Day: February 3, 2026

$AVGO signed a long-term deal with $GOOGL to help develop future TPUs and supply networking for Google’s next-gen AI racks through 2031.

As part of that, Anthropic will gain access to about 3.5 GW of TPU compute starting in 2027, helping push its run-rate revenue above $30B.

U.S. Treasury is reportedly tapping $HOOD and BNY to help run Trump Accounts for children.

The move would put both firms at the center of the new government-backed investment account program.

Great to be featured in The New York Times discussing why Starlink is doing the heavy lifting in the SpaceX IPO.

With ~9M users today and a credible path to 50M over time, Starlink alone could become a ~$40B high-margin recurring revenue business at ~$80–$100 ARPU.

Great to be featured in The Washington Post discussing how we’re about to witness the largest IPO in history when SpaceX goes public.

SpaceX is going public now because it has crossed the line from building the future to owning enough of the present for public markets to finally

$INTC is paying $APO about $14B to buy back the 49% stake in the Fab 34 Ireland joint venture.

Intel wants full control of Fab 34 as it tries to rebuild its foundry business into a credible challenger to $TSM.

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