Anthropic reportedly tripled its 2028 AMD GPU order to 3 GW, per Aletheia via Jukan. Vertiv and GE Vernova raised full-year outlooks, IREN raised $363M backed by already-deployed AI infrastructure as CoreWeave CDS eased, and CXMT's HBM yields drew opposing reads.
Jukan relayed two claims from research house Aletheia: Anthropic has increased its AMD GPU orders for 2028 to 3 GW, three times its original deployment target of 1 GW, and OpenAI has increased its total planned AMD GPU deployments over 2026 to 2028 from 6 GW to 8 to 9 GW. Neither company confirmed the figures in the cited post.
Vertiv's third-quarter sales of $4.3 billion grew 61%, above the $3.85 billion top of guidance, organic orders grew more than 100%, and full-year sales guidance was raised by $650 million to $14.65 billion, per @photonbull. GE Vernova's orders rose 96% organically to $29.3 billion; it raised full-year revenue guidance to $46.5 to $47.5 billion, expects backlog above $200 billion in the fourth quarter and doubled its buyback to $20 billion.
IREN secured $363 million from Wingspire Equipment Finance; Finn Stockinger notes it is backed by infrastructure already deployed and generating revenue, not new GPU purchases. @ren_stocks says CDS on AI builders turned lower, with CoreWeave back to about 1,040bp from above 1,100 and Oracle under 300. @ces921 says debt funding has risen from 9% to 32% of hyperscaler capex in a year.
Jonah Lupton says CXMT's HBM yields are below 30%, with some overnight reports saying closer to 20%, and that its DRAM supply is not enough to meet China demand. Zephyr counters that CXMT's HBM3 costs about $2/Gb against selling prices of $5 to $7/Gb, giving 60% to 71% gross margin at these yields, and expects yields to reach 50% to 70% by the second quarter.
@babyfolio grew their NBIS position from 25K to 43K shares by trading around it and says they keep buying as it moves higher.
@italianinvesto says they recently bought the dip on FPS, CLS, AKAM and PENG, arguing supply is constrained until at least 2030.
A r/ValueInvesting author is long and added to ITRI, arguing normalized operating results and a record fourth-quarter revenue guide can break the ex-growth framing.
@ces921 says Treasury net longs are at their highest since early September and that Alphabet and Microsoft after the bell either reanchor the capex narrative or put 7550 support in play.
@mkfilko says Backblaze's November 2 report could reignite the story, wants revenue of $45M or more and B2 growth excluding CoreWeave of 30% or more.
@degentradinglsd took the chance to trim down some SNDK risk into the open.
@MoneyPrinter0x is derisking two-thirds of an oil position at near break-even, citing USO 165.5 to 167.
Rooster Global Portfolio Mastery Club says it is selling URNJ to buy new biotech positions.
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