Intel shares plunge more than 20% as weak PC outlook and supply snags hit guidance
Intel beat Q3 estimates but guided below consensus for Q4, with management saying the AI boom's memory and component demand is squeezing its PC business.
WSJ · +14 outlets
Alphabet falls about 12% as AI capex pushes cash flow negative
Google's cloud and chip sales grew, but the data center build-out drove roughly $9B of negative free cash flow, spooking investors.
24/7 Wall St. · +13 outlets
Amazon shares slide as $220B AI capex plan and weak Q3 revenue overshadow AWS growth
AWS revenue rose 39% but Amazon's spending plans and softer revenue underwhelmed Wall Street.
Fortune · +11 outlets
Samsung posts record quarterly profit on AI memory demand, but chip unit misses estimates
Samsung's AI-driven memory boom lifted profits sharply, yet the semiconductor divisional result came in below expectations and investors fretted about supply in
Analytics Insight · +15 outlets
Microsoft beats estimates with $36.6B profit as AI spending continues, capex comes in light
Microsoft's cloud and AI revenue grew, but it spent about $6.5B less on infrastructure than expected, which was not by choice.
The Daily Chronicle · +9 outlets
Broadcom's $63B deal with Anthropic boosts its AI custom chip business
The large multi-year compute agreement deepens Broadcom's role as an AI accelerator and networking supplier for Anthropic.
Pluang · +8 outlets
Nvidia in talks to back Anthropic data center with multibillion-dollar credit guarantee
Nvidia is moving beyond chip sales toward financing and endorsing cloud partners such as Nscale to underwrite Anthropic's compute expansion.
BigGo Finance · +10 outlets
AI capex worries hammer neocloud and data center stocks including CoreWeave, Nebius, IREN
Investors sold AI infrastructure names after hyperscaler capex guidance failed to rise, cooling the sector's recent rally.
TradingView · +7 outlets
Gartner warns AI sector risks bursting like a bubble, with $3.5T in spending at risk by 2030
The research firm flagged sustainability concerns over the scale of AI infrastructure commitments.
Techzine Global · +4 outlets
AI hyperscalers expected to spend $828 billion on capex this year
Big Tech capital expenditure is running at record levels, but questions over returns and financing are mounting.
Business Insider · +13 outlets
BofA says higher bond yields are hurting the AI stock bull as markets police capex
Rising yields and rate expectations are adding pressure to AI-linked equities as investors scrutinize the cost of financing the build-out.
Investing.com · +13 outlets
Global bond sales hit record as AI borrowing binge fuels issuance
Microsoft returned to the bond market seeking at least $25B, part of a record wave of debt issuance tied to AI infrastructure.
Bloomberg.com · +4 outlets
Amazon will sell Trainium AI chips outside AWS starting in late 2027
CEO Andy Jassy said TSMC capacity and customer demand prompted AWS to offer its in-house AI silicon externally, with a late-2027 target.
Crypto Briefing · +13 outlets
Google's Nvidia-rival AI chips boost cloud revenue but strain cash flow
Alphabet is expanding its in-house TPU roadmap, which lifted cloud sales while adding to capital intensity.
Reuters · +6 outlets
MediaTek targets 20% of the global custom AI chip market next year
The Taiwanese chip designer said AI demand growth will continue and it aims to take meaningful share in custom silicon.
Taiwan News · +11 outlets
AI's circular financing spreads to Asia, widening contagion risk
Vendor financing and circular deals between AI players are expanding into Asian markets, raising systemic concerns.
Bloomberg · +1 outlets
Qualcomm bets AI inference chips can chip away at Nvidia before 2029
Qualcomm is positioning inference-focused silicon as a challenger to Nvidia's data center dominance.
Startup Fortune
Aon CEO warns AI data center insurance risks could threaten project financing
Aon's Greg Case said insurance and risk gaps on data center projects could complicate their financing.
CNBC