ckdmini

BREAKING: Nvidia and PulteGroup are partnering with startup Span to install mini data centers on the walls of new homes Each unit packs 16 Nvidia Blackwell GPUs, 4 AMD EPYC CPUs, and 3TB of RAM - and taps unused home electrical capacity to run AI inference workloads

"Professor, don't you find it curious that a new US-Iran peace deal leaks almost every time the 10y UST yield breaks 4.4% on the upside?" "Actually, if I think about it, I don't find it curious at all."

로보티즈, 中 겨냥 Q시리즈 출격…"현지 기업과 논의" 우즈벡 공장 4Q26에 가동하며 Q 시리즈 양산 체계를 구축하고 중국 시장 공략을 본격화한다는 내용의 기사. 기존 X, P, Y 시리즈 국내 Capa. 30만대 + Q시리즈 우즈벡 Capa. 20만대 합치면 액츄에이터 Capa는 총 50만대.

What comes after CPU shortage? Hint: 9 letters

I have just went long Harmonic Inc. $HLIT Here’s my thesis: As you may know by now $NVDA recently invested in $NOK to upgrade telecommunication networks to run AI at the edge on cell towers They are using Nokia’s anyRAN software to turn their cell towers into mini data centers to monetize AI This method completely overhauls the need to physically rebuild all of the current physical infrastructure companies like T-mobile already have in place with just a simple software update Why does this matter for Harmonic? Well broadband/cable companies have been left in the dust for the longest due to their network infrastructure being stuck in the 90's where they aren't able to process the massive amounts of data that AI generates At GTC 2026, Comcast and Charter (the 2 biggest broadband companies) confirmed they are moving $NVDA RTX 6000 Blackwell GPUs out of distant data centers and into their local neighborhood hubs They are transforming their networks into a distributed AI Grid You can't just put an NVIDIA GPU in a hub and expect it to work with a 30 year old cable network Harmonic has a monopoly on what's called "vCMTS" which modernizes broadbands network infrastructure with a simple software upgrade just like NOK This means broadband companies like Charter & Comcast will finally be able to monetize AI in business and residential areas using $NVDA GPU's to do things like offer personalized commercials to individual customers using AI at the edge in real time Here is the huge opportunity for Harmonic.. As of 2026, broadband companies have gone into a state of emergency because they are unable to monetize AI like they want so they are going through a MASSIVE CAPEX cycle specifically for 'Network Evolution' Comcast and Charter are spending $22 billion combined over the next few years to build a "Smart Grid." with 2026 being the most aggressive as they aim for over 50% of their capex to be spent to speed up the process This is reflecting in Harmonics book as they now have a record $570M in backlog, up 77% YoY and recorded a 3.5 book to bill ratio in Q4 2025 ALONE 🤯 A $1.2B market cap with a $570M backlog which is probably at $600M+ now since this was announced months ago Underneath the hood you may notice that the numbers look horrendous, however this is because they just sold their old legacy video business to go all in their "Virtualization" high margin SaaS business which is now growing at 33% YoY at a 55% margin showing off some serious operating leverage The TAM for Cable Modem Termination Systems (CMTS) is estimated at $5.18 billion for 2026 with only 15%-20% of the entire global broadband infra virtualized giving them a HUGE runway for growth in the coming years Harmonic is currently only doing $450M in revenue. This means they have only captured less than 10% of their immediate SAM, despite having a monopoly.. However, I expect this to grow even faster because now there are actual government incentives behind this 1st) Starting May 8th, the FCC is starting an initiative called "Delete, Delete, Delete" which is a legal mandate for cable companies to stop wasting billions maintaining 30 year old copper wires & old hardware hubs This is freeing up tens of billions in maintenance CapEx being redirected to upgrading their network 2) The gov is currently handing out $42B in BEAD grants for rural high speed internet. To win these grants, operators have to deploy fast. You can’t build a physical hub in a month, but you can deploy Harmonic’s software in days essentially paying broadband to upgrade their network For the longest the biggest risk was their customer concentration risk but as of May 2026, rest of world revenue grew 33% YoY and now makes up 41% of their business Meaning they are no longer just a USA merchant, they are becoming the global standard for the AI Grid with Comcast & Charter leading the way for the rest of the world to follow suit Lastly, the chart looks absolutely stunning It is clearly inflecting as management is making it clear that they are no longer a boring video business, but a pure play global AI infrastructure enabler Now trading above all monthly moving averages which are starting to curl up and now breaking out of this massive bull flag I really like this name going forward and think the cat comes out of the bag in their next earnings NFA.

$GLW 코닝 이야기 1.왜 유리인가 AI 칩이 뜨거워질 때마다, 칩(실리콘)과 기판(ABF)은 서로 다른 속도로 늘어난다. 이 차이가 반복될수록 구조 전체가 휘고, 수천 개의 미세 접점이 하나씩 떠버린다. 유리는 이 문제의 원인 자체를 없앤다. 유리의 열팽창 속도는 실리콘과 거의 같아서, 함께 달궈지고 함께 식어도 서로를 잡아당기지 않는다. 2.Hyperscaler 계약이 이미 시작됐다 코닝은 2025년 메타와 10억 달러 규모의 광섬유 공급 계약을 체결했다. 그리고 2026년 1분기 실적 발표에서 CEO 웬델 윅스는 추가로 두 곳의 대형 하이퍼스케일러와 LTA(장기공급계약)를 체결했다고 밝혔다 — 이름은 공개하지 않았다. 이 계약들은 단순히 "광섬유 더 팔겠다"는 게 아니다. AI 데이터센터 인프라 전반에 걸친 소재 공급 관계의 확장이다. 유리 기판 수요가 본격화될 때, 이 관계는 자연스럽게 확장 경로가 된다. 3.Springboard — 코닝의 유리 기판 로드맵 코닝은 내부적으로 반도체용 유리 기판 프로그램을 Springboard라는 이름으로 진행하고 있다. 현재 코닝의 포지션은 완성된 기판 제조사가 아니다. 유리 코어(원재료) 공급자다. 기판을 가공하고 TGV를 뚫는 건 다운스트림 업체들의 몫이다. 그런데 이 위치가 오히려 강점이다. 유리 기판 시장이 어떻게 경쟁 구도로 재편되든, 누가 기판을 만들든 — 원소재 유리는 코닝에서 나온다. 미국 기업이라는 이점도 무시할 수 없다. 또한 소재 레이어에서의 경쟁 진입 장벽은 높다. 코닝은 수십 년간 특수 유리 제조 공정을 쌓아온 회사다. 반도체급 순도와 평탄도를 갖춘 대형 유리 패널을 만드는 건 아무나 할 수 있는 일이 아니다.