WS #11255
OpenAI reportedly cut inference costs by ~50%, which could be misread as bearish for GPU demand but is likely bullish for AI adoption at scale. Micron stock down ~5% after Trump hyped the company while owning millions in stock, per his 2025 financial disclosure. Memory chip stocks trade lower on reports Meta will open a cloud business to sell excess AI compute, raising oversupply concerns. EU's top court upholds €4.1B fine against Google for Android antitrust violations, with no further appeal.
OpenAI Inference Cost Reduction
OpenAI reportedly cut inference costs by ~50%, which could be misread as bearish for GPU demand but is likely bullish for AI adoption at scale.
Micron stock down ~5% after Trump hyped the company while owning millions in stock, per his 2025 financial disclosure.
Memory chip stocks trade lower on reports Meta will open a cloud business to sell excess AI compute, raising oversupply concerns.
EU's top court upholds €4.1B fine against Google for Android antitrust violations, with no further appeal.