“We expects the prices to increase to $53/GB in 2027, when Vera Rubin will be shipping in volume.”
Bernstein is very bullish on 2027 HBM4 pricing. LFG!!!
📣 @SKhynix and @NVIDIA announce a multiyear technology partnership to codevelop next-generation memory for the global AI factory buildout.
SK hynix will codevelop memory for NVIDIA's platforms — from NVIDIA Vera Rubin to Jetson Thor — while advancing fab digital twins using @NVIDIAOmniverse libraries and applying NVIDIA CUDA-X and PhysicsNeMo to accelerate semiconductor design and manufacturing.
Read the press release: https://t.co/s3L33JGA35
Everyone was expecting the Korean market to open in the red on Monday morning due to last Friday’s weak US market close.
But right after the breaking news of the NVIDIA–SK Hynix collaboration announcement, SK Hynix is already surging +6%+ in pre-market / futures trading!
Jensen - “All of my friends at Korean companies: LG, SK hynix, Samsung, Hyundai, and Naver, are all booming.”
One special highlight was how important memory has become in NVIDIA products.
Two frontier labs. One accelerated computing platform. Congrats to @SpaceX and @AnthropicAI on the new compute partnership, powered by 220,000+ NVIDIA GPUs inside Colossus 1. The future of AI runs on NVIDIA.
@kevinxu Do you ever set any stop loss calls? Sometimes when a stock goes up so much, my immediate reaction is that it is going to bounce and I fear losing the benefits, so I set a stop order but not sure if that's the correct play because then I don't know where or when to re-enter
People ask for one rule to live by: move daily, sleep regularly, build muscle, avoid sugar, seek polyphenols, treat ultra-processed foods like poison, find a supportive partner, call your parents, and have purpose in life
I know. That’s the point
This is a power grab masquerading as progress.
They’re not trying to solve a food shortage. They’re trying to engineer one. You take something nature gives freely, that millions of small farmers can produce without permission, and you replace it with something that requires corporate labs, IP protections, and centralized distribution.
That flips butter from a commodity anyone can make into a proprietary product controlled by a handful of actors.
Once they own the source code for your food, they can alter it, gate it, and revoke access at will. Tie it to ESG compliance, health passports, carbon credits – and suddenly eating becomes conditional. The moment you accept synthetic replacements for staples, you accept a kill switch over your diet.
This is the same playbook as fiat money and central banking – replace something real with something they can conjure, manipulate, and weaponize. The goal isn’t to make butter without cows. The goal is to make humans without sovereignty.