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News
SA analyst warns that the AI trade is unwinding ahead of big tech earnings
1+ hour, 29+ min ago (16+ words) Seeking Alpha...
The Gas-To-Nuclear Bridge For AI Data Centers
2+ hour, 23+ min ago (77+ words) Seeking Alpha - Amentum was selected for a proposed 1 GW AI data center and approximately 2 GW of on-site generation at the Savannah River Site. - The project would use natural gas first, while creating a path to advanced nuclear energy, addressing the…...
Data centers: The business structure that's reshaping AI infrastructure finance (DLR:NYSE)
2+ hour, 24+ min ago (113+ words) Seeking Alpha SA Spotlight uses AI to summarize content published on Seeking Alpha. All summaries are reviewed by human editors prior to publication. BackyardProduction/iStock via Getty Images Investors Should Know: Data center operators and real estate platforms are increasingly…...
Massive AI Data Center Investment Pushes The Economy And Prices: Durable Goods Orders
2+ hour, 57+ min ago (15+ words) Seeking Alpha...
OpenAI CEO Altman to meet lawmakers this week to discuss 'rogue' AI, more (OPENAI:Private)
3+ hour, 11+ min ago (23+ words) Sam Altman meets U.S. lawmakers to discuss OpenAI’s “rogue” AI model, open-weight policy, and cybersecurity after a Hugging Face hack....
The AI Capex Warning: Alphabet Sets A Tense Stage For Amazon, Microsoft, And Meta
5+ hour, 6+ min ago (102+ words) Seeking Alpha - All eyes turn to big tech names this week: Apple, Amazon, Meta and Microsoft. - Q2 S&P 500 profit growth currently stands at 37.9% with 27% of companies having reported. - Potential earnings surprises this week: Illinois Tool Works, Xylem, Vulcan Materials, GoDaddy,…...
Intel 10-Q shows rising server prices, higher data center gross margins: Wells Fargo (INTC:NASDAQ)
5+ hour, 42+ min ago (30+ words) Intel’s Q2 10-Q signals rising Xeon server ASPs and stronger data center AI margins, per Wells Fargo—see the key metrics and what it means for INTC now....
Keysight extends Intel Foundry collaboration with RFPro software certification
5+ hour, 52+ min ago (27+ words) Keysight’s RFPro is certified for Intel Foundry Intel 14A & 18A-P, helping designers simulate chips for AI/HPC/mobile and cut redesign risk—read more....
Nvidia leads AI chip stocks lower after $500B team up with SK Group
6+ hour, 14+ min ago (95+ words) Seeking Alpha Shares of memory and AI-related stocks were largely in the red on Monday after a $500B AI infrastructure and chip collaboration between Nvidia and South Korea's SK Group, raising potential investor concerns over high capital spending in this space…...