In recent days, SpaceX’s Starlink announced partnerships with two of India’s leading telecom giants, Airtel and Jio, to provide broadband internet services to even the most remote and rural regions of the country. This marks a significant step as Starlink seems poised to finally break into the Indian internet market, the second largest in the…
Alibaba, China’s leading cloud computing platform, impressed investors with a sharp acceleration in cloud revenue growth to +13% year-on-year, up from 7% in the previous quarter and 3% above expectations, driven by triple-digit AI growth. The real standout, however, was Alibaba’s $4.3 billion quarterly capex, marking a 300% year-on-year surge and 80% quarter-on-quarter growth. The…
Palantir, the largest position in both our AI and Cybersecurity portfolios, impressed again last night with revenue growth accelerating for the sixth quarter in a row to 36% (from 30%) and a FY25 revenue growth guidance of 31%, both figures coming 5-10% ahead of expectations. The strong top-line performance sparked another significant margin leverage, with…
The initial panic triggered by DeepShitSeek is starting to subside as more information comes to light. Recent reports indicate that the true cost of their training process was closer to $500 million, not the $6 million initially claimed. Additionally, it appears that DeepSeek’s LLM performance isn’t as groundbreaking as first suggested, with revelations that the…
The rise of the Chinese AI assistant DeepSeek to the top of the iPhone download charts has sent shockwaves through global markets—and, more specifically, the entire AI value chain. The app’s AI model is widely regarded as highly competitive with OpenAI’s ChatGPT and other leading models, all while being significantly less expensive to train and…
Bloomberg reported earlier this week that Meta, which successfully launched at the end of 2023 the Meta Ray-Ban smart glasses, is working on a new generation of wearable devices that are scheduled to ship this year. That includes smart Oakley glasses aimed at athletes and high-end glasses – code-named Hypernova – whose design is closer to the…
As promised during his campaign, President Donald Trump declared a national energy emergency following his inauguration and signed several executive orders aimed at boosting domestic fossil fuel production while reversing many of the clean energy policies from the Biden era. Trump, along with key cabinet members such as Doug Burgum, the newly appointed Secretary of…
Synapse Invest was founded in 2019 with the mission of offering a diverse range of thematic investment products centered around innovation. Our journey began with the launch of our first Actively Managed Certificates (AMCs) in the closing weeks of 2019, and we are now proud to celebrate more than five years of consistent growth and…
Debates about whether we are the peak of the AI infrastructure cycle or close to the peak are popping up on a regular basis as investors are trying to figure out when the inevitable growth slowdown for companies exposed to it (chips, networking) will happen. Broadcom’s latest earnings and recent press reports about xAI spending…
In contrast to classical computers that rely on binary bits and which can have only two states (zero or one), quantum computers rely on the ability of quantum bits, or qubits, to exist in a superposition of both states at the same time. This oddity of quantum physics allows quantum computers to perform certain calculations…