The United States is committed to diplomacy and dialogue on super intelligence. But international dialogue cannot be allowed to drift toward global governance. As @POTUS said, the U.S. totally rejects any attempt to construct a globalist scheme of control for super intelligence.

Was great to meet @ITUSecGen Doreen Bogdan-Martin in New York. Global 6G standards and spectrum coordination will shape the next decade of innovation. The U.S. remains committed to leading on 6G through strong international partnership.

View summary- Akamai–Anthropic deal: 💰 $11.6bn 7-year accelerating CPU agreement announced 24 Sep (potential +$9bn expansion). Anthropic to use Akamai’s distributed AI infra & software for growing CPU workloads. 
🤖 Vera CPUs expected: Nvidia previously flagged Akamai’s Vera deployment plans. Vera targets agentic workloads (code, orchestration, data processing) with high-bandwidth LPDDR5X. 
• Positive read-throughs:
– Server CPU & DRAM demand (agentic AI needs more compute + memory)
– eSSD / NAND (context, vector DB, KV-cache growth; better cost/power vs DRAM/HDD)
– ABF substrates
– Lenovo (major server OEM for Akamai)
• Our Server CPU TAM: 2030 server CPU TAM of $215bn 
• Stocks & Positive Implications :
– CPU: NVDA, AMD, INTC
– Memory: SK Hynix, Micron (DRAM/HBM); Samsung, SK Hynix, MU + SanDisk (NAND)
– Advanced packaging: ASE (Buy), TSMC (Hold), Amkor
– OEM: Lenovo (Buy) #anthropic# #NVDA# #CPU# #DRAM#