Posts from fortune.com

1. Find XO: Chinese Memory Soars 466% on Debut, Hardware Startup Cost Tables Are Rewritten ↗ (fortune.com)

   SummaryChangxin Memory rose 466% on its Shanghai listing debut, reaching a market cap of 3.3 trillion yuan and becoming the number one mainland China-listed company. Its DRAM market share remains in the 8%…

   1 vote mrlatte 2mo ago Summary Discuss

2. Find XO: Big Tech Wages a $650 Billion Capex War; Founders' Weapon Is Cheaper Inference ↗ (fortune.com)

   SummaryAmazon, Microsoft, Google, and Meta have allocated $650 billion for AI infrastructure in 2026, and Stargate has reserved $500 billion over four years. Although capital alone can't guarantee victory,…

   1 vote mrlatte 2mo ago Summary Discuss

3. Find XO: When Silicon Valley Cheers for Chinese Models, How OpenWeight Changes Startup Cost Sheets ↗ (fortune.com)

   SummaryDeepSeek V4 charges $3.48 per one million output tokens, while for the same task OpenAI charges $30 and Anthropic charges $25. This is why Silicon Valley is excited about Chinese models that allow ru…

   1 vote mrlatte 3mo ago Summary Discuss

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