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Note AA- is maintained, but the Agency is concerned about a negative cash flow and investments of $135 to $145 billion this year. Meta disputes.
Amazon's cloud reached $45.98 billion in revenue, its strongest growth since the end of 2021. Andy Jassy targets more than 40% per year in 2027 and 2028.
In the third quarter, Google Cloud grew by 103%, but Alphabet missed profit expectations and posted a negative cash flow with over 300 billion planned spending in 2027.
Held by the HBM memory of AI chips, the Korean exceeds for the first time 100,000 billion won of quarterly sales and promises about 100,000 billion won to shareholders. The share jumped by almost 11%.
35 billion immediately, then 60 billion via a waterfront sales program: Nvidia, AMD and Broadcom say they are ready to buy up to 5 billion titles.
Presented as "opportunistic" financing before the introduction on the stock exchange, this tour would value OpenAI at $1,250 billion before fresh money, with a computing capacity agreement negotiated in the Emirates.
After AWS in the spring, it's Google Cloud's turn to host GPT models. OpenAI is now present at the top three cloud providers, less than six months after Microsoft's exclusivity ended.
In Singapore, Hock Tan and Lip-Bu Tan believe that funding could hold back AI more than chips or energy, despite demand outstripping supply until 2029.
Boyu Capital and IDG Capital are leading the funding round for Butterfly Effect, the parent company of Manus, alongside Tencent, HSG and ZhenFund: investors remain undeterred by Beijing’s veto.
On the platforms that direct companies' requests to different suppliers, models from China have become the majority — enough to worry Washington.
After five sessions of gains and a rise of about 187% since January, AMD joins Nvidia, Broadcom and Micron above a trillion dollars.
Deliveries of $2.4 billion are expected in 2027-2028, and a warrant on nearly 1.7 million shares to be acquired in line with payments.
A study by Apollo Global Management compares real wages since 2023: companies would capture productivity gains through wage compression rather than job cuts.
According to The Information, the chipmaker has reportedly completed the acquisition of the leading open model platform. Neither Nvidia nor Hugging Face have confirmed.
Six years of capacity lease, about 460 megawatts on the Nscale campus in West Virginia: the largest contract in the British company's order book, a few weeks before its IPO.
Launched in 2005 and with more than 500,000 workers at its peak, Amazon's human micro-task platform will cease all activity on September 30, 2026.
According to sources cited by CNBC, the growing public hostility to AI and the construction of data centers will be listed among the risks of the operation, expected in the coming weeks.
Marvell grants Google the right to buy nearly 59 million of its shares, a warrant whose acquisition is indexed to the volume of custom chips ordered until 2033.
The company exceeded its own May projections and posted a positive adjusted operating profit, a first.
Ahead of a potential IPO, OpenAI is allowing its current and former employees to sell a portion of their shares, based on a record valuation.