3 Shifts Edition (May 29 2026): Banks will have a lot more free capital, Everyone is talking about KV cache, Blood pressure & the FDA’s relaxed rules

About this episode

The episode discusses the potential increase in free capital for US banks, the rising interest in KV cache, and the FDA's relaxed rules regarding blood pressure.

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, US banks will soon have a lot more free capital, as regulators loosen capital requirements. This could unlock $88B-104B in additional excess capital, which might be deployed for M&A, business lending, AI spending, buybacks, and dividends. Next, everyone is suddenly talking about KV cache – AI’s running memory and a major bottleneck for the industry. Players are coming at the KV cache problem from different...

Topics covered

• banking
• capital requirements
• KV cache
• AI
• regulations

Keywords

• free capital
• M&A
• business lending
• AI spending
• KV cache
• FDA
• blood pressure

Mentioned in this episode

Organizations: US banks, FDA

Products: KV cache

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