Topic
Topic
Musk's half-billion-dollar GOP donation bought "basically nothing" as voters approved data center restrictions and Texas elected a governor running against them. OpenAI is already dropping NDAs.
Goldman Sachs strategist Rich Privorotsky says a 20% semiconductor ETF decline and 27% AMD acceleration point to resilient AI cap…
Citi’s growth basket lagged its value basket by 32% over a month and 4.1% in a week. Disappointing earnings prompted the bank to…
The DOE is lending Constellation Energy $5B to add 1.1 GW of nuclear capacity at eight plants — and Google, Meta and Amazon have…
A former Luminar CTO argues hyperscalers are becoming infrastructure companies themselves, citing Microsoft's 20-year Three Mile…
A power cut at Google's London europe-west2-b zone hit Revolut, HSBC, Lloyds and UK court hearings, reviving fears over reliance…
Meta's debt insurance costs jumped 62% in six months as $450 billion in AI-related debt hit markets this year. Investors are turn…
Morgan Stanley says 91.7% of Nvidia's 2027 revenue hinges on AI infrastructure demand, with SpaceX and AWS driving 72% of its gro…
Hyperscalers' WACC has jumped from 4% to 10% since 2023, per BofA's Subramanian, as the 10-year Treasury cools to 5.08% and buyer…
Nvidia and six financial giants aim to mobilize over $500 billion for AI infrastructure. The next phase of the AI race will be de…
A16Z says a multi-trillion-dollar AI infrastructure spending cycle is shifting market leadership to hardware and industrial asset…
