--- title: Syz The Moment | Technology description: Technology | Syz The Moment --- [![Syz Private banking](https://blog.syzgroup.com/hs-fs/hubfs/Logo.png?width=140&name=Logo.png "Syz Private banking")](https://www.syzgroup.com/fr) ## **Thinking** out loud [Subscribe](https://25733253.hs-sites-eu1.com/newsletter-signup?hsLang=en) [![Contact Us](https://hubspot-no-cache-eu1-prod.s3.amazonaws.com/cta/default/25733253/3d762f49-4e71-4f99-97b1-bf6781ef3da2.png)](https://hubspot-cta-redirect-eu1-prod.s3.amazonaws.com/cta/redirect/25733253/3d762f49-4e71-4f99-97b1-bf6781ef3da2) - [OUR SERVICES](https://www.syzgroup.com/en/private-banking) - [ABOUT SYZ](https://www.syzgroup.com/en/about/welcome-to-syz) - [CAREERS](https://www.syzgroup.com/en/careers) - [PRESS](https://www.syzgroup.com/en/news) - [Blog Homepage](https://blog.syzgroup.com) - [Slow Food for Thought](https://blog.syzgroup.com/slow-food-for-thought) - [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus) - [Asset allocations Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights) - [Market Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/market-outlook) - [Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thoughts/tag/swiss-perspectives) - [Syz the moment](https://blog.syzgroup.com/syz-the-moment) - [Crypto corner](https://blog.syzgroup.com/crypto-corner) - [Syz AI Insights](https://blog.syzgroup.com/syz-ai-insights) - [Fast Food for Thought](https://blog.syzgroup.com/fast-food-for-thought) - [The week in seven charts](https://blog.syzgroup.com/fast-food-for-thoughts/tag/the-week-in-seven-charts) - [Flash](https://blog.syzgroup.com/fast-food-for-thoughts/tag/flash) - [Fixed Income Weekly](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) - [Equity Weekly](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) - [Global markets outlook](https://blog.syzgroup.com/fast-food-for-thoughts/tag/global-markets-outlook) - [CONTACT](https://www.syzgroup.com/en/contact-us/form) - [ENGLISH](https://www.syzgroup.com/) - [FRANÇAIS](https://www.syzgroup.com/fr) - [Slow Food for Thought](https://blog.syzgroup.com/slow-food-for-thought) - [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus) - [Asset allocations Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights) - [Market Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/market-outlook) - [Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thoughts/tag/swiss-perspectives) - [Fast Food for Thought](https://blog.syzgroup.com/fast-food-for-thought) - [Flash](https://blog.syzgroup.com/fast-food-for-thoughts/tag/flash) - [Weekly Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) - [The week in seven charts](https://blog.syzgroup.com/slow-food-for-thoughts/tag/the-week-in-seven-charts) - [Global markets outlook](https://blog.syzgroup.com/fast-food-for-thoughts/tag/global-markets-outlook) - [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) - [Syz the moment](https://blog.syzgroup.com/syz-the-moment) - [Crypto corner](https://blog.syzgroup.com/crypto-corner) - [Syz AI Insights](https://blog.syzgroup.com/syz-ai-insights) - [Our Services](https://www.syzgroup.com/en/private-banking) - [About Syz](https://www.syzgroup.com/en/about/welcome-to-syz) - [Careers](https://www.syzgroup.com/en/careers) - [Press](https://www.syzgroup.com/en/news) - [Contact](https://www.syzgroup.com/en/contact-us/form) - [English](https://www.syzgroup.com/) - [Français](https://www.syzgroup.com/fr) ## **Sign-up** for our newsletter This website uses cookies to enhance user navigation and to collect statistical data. 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Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. ## Straight from the Desk # **Syz** the moment Live feeds, charts, breaking stories, all day long. - [All](https://blog.syzgroup.com/syz-the-moment) - [equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) - [United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) - [Macroeconomics](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) - [Food for Thought](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) - [markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) - [Central banks](https://blog.syzgroup.com/syz-the-moment/tag/central-banks) - [bitcoin](https://blog.syzgroup.com/syz-the-moment/tag/bitcoin) - [Fixed Income](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) - [geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) - [AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) - [europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) - 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[meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) - [russia](https://blog.syzgroup.com/syz-the-moment/tag/russia) - [Industrial-production](https://blog.syzgroup.com/syz-the-moment/tag/industrial-production) - [Healthcare](https://blog.syzgroup.com/syz-the-moment/tag/healthcare) - [ESG](https://blog.syzgroup.com/syz-the-moment/tag/esg) - [Global Markets Outlook](https://blog.syzgroup.com/syz-the-moment/tag/global-markets-outlook) - [Turkey](https://blog.syzgroup.com/syz-the-moment/tag/turkey) - [inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) - [bankruptcy](https://blog.syzgroup.com/syz-the-moment/tag/bankruptcy) - [brics](https://blog.syzgroup.com/syz-the-moment/tag/brics) - [Market Outlook](https://blog.syzgroup.com/syz-the-moment/tag/market-outlook) - [performance](https://blog.syzgroup.com/syz-the-moment/tag/performance) - [africa](https://blog.syzgroup.com/syz-the-moment/tag/africa) - [LLM](https://blog.syzgroup.com/syz-the-moment/tag/llm) - [Global](https://blog.syzgroup.com/syz-the-moment/tag/global) - [Market News](https://blog.syzgroup.com/syz-the-moment/tag/market-news) - [Weekly Equities](https://blog.syzgroup.com/syz-the-moment/tag/weekly-equities) Show more 22 Oct 2026 - - - #### JP MORGAN HAS MORE THAN DOUBLED IT’S SPACEX PRICE TARGET FROM $240 TO $500 AFTER LAST NIGHTS EARNINGS $SPCX Source: Gugarvin [#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![JP MORGAN HAS MORE THAN DOUBLED IT’S SPACEX PRICE TARGET FROM $240 TO $500 AFTER LAST NIGHTS EARNINGS](https://blog.syzgroup.com/hubfs/1792614104064.jpg) ![JP MORGAN HAS MORE THAN DOUBLED IT’S SPACEX PRICE TARGET FROM $240 TO $500 AFTER LAST NIGHTS EARNINGS](https://blog.syzgroup.com/hubfs/1792614104064.jpg) 22 Oct 2026 - - - #### Micron $MU has increased the amount of DRAM produced per wafer by ~400x over the past 30 years. That means each new manufacturing node can boost memory output from existing factories without needing to build more fabs. Source: Shay Boloor [#Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) ![Micron $MU has increased the amount of DRAM produced per wafer by ~400x over the past 30 years.](https://blog.syzgroup.com/hubfs/1792613962258.jpg) ![Micron $MU has increased the amount of DRAM produced per wafer by ~400x over the past 30 years.](https://blog.syzgroup.com/hubfs/1792613962258.jpg) 22 Oct 2026 - - - #### Yes Meta results were a mixed bag but here's a positive way to look at this mega-cap tech company. Excluding $NVDA, no other MAG 7 company is growing revenue faster. Q3 revenue: +26% YoY. $META’s biggest competitive advantage is distribution. 3.6 billion people use Meta’s platforms every single day. Nearly half the world’s population. Facebook, Instagram, and WhatsApp are the three most used social platforms in the world. While other AI companies spend billions acquiring users, Meta already has direct access to billions of them. And with Muse gaining traction, this advantage is becoming even more powerful. Other AI companies are fighting for users. $META already has them. Source: Daniel [#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) ![Yes Meta results were a mixed bag but here's a positive way to look at this mega-cap tech company.](https://blog.syzgroup.com/hubfs/1792646060691.jpg) ![Yes Meta results were a mixed bag but here's a positive way to look at this mega-cap tech company.](https://blog.syzgroup.com/hubfs/1792646060691.jpg) 21 Oct 2026 - - - #### Still no AI slowdown... Source: The Long View @HayekAndKeynes [#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) ![Still no AI slowdown...](https://blog.syzgroup.com/hubfs/1792528384246.jpg) ![Still no AI slowdown...](https://blog.syzgroup.com/hubfs/1792528384246.jpg) 21 Oct 2026 - - - #### What if AI’s biggest risk is building too little infrastructure? A forecast attributed to JPMorgan puts global AI compute demand at roughly 530 GW by 2031. Projected supply? 250 GW. That leaves a 280 GW shortfall—even as supply potentially quadruples between 2025 and 2031. The projected gap would grow from around 50 GW today to nearly 280 GW. The investment implications extend across the infrastructure stack: → Neoclouds: Nebius ($NBIS) and CoreWeave ($CRWV) could benefit from sustained demand for scarce GPU capacity. → Chips: NVIDIA ($NVDA) and AMD ($AMD) supply the accelerators. → Memory: Micron ($MU) helps address growing memory requirements. → Physical infrastructure: Networking, storage, electricity and cooling determine how much capacity actually comes online. Persistent shortages could support pricing, utilisation and longer contracts. Execution, financing costs and hardware depreciation will still determine investor returns. Much of the debate centres on whether AI companies are spending too much. These projections raise another question: Can the industry build fast enough to meet demand? Chips must be manufactured. Power secured. Data centres connected. If this scenario plays out, some of AI’s biggest winners could be the companies removing those bottlenecks. Source: JPM, Milk Road AI [#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) ![What if AI’s biggest risk is building too little infrastructure?](https://blog.syzgroup.com/hubfs/1792528792313.jpg) ![What if AI’s biggest risk is building too little infrastructure?](https://blog.syzgroup.com/hubfs/1792528792313.jpg) 21 Oct 2026 - - - #### The neocloud comeback is on The neocloud comeback is on after Elon Musk called compute demand “ridiculous” on the $SPCX earnings call: • $CRWV +7% • $NBIS +6% • $HUT +5% • $WULF +4% • $CIFR +4% Source: Shay Boloor @StockSavvyShay [#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![The neocloud comeback is on](https://blog.syzgroup.com/hubfs/1792566317490.jpg) ![The neocloud comeback is on](https://blog.syzgroup.com/hubfs/1792566317490.jpg) 21 Oct 2026 - - - #### The largest merger in history could unite Tesla and SpaceX. According to the Financial Times, both companies have formed special committees to explore a combination potentially worth more than $3 trillion. No terms agreed. No deal guaranteed. The ambition? Bring AI, robotics, chips, satellite connectivity and space infrastructure under one roof. Meanwhile, SpaceX’s latest results reveal how rapidly its business is changing: → Quarterly revenue: $14.6bn, up 161%. → Net profit: $4.4bn. → AI computing revenue: $7.6bn, up ninefold. → Starlink revenue: $5.2bn. AI computing now generates more than half of group revenue. But the spending is equally extraordinary. SpaceX expects $35–40bn of capital expenditure next quarter alone, as Musk targets a massive expansion in computing capacity. The question for shareholders: would combining these businesses unlock greater value—or make an already complex investment story even harder to assess? Source: FT [#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) ![The largest merger in history could unite Tesla and SpaceX.](https://blog.syzgroup.com/hubfs/1792566766523.jpg) ![The largest merger in history could unite Tesla and SpaceX.](https://blog.syzgroup.com/hubfs/1792566766523.jpg) 20 Oct 2026 - - - #### China's soaring semiconductors exports and imports: all price, as volumes collapse Source: zerohedge Goldman Sachs Haver Analytics [#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#china](https://blog.syzgroup.com/syz-the-moment/tag/china) ![China's soaring semiconductors exports and imports: all price, as volumes collapse](https://blog.syzgroup.com/hubfs/1792407547572.jpg) ![China's soaring semiconductors exports and imports: all price, as volumes collapse](https://blog.syzgroup.com/hubfs/1792407547572.jpg) [1](https://blog.syzgroup.com/syz-the-moment/tag/technology/page/1) [2](https://blog.syzgroup.com/syz-the-moment/tag/technology/page/2) [3](https://blog.syzgroup.com/syz-the-moment/tag/technology/page/3) [4](https://blog.syzgroup.com/syz-the-moment/tag/technology/page/4) [5](https://blog.syzgroup.com/syz-the-moment/tag/technology/page/5) [❯](https://blog.syzgroup.com/syz-the-moment/tag/technology/page/2) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/technology/page/43?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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