Most institutions' publication date is either late August or early September, after Kevin Warsh's speech but before PPI data is released. After yesterday's PPI exceeded expectations and oil price broke through 100, the actual market pricing has become much more aggressive than most institutions base cases. The probability of interest rate futures 76% interest rate hike has changed "September interest rate hike" from one scenario to a near-certainty.
Poolside "The leader in the US Open Weight Model" but then made a pat: it still lags behind the front of the open weights led by China Chicken Drumstick Durian
Huang spent $6 billion to obtain authorization for the AI model of the startup Poolside, an AI startup that most purchasing executives couldn't spell yesterda$英偉達(NVDA)$
Crazy Numbers at AI Pipeline Q2 AI server order volume: $60.9 billion, a record high. End of period AI server backlog orders: $95 billion, record high. Neocloud, Sovereign cloud, corporate customers over 6,500 $戴爾(DELL)$