Lenders tighten scrutiny of US data center financing as local opposition grows
Banks and other lenders are applying closer review to US data center projects as community resistance to new sites builds.
AI & Semiconductors
The compute build-out: chips, data centres, model labs and the capex cycle funding them.
237 report(s) in the archive
Apple said to be testing CXMT memory chips as AI demand tightens supply
Apple is reportedly evaluating memory chips from China's ChangXin Memory Technologies as global supply tightens on AI-driven demand.
Meta releases new AI model as Zuckerberg makes 6,500-word case against AI pessimism
Meta launched a new AI model with an open-weight emphasis, alongside a lengthy essay from CEO Mark Zuckerberg arguing artificial intelligence will benefit the economy and society.
Microchip guides to $1 billion data center revenue after 98% quarterly growth
Microchip Technology said data center revenue nearly doubled in its latest quarter and is guiding to about $1 billion for the full year, shifting the mix at a company long defined by microcontrollers.
Apple testing Chinese memory chips from CXMT amid AI-driven supply crunch
Apple is evaluating DRAM from ChangXin Memory Technologies as the AI buildout tightens global memory supply, according to a Wall Street Journal report.
Robinhood launches crypto trading in the UK with AI news widget
The brokerage extended digital asset trading to British users and added a generative AI feature that summarises breaking market news.
JPMorgan raises end-2026 S&P 500 target to 8,000
J.P. Morgan lifted its year-end 2026 target for the S&P 500 to 8,000, pointing to artificial intelligence investment and the strength of corporate earnings.
Sony and TSMC plan $6.3bn Japan joint venture for image sensors, Nikkei reports
The two chipmakers are reported to be preparing a joint venture to manufacture image sensors in Japan, a deal valued at about $6.3 billion.
Sony and TSMC plan $6.3 billion joint image sensor production, Nikkei reports
Sony and TSMC will jointly invest about $6.3 billion to manufacture image sensors, according to a Nikkei report, deepening a partnership between the world's largest image sensor supplier and the largest contract chipmaker.
Google Cloud Revenue Grows 82% as Alphabet Defends Capex Surge
Alphabet reported 82% year-over-year revenue growth at Google Cloud, with a large contracted backlog cited as justification for the company's elevated capital spending.
Trump Says Data Centers Could Outgrow Oil, Urges States to Cut Taxes
President Trump said data center investment could become a larger economic force than oil and called on state governments to lower taxes and speed permitting to attract AI infrastructure.
Micron Shares Pull Back as AI Spending Concerns Spread
Micron stock declined amid broader investor anxiety about the durability of artificial intelligence capital spending.
Core Scientific Shareholders' Rejection of $9 Billion Sale Revisited After AMD Deal
Core Scientific investors voted down a $9 billion acquisition; a subsequent agreement involving AMD has reopened debate over whether they were right.
Situational Awareness Puts $400 Million Into Chip Startup Source Foundry
The hedge fund, which has faced scrutiny in recent months, has committed $400 million to semiconductor startup Source Foundry.
Apple Said to Be Testing Chinese Memory Chips as Supply Crunch Bites
Apple has begun evaluating memory from China's CXMT after months of lobbying Washington for clearance, as a tightening DRAM market pushes PC makers toward Chinese suppliers.
UBS: AI-Driven Tech Volatility Matches Dot-Com Era Extremes
UBS said volatility in technology shares tied to the artificial-intelligence trade has reached levels last seen during the dot-com period, as investors turn to this week's CPI report.
Apple Tests Chinese Memory Chips from CXMT Amid AI-Driven Supply Crunch
Apple is evaluating DRAM from China's ChangXin Memory Technologies for use in iPhones and MacBooks as AI demand tightens global memory supply, according to a Wall Street Journal report.
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