SemiAnalysis's latest interview: Storage still has room to double; CPUs are merely supporting actors; CPO implementation delayed until 2029

Founder Dylan Patel stated that Anthropic has become profitable, with annual recurring revenue (ARR) exceeding $50 billion, refuting doubts about its return on investment (ROI). On the hardware front, memory prices have already quadrupled and are expected to rise another 2–3 times; the structural shortage driven by inference models will persist for several years. Demand for CPUs largely reflects historical catch-up purchases—a short-term 'mini-cycle' rather than a long-term inflection point. Mass production of co-packaged optics (CPO) has been delayed until late 2028, unexpectedly extending the copper interconnects' window of opportunity, while power constraints are forcing data centers to adopt behind-the-meter power generation.

wallstreetcnJul 10 15:57

GPT-5.6 fully launched! New ChatGPT agent released simultaneously; Altman stated that 'many adjustments' were made following discussions with the U.S. government.

OpenAI has fully launched three new GPT-5.6 models, which outperform Anthropic's Fable 5 in benchmark tests; the flagship Sol model costs one-fourth as much as Fable 5, while Terra and Luna cost only one-sixteenth as much. On the same day, OpenAI introduced ChatGPT Work agents, capable of working continuously across applications for multiple hours. Altman did not specify the exact nature of recent adjustments and also stated that it remains uncertain whether the company will go public this year. GPT-5.6 achieves a 54% improvement in token efficiency for agent programming, and open-source models from China are becoming 'very good.'

wallstreetcnJul 10 04:24

Semiconductor, Optical Stocks Surge as US Fab Investments Mount

Seeking AlphaJul 10 01:56

Shares of Fabless Semiconductor Companies Are Trading Higher After Reports That Meta Will Invest in Hardware to Double Its In-house Compute Capacity to 14GW Next Year. Also, Micron Technology's Plan to Increase U.S. Investments to More Than $250...

BenzingaJul 10 01:46

Why Is Marvell Technology Stock Gaining Thursday?

BenzingaJul 9 22:53

July Pullback Hits First-half S&P 500 Winners

Seeking AlphaJul 9 22:36