Loading activity…
@jscc2020lee
Asia semis & AI infra → US stocks, 3x a day. $NVDA $TSM $MU $AMD $AVGO in one card. Pre-market · Lunch · Close. Not financial advice.
Technology
The Financial Times reports Anthropic told investors it was profitable on an adjusted basis for a second straight quarter.
Technology
A reply links the revenue projection and wafer crowd-out, calling the combination a memory squeeze.
AI
A post citing CBS says Philadelphia police disclosed the incident after Anthropic notified the department on October 7.
Technology
Reuters reports the deal, disclosed in Anthropic’s IPO filing, deepens ties spanning compute supply, equipment leasing and financing.
AI
Nvidia says its open-source OpenShell runtime traces agent actions and enforces policies. Sentry adds monitoring on BlueField hardware, designed to enable millisecond-scale quarantine.
