Locator: 49227XFILES.
Barron's: who takes second place behind Nvidia? Broadcom or AMR? Link here. Answer: Broadcom.
Ask AI: Broadcom puts its AI revenue opportunity at between $60 billion and $90 billion by 2027 just from three existing hyperscale customers. Who are the three customers?
Reply: not publicly disclosed. Rumors: Alphabet's Google, Meta Platforms, and ByteDance.
ByteDance is the Chinese internet technology company behind social media apps like TikTok and its Chinese counterpart Douyin.
Ask AI: Meta, Google, Amazon are considered hyperscalers. Is Apple considered a hyperscaler?
Reply: yes. Apple has a massive scale of data center infrastructure to supports its vast ecosystem of online services. The term refers to companies that own and operate massive, scalable data centers to deliver cloud services for billions of users.
Honda: latest casualty of the EV debacle. Link here.
AI energy: for the next decade, natural gas and coal will be the primary sources of 24/7 power eeded by AI Data Centers. Link here.
Launch: Atlas V (Elon Musk -- SpaceX) launches Amazon's Kuiper 3 mission. Link here.
