus $11.90 billion for the prior quarter and $4.61 billion for the same period last year

“Micron’s record fiscal Q3 financial results and even stronger outlook for Q4 reflect the strategic value of memory in the AI era,” said Sanjay Mehrotra, Chairman, President and CEO of Micron Technology. “Micron is investing at record levels in technology, products and supply to address our customers’ rapidly growing demand. We believe our multi-year Strategic Customer Agreements will significantly enhance the durability and predictability of Micron’s strong financial performance.”

[Nate Endicott @EndicottInvests]

$NBIS just released AI Cloud 3.6 🔥🔥

Here is what’s new:

Nebius Echo – an AI agent built into the console that lets you control cloud infrastructure using natural language. Runs on open-source models via Nebius Token Factory.

Developer experience upgrades – one-click SkyPilot integration, global search across services and tenants, unified Notification Center, new instance creation workflow.

Enterprise security – customer-managed encryption keys (CMEK), Workload Identity Federation for credential-free auth, Bring Your Own Image for compliance-validated containers, and a new Budgets feature for FinOps teams.

Storage improvements – local SSDs on GPU servers for high-performance caching, 30% more read bandwidth on Object Storage, up to 100x more IOPS for metadata-heavy workloads, and validated filesystem clusters up to 100 PB.

They also launched the Nebius Builder Program (early preview) – credits, office hours, and community access for developers and ML engineers – plus Nebius Certifications, starting with AI Cloud Ops (Associate).

$NBIS building out a full production-grade AI cloud platform, another step closer to becoming a hyperscaler.

[Trajectory AI @Trajectory_AI]

Massive first $156m/annual AI Infrastructure deal for $NIXX, which is highly undervalued against direct comps $NBIS $IREN $CRWV $BRUN $WULF, and will be announcing more partnerships. We wouldn't be surprised by an $NVDA deal, given they're already listed on the Tachyon9 website.

[Lambda @LambdaAPI]

Robots act in partially observed worlds. 3D-Belief lets them reason about what they can't see: completing unseen scenes in 3D using diffusion and Gaussian splatting, then acting on that belief.

Joint work: @JohnsHopkins, @Cambridge_Uni, Lambda. Tested on a @HelloRobotInc Stretch platform.

Paper: https://t.co/82QMH2mqnC