Anthropic's insatiable compute demand is driving strategic partnerships across the chip ecosystem, and the Franklin Venture investor sees this as validation of the AI infrastructu…

AMD's equity investment in Anthropic secures a major compute customer for its next-gen AI chips and mirrors the ecosystem strategy every major player is now pursuing, making it a…

Franklin's venture portfolio (including Anthropic) has compute access but supply chain bottlenecks and rising costs persist; long-term supply should correct as demand scales.

Tesla's AI spending is obscured by Elon Musk's dual CEO role with SpaceX — evidenced by Cybercab's Starlink integration — and investors need concrete robotics and autonomous vehic…

The Tesla-SpaceX integration thesis faces structural delays from SpaceX's cap table requiring liquidity events, though a more favorable regulatory environment may eventually enabl…

Despite persistent concerns about employee investigations and potential China rule violations, Super Micro's strong preannounced numbers indicate customers are not being scared of…

OpenAI is moving from partner-dependent infrastructure to designing its own data centers and securing power contracts directly, with plans to open-source a standardized AI data ce…

Apple is launching a dozen new Macs over the next two years including the first touchscreen MacBook Pro with Dynamic Island, powered by M5/M6/M7 chips architected for on-device AI…

Samsung's new foldable phone replacing the larger tablet form factor is a compelling device for gaming, multitasking, and media consumption that Gurman expects to sell strongly, w…

Apple's new 'Apple Upgrade' leasing program partnering with Klarna — after its in-house Goldman Sachs effort failed — creates a recurring revenue stream for Klarna and helps Apple…

AT&T's CEO argues fiber's lowest marginal cost and superior wireless density in urban/suburban markets create a defensible moat against Starlink, which is confined to less dense a…

AT&T's fiber/wireless bundle is structurally superior in dense areas with lowest marginal cost; Starlink fits underserved rural markets but cannot compete in metro/suburban where…

The key question for ServiceNow and the application layer is whether AI-driven growth is truly incremental or merely displacing traditional software revenue, a narrative that has…

IBM's prerelease highlighted mainframe strength, but the critical question is whether enterprise IT budgets are being diverted from IBM's broader software portfolio to fund AI inf…

Google Cloud revenue growth and the conversion of its massive $460B backlog into recognized revenue will signal whether the industry's hundreds of billions in AI infrastructure sp…