ASML posts record Q3 with €11.7B revenue, raises forecast and 2028 capacity plans on AI chip demand
ASML's blowout orders and record profit eased investor fears that the AI spending boom is running out of steam, though the stock still slid on elevated expectat
Chosunbiz · +14 outlets
Gartner warns over $3.5 trillion of AI infrastructure spending faces impairment by 2030
The forecast highlights growing scrutiny of whether AI data center capital will generate returns, a theme driving recent chip and data center stock declines.
Crypto Briefing · +11 outlets
TSMC expected to post sixth straight record quarter on AI chip demand
TSMC's results are a bellwether for AI accelerator demand, with analysts flagging overflowing 2nm orders and pricing power.
Reuters · +14 outlets
BlackRock's Fink warns a US data center moratorium would trigger a recession
Fink pushed back on mounting AI data center fears, with BlackRock and Morgan Stanley signaling continued commitment to AI infrastructure investment.
Gadget Review · +12 outlets
Dell stock plunges 11%, leading data center sell-off on enterprise AI timing fears
The drop reflected investor anxiety about when enterprise customers will convert AI spending into revenue, adding to a broad AI-linked selloff.
CNBC · +13 outlets
Nasdaq sinks as hot CPI report and AI spending concerns hit tech stocks
A hotter-than-expected inflation reading added to worries about stretched AI valuations, pressuring chip and data center shares ahead of Big Tech earnings.
Beinsure · +13 outlets
Microsoft weighs 20% cost cuts in Azure unit amid soaring AI data center spending
The reported belt-tightening at Azure signals pressure to balance aggressive AI infrastructure buildout against profitability.
Yahoo Finance · +6 outlets
CoreWeave shares tumble as bond yield hits 15% and AI debt funding faces scrutiny
Rising yields on CoreWeave's debt renewed questions about the sustainability of AI infrastructure funding built on high-yield borrowing.
Crypto Briefing · +14 outlets
CoreWeave, Nebius, IREN slump after Gartner forecasts 80% of neocloud market will vanish by 2030
The forecast amplified concerns about overcapacity and consolidation risk among GPU-focused cloud providers.
TradingView · +7 outlets
Broadcom CEO warns of 'casino-like' AI investing even as company backs major AI chip financing
Hock Tan's remarks rattled chip stocks as investors weighed froth in AI capital allocation against Broadcom's own custom silicon momentum.
디지털투데이 · +14 outlets
Nvidia board approves $80 billion buyback as AI spending outlook reaches $4 trillion
The expanded repurchase reflects Nvidia's confidence in sustained AI demand and its large cash generation.
BigGo Finance · +5 outlets
Broadcom gains as AI spending shifts to custom chips, with orders booked through 2028
Hyperscaler demand for custom AI accelerators is reshaping the chip landscape, benefiting Broadcom, Marvell and TSMC.
Pluang · +14 outlets
Capital expenditure at nine cloud giants projected to top $1.5 trillion next year
Hyperscaler AI spending continues to accelerate, with AI server output value forecast to surge over 90%.
BigGo Finance · +14 outlets
Nvidia's China AI chip share plunges to 34% as Huawei closes gap to 28%
Export controls and domestic competition are eroding Nvidia's once-dominant position in the Chinese AI accelerator market.
BigGo Finance · +7 outlets
Fed's Goolsbee says AI is an inflation problem
The Chicago Fed president's comment linked AI-driven capex and energy demand to persistent price pressures, complicating rate policy.
Forex Factory · +13 outlets
Brookfield and NextEra to build $100 billion AI hub on a Cold War nuclear site
The project illustrates how AI data center demand is driving massive new power infrastructure investment.
Crude Oil Prices Today · +9 outlets
Oracle falls 7.2% as rate hike bets weigh on AI stocks
Oracle's AI-driven capex plans face scrutiny over free cash flow and the unresolved questions of who pays for and powers its GPU buildout.
Crypto Briefing
Tech firms launch custom AI chips for data center inference
Microsoft, Google and Apple are pushing deeper into custom silicon as inference workloads grow.
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