Hyperscalers
Volts to Intelligence - Meta’s AI Cloud Pivot: Monetization Strategy or Overbuild Signal?
Bloomberg (July 1) - Meta is reportedly developing a cloud infrastructure business that would sell access to AI computing power and models to outside customers. The plan could put Meta into a new competitive lane against cloud leaders such as Amazon Web Services, Microsoft Azure, and Google Cloud. The business would
AI Speedrun - Meta's Zuckerberg says AI agent tech progressing slower than expected
Zuckerberg’s AI Agent Reality Check: The Payoff Is Taking Longer
Breaking News - Mark Zuckerberg Directed Meta to Create a Prediction Markets App
The experimental app, internally called “Arena,” would be independent of Facebook and Instagram. It could compete for attention with Polymarket and Kalshi, the biggest prediction markets. Will Meta launch Prediction Markets App by end of 2026? Yes - it shipsResult57.14%No - quietly killedResult42.86%7 PollsEndedTBD What would actually get
Silicon Bakery - It’s Getting Hotter and Hotter, What’s the Next Wave in Semiconductors?
The semiconductor industry is officially entering its $1 trillion era, fueled by a massive $600 billion hyperscale capex surge projected for 2026. Industry consultants view this as a structural revolution beyond cyclicals. As the market begins to look past GPUs & Hyperscalers, the question remains: what will the next wave
Google to Offer Kalshi and Polymarket Data on Finance Searches
Gambling’s reach is extending deeper into the investment ecosystem as Google strikes a deal to pipe prediction market data from Kalshi Inc. and Polymarket into its finance platform. In the partnership announced Thursday, Google Finance said it will offer up the changing odds from the prediction market exchanges when
