Wall St Engine's banner

Wall St Engine

@wallstengine • 204,795 subscribers

Fast, accurate, consistent stock market news, earnings highlights & more. By Brillinsight. Not financial advice.

Shorts

NVIDIA & VERTIV TARGET UP TO 30% MORE AI TOKENS WITH THE SAME CAPACITY $NVDA and $VRT announced a new AI factory deployment approach at GTC Berlin that could cut the time from project kickoff to productive capacity from 120 days to just 48 days. According to Vertiv's modeled estimates, this could result in up to 30% more cumulative AI token output in the first 12 months, without increasing installed computing capacity. Here's how the new approach works: • 10x Faster Design: NVIDIA's Vera Rubin DSX AI Factory reference design, Omniverse DSX Blueprint, and Vertiv's SimReady assets integrate with Dassault Systèmes' 3DEXPERIENCE platform to reduce configuration and validation time from 30 days to just 3 days. • 50% Faster Deployment: Vertiv's prefabricated OneCore and SmartRun infrastructure could reduce on-site power and cooling deployment from 90 days to 45 days. • 72 Days Saved: Combined, the approach could bring AI factories online approximately 10 weeks earlier, providing 317 productive days in the first year compared with 245 using conventional methods. • Real-World Deployment: Polar Data Centers is applying Vertiv's factory-built approach to the first 41 MW phase of its AI data center in Herøya, Norway 🇳🇴, with plans to scale the facility to 100 MW. • Factory-Built Infrastructure: Power, cooling, networking, and supporting systems can be designed and virtually validated before construction, with more assembly and testing completed off-site.

NVIDIA & VERTIV TARGET UP TO 30% MORE AI TOKENS WITH THE SAME CAPACITY $NVDA and $VRT announced a new AI factory deployment approach at GTC Berlin that could cut the time from project kickoff to productive capacity from 120 days to just 48 days. According to Vertiv's modeled estimates, this could result in up to 30% more cumulative AI token output in the first 12 months, without increasing installed computing capacity. Here's how the new approach works: • 10x Faster Design: NVIDIA's Vera Rubin DSX AI Factory reference design, Omniverse DSX Blueprint, and Vertiv's SimReady assets integrate with Dassault Systèmes' 3DEXPERIENCE platform to reduce configuration and validation time from 30 days to just 3 days. • 50% Faster Deployment: Vertiv's prefabricated OneCore and SmartRun infrastructure could reduce on-site power and cooling deployment from 90 days to 45 days. • 72 Days Saved: Combined, the approach could bring AI factories online approximately 10 weeks earlier, providing 317 productive days in the first year compared with 245 using conventional methods. • Real-World Deployment: Polar Data Centers is applying Vertiv's factory-built approach to the first 41 MW phase of its AI data center in Herøya, Norway 🇳🇴, with plans to scale the facility to 100 MW. • Factory-Built Infrastructure: Power, cooling, networking, and supporting systems can be designed and virtually validated before construction, with more assembly and testing completed off-site.

40,114 次观看

Wow 😂 Coinbase $COIN CEO Brian literally got distracted during the earnings call to check a prediction market on what he was gonna say… then went ahead and said every single word people were betting on.

Wow 😂 Coinbase $COIN CEO Brian literally got distracted during the earnings call to check a prediction market on what he was gonna say… then went ahead and said every single word people were betting on.

1,284,811 次观看

Tesla $TSLA just showed its new Roadster driving up a curved ramp and staying attached while fully inverted.

Tesla $TSLA just showed its new Roadster driving up a curved ramp and staying attached while fully inverted.

26,128 次观看

$NVDA CEO Jensen Huang reacting to the audience showing how their NVIDIA stock has performed: Jensen: Look at that… Look at that… 😂

$NVDA CEO Jensen Huang reacting to the audience showing how their NVIDIA stock has performed: Jensen: Look at that… Look at that… 😂

1,029,718 次观看

Andrew Ross Sorkin on Stock Market Crash: “We will have a crash, I just can't tell you when, and I can't tell you how deep. But I can assure you, unfortunately, I wish I wasn't saying this, we will have a crash”

Andrew Ross Sorkin on Stock Market Crash: “We will have a crash, I just can't tell you when, and I can't tell you how deep. But I can assure you, unfortunately, I wish I wasn't saying this, we will have a crash”

466,107 次观看

Trump on Iran: By the way, the Iran war will end after the midterms. A lot of people think if we lose [midterm], I’ll just be more angry and I’ll just take care of business, you know? Either way they lose.

Trump on Iran: By the way, the Iran war will end after the midterms. A lot of people think if we lose [midterm], I’ll just be more angry and I’ll just take care of business, you know? Either way they lose.

53,961 次观看

Jensen: "We're going up, up, up, it's our moment!"

Jensen: "We're going up, up, up, it's our moment!"

124,144 次观看

$META CEO Mark Zuckerberg leaving Speaker Mike Johnson’s office

$META CEO Mark Zuckerberg leaving Speaker Mike Johnson’s office

75,640 次观看

Google it Ask ChatGpt & now… “Check Polymarket” is a thing!

Google it Ask ChatGpt & now… “Check Polymarket” is a thing!

15,574 次观看

Videos

Anya Rossi

sweetdream.ai

SweetDream.ai•Sponsored•Livecam

Watch Anya Live

Anya is streaming live right now! Join her private show and enjoy exclusive content.

Exclusive private shows

1.2k viewers online

Private Show

Join now for exclusive access

Free preview available • Premium content

Asked how far $NVDA would go to financially backstop neoclouds, or even bail one out, Jensen said: “We invested in them... that's different than backing them” He says neoclouds are “completely sold out” & expects them to secure the working capital they need h/t Tom Mackenzie

Asked how far $NVDA would go to financially backstop neoclouds, or even bail one out, Jensen said: “We invested in them... that's different than backing them” He says neoclouds are “completely sold out” & expects them to secure the working capital they need h/t Tom Mackenzie

150,699 次观看 • 1 天前

Jensen Huang says NVIDIA Vera Rubin is “in full production.” “No cables, no wires, completely 100% liquid cooled.” It takes less than five minutes to assemble a Vera Rubin node, compared with two hours for Grace Blackwell.

Jensen Huang says NVIDIA Vera Rubin is “in full production.” “No cables, no wires, completely 100% liquid cooled.” It takes less than five minutes to assemble a Vera Rubin node, compared with two hours for Grace Blackwell.

207,035 次观看 • 1 天前

Jensen Huang having some fun demonstrating MicroDuck robots trained using NVIDIA RTX Spark and Omniverse on stage at GTC Berlin.

Jensen Huang having some fun demonstrating MicroDuck robots trained using NVIDIA RTX Spark and Omniverse on stage at GTC Berlin.

72,258 次观看 • 1 天前

$META unveiled Muse Charm, a palm-sized 5G device built specifically for talking to its Muse AI agent. They plan to ship the device in December, in time for the holidays.

$META unveiled Muse Charm, a palm-sized 5G device built specifically for talking to its Muse AI agent. They plan to ship the device in December, in time for the holidays.

2,073,346 次观看 • 29 天前

Nvidia CEO Jensen Huang on AI model distillation: “That’s called competition. You’re allowed to test somebody else’s products all you want.”

Nvidia CEO Jensen Huang on AI model distillation: “That’s called competition. You’re allowed to test somebody else’s products all you want.”

1,489,986 次观看 • 24 天前

Nvidia CEO Jensen Huang: “Just follow me.” Salesforce CEO Benioff: “We’re all following you, bro.” 😂😂😂 h/t Chubby♨️

Nvidia CEO Jensen Huang: “Just follow me.” Salesforce CEO Benioff: “We’re all following you, bro.” 😂😂😂 h/t Chubby♨️

508,057 次观看 • 1 个月前

Elon Musk: I think it is worth highlighting the positive benefits of AI... Pardon me. "Super Intelligence" 😂 I think the most likely outcome is age of abundance

Elon Musk: I think it is worth highlighting the positive benefits of AI... Pardon me. "Super Intelligence" 😂 I think the most likely outcome is age of abundance

224,573 次观看 • 23 天前

$NVDA CEO Jensen Huang says classical computing, including fraud detection and recommendation systems, accounts for roughly a third of NVIDIA’s business and is growing 30 to 40% a year.

$NVDA CEO Jensen Huang says classical computing, including fraud detection and recommendation systems, accounts for roughly a third of NVIDIA’s business and is growing 30 to 40% a year.

38,769 次观看 • 5 天前

$HOOD just unveiled Robinhood Agents, built directly into the app. You can use one to research the market, build a strategy, and place trades within limits you set. Each agent only gets access to a dedicated agentic trading account, and manual trade approval is on by default. Robinhood says 150,000+ customers have already opened agentic trading accounts, with agents now using its tools nearly 30 million times a day. Coming next is “Loops,” which can keep checking the market and run a strategy automatically when certain conditions are met. Robinhood is also adding Agent Apps, so users can plug in premium data and tools from Nasdaq, Unusual Whales, SpotGamma, Quiver Quantitative, Token Terminal and others. You can also use OpenAI’s GPT-Luna for free through the end of the year.

$HOOD just unveiled Robinhood Agents, built directly into the app. You can use one to research the market, build a strategy, and place trades within limits you set. Each agent only gets access to a dedicated agentic trading account, and manual trade approval is on by default. Robinhood says 150,000+ customers have already opened agentic trading accounts, with agents now using its tools nearly 30 million times a day. Coming next is “Loops,” which can keep checking the market and run a strategy automatically when certain conditions are met. Robinhood is also adding Agent Apps, so users can plug in premium data and tools from Nasdaq, Unusual Whales, SpotGamma, Quiver Quantitative, Token Terminal and others. You can also use OpenAI’s GPT-Luna for free through the end of the year.

145,249 次观看 • 23 天前

Sam Altman: “We’re not rushing into an IPO.” He says OpenAI could remain highly profitable even if development slows, with Astra alone driving major revenue growth. OpenAI’s pre-IPO market on Liquid currently values the company at ~$1.6T.

Sam Altman: “We’re not rushing into an IPO.” He says OpenAI could remain highly profitable even if development slows, with Astra alone driving major revenue growth. OpenAI’s pre-IPO market on Liquid currently values the company at ~$1.6T.

249,872 次观看 • 1 个月前

Nvidia CEO Jensen Huang says rigorous AI safety testing could eventually require 10x more compute: “I wouldn’t be surprised if the amount of compute necessary to develop these models increases by a factor of 10 because the evaluation is so rigorous.”

Nvidia CEO Jensen Huang says rigorous AI safety testing could eventually require 10x more compute: “I wouldn’t be surprised if the amount of compute necessary to develop these models increases by a factor of 10 because the evaluation is so rigorous.”

165,813 次观看 • 29 天前

Instinct founder Noah Shinn says its compute needs are effectively doubling every week. He says Instinct is currently scaling even faster than Claude Code or Codex. h/t to Patrick OShaughnessy

Instinct founder Noah Shinn says its compute needs are effectively doubling every week. He says Instinct is currently scaling even faster than Claude Code or Codex. h/t to Patrick OShaughnessy

132,070 次观看 • 24 天前

Nvidia CEO Jensen Huang: 'My only regret was selling $NVDA stock when the market cap was $300M to buy my parents a Mercedes S-Class. It’s the most expensive car in the world now.' 😂

Nvidia CEO Jensen Huang: 'My only regret was selling $NVDA stock when the market cap was $300M to buy my parents a Mercedes S-Class. It’s the most expensive car in the world now.' 😂

1,524,430 次观看 • 9 个月前

$GOOGL JUST PUT ITS AI CHIPS INTO ORBIT FOR THE FIRST TIME Google and Planet Labs $PL have successfully launched Project Suncatcher M1 aboard SpaceX’s Transporter-18 mission. Planet says it has already made contact with the spacecraft and begun commissioning. This is the first-ever in-orbit test of Google’s Tensor Processing Units, or TPUs. The refrigerator-sized prototype carries four Trillium TPUs, Google’s custom AI accelerators. This is not yet an orbital data center. The goal is to see whether the same type of AI hardware Google uses on Earth can survive launch and reliably run machine-learning workloads in low Earth orbit. There are three major engineering problems Google is testing: RADIATION: cosmic radiation can corrupt calculations or damage electronics. Google previously tested Trillium TPUs with proton radiation and found they could withstand more total radiation than expected over a five-year mission. COOLING: there is no air in space, so fans cannot cool the chips. Heat has to be moved through heat pipes into radiators and then emitted away from the spacecraft. The current prototype is expected to run AI workloads in roughly 15-minute bursts before allowing the system to cool. NETWORKING: Google’s long-term plan is not one satellite, but clusters of satellites carrying dozens of TPUs each and connected through high-speed laser links. Google estimates future AI workloads could require tens of terabits per second between satellites. Its ground prototype has already demonstrated 800 Gbps in each direction. Why put AI compute in space at all? In the right low-Earth orbit, solar panels can generate up to 8x more power than on Earth because satellites can receive near-continuous sunlight, reducing one of the biggest constraints facing AI data centers: electricity. The economics: Google estimates that if launch costs eventually fall below roughly $200 per kilogram by the mid-2030s, the cost of operating compute in space could begin approaching the energy cost of comparable terrestrial data centers.

$GOOGL JUST PUT ITS AI CHIPS INTO ORBIT FOR THE FIRST TIME Google and Planet Labs $PL have successfully launched Project Suncatcher M1 aboard SpaceX’s Transporter-18 mission. Planet says it has already made contact with the spacecraft and begun commissioning. This is the first-ever in-orbit test of Google’s Tensor Processing Units, or TPUs. The refrigerator-sized prototype carries four Trillium TPUs, Google’s custom AI accelerators. This is not yet an orbital data center. The goal is to see whether the same type of AI hardware Google uses on Earth can survive launch and reliably run machine-learning workloads in low Earth orbit. There are three major engineering problems Google is testing: RADIATION: cosmic radiation can corrupt calculations or damage electronics. Google previously tested Trillium TPUs with proton radiation and found they could withstand more total radiation than expected over a five-year mission. COOLING: there is no air in space, so fans cannot cool the chips. Heat has to be moved through heat pipes into radiators and then emitted away from the spacecraft. The current prototype is expected to run AI workloads in roughly 15-minute bursts before allowing the system to cool. NETWORKING: Google’s long-term plan is not one satellite, but clusters of satellites carrying dozens of TPUs each and connected through high-speed laser links. Google estimates future AI workloads could require tens of terabits per second between satellites. Its ground prototype has already demonstrated 800 Gbps in each direction. Why put AI compute in space at all? In the right low-Earth orbit, solar panels can generate up to 8x more power than on Earth because satellites can receive near-continuous sunlight, reducing one of the biggest constraints facing AI data centers: electricity. The economics: Google estimates that if launch costs eventually fall below roughly $200 per kilogram by the mid-2030s, the cost of operating compute in space could begin approaching the energy cost of comparable terrestrial data centers.

105,446 次观看 • 21 天前

OKAY, THIS IS THE KIND OF THING I’D WANT AI TO HANDLE FOR ME! Ethmos is launching research agents that track the companies you follow and find their executives on podcasts, including smaller shows you might never come across. You get a brief each morning with the key points and links to the episodes. So beyond earnings calls, you have more conversations to dig into and learn from, without having to find them all yourself.

OKAY, THIS IS THE KIND OF THING I’D WANT AI TO HANDLE FOR ME! Ethmos is launching research agents that track the companies you follow and find their executives on podcasts, including smaller shows you might never come across. You get a brief each morning with the key points and links to the episodes. So beyond earnings calls, you have more conversations to dig into and learn from, without having to find them all yourself.

37,752 次观看 • 7 天前

$META LAUNCHES MUSE PERSONAL AI AGENT Meta is rolling out Muse, a personal AI agent that can take actions across apps and the web, including sending emails, booking travel, filling out forms and making purchases with user approval. Muse runs on Meta’s new Muse Secure VM, giving each user a dedicated cloud environment with a separate Sentinel agent that reviews actions before they reach the internet. The agent can keep working after the app is closed, remember user preferences and proactively advance longer-term tasks. Stripe’s Link is built in for checkout, with Shop Pay and 1Password support coming later. Muse launches in the U.S. on iOS, Android and the web, with free and paid tiers, and support for AI glasses coming soon.

$META LAUNCHES MUSE PERSONAL AI AGENT Meta is rolling out Muse, a personal AI agent that can take actions across apps and the web, including sending emails, booking travel, filling out forms and making purchases with user approval. Muse runs on Meta’s new Muse Secure VM, giving each user a dedicated cloud environment with a separate Sentinel agent that reviews actions before they reach the internet. The agent can keep working after the app is closed, remember user preferences and proactively advance longer-term tasks. Stripe’s Link is built in for checkout, with Shop Pay and 1Password support coming later. Muse launches in the U.S. on iOS, Android and the web, with free and paid tiers, and support for AI glasses coming soon.

162,252 次观看 • 1 个月前

Trump on AI Data Centers: If you want to make a lot more money than you've ever made before & you want to see your house go up, education get better… You don’t want to kill the golden goose. This is the oil of the next 50Yrs in many ways

Trump on AI Data Centers: If you want to make a lot more money than you've ever made before & you want to see your house go up, education get better… You don’t want to kill the golden goose. This is the oil of the next 50Yrs in many ways

148,807 次观看 • 1 个月前

Elon Musk and Jensen Huang on AI economics: Musk says every additional 5 GW represents 1% more U.S. power usage and could mean roughly 1% more 🇺🇸 GDP. Huang estimates each gigawatt could generate $40–50 billion in annual economic output.

Elon Musk and Jensen Huang on AI economics: Musk says every additional 5 GW represents 1% more U.S. power usage and could mean roughly 1% more 🇺🇸 GDP. Huang estimates each gigawatt could generate $40–50 billion in annual economic output.

84,830 次观看 • 23 天前

$META launched its new $1,299 VR Glasses, a full VR headset in a glasses-style design weighing just ~100g. > Ships spring 2027 > 5K display + full-color passthrough > Snapdragon Reality Elite chip > External battery + compute pack > Up to 3-hour battery life + 45W fast charging > Dolby Vision + Dolby Atmos > First IMAX Enhanced certified VR device > Muse built directly into the OS > Hand + eye tracking > Virtual keyboard + trackpad > 75 games playable with hand gestures at launch > Full Quest library with controllers > Xbox Cloud Gaming > Disney+ Immersive Cinema + live sports > Mac/PC productivity support > Photorealistic hologram calls on WhatsApp + Zoom Full live Demo:

$META launched its new $1,299 VR Glasses, a full VR headset in a glasses-style design weighing just ~100g. > Ships spring 2027 > 5K display + full-color passthrough > Snapdragon Reality Elite chip > External battery + compute pack > Up to 3-hour battery life + 45W fast charging > Dolby Vision + Dolby Atmos > First IMAX Enhanced certified VR device > Muse built directly into the OS > Hand + eye tracking > Virtual keyboard + trackpad > 75 games playable with hand gestures at launch > Full Quest library with controllers > Xbox Cloud Gaming > Disney+ Immersive Cinema + live sports > Mac/PC productivity support > Photorealistic hologram calls on WhatsApp + Zoom Full live Demo:

101,954 次观看 • 29 天前

OPENAI LAUNCHES DOTS, ALWAYS-ON AI AGENTS INSIDE CHATGPT OpenAI is rolling out Dots, a new type of agent powered by GPT-6 Astra that can keep working for you in the background, even between conversations. Each Dot gets its own cloud computer and browser, can connect to thousands of apps, remember ongoing context, run scheduled tasks and bring results back for review. Users can also set rules around what the agent can do automatically versus what needs approval. OpenAI says Dots can research, review calendars, work across connected apps and continue making progress without needing a new prompt every time. Dots are starting to roll out to Pro users today, with Business Premium support and an Enterprise beta as well. OpenAI says usage won’t count against eligible plan allowances for the next month. Users start with a primary Dot, and OpenAI says the longer-term plan is to let people create entire teams of them.

OPENAI LAUNCHES DOTS, ALWAYS-ON AI AGENTS INSIDE CHATGPT OpenAI is rolling out Dots, a new type of agent powered by GPT-6 Astra that can keep working for you in the background, even between conversations. Each Dot gets its own cloud computer and browser, can connect to thousands of apps, remember ongoing context, run scheduled tasks and bring results back for review. Users can also set rules around what the agent can do automatically versus what needs approval. OpenAI says Dots can research, review calendars, work across connected apps and continue making progress without needing a new prompt every time. Dots are starting to roll out to Pro users today, with Business Premium support and an Enterprise beta as well. OpenAI says usage won’t count against eligible plan allowances for the next month. Users start with a primary Dot, and OpenAI says the longer-term plan is to let people create entire teams of them.

73,440 次观看 • 23 天前