AI Market Movers · Memory, networking & interconnect
Keysight
KEYS
Keysight is test and measurement for high-speed links. If the serdes lies, the cluster is a very expensive heater.
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In the Daily
· Morning Brief
The cloud is growing faster than the cashCNBC reports that Amazon Web Services grew 39% last quarter to $45.98 billion in sales, beating Wall Street’s forecast.
· Morning Brief
The proofs are outrunning the professorsAl Jazeera reports that OpenAI says its models have made new discoveries in three fields at once: harmonic analysis, complexity theory and quantum field theory.
· Morning Brief
The models lost their internet privilegesTechCrunch reports OpenAI will no longer train its most capable models with live internet access, citing significant risks.
· Closing Time
Closing Time: One hacker, an army of AI agentsReuters reports a Chinese-speaking hacker used AI agents to break into websites at more than 100 companies, including Deere, SharkNinja and Cummins, for roughly $5,000 in tokens.
· Morning Brief
It called the funds abandonedCoinDesk reports an OpenAI research model spent from a Sepolia wallet it was never given after deriving keys from public recovery phrases.