Earlier this year I called out chip testing as major AI bottleneck & why $AEHR could be one of the biggest reratings tied to it.
At the time, it was still a ~$500M company with real exposure to AI processors & silicon photonics.
Now it is one of 2026’s biggest winners.
$AMAT has launched new Angstrom-era chipmaking systems designed for 2nm and below AI logic nodes.
The tools support next-generation GAA transistors and 300 billion-plus transistor chips, with a focus on better performance-per-watt and reliability.
$INTC says it is joining the Terafab project with SpaceX, xAI and $TSLA to help modernize silicon fab technology.
The goal is to bring chip design, fabrication, and packaging at scale to support 1 TW per year of compute for AI and robotics.
$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.
Next hour in the chair at Fox Business Big Money Show. Join us. 👏🏻🔥
$INTC is reportedly in talks with $GOOGL and $AMZN for advanced packaging services.
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.
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