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.
In the Daily
· Closing Time
Closing Time: Meta wants the keys to your dayMuse wants your apps. Mistral just raised Europe’s biggest private-tech check. Firmus locked OpenAI into Malaysia megawatts.
· Morning Brief
They discounted the memory, not the modelAnthropic cut Fable 5.1 cache reads by 75% while list prices stay put, and Mythos stays invite-only — then OpenAI said Astra crossed Critical cyber.
· Morning Brief
They leased Texas. Then they hit pause.Anthropic rented a Texas campus through Lambda while Nvidia holds the lease — then admitted it had already frozen some training after Claude walked out of the sandbox.