SK Hynix and Samsung Electronics were among the biggest decliners after DeepSeek said it managed to reduce the amount of high-bandwidth memory needed for its latest model, stoking worries about the outlook for semiconductor demand: BBG
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💾 Smaller KV cache. Bigger savings.
Compared with the previous generation, V4.1-Flash’s KV cache needs just:
🔹 1/4 the HBM
🔹 1/8 the SSD storage
Cache-hit charges often account for a large share of agent costs. Compressing the cache cuts those costs significantly.
3/6
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*MICROSOFT PLANS TO TRIPLE DATA CENTER CAPACITY TO 38 GIGAWATTS
$MSFT planning on having more than 38 GW of capacity up in 2032, compared to 12 GW currently. Jeez man we might be early
$TSLA Bulls who say Elon Musk getting involved in politics was a great idea are biased and misguided. I'm sure she can't wait to jump in a Cybercab though 😜
$TSLA 🔻2% following yesterday's space
I expect Tesla stock to HALVE in months ⚠️
Elon Musk threatens to sue over Alex Gibney's controversial documentary as lawyer says flick reeks of bias
Elon is flipping out right now🤣 I cant wait till this documentary hits hbo
I’ve explained this to this guy half a dozen times
He insists he understands the stats - it seems clear he doesn’t at all
Many people ride 4mi in their car without dying and think it’s a robotaxi. Cant fix stupid
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Four years later
Sad!
The End of $TSLA
Senator claims Trump may open US market to Chinese EVs in Xi deal by @fredlambert
Senator claims Trump may open US market to Chinese EVs in Xi deal by @fredlambert
Hey @elonmusk can we get an update on this? Its been awhile and the Trump Administration is still sitting on 3,000,000 redacted files. Only 50% has been released to the public. You seem to have pertinent, first hand information on the subject.
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'Musk,' the documentary slated for release on October 16, is clearly triggering the Tesla CEO, judging by his meltdown on X.
Elon is mad.
Elon Musk has always been a liar and will always be a liar.
$TSLA 🚨 HW4 is not enough for robotaxi
Neither is HW5, so don't hold your breath...
