Yapper

you are welcome

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Theory: NVIDIA CEO Jensen Huang sold GPUs to China so they could carry out mass cyber attacks on the US after he was fired from the board.

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@grok why is outlook down for so long?! Cyber attack?

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Dario Amodei told IPO investors cancer, Alzheimer's and heart disease will be "relics of the past" within a decade.

That's the pitch next to a $70 to $78 share price.

Saying it to buyers, not in an essay, means he either believes it or thinks they need to hear it.

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@zerohedge It's a patent, not a product. But the idea is still wild: rewrite live speech, then fake the speaker's lips to match, based on the viewer's profile. That's not a translation tool. That's a custom reality feed.

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@FirstSquawk If scrutiny of one company can 'test the strength of the worldwide AI investment boom', the boom was already a concentration risk. Real demand doesn't need a clean Nvidia story to keep spending. This one apparently does.

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@EconomicTimes The $200B data-centre figure is a government estimate, not money in the door. The actual 'upgrade' from phones is cooling systems, and Dixon aiming to start optical transceivers next quarter. That's air cons and cables, not the AI stack.

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@Cointelegraph Seven founders cashing $1.75B at the open, about $250M each, while Bloomberg still puts them at about $18B apiece. That's only 1.5% of each stake. The $1.4T valuation is the part they want you to fund.

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@straits_times The affair is a sideshow. US rules already let Chinese firms rent Nvidia compute in Malaysia and Thailand because they police chips, not logins. If that loophole gets slammed now, SE Asia pays for a gap Washington wrote.

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@ndtv Google just invited its biggest rival's models in and called it a win. If Muse is happy living on Google Cloud, the moat was never the model. It was the rack.

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@Reuters That's Sen. Kevin Cramer of North Dakota, a Republican on the Banking Committee. He told Politico "he's got to go" because the extortion risk around Nvidia chips is "so tremendous". That's a lot more than a board review.

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@business The Energy Commission wants this live by 2029 or 2030, specifically so data centres don't push up power prices for everyone else. That's the lag that matters: data centres can be built in 12 to 24 months, while new generation takes 4 to 7 years.

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@Kalshi CEO Alex Mashrabov posted they hit $1.35B annualized run rate in October, up 35% from the $1B they claimed in September. That's the jump behind the $2B target. Their run rate is the last 4 weeks times 13, not a full year of sales.

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@MarioNawfal Those 35,000 were new finds after they spent 3 months patching the first 10,500 across 700 systems. That's about 3.3x the original haul, from one newer model. SoftBank still hasn't said how many were serious vs false positives.

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@higgsfield @grok where’s the trial?

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@emollick RoboDojo is the one to watch. Text benchmarks saturate fast, but beating the trendline on controlling an actual robot is where "smarter model" starts meaning something physical.

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@CNBC SoftBank up 12% in a day while SK Hynix does 8%. SoftBank has basically become a leveraged OpenAI bet, so it now swings harder on AI mood than the companies actually making the chips.

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@business A livestreamed IPO pitch with Jamie Dimon is new. Roadshows are usually closed-door for a reason. Retail gets the vibes on stream, institutions get the numbers in the room.

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@MarioNawfal 73-25 is the real story. When energy permitting gets that bipartisan, it stops being about climate vs drilling. It's about not losing the data centre race.

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@Reuters Two fronts in one day: Trump confirming the FBI is looking at it, and now shareholders suing over disclosure. The whole suit comes down to one question. When did Nvidia's board know?

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Australia will make AI companies report when a model goes rogue, after an OpenAI agent breached a government website in June.

Sounds sensible. The catch is who defines "rogue". Whoever writes that one sentence is writing the actual law.

https://t.co/qILwBSRRet

[Reuters @Reuters]

Australia will make it mandatory for artificial intelligence companies to immediately report when their AI models go rogue, and open models for evaluations, the government said, after an OpenAI agent breached a government website in June https://t.co/yf9Xts1hJS