TSMC quarterly revenue jumps 51% as AI infrastructure demand holds up
The chipmaker's growth offers a key signal on the sustainability of the global AI infrastructure buildout.
Bloomberg · +14 outlets
Fed minutes show hawkish unity behind September rate hike
Policymakers signaled broad agreement on tightening as inflation pressures persisted.
Bloomberg.com · +8 outlets
Samsung posts record operating profit on high-bandwidth memory windfall
The near nine-fold profit rise was still shy of expectations inflated by relentless AI infrastructure spending.
Bloomberg · +13 outlets
Alphabet's Isomorphic Labs in talks to raise at $40B valuation
The Google DeepMind drug-discovery spinoff is seeking new funds as AI biotech valuations climb.
Bloomberg · +4 outlets
DeepSeek considers doubling latest funding round to up to $15B
China's AI champions are raising billions ahead of planned IPOs.
CNBC · +4 outlets
Nvidia-backed Firmus closes IPO books as Australian listing struggles
Investor skepticism grew over the data center operator's deal, among the biggest planned listings in Australia.
Bloomberg · +5 outlets
China stocks slide as weak holiday spending and tech losses weigh
Markets reopened after a week-long break to sluggish consumer spending and valuation concerns.
Bloomberg · +5 outlets
SpaceX seeks $40B to buy Nvidia chips in AI bet
The raise highlights how AI compute demand is spreading beyond traditional tech players.
Bloomberg.com · +13 outlets
Manus raises $500M in first funding round since Meta breakup
The AI startup's raise underscores continued investor appetite for agentic AI despite consolidation.
CNBC · +1 outlets
AI data center boom ignites bidding war for critical TDK unit
The contest for TDK's hard-disk drive parts business could shape control of AI data center storage.
Bloomberg · +4 outlets
Goldman says new hires will oversee AI agents, putting middle managers at risk
The shift raises questions about the future role of current finance middle management.
Bloomberg · +9 outlets
Italy data center buildout seen attracting €37B through 2036
AI and cloud computing are fueling rapid capacity expansion in the country, per an industry-commissioned study.
Bloomberg · +1 outlets
Bezos says Blue Origin IPO makes sense within next few years
The comments signal a potential public listing for the space company.
Bloomberg.com · +10 outlets
Biren Technology raises $515M in latest share sale for AI ambitions
The Shanghai AI chipmaker adds to a fundraising spree by Chinese AI companies.
Bloomberg
India signals more rate hikes ahead
The central bank flagged further tightening as it manages inflation.
Bloomberg.com · +14 outlets
Micron rallies on AI tailwinds and Street-high price target
Analysts turned more bullish on the memory maker as AI demand supports pricing.
Bloomberg.com · +14 outlets
Besi shares sink as memory shortage clouds flagship chip tech adoption
The global memory crunch has thrown the pace of BE Semiconductor's next-gen adoption into doubt.
Bloomberg
Vietnam central bank warns of rising inflation and rate pressure
The warning points to tightening risks across emerging Asian economies.
Bloomberg.com