| Mobile Web

Search results for Nebius

AI & Enterprise

AI demand is near limitless, industry figures say, as chip stocks swing

Industry figures pushed back against market worries that demand for AI infrastructure is slowing. They said companies are becoming more sensitive to AI costs, but underlying demand for computing power and data centres remains strong and continues to exceed supply. They viewed moves by Meta and xAI to sell or lease spare capacity as exceptions rather than a sign of weakening demand. Executives said firms are changing how they adopt AI, focusing on value and shifting toward open-source and task-specific models.

Finance

SpaceX IPO seen as potential catalyst for AI listings, broader Wall Street sentiment

Jim Cramer said the successful stock market debut of SpaceX could encourage new listings by artificial intelligence-related companies and help lift investor sentiment across Wall Street. He reviewed this week’s key events, including U.S. economic data, a Federal Reserve meeting and a Nasdaq 100 index rebalancing, saying they could raise short-term volatility while strengthening risk appetite over the medium to long term. He also cited possible geopolitical risk easing as an additional factor.

AI & Enterprise

Nvidia emerges as major investor in AI ecosystem, puts in $40 billion this year

Nvidia is sharply increasing investment across the AI infrastructure supply chain, CNBC reported. The company has already made investment commitments of more than $40 billion in 2026 and is expanding its portfolio to listed companies. This week, it secured rights to invest up to $2.1 billion in data centre operator IREN and up to $3.2 billion in fibre optics company Corning. CEO Jensen Huang said it is not picking winners and aims to broaden the ecosystem.