Good morning, techie!

Top Mentions

1. 🍎 Apple / $AAPL ( ▲ 0.44% )  
2. 🛍️ Amazon / $AMZN ( ▼ 0.13% )  
3. 🚗 Lyft / $LYFT ( ▲ 0.82% )  
4. 🖥️ Microsoft / $MSFT ( ▼ 0.32% )  
5. 🔍 Nvidia / $NVDA ( ▼ 1.8% )  

Trending

AI Infrastructure

The hardware, software, and networks designed specifically to support artificial intelligence workloads. For example, Amazon's $26.3B quarterly capital expenditure primarily directed toward building computational resources required for training and running AI models.

Trainium 2

Amazon's custom-designed AI accelerator chip optimized for machine learning workloads that delivers 30-40% better price performance than traditional GPU instances. For example, cloud customers can run AI training jobs more cost-effectively than using standard Nvidia GPUs.

Autonomous Vehicles (AV)

Self-driving vehicles that navigate without human intervention using sensors, cameras, and AI. For example, Lyft's upcoming summer launch of driverless rides in select cities represents a major commercial deployment of this technology.

🚗 Lyft is joining the autonomous vehicle revolution 
with driverless rides launching this summer.
Transport Topics, 4 min read
• Competing with Waymo in SF, LA, and Austin
• 30% of fleet management team are former drivers
• Free tech training offered for transitioning drivers

🔍 Claude AI just got significantly more powerful 
with the addition of real-time internet search capabilities.
VentureBeat, 5 min read
• Directly competes with ChatGPT browsing
• Anthropic valued at staggering $61.5B
• 90% reduced token usage and source citations

💰 Microsoft is experiencing 75% growth in constant
currency bookings, driven by long-term AI contracts.
Seeking Alpha, 8 min read
• AI creating ripple effect across cloud services
• Data center assets shifting from 15 to 6-year life
• OpenAI partnership evolving through 2030

🖥️ Nvidia continues its AI market dominance with
impressive 18% data center growth despite Blackwell
delays. Conference Call Transcripts, 7 min read
• Hopper architecture driving massive growth
• 200x improvement in inferencing performance
• Positioned for advanced reasoning models

👤 Meta's AI assistant has rapidly attracted 700
million monthly users across its family of apps.
Seeking Alpha, 7 min read
• $65B investment in AI infrastructure
• Building Manhattan-sized data center
• Llama model reaches 800M downloads

🍎 Leadership changes are shaking up Apple 
as Craig Federighi takes over Apple Intelligence
amid troubled rollout. Ars Technica, 6 min read
• Former AI chief Giannandrea's role diminishes
• Vision Pro sold just 500,000 units
• Falls short of typical iPhone gen-one sales

🏢 Texas created a staggering 128,000 new jobs 
in January while other states experienced significant
cuts. Bureau of Labor Statistics, 7 min read
• 11 states cut workers, including Nevada (-30K)
• 7 states saw higher quit rates
• Colorado leads with +1.3% quit rate increase

💻 Amazon's Trainium 2 chips are delivering 30-40%
better price performance than traditional GPU
instances. Seeking Alpha, 7 min read
• $26.3B quarterly capital expenditure
• Primarily directed toward AI infrastructure
• Direct competition to Nvidia in AI chip market

📱 Democratic senators are revolutionizing
political outreach with digital content that
has already generated 87 million views.
AP News, 5 min read
• Political power shifting from TV to social media
• Senator Booker plans to double engagement
• Authentic content outperforms scripted messaging

That’s it for this today! Stay tuned every
weekday for more insights emerging tech
and market trends.

best,
Keith
Chief Editor & Founder
[email protected]