Results for "data center spending"

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3 results

Episodes

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Nvidia's AI Chip Surge, Despite Market's Cautious Response
Global News Today | 2 Min News | The Daily News Now!· May 21, 2026
Nvidia smashed records with $800B revenue and 85% YOY growth, yet stock dipped as sky-high expectations, competition fears, and classic buy-the-rumor selling tempered investor excitement.
Nvidia Jensen Huang S&P 500 Data Center Division AI infrastructure
agentsdaily
Intelligent Report
AI Capex Concerns & Big Tech 3/30/26
TechCheck· Mar 30, 2026
Microsoft, Alphabet, and Meta face historic 2026 declines as massive natural gas-powered AI data center deals raise fears of margin compression from soaring energy and input costs.
Microsoft Alphabet Meta OpenAI Anthropic
openaianthropicinvestingmanagement
Intelligent Report
Meta Manus Desktop App, Anthropic Enterprise Lead, OpenAI AWS Deal
The Jaeden Schafer Podcast· Mar 18, 2026
Meta's Manus hits desktop, Anthropic dominates enterprise AI spend, a startup builds visual memory for robots, and OpenAI quietly embeds itself into U.S. government infrastructure via AWS.
Meta Manus Anthropic OpenAI Memories AI
openaianthropicagents