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Nvidia faces growth test as Rubin debut meets AI financing scrutinyThe chipmaker has been the biggest beneficiary of the race to build AI infrastructure. Recently, though, its stock has come under pressure ...- Samsung, SK Hynix stand to benefit as Nvidia AI server costs surgeServer manufacturers notified major data center customers, including Microsoft, Google, and Oracle, that prices for Nvidia-based AI systems...
- India’s AI data-centre push could drive 5% of global chip demand by 2030Global semiconductor revenue is projected to reach $1.6 trillion by 2026. AI data centres will drive significant growth in chip demand worl...
- Why rising Treasury yields are becoming a growing risk for the US economyA sell-off in U.S. Treasuries has pushed yields higher, raising borrowing costs for households, companies and the federal government. Highe...
- The Intel wager: Billionaire Masayoshi Son puts 67% of SoftBank’s US portfolio behind an AI revivalSoftBank has heavily invested in Intel, directing sixty-seven percent of its portfolio. This substantial stake reflects Masayoshi Son's con...
- Realtors line up to buy bankrupt developers as land prices riseSmall and mid-sized developers are increasingly using insolvency proceedings to acquire distressed real estate companies as land prices soa...
- Global market: Japan Q2 GDP misses estimates, but BOJ rate hike bets remain intactJapan’s second-quarter economic growth missed expectations as weaker household consumption and business investment offset resilient exports...
- Charting the Global Economy: US CPI softens, UK economy expandsUS inflation showed little acceleration in July, reinforcing the Federal Reserve's pause on rate hikes. European economies continued to sho...
- Institutional investors reveal cautious approach to tech favorites in US quarterly 13F filingsIn the second quarter, institutional investors made slight reductions in their holdings of prominent tech firms, mainly due to already subs...
- Wall St Week Ahead: With US Fed silent on next move, investors look to earnings to keep stocks afloatInvestors focus on corporate earnings to offset economic risks and rate concerns. Strong results, particularly from AI infrastructure spend...
- Goldman in talks with investors on Nvidia financing deal after landing prized roleNvidia announced on August 10 it has partnered with six major financial institutions including Goldman to launch compute platforms aimed at...
- Goldman Sachs taps investors for Nvidia’s $500 billion AI financing pushGoldman Sachs is negotiating with investors for Nvidia's massive AI financing initiative. U.S. insurers and money managers will likely form...
- US stocks: S&P 500 notches record-high close as rate-hike worries easeThe S&P 500 has hit a historic peak, largely influenced by a surge in technology stocks. With producer price inflation showing stability, e...
- Anthropic in talks to buy startup Decart AI for $6 billionDecart’s software can reduce the cost of training artificial intelligence models by helping chips work more efficiently. That technology co...
- US stocks: S&P 500 ends higher as CoreWeave results fuel AI optimismUS stock markets closed higher on Wednesday, driven by strong AI infrastructure company earnings. Mild inflation data reinforced expectatio...
- US stocks: CoreWeave, Super Micro surge on signs of sustained AI buildoutCoreWeave and Super Micro have seen their stock prices soar to new heights amid a rising tide of demand for AI infrastructure. CoreWeave ha...
- Nvidia partners with Wall Street giants to raise $500 billion for AI buildoutNvidia signed memorandums of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR for the financing platfor...
- Super Micro forecasts upbeat annual revenue on data center adoptionAI infrastructure firms have seen demand surge as tech and cloud companies ramp up data center investments to support AI applications.
- Data centre operator CyrusOne plans potential 2027 IPO, banks pitch for roles, sources sayThe private equity firms met investment banks including Goldman Sachs and Morgan Stanley last week and the banks pitched for roles on the...
- AI’s volatile power demand is damaging its own data centersAI data centres’ volatile power demand is damaging batteries, turbines and other equipment, raising downtime costs, delaying projects and c...
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