GavinSBaker (wnuz126014)

Telecom capital intensity (capex/revenue for the big 3 US carriers) approaching 15 year lows is interesting. And there are some noticeable network quality differentials. https://t.co/WFrAvbHFGP

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Lots of commentary last night that telecom spending is beginning to accelerate. *If* someone tries to create a coherent multi-campus training cluster next year as telecom spending rebounds, then I think we are likely to see an optics shortage.

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Micron commentary at Keybanc just now: Data center demand remains very robust with continued AI strength and traditional servers (CPU) recovering. Blackwell delay & roadmap changes sound like they were communicated to customers and suppliers early last week so maybe some

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LFG. Grok-2 is now tied for second on the @lmsysorg leaderboard and still improving. No AI lab is improving their models at a faster rate than @xai - they are compounding model quality roughly 20% faster than the second fastest. Yes, I am biased but facts are facts.

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