battousai

crypto investor, travel mania, foodie

[Reuters @Reuters]

Since DeepSeek shocked markets early last year with its cheap but powerful AI model, global consumers have been faced with a choice: Chinese offerings with lower prices and less capability or OpenAI or Anthropic, which have poured billions into development.

A model called GLM-5.2, launched last month by Beijing-based startup https://t.co/aSDTEzsBht, may finally be closing that gap in terms of Western interest https://t.co/AjZnWqI8k2

[Roundhill Investments @roundhill]

The Roundhill T-REX 2X Long DRAM Daily Target ETF $RAM launches tomorrow: https://t.co/vPkZmOLsk2

$DRAM $RAM @REXShares

The Fund is not suitable for all investors and is designed to be utilized only by a knowledgeable investor who understand the consequences of seeking daily leveraged investment results and intend to actively monitor and manage their investments. The Fund has a daily leveraged investment objective; its performance over periods longer than a single day will likely differ from 200% of DRAM's performance due to compounding. Investing in RAM is not equivalent to investing in DRAM, in any memory company, or in the memory sector. The Roundhill Memory ETF and Roundhill Financial Inc. are not affiliated with the Trust, the Adviser, or any affiliate, and have not participated in the preparation of the prospectus. The Fund is new and has no operating history. Distributed by Foreside Fund Services, LLC.

[Micron Technology @MicronTech]

Today, we're proud to announce a strategic agreement with @AnthropicAI that spans memory and storage AI architecture design, supply and demand, enterprise adoption of Claude across Micron and a strategic investment in Anthropic’s Series H funding round. https://t.co/WkAzl0YXxK

[Treasury Secretary Scott Bessent @SecScottBessent]

Under President @realDonaldTrump and @VP, we continue to make the world safer and more prosperous.

In line with the ongoing productive talks in Switzerland, Iran has committed to free and open transit in the Strait of Hormuz and to permit International Atomic Energy Agency (IAEA) inspectors into their country.

As part of the framework, Treasury has issued a temporary 60-day general license authorizing the production, delivery, and sale of Iranian oil.

[tae kim @firstadopter]

June 22, 2026 at 9:00 AM EDT
Micron and Anthropic Announce Strategic Agreement to Scale Next-Generation AI Infrastructure
Collaboration spans memory and storage AI architecture design, supply agreement, enterprise AI adoption and a strategic investment
BOISE, Idaho, June 22, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) today announced a strategic agreement with Anthropic that spans memory and storage AI architecture design, supply and demand, enterprise adoption of Claude across Micron and a strategic investment in Anthropic’s Series H funding round. The agreement directly links the demands of frontier AI models to how infrastructure is designed, supplied, and deployed at scale.

[Anni @anni_sen]

There were 5-6 articles in the WSJ over the weekend on memory shortage and looking at overnight markets there’s 3 names of my watchlist green - $INTC $MU $DRAM.

“You have this fast-moving technological shift, but you’re constrained by slower moving physical systems like manufacturing,”

[Cline @cline]

GLM-5.2 is the first open-weights model to cross 80% on Terminal-Bench, and beats every other open model available.

It also beats Gemini, making it a frontier-level model for a fraction of the cost.

Open weights is back. This model is a game changer.

Available in Cline now!

[Z.ai @Zai_org]

Introducing GLM-5.2: Frontier Intelligence, Open Weights

- Significant improvements in coding and agentic tasks
- Strong long-horizon capabilities with a 1M context window
- Two levels of reasoning effort: GLM-5.2 (max) pushes the limits, while GLM-5.2 (high) strikes a strong balance between performance and token efficiency
- MIT-licensed open weights
- Same API pricing as GLM-5.1

Tech Blog: https://t.co/LAsxUdN0JZ
Weights: https://t.co/g0A1C4UWx4
API: https://t.co/Kc3E22cbN7
Coding Plan: https://t.co/Nk8Y98HNhU
Chat: https://t.co/WCqWT0qCQb

[Z.ai for Startups @ZaiforStartups]

GLM-5.2. Open-source. 1M context.
When one door closes, another opens.

– GLM Team Coding Plan: live now
– API: this week

[MiniMax (official) @MiniMax_AI]

$0.07 for M3, $3.39 for Opus. Both caught 13 of 17 bugs.

Really interesting breakdown from @kilocode

Definitely worth the read

[Brian Armstrong @brian_armstrong]

Competition with China might be the best thing to happen to America since the cold war.

We’ve been leading the world for so long, but we got a bit complacent. Competition breeds excellence.

[Wall St Engine @wallstengine]

Apple’s overhauled Siri will reportedly use Google’s Gemini models running on NVIDIA Blackwell B200 chips, per The Information.

$AAPL tried running a modified Gemini model on its own Private Cloud Compute servers, but performance was reportedly too slow.

More complex Siri requests may rely on Google’s cloud infrastructure, while Apple is still expected to emphasize on-device AI at WWDC.

[Jukan @ ICML @jukan05]

Hmm

[First Squawk @FirstSquawk]

Nvidia CEO: We expect to return 50% or more of this year’s free cash flow to shareholders.

[Antfeed @antfeedapp]

BREAKING: HBM prices set for sharp 2027 rise as three major memory makers target higher HBM4 contract pricing — TrendForce

TrendForce says conventional DRAM prices have already surged on tight supply, while HBM contract prices have lagged because they are negotiated annually.

With 2027 HBM4 talks expected in 2Q26, the next leg of the memory rally may come from HBM pricing catching up to DRAM tightness.

#HBM #HBM4 #DRAM #MemoryChips #AIChips #Samsung #SamsungElectronics #SKHynix #Micron #NVIDIA #TSMC #KoreaSemis #Semiconductors #Kospi #Kosdaq $KORU $DRAM $EWY

[Clark Tang @_clarktang]

$NVDA Jensen at Financial Analyst session in Taipei:

"At earnings we announced an $80B share repurchase and a 25x increase in dividend and also said we would review our dividend on a regular basis.

Today we plan to return of 50% or more of FCF to our shareholders this year and next year. And beyond... to infinity and beyond"

[Pavan Davuluri @pavandavuluri]

Proud to introduce you to @Surface Laptop Ultra, the most powerful Surface Laptop ever built. https://t.co/mc8lVl3rUC

[Satya Nadella @satyanadella]

Our goal is to deliver unmetered intelligence to every home and every desk with Windows.

NVIDIA RTX Spark marks a real breakthrough toward that vision.

Looking forward to sharing more with Jensen, who will be joining us live from Taiwan, at Build this week! https://t.co/O9ttCunAhG

[Podcast Alpha @PodcastAlphaX]

3GW to 20GW. Two years.

https://t.co/d0Cb6DuR5X

@altcap Gerstner on @tbpn: OpenAI and Anthropic combined started 2026 with 3 gigawatts of compute. They exit the year near 10GW. By end of 2027: approximately 20GW.

Private investor data - not independently verifiable - but directionally consistent with every hyperscaler CapEx disclosure from Q1 earnings.

The infrastructure implication is not about the labs. It's about who supplies memory, logic wafers, and powered shell at this scale.

Micron and SK Hynix sit at single-digit multiples. They are building for a 20GW world. Analysts are pricing them as if demand is uncertain.

It is not.

Source: TBPN (@tbpn) - https://t.co/01u24na1Sq

[Michael Dell 🇺🇸 @MichaelDell]

The world’s first @nvidia Vera Rubin NVL72 server rack is here.

We’re thrilled to deliver the first working, liquid-cooled @Dell PowerEdge XE9812 for @CoreWeave.

Built for the next era of AI infrastructure. 🚀🤝