Amazon is looking to get $8 billion worth of AI chips off its balance sheet, per a report late yesterday.
AWS chief Matt Garman warned that data center pushback could cost the US in the AI race. The US "could be writing its own losing ticket to this race," Garman wrote in a blog post that referenced World War II.
Wall Street now has an ETF dedicated to large language model builders, but its biggest holding is a social media company, a third of the fund sits in Hong Kong, and the two most famous AI developers in the world
Anthropic's IPO could reprice one of the most valuable private stakes in tech, and the company holding it also collects rent on every GPU Anthropic runs. The question is whether the market has noticed yet.
Amazon.com Inc (NASDAQ:AMZN) is seeking to offload about $8 billion of advanced Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) chips to external investors while leasing them back, the Financial Times reported Thursday. The e-commerce giant held talks with investors in recent weeks to gauge interest in the proposed deal, the newspaper reported, citing people familiar with the matter.
Salesforce commands profitability and a fortress balance sheet, while CrowdStrike trades at a steep valuation despite lingering trust issues from its 2024 outage.
Amazon stock was rising after it pledged to invest more in communities where it is building data centers. It has a plan to keep some AI spending off its balance sheet.
Comcast's cash generation and lower valuation contrast sharply with Disney's streaming momentum and brand power, but one carries notably higher leverage.
Stock futures are higher as oil prices fall and Treasury yields stabilize; the September jobs report is scheduled to be released this morning; Nike stock is tumbling after a disappointing sales forecast; Amazon is reportedly looking to move thousands of Nvidia chips off its balance sheet; and Broadcom is raising up to $60 billion to loan to some of its AI customers. Here's what you need to know today.
Goldman Sachs just overhauled its Conviction List with five new additions, and the upside targets on some of these picks will raise eyebrows.
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