AI
In short · bullish
Hardware giants saw major gains as AMD passed a one trillion dollar valuation and Nvidia targeted 20 billion dollars in server CPU demand for agentic AI. Broadcom projected Anthropic will become its largest custom-chip customer by 2027, while enterprise AI firm Ema raised 77 million dollars. Meanwhile, Amazon blocked Meta's AI agent, Verizon launched a 70 million dollar AI training initiative, and Senator Bernie Sanders introduced a bill targeting artificial superintelligence.
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