WS #13936

17:02→17:31 UTC
From 500 msgs · 8 key-dev

CoreWeave, Nebius, Super Micro, Lumentum beat earnings; TSMC adds $100B to Arizona; AI demand surge continues.

AI Infrastructure Supercycle

CoreWeave, Nebius, Super Micro, Lumentum beat earnings; TSMC adds $100B to Arizona; AI demand surge continues.

Full world state #13936 →

Iran-Hormuz EscalationUS CPI and Fed
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