AI Market Movers · Memory, networking & interconnect
Western Digital
WDC
Western Digital makes storage. AI clusters eat disks too, not just HBM, because the training set has to live somewhere.
In the Daily
· Closing Time
Anthropic bought the power. Meta bought the peace.460 megawatts of Vera Rubin in West Virginia. Plus MiniMax hits $800 million ARR.
· Closing Time
Closing Time: Nvidia is circling the search barAlibaba’s $10.2B AI raise. Chip prices up ~17%. Groq racks in production.