if true, $GOOGL placing a 3mm TPU order for 2028 with $INTC, seems like a pretty massive number. For context, street expects ~4mm in total TPU production in 2026.
I suppose it depends on how you want use that as a read through to total TPU production in 2028
brought $AMZN and $MSFT, to a lessor extent, down with it
All of a sudden, you have a lot of tech names joining half of the mag-7 down in the -20-30% range from all time highs ... happens quickly
the power generation names have really pulled back from their highs of late .. $GEV is -25% in less than two months
I highly doubt investors would absorb a $META raise with as much appetite as $GOOGL
Fwiw, given the current demand for compute, and $SPCX's current availability to compute, Musk locked in pretty solid deals** to create a $20bn+ per year cloud in a matter of weeks
** ~$11.60 per hour for $GOOGL it looks like
very much agree here ... investors didn't necessarily "reward" the mega cap techs for their balance sheet pre-capex blow out.
This is obviously now the opposite. Will they get rewarded? time will tell
elevator down
$META
www.ft.com/content/e6df...
As always, great interview by @reckless.bsky.social with Mustafa. Nilay pushes Mustafa on consumer products of AI not being good enough (I agree).
IMO, consumers want to see something tangible (hardware). Despite being years late with seemingly no plan, $AAPL still controls its destiny there
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podcasts.apple.com
Podcast Episode · Decoder with Nilay Patel · June 8 · 1h 16m
