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AI & Enterprise

Trump regulation puts AI data centers on alert; costs could jump if Chinese equipment is blocked

The U.S. boom in building AI data centers is heightening supply-chain risks tied to reliance on Chinese power and optical communications equipment. If Washington tightens restrictions on national security grounds, shortages and higher costs could slow data center construction. Key components such as transformers, switchgear, batteries and optical transceivers depend heavily on China, while existing supply shortfalls for power equipment are already emerging, with limited near-term substitution capacity.

AI & Enterprise

CoreWeave backlog tops $100 billion; AI, power, server and memory stocks rise

AI infrastructure shares rose on Aug. 12 after CoreWeave, Super Micro Computer and Nebius Group reported quarterly results above market expectations. Nebius gained about 23 percent and CoreWeave rose about 19 percent. Investors focused on CoreWeave’s backlog, which topped $100 billion, up about 50 percent from the previous quarter, with another $25 billion in orders after quarter-end. Funding costs, and limits tied to power and cooling, remained key issues.

Crypto

Binance adds 10 tokenised stocks including ASML and Netflix, expanding RWA market

Binance has expanded its tokenised stock product line, bStocks, by adding 10 new items to its spot market, including tokens linked to ASML, Netflix and Super Micro Computer. Trading starts at 1200 UTC on Aug. 5 and spot algorithmic trading bots are supported. Binance will offer fee waivers for conversions for one hour after listing and run a zero maker-fee campaign through Aug. 31. It also offers 1-to-1 conversion from underlying shares.