02:47 NVDA SemiAnalysis: Kimi K3 is actually quite positive for NVIDIA, as large-model inference is where the NVL72 shines. Because K3 has more than 2.8 trillion parameters, it requires a large scale-up domain to store its weights.02:39 SPCX CEO Musk: Our 2T model Grok 4.6, which is better than our 1.5T in every way, will finish initial training next week. It might be able to exceed Kimi, but with speed and token efficiency close to our 1.5T (aka Grok 4.5).02:37 ORCL SemiAnalysis: Oracle’s Project Jupiter behind-the-meter datacenter project in New Mexico that plans to use Bloom Energy is at risk of a 1-2 year delay due to permitting and pipeline building blockers02:38 ANTHROPIC.IPO Statement: Beginning July 20, Claude Fable 5 will be included in all Max and Team Premium plans, at 50% of limits. Pro and Team Standard users will continue to have access to Fable via usage credits, and will receive a one-time $100 credit.23:07 YUM Taco Bell Spokesperson: As of July 17, Taco Bell has completed removal of affected Taylor Farms lettuce from our restaurants (update)22:23 EBAY GameStock discloses ~9.8% stake 43.4M shares) and notes capital backing interests for $125/shr offer in cash and stock - filing (update)
