92%. That's NVIDIA's share in @CounterPointTR Sovereign AI LLM Index @nvidia has become the default platform for Sovereign Al training and interence. -While NVIDIA continues to dominate in training and now inferencing, challengers such as @AMD @cerebras @Qualcomm , @Rebellions_inc , Google TPU, and Amazon Web Services @awscloud - Inferentia are beginning to carve out strategic positions in the next phase of Sovereign Al as “Tokenomics” become important. -We have observed in our Sovereign AI LLM research that hosting is increasingly Sovereign while the AI chip source is not. Most domestic LLM developers widely use NVIDIA’s AI chips to train their LLMs, driven by its mature CUDA-based ecosystem. -Looking ahead, AMD is pushing its sovereign AI LLM momentum through Moreh, a foundation model consortium member, whose subsidiary Motif builds LLMs on AMD, alongside developer Upstage’s M1355 deployment. -Furthermore, Cerebras is accelerating its initiative ‘Cerebras for nations’ in partnership with G42, MBZUAI, and India’s C-DAC to deploy a supercomputer in India $NVDA $AMD $AVGO $MRVL solana:5aQcoaSyy7fnhvpRHasBUAMH2nL5tTjVrmFw6BeGmoon $GOOG

Perspective: The Memory & AI Super Cycle has allowed the key suppliers to rake in profits bigger than many companies and even combined profits of listed companies in a market. As we can see now "Big Three" memory vendor Samsung, SK Hynix, and Micron are operating at a sovereign scale. Their combined Q1 operating profit for Q1 2026 reached $80.8 Billion. To put that in perspective, in just 90 days, these three companies out-earned the entire corporate sectors of major global indices: ✨Memory Big 3: $80.8B 🇯🇵 Japan (Nikkei 225): $88.0B 🇬🇧UK (FTSE 100): $66.5B 🇮🇳 India (BSE/NSE): $42.0B Driven by the transition to Agentic AI, HBM has become the high-margin utility of the global infrastructure build-out. When three vendors produce nearly double the profit of 5,000+ listed companies in a market like India, the power balance of the global tech stack has fundamentally shifted. #Semiconductors #HBM #AI #SupplyChain #EarningsSeason $MU @CounterPointTR

@CounterPointTR team at the ZTE analyst event here in Milan Will be discussing all 5GxAI and road to 6G - next gen infrastructure built for AI workloads and using AI. #5GAdvanced #AI #AIRAN #GenAi #AgenticAI #ZTEAnalystSummit2025 #ZTEGSAC2025

@CounterPointTR team here at the #SnapdragonSummit

We are here at the #AppleEvent

iPhone Air in full glory. ➖5.6mm thin 📲 6.5-inch Super Retina XDR display with ProMotion up to 120Hz 📷 48MP Fusion Main camera 🤳🏻18MP Center Stage front camera 🪞Ceramic Shield 2 - 3X Scratch resistant Most vertical chip play ⚡️Apple A19 Pro SoC ⚡️Apple N1 Networking Chip - Wi-Fi, BT, Thread ⚡️ Apple C1X 5G second gen modem #AppleEvent #AppleAir

The iPhone 17 Pro in Cosmic Orange 🧡 #AppleEvent #iPhone17Pro