Broadcom Inc.'s credit default swap spread surged to a record 122 basis points after the company announced a massive off-balance-sheet debt structure, potentially reaching $100 billion, to finance cus…
Nvidia is reducing its proposed financial guarantee for an OpenAI data center project in Ohio from as much as $250 billion to less than $120 billion, according to the Wall Street Journal. The revised …
Nvidia plans to invest several hundred million dollars in Cloverleaf Infrastructure, an energy infrastructure startup founded in February 2024, according to the Wall Street Journal. The investment is …
Nvidia Corp. needs a new narrative beyond earnings and product roadmaps to unlock a higher stock valuation, according to HSBC analyst Frank Lee, who said the company's push into open-source AI and sma…
AMD and Intel shares each fell nearly 4% on August 19, 2026, while Nvidia held roughly flat, as rising long-term Treasury yields and dilution concerns weighed on the AI chip trade. The 30-year Treasur…
Anthropic's $1.5 billion enterprise AI services firm Ode, led by Chris Taylor, has been built around private equity portfolios, with Blackstone, Hellman & Friedman, and Goldman Sachs announcing the ve…
Broadcom Inc. is reportedly seeking up to $100 billion in debt financing to support AI chip initiatives for Anthropic PBC and possibly OpenAI Group PBC, according to Bloomberg. The deal may include $6…
Ode, an AI consulting firm backed by Anthropic, Blackstone, and Goldman Sachs, embeds AI engineers and implements Claude directly into enterprises, offering a new model of consulting that integrates A…
Broadcom is in talks with lenders to raise more than US$60 billion in debt for an AI chip financing deal that will benefit Anthropic and other companies, according to Bloomberg News. The financing cou…
Broadcom is in talks to raise more than $60 billion in senior debt through a special-purpose vehicle to finance AI chip purchases and lease them to companies like Anthropic, with the total structure p…
Ode, the Anthropic-backed joint venture valued at roughly $1.5 billion, has acquired AI consultancy Casper Studios, adding capabilities in custom AI solutions, UX/UI design, and large language model d…
Since the AI boom began in 2023, Amazon, Microsoft, Alphabet, and Meta have invested $1.1 trillion in AI infrastructure, with plans for another $745 billion this year, signaling a shift from asset-lig…
Nvidia and Wall Street firms including Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR are working to raise $500 billion to turn compute into an investable asset class, according to …
Etched shipped its first Sohu rack to Jane Street, which led a $700 million Series D at a $21 billion valuation, doubling the company's valuation in a month. The transformer-only chip, built on TSMC's…
QTS Realty Trust, the Blackstone-backed data center operator, launched a $3.9 billion bond sale to finance a data center project in Georgia tied to Microsoft, drawing over $8 billion in investor deman…
Anthropic, the AI lab behind the Claude chatbot, is seeking loans of approximately $1 billion to $1.25 billion each from major lenders, following a recent debt deal arranged by Apollo Global Managemen…
Nvidia Corp. aims to dominate every aspect of AI by securing chip supply, land, power, and shell, according to BofA Securities analyst Vivek Arya after meeting with Nvidia senior management. The compa…
ServiceNow's Veza is hiring a Senior Staff Software Engineer for AI/ML with a salary range of $172k–301k/yr, based in Minneapolis, Minnesota, with remote work options. The role involves architecting a…
A bond sale linked to Microsoft's data center ambitions is on track to reach roughly $4 billion, up from an initial $3.9 billion target, amid strong investor demand for AI infrastructure debt. The dea…
Billionaire investor Jeff Gundlach, CEO of DoubleLine Capital, warned that Wall Street's push to turn AI chips into an investable asset class could signal a market top, citing the mismatch between fas…