2025q2-issue
Amazon In Talks To Sell Its Trainium AI Chips To Other Firms, In Challenge To Nvidia Dominance
Amazon is in talks to sell its custom-made Trainium AI chips for use in other companies’ data centers, in a "key expansion of its efforts to cut into Nvidia's dominance"
Trump And Iran Sign MOU Deal Ahead Of Schedule
"The U.S. and Iran have remotely signed their memorandum of understanding to end the war and open the Strait of Hormuz, and the agreement is now in effect."
Speculation About A SpaceX–Tesla Merger Is Already Growing
“Basically [Musk's] gotten to the point where he can do almost anything he wishes...”
Hormuz Normalization Begins As Saudi Supertankers Exit And A Flood Of Persian Gulf Oil Heads For Asia
Goldman: "We now assume that Persian Gulf exports normalize to pre- war levels by the end of July."
Technology
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Entertainment
Markets & Trading.
Amazon In Talks To Sell Its Trainium AI Chips To Other Firms, In Challenge To Nvidia Dominance
Amazon is in talks to sell its custom-made Trainium AI chips for use in other companies’ data centers, in a "key expansion of its efforts to cut into Nvidia's dominance"
Speculation About A SpaceX–Tesla Merger Is Already Growing
“Basically [Musk's] gotten to the point where he can do almost anything he wishes...”
Sign(s) Here, Here, And Here
From Iran’s perspective, there is a case to see the deal collapse within months. Indeed, if Tehran cannot get the benefits promised by the US because it won’t take the steps required of it, then it arguably has little incentive to keep Hormuz open.
SpaceX Erupts In After Hours Trading, Hits $3 Trillion Market Cap, Surpassing Microsoft
SPCX has added $650 billion in market cap today...
Geopolitics
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