AI Names · Memory, networking & interconnect
Lumentum
LITE
Lumentum makes optical components for the same job: getting light, not copper, between the boxes.
In the Daily
· Closing Time
Closing Time: Agents left the chat windowOutcome contracts, local Mac agents, jobsite AI, and a swarm that never called home.
· Closing Time
Closing Time: Alignment left the whiteboardAnthropic’s automated safety agents, Xpeng’s robot raise, OpenAI’s Asia hire, and Palo Alto’s hunt for Datadog and Okta.
· Closing Time
Closing Time: The money is chasing the factory floora16z’s Machine Age fund, open-weight M&A, Emerald’s grid software, and Generalist’s $3B robot brain.
· Closing Time
Anthropic bought the power. Meta bought the peace.460 megawatts of Vera Rubin in West Virginia. Plus MiniMax hits $800 million ARR.
· Closing Time
Closing Time: Anthropic named a market bigger than the economyOpenAI says Jalapeño beat Nvidia. ClickHouse hits $350 million ARR.
· Morning Brief
Nvidia readies a China LPU. Alibaba spends $10 billion.Nvidia is preparing an export-compliant inference chip for China as Alibaba’s AI buildout cuts profit 75 percent.