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VOICE ARCHIVE

Carl Quintanilla

@carlquintanilla
391 posts
2026-03-03
“.. When Reuters asked AWS whether the incident at the data center was connected to the strikes, the company did not confirm or deny.”  —  @reuters.com $AMZN  —  www.reuters.com/world/middle...  [image]
2026-03-03 View on X
CNBC

AWS warns of “unpredictable” Middle East operations after drones “directly struck” two UAE facilities and a drone strike near one of its Bahrain facilities

Amazon Web Services said late Monday two of its data centers in the United Arab Emirates and a facility in Bahrain were damaged by drone strikes, taking the facilities offline.

2026-03-02
“.. When Reuters asked AWS whether the incident at the data center was connected to the strikes, the company did not confirm or deny.”  —  @reuters.com $AMZN  —  www.reuters.com/world/middle...  [image]
2026-03-02 View on X
The Verge

Kalshi CEO Tarek Mansour says the startup will void certain bets related to Iran's Ali Khamenei and claims it doesn't “list markets directly tied to death”

Users say rules barring ‘profiting from death’ are unclear. … In a statement on X, Kalshi CEO Tarek Mansour …

“.. When Reuters asked AWS whether the incident at the data center was connected to the strikes, the company did not confirm or deny.”  —  @reuters.com $AMZN  —  www.reuters.com/world/middle...  [image]
2026-03-02 View on X
Reuters

AWS says its facilities in the Middle East are facing power and connectivity issues after unidentified “objects” struck its data center in the UAE

Amazon's (AMZN.O) cloud unit, AWS, said on Sunday that power to its data center in the United Arab Emirates was shut down temporarily …

2026-02-28
Was it the sycophantic responses or the unauthorized, sexualized deepfakes. 🤡
2026-02-28 View on X
Wall Street Journal

Sources: multiple federal agencies raised concerns about Grok's safety and reliability in recent months, before DOD approved Grok for use in classified settings

Warnings about xAI's safety and reliability preceded Pentagon decision to approve Grok for use in classified settings.

2026-02-27
“.. it's not lost on Nvidia CEO Jensen Huang that two of the world's best AI models, from Google and Anthropic, were developed fully or partly using AI server chips made by Google rather than Nvidia GPUs”.  —  @theinformation.com $GOOGL $NVDA  —  www.theinformation.com/articles/ goo...
2026-02-27 View on X
The Information

Source: Meta has signed a multiyear deal to rent Google's TPUs to develop new models and has also been in talks to buy TPUs for its data centers as soon as 2027

Meta Platforms has signed a deal to rent Google's AI chips, known as tensor processing units, to develop new AI models, according to a person involved in the talks.

Was it the sycophantic responses or the unauthorized, sexualized deepfakes. 🤡
2026-02-27 View on X
Axios

President Trump calls Anthropic a “radical left, woke company” and says he is directing every federal agency in the US to stop using its products

The Trump administration has decided to blacklist Anthropic in the most consequential and controversial policy decision to date …

Was it the sycophantic responses or the unauthorized, sexualized deepfakes. 🤡
2026-02-27 View on X
Wall Street Journal

Sources: multiple federal agencies raised concerns about Grok's safety and reliability in recent months, before DOD approved Grok for use in classified settings

Wall Street Journal:

2026-02-24
“.. It should have been clear all along that a single GPU cluster in North Dakota generating the output previously attributed to 10,000 white-collar workers in midtown Manhattan is more economic pandemic than economic panacea.”  —  #GhostGDP 👻  —  www.citriniresearch.com/p/2028gic [image]
2026-02-24 View on X
Wall Street Journal

Software stocks like AppLovin and CrowdStrike extended their weeks-long selloff; several of the biggest decliners were discussed in Citrini Research's post

The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI.  —  Software-makers AppLovin, CrowdStrike …

“.. It should have been clear all along that a single GPU cluster in North Dakota generating the output previously attributed to 10,000 white-collar workers in midtown Manhattan is more economic pandemic than economic panacea.”  —  #GhostGDP 👻  —  www.citriniresearch.com/p/2028gic [image]
2026-02-24 View on X
Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future  —  Preface  —  What if our AI bullishness continues to be right …

2026-02-23
“.. It should have been clear all along that a single GPU cluster in North Dakota generating the output previously attributed to 10,000 white-collar workers in midtown Manhattan is more economic pandemic than economic panacea.”  —  #GhostGDP 👻  —  www.citriniresearch.com/p/2028gic [image]
2026-02-23 View on X
Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future  —  Preface  —  What if our AI bullishness continues …

In case you were wondering why AmEx, Ralph Lauren and other “high-income” stocks are getting pinched.  —  @citrini.bsky.social $AXP $RL  —  www.citriniresearch.com/p/2028gic?  ut...  [image]
2026-02-23 View on X
Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future  —  Preface  —  What if our AI bullishness continues …

“.. Exclusive: Stargate launched to much fanfare but never got off the ground, forcing OpenAI to pivot to satisfy its computing needs.”  —  @theinformation.com  —  www.theinformation.com/articles/ ins...  [image]
2026-02-23 View on X
The Information

How OpenAI scrambled for compute as Stargate stalled amid clashes with SoftBank; sources say OpenAI building its own data centers is not its near-term priority

When President Donald Trump announced the $500 billion Stargate AI data center project in January 2025, the three companies charged …

2026-02-20
When you buy enough Trumpcoin.  —  @wsj.com  —  www.wsj.com/politics/pol...  [image]
2026-02-20 View on X
Wall Street Journal

CZ returned to the US for the first time since his 2024 prison release to attend a World Liberty Financial event at Mar-a-Lago with Brian Armstrong and others

2026-02-19
That Apple/NDX divergence gets more chatter.  —  @bloomberg.com $AAPL  —  www.bloomberg.com/news/article...  [image]
2026-02-19 View on X
Bloomberg

Apple's 40-day correlation to the Nasdaq 100 Index fell to 0.21 last week, the lowest since 2006, making it an appealing alternative to the AI-fueled volatility

It's been nearly 20 years since Apple Inc. was this untethered from its tech peers, giving investors an appealing alternative …

2026-02-07
“.. The company did not pay the corporate alternative minimum tax, and has never reported paying the levy, though Democrats created it in hopes of forcing companies like Amazon to pay more.”  —  @politico.com $AMZN  —  www.politico.com/news/2026/02...  [image]
2026-02-07 View on X
Politico

Amazon's annual tax bill fell 87% YoY to $1.2B in 2025, as profits grew 45% to ~$90B, mostly due to GOP's depreciation breaks in the One Big Beautiful Bill

2026-02-06
“.. The company did not pay the corporate alternative minimum tax, and has never reported paying the levy, though Democrats created it in hopes of forcing companies like Amazon to pay more.”  —  @politico.com $AMZN  —  www.politico.com/news/2026/02...  [image]
2026-02-06 View on X
Politico

Amazon's annual tax bill fell 87% YoY to $1.2B in 2025, as profits grew 45% to ~$90B, mostly due to GOP's depreciation breaks in the One Big Beautiful Bill

The 87 percent drop is largely due to a more generous depreciation break in the ‘One Big Beautiful Bill Act.’

2026-02-04
“.. We basically tapped every single project finance bank possible, but there are only so many banks,” said a banker familiar with Oracle's fundraising.  👀  —  @financialtimes.com $ORCL  —  www.ft.com/content/90aa...  [image]
2026-02-04 View on X
Financial Times

Sources: banks are marketing $56B+ in investment-grade data center construction loans tied to Oracle's future leases, as they seek out new buyers for the loans

Rare investment-grade rating helps attract insurers and private credit funds to construction debt

US immigration policy: pushing capital overseas since 2025. 🤡 $GOOGL
2026-02-04 View on X
Bloomberg

Sources: Alphabet plans a new complex in Bengaluru, India, which can accommodate up to 20K extra staff, amid US visa restrictions and proposed H-1B fee hikes

Alphabet Inc. is plotting to dramatically expand its presence in India, with the possibility of taking millions of square feet …

2026-02-03
US immigration policy: pushing capital overseas since 2025.  🤡  —  @bloomberg.com $GOOGL  —  www.bloomberg.com/news/article...  [image]
2026-02-03 View on X
Bloomberg

Sources: Alphabet plans a new complex in Bengaluru, India, which can accommodate up to 20K extra staff, amid US visa restrictions and proposed H-1B fee hikes

Alphabet Inc. is plotting to dramatically expand its presence in India, with the possibility of taking millions of square feet …

US immigration policy: pushing capital overseas since 2025. 🤡 $GOOGL
2026-02-03 View on X
Bloomberg

Sources: Alphabet plans a new complex in Bengaluru, India, which can accommodate up to 20K extra staff, amid US visa restrictions and proposed H-1B fee hikes

Alphabet Inc. is plotting to dramatically expand its presence in India, with the possibility of taking millions of square feet …