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$MSFT · Windows coming to GB300 brings data center-class AI to the desktop
now playing · $MSFT
$NVDA···bullish· high· posjensen huang
Jensen Huang unveils RTX Spark with petaflop AI performance and 128GB memory for 200B parameter models
RTX Spark delivers a petaflop of AI performance with NVFP4 numerical format and 128GB unified memory, enabling state-of-the-art 200B parameter models to run locally on a PC, trans…
$NVDA···bullish· high· posjensen huang
Microsoft deploys world's largest Grace Blackwell installation with 30x token generation improvement
Microsoft has deployed the largest and fastest Grace Blackwell installation globally; Fairwater's closed-loop liquid cooling uses almost no water and delivers 30x token generation…
$NVDA···bullish· high· posjensen huang
Vera Rubin architected for agentic AI with revolutionary low-latency CPU and rack-scale NVLink 72
Vera Rubin is purpose-built for agentic workloads: Vera CPU targets extremely low latency for impatient agents, NVLink 72 makes the entire rack one computer, and the disaggregated…
$MSFT···bullish· medium· possatya nadella
Windows coming to GB300 brings data center-class AI to the desktop
Microsoft is extending Windows to Nvidia's GB300 platform, effectively putting data center-scale AI compute on the desktop and expanding the developer surface area for agentic app…
$MSFT···bullish· highjensen huang
GitHub commits surge 3x as agentic systems drive productive coding and token profitability
Agentic AI has crossed a utility threshold: GitHub commits have gone parabolic with a 3x increase in recent months, proving agents do productive work and making tokens profitable,…
$MSFT···bullish· highjensen huang
Azure accelerating entire data stack (Fabric, SQL, Spark, vector, graph) for GPU to serve impatient agents
Microsoft is GPU-accelerating all Azure data tools — Fabric, SQL, Spark, semantic, vector, and graph processing — because agents require low-latency responses to iterate faster an…
$NVDA···bullish· mediumsatya nadella
Satya Nadella confirms Microsoft validating Vera Rubin and Fairwater built for Grace Blackwell era
Microsoft is already validating Vera Rubin systems and co-designed Fairwater data center architecture specifically for the Grace Blackwell generation, with deep engineering alignm…