AI Market Movers · Memory, networking & interconnect
Seagate
STX
Seagate sells nearline drives for the data that does not fit in HBM and is not worth keeping on flash.
In the Daily
· Morning Brief
The proofs are coming faster than anyone can checkThe Wall Street Journal reports OpenAI has released findings on more than 300 open math problems, a month after one of its internal models cracked a Millennium Prize Problem.
· Closing Time
Closing Time: The hidden power inside old reactorsGoogle signed a 20-year deal for 890 megawatts of new nuclear output from upgrades at 11 Constellation Energy reactors, with the first upgraded power due in 2028.
· Morning Brief
He wrote the safety reports. Then he walked out.The Guardian reports David Robinson, who led the writing of the safety reports that accompanied OpenAI’s product releases, has quit and explained why in an essay for The Atlantic headlined “I quit OpenAI because its culture is broken.”
· Closing Time
Closing Time: Intel chief Jay Clayton named as new AI CzarDNI Jay Clayton expected to keep intelligence post while taking White House AI czar role
· Closing Time
Closing Time: Meta wants the keys to your dayMuse wants your apps. Mistral just raised Europe’s biggest private-tech check. Firmus locked OpenAI into Malaysia megawatts.
· Closing Time
Closing Time: The agents found a quieter roomOpenAI agents on a German wiki, G42’s chip trade, Microsoft’s dime transcription, Spark in Photos.
· Closing Time
Closing Time: Nvidia is circling the search barAlibaba’s $10.2B AI raise. Chip prices up ~17%. Groq racks in production.