We've just launched a suite of 20+ alpha AI metrics giving you a leading edge insight into where the AI market is in real-time. There is no earlier signal than spot market pricing and port export data. Covering: - On-demand chip pricing - Memory spot prices - Semiconductor exports from Taiwan, Korea, China - Semi component exports at the time of shipment - Data Center Leasing rents + vacancies - AI CAPEX spend ... and more. These give you real-time insight into AI compute demand and utilization. Lab revenue and user metrics are typically weeks and months out of date. This data tells you where AI is really at today. Only at: Quant.Capriole.com

Announcing Gemini 4 Argon, our new frontier model. Argon is built to sustain deep reasoning across complex, long-horizon workflows and delivers frontier performance in complex workflows across real-world software engineering, enterprise knowledge work like legal and finance, and cybersecurity defense. We’re also expanding the model’s output token limit to an industry-leading 1M tokens. Argon is currently rolling out to a set of trusted cyber defenders in the Fairwind Program, with broader availability as soon as possible.