Topic: ai infrastructure spending
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This startup prices AI compute for Wall Street
Silicon Data raised a $30 million Series A to create a benchmark for GPU rental pricing, aiming to launch compute futures trading on the CME starting October 5th, pending regulatory approval. On the Equity podcast, Silicon Data's Steve Hou counters pessimistic headlines about the AI buildout, arg...
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Alphabet raises record $85B for Google AI expansion
Alphabet raised $85 billion through a record-breaking stock sale, exceeding its initial $40 billion target due to overwhelming demand, with Berkshire Hathaway purchasing $10 billion worth. The funds are explicitly designated for Google's AI expansion, supporting a projected $180-190 billion in ca...
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Optimize AI Compute: Right-Sizing for Enterprise IT Teams
Strategic infrastructure planning is essential for scaling AI, requiring tailored resource allocation to handle production workloads, with global spending projected to hit $200 billion by 2028. AI deployments face challenges like performance bottlenecks and power constraints, driving demand for s...
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Kalshi creates forward curve for computing power as exchanges race to commoditize GPUs
Kalshi has launched a forward curve for GPU compute costs using event contracts, tracking future computing power prices through weekly and monthly contracts extending up to a year. Kalshi, CME Group, and Intercontinental Exchange are competing to establish the benchmark contract for AI computing ...
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Meta launches AI chatbot plans from $7.99 to $19.99
Meta is launching two paid AI chatbot tiers,Meta One Plus ($7.99/month) and Meta One Premium ($19.99/month),offering expanded access to image generation, video creation, and reasoning features, initially in Singapore, Guatemala, and Bolivia. The pricing strategy undercuts competitors like ChatGPT...
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SoftBank surges to record high on anticipated OpenAI IPO
The Nikkei 225 surged above 65,000 for the first time, driven primarily by a record rally in SoftBank Group shares on speculation that OpenAI is preparing to file for an IPO. SoftBank, which holds a 13% stake in OpenAI and a controlling interest in Arm, has invested $32.4 billion in OpenAI, with ...
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Google unveils Ironwood TPU, details next-gen AI chips at TSMC 2nm
Google has launched its seventh-generation TPU, "Ironwood", and announced its next-gen architecture, which will split into separate training ("TPU 8t") and inference ("TPU 8i") chips, both targeting production on TSMC's 2nm process in late 2027. "Ironwood" is a high-performance inference ...
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Microsoft president defends AI strategy in 3,000-word essay, offers no policy changes
Microsoft President Brad Smith's essay frames student protests against AI as a misunderstanding to be managed, urging graduates to adapt rather than offering policy changes. Smith acknowledges a difficult job market, but sidesteps specific data showing AI eliminates 16,000 US jobs monthly and cou...
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Zuckerberg admits to staff AI agents not meeting expectations
Meta CEO Mark Zuckerberg acknowledged in an internal town hall that the company's AI agents have underperformed expectations, with development not accelerating as leadership projected. The company laid off about 8,000 employees and reassigned 7,000 others to AI-focused teams, but Zuckerberg admit...
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Google's TurboQuant AI Memory Compression Shakes Chip Stocks
Google's new TurboQuant AI algorithm compresses a key memory component in AI models by at least sixfold, reducing it to 3 bits per value while maintaining accuracy. The breakthrough targets the costly key-value cache, a bottleneck for AI inference, and triggered a sharp sell-off in memory stocks ...
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Google reports first negative cash flow quarter from AI spending
Google reported $119.8 billion in Q2 2026 revenue, beating expectations, but its stock fell due to record AI-driven capital expenditures that led to its first-ever negative free cash flow of $5.8 billion. Core search generated $63.3 billion, while Google Cloud surged 23.8% to $24.8 billion, and Y...
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Supermicro Seeks $7B to Fill $39B AI Server Orders
Super Micro Computer plans to raise $7 billion through equity offerings to fund components for a $39 billion AI server order backlog from over 20 clients, exceeding its trailing twelve-month revenue of $28 billion. The capital raise consists of a $5 billion underwritten offering and a $2 billion ...
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SpaceX, OpenAI, Anthropic blocked from joining S&P 500
S&P Dow Jones Indices rejected SpaceX's request for expedited entry into major stock indexes, blocking the company from accessing billions in passive investment funds. The decision also prevents other major AI firms like OpenAI and Anthropic from fast-tracking index inclusion, reducing risk to pa...
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Nvidia's $1T rally eclipses China's DeepSeek, fueled by tech giants
Nvidia Corp shares have surged $1 trillion in two months, with investors betting on further gains as concerns fade and optimism grows, according to Bloomberg. Nvidia's recent earnings report addressed key worries, including U.S. restrictions on advanced semiconductor sales to China , AI spending outlooks, and Nvidia’s ability to scale up its Blackwell chip supply. With this the stock left behind the huge dent that China's DeepSeek made in US stock market in January this year. DeepSeek set off a ...
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