$AKAM embeds zero-trust security into $NVDA's BlueField-4 hardware and DOCA platform, encrypting AI data center traffic directly in infrastructure.
Enforcement happens at line speed without degrading GPU or storage performance, rolling out late 2026–early 2027.
Anthropic is expanding access to Mythos, its cybersecurity AI model, to 150 additional organizations.
The expansion brings total access to ~200 groups in power, healthcare, communications, and critical software maintenance, with Mythos having identified 10,000+ serious
$MRVL gained 19% in early trading after $NVDA CEO Jensen Huang identified the company as critical infrastructure for next-generation data center design.
Marvell provides the connectivity backbone that binds disaggregated computing parts across distributed data center
$ANTHROPIC just filed a draft S-1 registration statement with the SEC, setting the stage for a potential public offering.
The filing marks Anthropic's formal entry into the IPO process as the AI sector races toward scale and profitability. Will Anthropic get to market before
$SNOW doesn't need to know whether usage is coming from a human analyst or an AI agent but just needs more workloads running through the platform.
Thats why Snowflake is trying to become the governed data layer where enterprise data, AI models, applications & workflows all come
"Snowflake doesn't really need to know whether the traffic's coming from, a human analyst or an AI agent."
-@StockSavvyShay on $SNOW
The flywheel: AI products drive usage, usage drives consumption, consumption turns into the control plane for enterprise AI.
Full breakdown of the print, including the $6B AWS deal, the AI consumption flywheel, and why $SNOW went from a 52 week low to a 52 week high in six weeks.
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$NVDA is shipping RTX Spark, an Arm-based CPU-GPU hybrid that puts the chipmaker in direct competition with $INTC, $AMD, and $QCOM in the Windows laptop market.
The chip pairs a 20-core Grace CPU with a Blackwell GPU, runs at 45–80W, and Nvidia claims it can execute
$CRWV validated $NVDA's Vera Rubin NVL72 in a live production environment, hitting an industry first for the GPU cluster design.
The completion clears a key deployment milestone as data center operators prepare large-scale inference infrastructure.
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