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Sentosa Exponential Asset Management retweeted
NVIDIA and @Cisco introduce pluggable optics to scale AI factories.
USFP is the first module to support 400Gb/s per lane, delivering 4x the bandwidth density of today's optics. AI builders can connect more compute to the same switch — no extra network tiers, less power per bit moved.
Learn more: nvda.ws/4B6Ch7e
ALT NVIDIA and Cisco Introduce New Pluggable Optics Form Factor to Scale AI Factories
The prediction-market winner may not be the best app, but whoever controls the scarce layer when apps, brokers and contracts look the same.
At SEAM we separate real infrastructure from hype. Follow us + DM to talk fintech.
#TechInvesting #Fintech
#Kalshi: ~$40B valuation reportedly in the works on a ~$4B run rate (~10x).
#Polymarket: seeking $20B+ on $1B+ (20x+). Both are private, unaudited figures. #VentureCapital #PredictionMarkets
Are these valuations justified? Vote👇
0%Yes, justified
0%No, a bubble
0%Depends on SCOTUS
0%Need audited numbers
0 votes • Final results
The catch: sports reportedly drove near 80% of Kalshi's volume. That's the engine AND the risk.
44 state attorneys general are challenging the #CFTC's authority.
Follow for part 2 of this story. #PredictionMarkets #Fintech
#Kalshi: licensed by the CFTC since 2020, now reachable via #Robinhood and #Webull.
#Polymarket: started crypto-native and global, then won U.S. approval in 2025.
Same prize. Opposite paths.
$178 BILLION in annualized trading volume. 🤯
#Kalshi reportedly hit that in May 2026 by letting people trade on "what happens next."
Prediction markets went from niche to a fintech phenomenon fast. #PredictionMarkets #Fintech
New asset class or bubble?
The lesson for new investors💡 #Precision's round asks: not can it work? but can it scale?
Frontier tech = big upside, long timelines, real risk.
Diversify, check primary sources, only invest what you can afford to lose. #Neuroscience #DeepTech
ALT Vía Crains New York
Reality check before the hype.
Layer 7's FDA clearance covers implantation for up to 30 days. Permanent, fully implantable BCIs still need more trials, safety data and adoption.
#BCI #MedTech
What's the biggest hurdle? Deep dive here👇
lnkd.in/p/e_6wmuPn
What if a brain implant didn't have to go deep into the brain?🤯
#Precision's Layer 7 sits on the brain's SURFACE: a flexible array with 4,096 electrodes (company-reported).
Aim: help people with severe paralysis control digital devices.
#BCI #MedTech
#WallStreet heavyweights just backed a paper-thin implant that reads the human brain.
Precision Neuroscience raised an oversubscribed $250M Series D, reportedly valuing it at just over $1B. Genius bet or medtech's riskiest gamble?
#BCI #Neurotech
Before you get too excited: NO contract value, rack count, or pricing was disclosed in the Crusoe-Perplexity deal. "Multi-year, dedicated clusters" sounds huge, but a small allocation and a massive one could both use that exact language. Read the ne print.
#Crusoe now claims $140 BILLION in total contracted value and 6GW of capacity.
Where do you think AI infrastructure spending tops out by 2030?
#AIStocks #Infrastructure
Wildest part of the Crusoe-Perplexity deal? Nobody's just paying cash.
#Crusoe gets compute commitments. Perplexity gives 1,800 Crusoe employees enterprise AI software access.
Compute-for-software barter deals might be the new playbook in AI. #TechInvesting #AI2026
A single server rack that needs 192 kW of power, more than some small buildings.
That's the #NVIDIA GB300 NVL72 rack #Perplexity just committed to for training its next models. Let's break down why AI infrastructure is now an energy story, not just a chips story. 🧵
#Perplexity now runs workloads across THREE clouds: AWS, CoreWeave, and now Crusoe.
#AI #CloudWars
Why do you think AI companies are going multi-cloud instead of picking one winner?
0%Negotiating leverage
0%Hardware access
0%Risk diversification
0%All of the above
0 votes • Final results2 DAYS after landing Perplexity as a client, this AI cloud company raised $3.9B at a $30.9 BILLION valuation.
Crusoe just went from "who?" to a serious hyperscaler challenger, and 1.5B monthly AI queries are about to run on its infrastructure.
#AIInfrastructure #TechInvesting
For investors: this ruling is a signal. #AI companies with strong, defensible safety principles may carry less regulatory & reputational risk long-term, even in high-stakes sectors like defense.
Ethics isn't a cost center. It's becoming a moat.
We want to know your thoughts! 💬
ALT Credit: bank info security