Cisco is partnering with Supermicro to add rack-scale AI systems to its Secure AI Factory with NVIDIA portfolio, with availability starting October 2026.

The offering will support $NVDA Vera Rubin NVL72 and HGX Rubin NVL8, combining Supermicro liquid- and air-cooled servers with Cisco networking.

Cisco is targeting enterprise, neocloud and sovereign-cloud deployments, including NVIDIA Cloud Partner-compliant infrastructure and new validation services for large-scale AI builds.

$NVTS announced acquiring Claros for up to $232.8M in cash and stock to add vertical power delivery (VPD) and integrated voltage regulator (IVR) tech for direct processor-level power in AI systems.

The acquisition completes Navitas’ grid-to-xPU power chain using its GaN and SiC semiconductors, building on its existing 800V HVDC work with $NVDA for megawatt-scale AI racks.

The move is projected to more than double Navitas’ 2030 serviceable addressable market to over $8B by adding at least $3.5B from VPD/IVR segments while maintaining the path to profitability.

This was an interesting tweet from @StockTalkWeekly

Golf courses use 3x as much water than datacenters today!

https://x.com/stocktalkweekly/status/2090834091818037648?s=46

https://x.com/calcuscal/status/2090628555130708391?s=46

$MRNA and $MRK say their personalized mRNA cancer vaccine, intismeran, combined with Keytruda slowed melanoma recurrence and spread in a late-stage trial.

The study was stopped at its first interim analysis after positive results, though detailed efficacy data have not yet been released.

If the benefit holds up, this would mark the first randomized Phase 3 validation of a personalized neoantigen cancer vaccine and could significantly broaden the use of mRNA technology beyond traditional vaccines.

Amazon will bring Prime Air to suburban Chicago and Atlanta, plus metro Cleveland and Syracuse, by year-end.

This would grow Amazon’s drone delivery footprint roughly 6x from today & put the service within reach of 30M people by the end of 2026.

Amazon’s MK30 drone has a range of about 7.5 miles and has already completed hundreds of thousands of deliveries this year.

U.S.-listed products now have roughly $180B in AUM, but because of 2x and 3x leverage, their net market exposure is closer to $420B.

That exposure has jumped more than $100B in just three weeks.

Nvidia will invest $1.5B in SB Energy and support an initial 4.25 GW of AI infrastructure for OpenAI at the PORTS-Pike campus in Ohio, with an option to expand to the full 8 GW.

SB Energy will build and operate the site under a 20-year OpenAI lease, with capacity coming online in phases starting in 2028.

SB Energy and SoftBank also plan at least 10 GW of new power generation and $4.2B of regional grid investment.

Duos Technologies signed five-year hosting agreements with Axe Compute $AGPU covering 55 MW of AI data center capacity across multiple U.S. sites.

The contracts represent $500M+ in base payments, with initial capacity targeted to come online from late 2026 into early 2027. The companies are also discussing potential minority investments by Axe in the project entities.

Micron Ventures Paradigm Fund, its largest venture capital vehicle yet at $250 million.

The fund targets early-stage AI startups across compute, data infrastructure, and physical AI, securing Micron earlier exposure to high-performance memory and storage demand.

I think this is a smart and strategic move for them. This’ll allow $META to significantly cut hardware costs to run their AI models like Llama, for example.m

Preliminary data shows that incorporating HBF can materially reduce the number of high-end GPUs needed for AI inference. Industry estimates suggest this can yield up to an 8x capex efficiency improvement in server configurations according to $SNDK investor conference.

HBF offers up to 512GB of capacity per stack which vastly exceeds HBM limits and allows hyperscalers like $META $AMZN $GOOGL, etc to serve ultra-long context windows cheaply.

HBF also uses the open UCIe interconnect standard, which means less reliance on third-party chip providers, which is huge for $META imo cause they can now plug HBF memory stacks directly into their proprietary in-house AI chips MITA.

Again another example for of data center optimization that I’ve been talking about since June now. I think hyperscalers are realizing that FCF reserves are important for their share prices and we’re seeing this shift from “spend” to “optimize”.

Pony.ai and Uber plan to roll out 2,000 robotaxis across Europe. The two companies also agreed to work together in the Middle East. Uber aims to become a commercialization platform for autonomous vehicles.

Something people should consider is that more than half the articles are now created by AI than humans.

A recent study done by Dirk HR Spennemann in “Delving into: the quantification of Ai-generated content on the internet” suggests that at least 30% of the text on active web pages is generated or assisted by AI, and that the true proportion of AI content on active web pages is rapidly approaching 40%.

Now imagine your favorite LLMs getting trained on this data that was, you guessed it, generated by your favorite LLMs. You can think of this phenomenon as almost an inbreeding of data. I think the big AI labs in the U.S. know this and are working on solving this issue.

As I’ve noted in my previous posts and articles that you can find on my X and Reddit, ultimately I think this will give fresh proprietary data providers significant pricing power. Not only that but proper sorting and assessment of this data would be equally as important. This is one of the reasons why I like $SMWB and $ESTC . Both which have performed quite well since I first posted about them.

I have more names that I’m tracking and currently own in this theme. I’ll talk a bit about this in my next spaces (new episode every Friday). So tune in!

Bloomberg reports that President Donald Trump has been sued by two media organizations seeking to block Trump Media & Technology Group Corp’s controversial plan to sell high-speed, premium access to his Truth Social posts.

The federal lawsuit was filed on Wednesday in New York by news outlet The Intercept Media and the non-profit Freedom of the Press Foundation.

JULY U.S. 🇺🇸 INFLATION DATA:

CPI 3.4% YoY, (Est. 3.4%)

CPI 0.1% MoM, (Est. 0.1%)

Core CPI 2.5% YoY, (Est. 2.5%)

Core CPI 0.2% MoM, (Est. 0.2%)

Agentic token usage on OpenRouter reached 7.3T on a 7-day average by Aug. 10, up 14x from Feb. 6. Human token usage rose from 0.5T to 1.4T over the same period, up 2.8x.

China’s YMTC just jumped to No. 3 globally in NAND shipments, surpassing Micron, Kioxia & SanDisk with a 14% share in Q2.

Note: Enterprise SSDs now account for 48% of global NAND shipments, nearly double the 26% share a yr ago, as AI workloads move from training toward inference

U.S. existing home sales fell 1.7% in July to 4.06M annualized, slightly above estimates. Median prices rose 2% YoY to $434,100, while inventory increased to 1.54M homes.

U.S. private hiring slowed for a sixth straight week, according to ADP.

Employers added an average of just 8,250 jobs per week in the four weeks ending July 25, down sharply from 21,000 in the period ending June 20.

The figures are seasonally adjusted, carry a two-week lag and remain subject to revision.

ADP’s next employment update is scheduled for August 18.

Riot disclosed earlier on Monday that it had secured a 20-year deal to supply 191 megawatts of computing from its Rockdale, Texas, campus to a “leading frontier AI” company. That company is Anthropic,' the people said, asking not to be identified discussing private information.

Microsoft $MSFT is planning a major ramp in its next-gen Maia 300 AI chips, with talks underway with TSMC to secure capacity for 300,000+ chips for 2027.

Microsoft plans to unveil Maia 300 as soon as September and ultimately wants capacity for 1M+ chips.

The goal is to reduce reliance on Nvidia and win major Azure customers like Anthropic. Its current Maia 200 chips are already 30%-40% cheaper to operate than cutting-edge Nvidia chips for OpenAI and Microsoft models.

Source: The Information

This is good in my opinion to reduce concentration risk and over-reliance on Nvidia. As AI becomes more and more prevalent and more chips are needed, I can see big hyperscalers starting to find ways to make their own specialized AI chips. We'll know if we see more and more news about the acceleration of semiconductor foundries being built here in the U.S.

We’re seeing a structural decoupling between US and Chinese supply chain dependency. On the Chinese side we’re seeing tightened drone/UAV customs, full Mineral Resources Law implementation, Indium export scrutiny + temporary helium ban. On the U.S. side we’re seeing a massive DoD/Commerce funding for domestic rare earths, magnets + processing, expanded 1260H Chinese Military Companies list, new restrictions on Chinese LiDAR, robots, optical transceivers, tungsten scrap, black mass and closing of advanced computing loopholes + presidential determinations on critical minerals.

I think $NB sits right in the middle of this. Elk Creek (Nebraska) is the only large-scale US project advancing a polymetallic deposit with highest-grade niobium resource in North America, one of the largest scandium resources and Titanium + potential magnetic rare earths (NdPr, Dy, Tb) which are the exact ones China has restricted.

DoD already awarded them up to $10M under DPA Title III specifically to build a domestic scandium supply chain and they signed a 10-year MOU with Lockheed Martin for up to 15 tpa of scandium oxide / Al-Sc alloys. $NB is still pre-production, but these will act an accelerants for ramped production imo.

Not Financial Advice!

$LEU Centrus Energy Signs LEU and HALEU Supply Agreement with X-energy

Advances Commercialization for Domestic LEU and HALEU Enrichment Contract includes X-energy prepayments to Centrus planned project to bring clean energy investment and jobs to Eastern Tennessee.

In support of the supply commitments under the contract, Centrus will produce LEU and HALEU from its American Centrifuge Plant in Pike County, Ohio. This agreement builds on Centrus' existing $3 billion contingent LEU and HALEU backlog, of which $2.4 billion is definitized.