Interesting $FSLY finding from testing Meta Muse. Through a series of hundreds of tests, it appears that the $FSLY role with Meta Muse is greater than analysts have noted Over the past week, I created several test websites and ran 738 controlled tests to send traffic from Muse agents to my websites I set up analytics on my website, and I was able to track things like IP address, user agent, operating system, etc From the IP addresses, across the 738 tests, Muse sent traffic from: -Cloudflare: 37.0% -Fastly: 29.3% -Meta: 19.4% -AWS: 14.4% Cloudflare is not a surprise – as there has been a lot of analyst commentary about Muse using Cloudflare. Fastly, on the other hand, was a surprising result I ran many different situations and tasks to try to understand why, or when, Muse sends traffic through Fastly – or others. And when I looked deeper, Muse used Fastly for 100% of the tests when browser navigation was required (e.g., “go to my favorite restaurant’s website and find me the menu”). And when Muse was requested to navigate on a website (e.g., make me a doctor appointment), Fastly was used in 100% of tests Then in other situations, for example when an API is involved or a curl request required, Cloudflare was used in 100% of tests Lastly, when requesting Muse to search the web, Muse split traffic through Fastly, Cloudflare, Meta directly, and AWS

Warsh promising Trump he would cut interest rates before being nominated

If Dario wants to slow down the pace of AI, he should just move the company to Europe.

WATCH: On the 25th anniversary of 911, GLCF has a special minute long TV ad airing in Detroit. The same hatred that caused 911 still exists today. Abdul raises money from it, campaigns with it, and justifies it.

Official Statement Regarding Western Michigan - Michigan Football Game 🗒️: bit.ly/4cxOiYH

$NBIS x $PLTR = HUGE So what does this partnership mean? -A stronger route to enterprise customers. Preferred status and integration could make Nebius easier to select and deploy for eligible Palantir customers. That could help Nebius win business through an established customer relationship. -Ongoing inference demand. Once companies use models in everyday operations, running those models consumes compute repeatedly. Successful deployments could create recurring usage that grows as customers expand their applications. -Validation of Nebius’s technology. Palantir explicitly cited the combination of Nebius’s infrastructure and software. My interpretation…that supports the investment thesis that Nebius can compete on engineering and integration alongside computing capacity. -Potentially faster deployment. The companies plan modular data centers at locations with available power. If execution works, that could shorten the path from customer demand to revenue. Important to note, no financial details have been disclosed…yet.

they're flirting. this is a face of arousal

YOU CAN SEE EVERYTHING, a documentary by Nathan Fielder and Lance Oppenheim. Featuring Elizabeth Holmes. Only in theaters this October.

WHO GETS PAID TO TURN AI DATA CENTERS ON U.S. data centers above 100MW are set to explode this decade but power, interconnects and electrical infrastructure determine how much of that pipeline actually gets built: What gets the data center online • $GEV sits at one of hardest bottlenecks with a $176B backlog stretching into 2031 & equipment pricing already more than 20% above Q4 2025 • $VRT captures ~$3.8M per AI MW from grid to rack & is moving further upstream through UtilityInnovation Group adding behind the meter power that can bypass interconnection delays. • $BE attacks same problem differently with onsite fuel cells letting data centers generate power without waiting years for the grid. • $FPS sits between the substation & building through switchgear & transformers with utilization still around 30% against capacity being built to support as much as $5B of revenue. Who already owns the power • $IREN, $CIFR, $CORZ, $APLD & $WULF already control power and interconnects from their bitcoin infrastructure which is why IREN could go from 5MW of active AI capacity toward a 480MW target in roughly a year since the scarce asset is energized land. • $VST owns generation already connected to grid giving it direct exposure to rising data center power demand while others wait through interconnection queues. • $CEG pairs an already interconnected nuclear fleet with hyperscaler demand giving it one of cleanest ways to monetize 24/7 power scarcity through long term contracts. What gets paid inside the rack • $ON $NVTS become more important as AI moves toward 800V DC in 2028 since content per rack could rise from ~$15K toward ~$115K as more of the power conversion stack moves inside system. • $VICR is one of purest plays on converting and delivering power efficiently close to the processor as rack densities rise. The market can announce hundreds of new data centers but a ton of the value accrues to whoever controls the power, interconnects and electrical infrastructure required to make them operational.

NBC rules analyst Terry McAulay: “The ball clearly doesn’t touch a player by the time the clock hits 0:00.” How badly did Western Michigan just get shafted?

Lane Kiffin to the @CollegeGameDay crew: “A lot of times to do great things, you are going to be hated”