JUST IN: Reports emerge that Jensen Huang and his wife have never signed a prenup meaning she would get half of $NVDA stake in potential divorce
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Nvidia CEO Jensen Huang's email to Nvidia employees:
To my colleagues at NVIDIA,
I owe my family and all of you an apology.
I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did. I am deeply sorry.
Throughout my life, my family has given me love and support. They deserve my honesty and loyalty. Instead, I let them down and damaged the life we built together. I take full responsibility for what I did and the hurt I caused, and I accept the criticism that comes with it.
To my wife and family: I love you. I know an apology cannot undo what I have done. I hope our family will heal and that, over time, I can earn back your trust.
To my colleagues at NVIDIA, including those I have worked alongside for decades, and to our board, partners, and shareholders around the world: you deserve better from me. Leading NVIDIA is the privilege of my life. My responsibility is to serve you and be worthy of your trust. I have fallen short of that responsibility. I am fully committed to NVIDIA and will work to earn back your confidence.
Regarding the national security concerns raised in news reports, NVIDIA’s Board of Directors has initiated an independent investigation. I support the investigation and will cooperate fully. I love our country and our company. I am committed to protecting NVIDIA and supporting America’s national security. I am proud and grateful to be an American.
My family bears no responsibility for my choices. I do. Please give them privacy.
Jensen
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Kepler retweeted
I wish LLMs were just another tech for engineers so we could have rational discourse about it.
But instead we staked all economy growth on it, CEOs are hoping they can finally have no workers, grifters sense opportunity, and spiteful losers publicly hoping artists will starve.
But instead we staked all economy growth on it, CEOs are hoping they can finally have no workers, grifters sense opportunity, and spiteful losers publicly hoping artists will starve.
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BREAKING: Oracle stock, $ORCL, falls -5% after Microsoft ends its deal to rent AI cloud capacity from the company.
Oracle is now down -68% from its record high.
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Kepler retweeted
Bernie Sanders:
Democrats must enact a national moratorium on AI data centers, must pause advanced AI development, and ban superintelligence.
A moratorium on data centers is exactly what the American people want.
Democrats must enact a national moratorium on AI data centers, must pause advanced AI development, and ban superintelligence.
A moratorium on data centers is exactly what the American people want.
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The AI party is over
BREAKING: US technology stocks collapse at the open, erasing -$1.3 trillion in market cap in 30 minutes, with dozens of names down 10% or more.
Tech Stocks Today:
1. SanDisk, $SNDK: -15%
2. Western Digital, $WDC: -13%
3. Nebius, $NBIS: -13%
4. AMD, $AMD: -12%
5. Seagate, $STX: -12%
6. Qualcomm, $QCOM: -10%
7. Micron, $MU: -10%
8. Tesla, $TSLA: -10%
9. Dell, $DELL: -10%
10. Arm, $ARM: -10%
11. Marvell Technology, $MRVL: -10%
12. CrowdStrike, $CRWD: -10%
13. Intel, $INTC: -9%
14. CoreWeave, $CRWV: -8%
15. Palantir, $PLTR: -8%
16. SpaceX, $SPCX: -7%
17. TSMC, $TSM: -7%
18. Nvidia, $NVDA: -5%
19. Broadcom, $AVGO: -5%
20. Oracle, $ORCL: -5%
The Nasdaq 100 is now down -4% on the day.
We expect a highly eventful day ahead.
Turn on our post notifications @KobeissiLetter for real time analysis as this develops.
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.@NBCNews Exit Poll: Voters are concerned about AI and overwhelmingly oppose data centers nbcnews.com/politics/2026-…
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Kepler retweeted
The realization of the large gap between production of bits (images, 3D models, lines of code, commits, etc.), and production of something which is economically valuable to people, will be a very rude awakening to many people.
Purchases and downloads have not doubled.🫠
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Satya Nutella when it's been two nanoseconds since he wasted trillions building AI datacenters
BREAKING: Microsoft, $MSFT, is offering buyouts to 60,000 workers as part of the company’s efforts to cut costs amid AI adoption, per Bloomberg.
Personnel on select teams in the US, Canada, India, and the UK at a vice president level and below will be eligible.
This reflects ~27% of Microsoft's total workforce.
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Kepler retweeted
A somewhat common but strange response to the consumer request for AI disclosures on products is to suggest that if you did this, you should have to disclose all sorts of other things (how many people worked on the product, what other software you used, what hardware it was made on, etc.)
I can understand that some people don't like the idea of having AI disclosures, so they immediately try to think of arguments against it. But respectfully, this one makes no sense.
Product labeling requirements are driven by demand, either from consumers or from competitors. There is no significant cross-section of the public asking to know if a game was made on machines with AMD or Intel hardware. There is no significant cross-section of the industry demanding that their competitors list whether or not they used Adobe Premier.
Product labeling is not about giving you a complete set of information about how a product was made. It's about giving the consumer information that a significant number of them might want to know before making a purchase. Which ones of these get codified can be driven by consumer demand, competitor demand, or - most commonly - a combination of the two.
This is not weird. It's good, actually.
And it's especially good if an industry takes proactive steps to voluntarily label their products accurately, because then they avoid the inevitable alternative, which is that the consumer demand for the missing labeling produces a political movement which ends with mandatory labeling designed by a political body.
I can understand that some people don't like the idea of having AI disclosures, so they immediately try to think of arguments against it. But respectfully, this one makes no sense.
Product labeling requirements are driven by demand, either from consumers or from competitors. There is no significant cross-section of the public asking to know if a game was made on machines with AMD or Intel hardware. There is no significant cross-section of the industry demanding that their competitors list whether or not they used Adobe Premier.
Product labeling is not about giving you a complete set of information about how a product was made. It's about giving the consumer information that a significant number of them might want to know before making a purchase. Which ones of these get codified can be driven by consumer demand, competitor demand, or - most commonly - a combination of the two.
This is not weird. It's good, actually.
And it's especially good if an industry takes proactive steps to voluntarily label their products accurately, because then they avoid the inevitable alternative, which is that the consumer demand for the missing labeling produces a political movement which ends with mandatory labeling designed by a political body.
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Kepler retweeted
We have origin and/or "ingredient" labeling for most kinds of consumer products. It is an anomaly that software has not been required to have such disclosures. I think it's very reasonable to require AI use to be disclosed, as well as other information that may be relevant.
Forcing developers to write a political statement to be used against them by the hate mob they’re helping organize is abhorrent.
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Kepler retweeted
One of the world’s largest private equity firms just issued a report concluding: “Despite massive investments and widespread hype around artificial intelligence, the technology has delivered zero financial payoff to corporate America outside of tech.”
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Kepler retweeted
Geekbench 7.1.0 for Linux AVX2
AMD EPYC 9996@4.1Ghz Single-Core Score: 2847
AMD EPYC 4545P@5.45Ghz Single-Core Score: 3064
browser.geekbench.com/v7/cpu/695262
AMD EPYC 9996@4.1Ghz Single-Core Score: 2847
AMD EPYC 4545P@5.45Ghz Single-Core Score: 3064
browser.geekbench.com/v7/cpu/695262
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