The compute build-out: chips, data centres, model labs and the capex cycle funding them.
237 report(s) in the archive
The Japanese conglomerate is borrowing heavily to expand its bet on OpenAI, and investors are buying into the plan for now.
SoftBank Group issued $11.1 billion in bonds to finance its investment in OpenAI, and its shares rose sharply in response.
Analysts tied the move to data showing Meta's new Muse AI agent is routing meaningfully more traffic through Fastly's content-delivery network.
Fastly stock surged after a traffic analysis linked the rally to Meta's Muse AI agent, which is seeing rapid user adoption.
Analysts remain bullish on Micron and high-profile investors are building large positions as memory pricing improves.
Analysts have kept bullish ratings on Micron as memory demand strengthens, while investor Jim Cramer disclosed a large position in the stock for a charitable trust.
The bank started coverage of Hut 8, Terawulf and Applied Digital with buy ratings, citing data center and leasing growth rather than mining economics.
UBS opened coverage on Hut 8, Terawulf and Applied Digital with buy ratings, betting their shift from bitcoin mining toward AI data center capacity will drive growth.
Beijing's review, reported by the Financial Times, adds Broadcom to the list of U.S. chip suppliers facing scrutiny in China.
China is surveying how state-backed data centers use Broadcom switches, the Financial Times reported, raising the risk of restrictions on the U.S. chipmaker's networking gear.
The deal news coincided with a broader tech rotation that pulled capital away from bank stocks.
PayPal shares rose after news of an AI partnership with Meta, a move that coincided with investors rotating out of financial stocks and into tech names.
Diverging Seeking Alpha calls highlight a widening gap between valuation-focused bears and growth-focused bulls on the chipmaker.
Two competing analyst views on AMD published the same day capture a broader Wall Street divide: one sees the stock overextended after its run, the other argues a $1 trillion valuation does not mark the end of the growth story.
An estimated $1 trillion in committed AI infrastructure spending is running into a US energy buildout that takes roughly three years to catch up.
Roughly $1 trillion in committed AI data center spending is colliding with US power infrastructure that industry estimates say needs about three years to expand.
The forecast lands alongside a separate case that AMD's rise to a $1 trillion valuation reflects real AI infrastructure demand rather than speculative excess.
Citi projects enterprise solid-state drive demand will rise 52.9% in 2027, driven by AI data center buildout.
The move comes as Meta's new Muse AI app draws wide attention, opening a fight over who controls AI agents on major platforms.
Amazon has blocked Meta's newly launched AI agents from operating on its retail platform, according to ZeroHedge, marking an early clash in what the outlet calls the agentic wars.
A Wall Street AI rally carried into the September 21 Asia session, with LG Electronics jumping on a Nvidia cooling-technology endorsement.
AMD's market capitalization crossed $1 trillion as chip stocks across Wall Street and Asia rallied together on September 21.
Rare-earth magnet exports to the US have plunged as both governments prepare to meet on September 24, with billions in chip sales hanging on the outcome.
Nvidia's $108 billion sales forecast assumes zero AI chip sales to China, a gap that could close or widen depending on what Trump and Xi agree to on September 24.
A new AI coding and reasoning agent from Meta reignited bets on CPU demand, lifting chipmakers broadly in the September 21 session.
Meta's newly unveiled AI agent 'Muse' drove a broad tech rally, with Arm up 13%, Intel up 12% and AMD up 9% as investors bet on renewed CPU demand.
The debt sale, confirmed by a term sheet, is one of the largest corporate bond issues tied to the AI boom.
SoftBank Group is raising more than $10 billion in bonds, according to a term sheet, to help finance its investment commitments to OpenAI.
CrowdStrike, Palo Alto Networks and SentinelOne gained through the week even as chipmakers slipped on fears that AI infrastructure spending is peaking.
CrowdStrike, Palo Alto Networks and SentinelOne rallied this week while AI chip stocks fell, as investors grew more worried about AI-powered cyberthreats and less certain about further chip demand growth.
Memory chipmaker's 44% net margin dwarfs AMD's profitability, but investors are paying up for AMD's growth story anyway.
SK Hynix posts a 44% net margin and trades at 5.8 times forward earnings, versus a 63 times multiple for AMD despite AMD's stronger growth profile, according to a same-day comparison of the two AI supply-chain stocks.
Four quarters at Micron's current guided rate would exceed what Microsoft earned in its best fiscal year on record.
Extending Micron's guided quarterly profit pace across four quarters would produce more total profit than Microsoft posted in its record fiscal 2026, though the comparison depends on Micron sustaining that pace.
Analysts covering Micron, Broadcom and the broader semiconductor sector can't agree on whether an AI spending slowdown is real or overstated.
One analysis calls Micron "likely dead money from here" while another argues the market has misjudged the scale of any AI slowdown and lists five reasons to buy Broadcom's recent dip.
The new round of talks adds artificial intelligence to a negotiating agenda that had been dominated by tariffs and rare-earth exports.
US Treasury Secretary Scott Bessent and China's He are set to launch a new round of talks covering AI, trade and critical minerals.
Intel's CEO has acknowledged the company can supply roughly half of what customers are requesting, a shortage framed as evidence of stronger-than-expected demand.
Intel can currently supply only about half of what its customers want, according to reporting on comments from the company's CEO.