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Israeli Prime Minister Benjamin Netanyahu: (After destroying the Altahira mountain tunnel in Lebanon) I want to tell our enemies that if you haven't learned your lesson and decide to attack us again, you will suffer an even heavier blow.

2026-09-14

Israeli Prime Minister Benjamin Netanyahu: (After destroying the Altahira mountain tunnel in Lebanon) I want to tell our enemies that if you haven't learned your lesson and decide to attack us again, you will suffer an even heavier blow.

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2026-09-14

CITIC Securities says NVIDIA's Vera Rubin chip upgrade and power‑architecture changes are the core catalyst for a new AIDC power‑supply cycle. Its review of 2023–present shows the prior cycle was driven by Blackwell chips shipping as NVL72 full‑rack

CITIC Securities says NVIDIA's Vera Rubin chip upgrade and power‑architecture changes are the core catalyst for a new AIDC power‑supply cycle. Its review of 2023–present shows the prior cycle was driven by Blackwell chips shipping as NVL72 full‑rack systems, which materially raised power‑supply value content and concentrated supplier earnings in 2025–26. NVIDIA's next‑gen Rubin is in production ramp; chain CapEx, inventories and order signals indicate the ecosystem is prepared and the upcoming cycle could be stronger. A volume ramp of Vera Rubin should boost demand for high‑power PSUs and HVDC sidecars, further increasing power‑supply value; 2027 could mark the start of the next AIDC power‑supply cycle, allowing suppliers to gain share and realize earnings.
2026-09-14

Michael Burry, a prominent short-seller, stated that calls from executives at OpenAI, Anthropic, and other AI companies to slow down the development of AI models are "selfish." Burry listed four reasons: 1. He doesn't believe AI chatbots are the path

Michael Burry, a prominent short-seller, stated that calls from executives at OpenAI, Anthropic, and other AI companies to slow down the development of AI models are "selfish." Burry listed four reasons: 1. He doesn't believe AI chatbots are the path to artificial general intelligence, therefore there's no reason to limit their progress. 2. Slowing down would benefit existing AI giants and hinder smaller competitors. 3. Calling AI so powerful as to pose an extinction threat fuels hype and stunts, supporting these companies' IPOs. 4. Deliberately slowing down provides cover for a genuine, uncontrollable slowdown in growth. He added that language models like Claude and ChatGPT won't achieve "real reasoning ability," so there's nothing to worry about, at least not now. Burry has criticized and shorted a range of AI companies this year; he has warned of over-investment in AI infrastructure, aggressive accounting practices, hidden debt, and circular transactions.
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