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#

Summary of : NAND Pricing Breakout Driven by eSSD ☕️ According to TrendForce, the leading third‑party memory research firm, NAND demand is tracking materially stronger than expected. 📈NAND demand tracking much stronger than expected — driven by eSSD as U.S. CSPs aggressively scale AI infrastructure • WE RAISING NAND blended price outlook meaningfully:
3Q26 / 4Q26 / 1Q27 QoQ: +21% / +17% / +15%
(vs prior +18% / +2% / 0%) • Inventory at U.S. hyperscalers expected to fall further by 4Q26 (from ~14 weeks in July vs ~15-week normal) • Supply remains disciplined: bit growth +15% / +21% / +20% YoY in 2025/26/27 • eSSD demand from U.S. hyperscalers has nearly doubled vs prior projections → demand growth outpacing supply near quarters • enterprise (especially AI-related eSSD) px/demand far outpacing consumer • AI is reshaping the memory hierarchy → new stack: DRAM → SCM → TLC/QLC NAND → HDD • Still bullish DRAM/HBM (SK Hynix, MU) and Now also constructive on NAND names (Samsung, SK Hynix, MU, SanDisk, Phison, etc) #Trendforce# #Memory# #DRAM# #NAND# #MU# #SKHY# #SNDK#