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IREN ($IREN) appointed former Oracle and Google executives to expand its AI Cloud business.
👔 New hires:
▪️ Kambiz Aghili named Chief Product Officer, joining from Oracle Cloud Infrastructure ($ORCL), where he was VP of Products.
▪️ Michael Nudelman named Chief Development Officer, previously at Google ($GOOGL), CyrusOne, and Beale Infrastructure.
▪️ Aghili will lead IREN’s AI Cloud product strategy, including GPU, managed services, and platform offerings.
▪️ Nudelman will oversee expansion of IREN’s 5GW secured grid-connected power portfolio.
NBC News report: Pentagon timed its Iran strike announcement to land after the stock market closed on June 26.
•NBC says the timing was intended to reduce immediate impact on financial markets, including oil prices.
A tanker in the Strait of Hormuz was struck Saturday by an “unidentified projectile,” per UKMTO.
⚠️ The details:
▪️ The vessel sustained damage, but all crew were uninjured.
▪️ UKMTO advised ships to transit the area with caution.
▪️ The U.S. Navy’s JMIC raised the threat level in the strait to “substantial” following attacks on merchant vessels.
▪️ A route near Oman has been expanded to allow greater two-way marine traffic flow — a signal the U.S. is pushing back on Iranian control.
Iran’s IRGC warns vessels not to approach the Strait of Hormuz, says their security would otherwise be at risk. — Statement
United Airlines launches Starlink on transatlantic flights — starting tonight with Flight 14 from Newark to London on a Boeing 777-200.
✈️ The rollout:
▪️ 400+ United planes have Starlink today
▪️ ~60 widebody aircraft getting Starlink this year
▪️ ~1,000 Starlink-equipped aircraft by end of 2026
▪️ Entire widebody fleet outfitted by summer 2027
Trump filed a March 23rd purchase of Credo Technologies stock, $CRDO.
📈 It has now risen 182% since then.
Bitcoin transaction frequency hits its highest level since 2024 — but the details tell a nuanced story.
📊 The data (via CryptoQuant):
▪️ Network activity at multi-year highs
▪️ Micro-transactions under 0.01 BTC = 80% of daily flows
▪️ Average transaction size remains low
▪️ Hedge funds are reducing BTC exposure despite rising activity
$DELL launches the PowerEdge XE8812 — its first server built on NVIDIA’s Vera Rubin NVL4 architecture.
🔧 Key specs:
▪️ Scales to 144 GPUs per rack in the Dell PowerRack 9100
▪️ 176 CPU cores (up from 144 prior gen)
▪️ 50% more memory per socket and GPU
▪️ Liquid cooled, 300kW+ power capacity
▪️ Built on ORv3 open standard
▪️ Global availability: early 2027
$SMCI unveils a full data center blueprint built around NVIDIA Vera Rubin NVL4 — designed to scale from a single unit to gigawatt-class deployments.
⚙️ Per scalable unit:
▪️ 8 liquid-cooled compute racks
▪️ 36 NVL4 nodes per rack → 1,152 Rubin GPUs + 576 Vera CPUs
▪️ 3.2 MW power per unit
▪️ 362 kW per compute rack
▪️ Networking: NVIDIA Quantum-X800 InfiniBand
▪️ Cooling: DLC-2 Direct Liquid Cooling with 2+1 redundancy
📈 Scale range: 3.2 MW → 1 GW for large HPC deployments
$NVDA powers Europe’s AI supercomputing buildout — 35 AI HPC systems across 23 countries.
🌍 The scale:
▪️ 35 NVIDIA-powered supercomputers supporting 3M+ researchers
▪️ 90%+ of Europe’s AI factory buildout runs on NVIDIA infrastructure
▪️ ~800 AI exaflops deployed or announced across Europe since last year
SpaceX ($SPCX) starts offering of senior unsecured notes.
▪️ SpaceX to use net proceeds to repay outstanding borrowings.
🚨 Microsoft ($MSFT) and Chevron ($CVX) sign a 20-year power deal for what could be one of the largest data centers in the U.S.
⚡ The project (codename: Kilby):
▪️ Located in West Texas, powered by Permian Basin natural gas
▪️ First power by 2028, scaling to 2.67 GW — massive even by hyperscale standards
▪️ Uses GE Vernova ($GEV) turbines to generate power on-site — fully off-grid by design
▪️ Chevron developing alongside Engine No. 1; final investment decision expected later this year
🚨 $RGNX gets a major green light from the FDA on its path to approval for NAVSUNLI (gene therapy for MPS II / Hunter syndrome — a rare, fatal genetic disorder).
✅ What the FDA confirmed:
▪️ No additional patients or new studies needed
▪️ Existing clinical data is sufficient for accelerated approval
🚨 Lime (Uber-backed e-scooter/bike company) is going public on Nasdaq under $LIME.
📊 IPO terms:
▪️ 6.7M shares at $24–$26 each → up to $180.9M raised
▪️ Valuation at top of range: ~$1.7B
💰 Financials:
▪️ 2025 revenue: $886.7M
▪️ 2025 net loss: $59.3M (relatively tight for a growth-stage mobility company)
▪️ Monthly active users: 3.8M, up 20%+ YoY
🚨 Vance on Iran talks (continued):
▪️ Want Lebanon’s sovereignty to be respected.
▪️ Want Israel’s security to be assured.
▪️ When Iran says things that are not true, Trump responds — “can’t expect Trump not to correct the record.”
▪️ On frozen Iran assets: funds would only go to the people of Iran — we wanted a process to ensure funds help Iranians, not fund terrorism.
▪️ The U.S. is not imposing a deal on the region.
▪️ Trump still has a lot of options.
🚨 Vance on Iran talks: made a lot of good progress.
▪️ We set up a mechanism for keeping Hormuz open.
▪️ We laid a very good foundation for a successful final deal.
▪️ Discussions on nuclear inspectors may happen today.
▪️ Technical teams will keep working; talks will continue in the days and weeks to come.
▪️ We want a regional ceasefire, want Hezbollah to stop firing into Israel.
▪️ We have set up a deconfliction mechanism for Lebanon to keep the conflict in check.
▪️ Already seeing fruits of the talks for Lebanon, but it is a work in progress.
IRAN'S DEPUTY FOREIGN MINISTER GHARIBABADI HEADS IRANIAN TEAM FOR TECHNICAL TALKS IN SWITZERLAND STARTING THIS MONDAY- ISNA
IRAN EXPERTS STAY IN SWITZERLAND FOR MOU IMPLEMENTATION: TASNIM