Nvidia is working with Apollo Global Management, Blackstone, BlackRock's Global Infrastructure Partners, Brookfield Asset Management, Goldman Sachs and KKR on a $500bn funding package for AI infrastru…
Nvidia is in advanced talks with Wall Street firms including Apollo Global Management, Blackstone, BlackRock's Global Infrastructure Partners, Brookfield Asset Management, Goldman Sachs, and KKR to as…
Nvidia is assembling a $500 billion AI financing plan with Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs, and KKR to fund AI data center construction, and is separately in talks to provide …
Nvidia is partnering with BlackRock's Global Infrastructure Partners, Brookfield Asset Management, Goldman Sachs, and KKR on a potential $500 billion financing package for AI infrastructure, according…
Wall Street lenders are factoring community opposition into credit-risk assessments for data center projects, with at least 75 projects worth roughly $130 billion facing local opposition in Q1 2026, a…
Wall Street's expected 2026 capital spending by major cloud providers has surged 71% to $789 billion, up from $460 billion six months ago, driven by AI infrastructure demand. Goldman Sachs estimates h…
Nvidia is partnering with Wall Street investment giants including Apollo Global Management, Blackstone, BlackRock's Global Infrastructure Partners, Brookfield Asset Management, Goldman Sachs, and KKR …
NVIDIA is reportedly working with Wall Street firms including Apollo Global, Blackstone, BlackRock's Global Infrastructure Partners, Brookfield Asset Management, Goldman Sachs, and KKR to assemble a $…
Nvidia and South Korea's SK Group announced a partnership valued at over $500 billion to develop large-scale AI data centers, including a two-gigawatt facility powered by Nvidia's Vera Rubin chips and…
Goldman Sachs estimates that memory components account for roughly 62% of the total material costs for Nvidia's upcoming Vera Rubin superchip, up from about 53% on the previous-generation GB300 system…
At least 75 U.S. data center projects worth roughly $130 billion faced local opposition in the first quarter of 2026, prompting major Wall Street lenders including Goldman Sachs, Bank of America, JPMo…
Intel Corporation announced a proposed $15 billion underwritten common-stock offering, with a 30-day option for underwriters to sell up to $2.25 billion of additional shares, to fund AI and foundry ex…
JPMorgan raised its S&P 500 year-end target to 8,000 from 7,800, citing strong second-quarter earnings and evidence that AI investment is translating into customer demand. The new target implies appro…
Shanghai-based AgiBot has become the world's largest humanoid robot vendor, shipping roughly 8,400 units in the first half of 2026 and capturing 44% of the global market, according to a new report fro…
Michael Burry, the investor famous for betting against the housing market, warned that the stock market could be near a major top and may experience a '1987-type fall,' as the S&P 500 hit record highs…
Federal Reserve chairman Kevin Warsh is attempting to rewire the central bank to use AI for real-time economic analysis while relying on traditional rate hikes to combat inflation, a dual approach tha…
OpenAI's S-1 filing, heading to SEC EDGAR this month, targets a September Nasdaq listing at a $1 trillion-plus valuation, revealing $25 billion in annualized revenue, a $14 billion annual operating lo…
Optical networking stocks Lumentum, Ciena, and Corning are outperforming the broader AI trade as investors shift focus to the hardware enabling AI data centers to move data efficiently. Lumentum's sto…
SpaceX's IPO created an estimated 4,400 new millionaires, and Anthropic and OpenAI are expected to follow, prompting questions about how AI wealth will be used for philanthropy. The authors argue that…
Solidigm signed a multi-year contract with CoreWeave to provide priority access to its enterprise SSD capacity, a deal announced amid reports that Solidigm is pursuing a pre-IPO funding of up to $7.1 …