Marvell to buy Lumentum for $115B in AI data center and optical networking bet
The all-stock deal is one of the largest bets yet on AI data center connectivity, landing as investors grow more skeptical of AI spending returns.
BNN Bloomberg · +14 outlets
Chip and AI stocks slide as capex scrutiny builds and AMD earnings loom
Tech shares fell on concerns about AI capital spending payoffs, with AMD's upcoming results and Intel's recent rout cited as key pressure points.
Seeking Alpha · +14 outlets
Meta weighs $20B bond sale as S&P cuts its credit outlook to negative on AI spending
S&P flagged deteriorating free cash flow as Meta's AI infrastructure outlays weigh on its balance sheet and ratings profile.
BigGo Finance · +5 outlets
Alphabet launches euro and dollar bond sales to fund AI build-out
Alphabet's second euro bond sale of 2026 is testing investor appetite for debt issued to finance AI expansion.
Forbes Middle East · +14 outlets
Oracle plans $20B bond and share sale to fund AI build-out
The raise, alongside a reported data breach, underscores the growing financing needs and risks in Oracle's AI infrastructure push.
Forbes Middle East · +14 outlets
South Korea to double AI and semiconductor spending in record 2027 budget
President Lee's plan, including roughly $15.8B for AI data centers and chips, aims at sovereign AI and military modernization.
Hürriyet Daily News · +13 outlets
Anthropic says it is close to recursive self-improvement capability
RSI, where AI trains itself well enough to accelerate capability gains, is watched by safety researchers as a key risk threshold.
TechCrunch · +14 outlets
UBS raises 2027 AI spending forecast to $1.4T, warns volatility is the new normal
Analysts say AI investment remains intact even as investors question how much value must be created to justify the build-out.
Yahoo Finance · +8 outlets
NYT and other outlets sue Brave over alleged copyright scraping for AI customers
The suit claims Brave distributed scraped content to AI firms including Anthropic and Perplexity, adding to legal pressure on AI training data sourcing.
TechCrunch · +12 outlets
Amazon forecasts $220B capital spending for 2026 and secures $80B for AI buildout
Amazon's rising capex and AWS AI chip growth are central to investor debate over returns on hyperscaler AI investment.
www.tokenpost.com · +4 outlets
BofA warns prolonged AI correction could hit the global economy
Investors are increasingly hedging the AI trade as price cuts or slowing usage could turn a market correction into a broader economic drag.
UA.NEWS · +12 outlets
AMD Q3 report puts AI chip demand and guidance in focus after 11% stock drop
AMD's results are a key test of whether AI accelerator demand can offset weakness in its PC business.
TOKENPOST · +14 outlets
Google says AI demand will consume every data center it builds
Google's energy chief's comments signal that power supply, not chip supply, may be the binding constraint on AI expansion.
BigGo Finance · +14 outlets
Intel plunges on AI doubts as TSMC pulls ahead in chip revenue race
Intel's steep selloff and TSMC's AI-driven gains highlight diverging fortunes among chipmakers.
BigGo Finance · +8 outlets
US data center construction hits record $96.5B annual rate
The construction boom reflects the scale of physical infrastructure being built to meet AI compute demand.
FourWeekMBA · +4 outlets
Garry Tan says he spends up to $200K a year on AI agent tokens
The Y Combinator president's disclosure highlights how intensively some operators are adopting autonomous AI agents despite the cost.
TechCrunch · +2 outlets
Elon Musk throttles Grok Bot limits over unsustainably high costs
The move underscores the compute costs of running high-usage AI products even as growth accelerates.
TechCrunch
MediaTek Q3 revenue rises 18.3% as CEO flags strong AI chip demand
MediaTek targets $16B in AI chip sales in 2027, positioning itself as a rising competitor in AI silicon.
Yahoo Finance