Search results for Nebius
AI & Enterprise
AI data centres face shortages now but risk overinvestment shock longer term
AI data centre supply remains short for now, but excessive capacity could deliver a major shock to stock markets over the longer term, the Financial Times reported. Shares of AI cloud startups such as CoreWeave and Nebius fell this week. Hyperscalers including Alphabet, Amazon, Meta, Microsoft and Oracle are expected to spend about $800 billion on capital investment this year, nearly double from a year earlier. Longer-term profitability assumptions appear far higher than some forecasts for AI revenue.
AI & Enterprise
AI bottleneck is memory, not demand, Dell CEO says, with outlook to worsen next year
Michael Dell says Dell Technologies can withstand a cooling AI market because its cash conversion cycle remains negative under a just-in-time model. The Wall Street Journal reported he said the main constraint is not demand but a lack of memory chips needed to deliver ordered AI servers on time. Dell has added thousands of AI data centre customers and has a $95 billion AI server backlog. He said conditions could be worse next year.
AI & Enterprise
CoreWeave credit fears spread as 68 trillion won debt weighs on AI stocks
Selling pressure is spreading across AI-related stocks as credit risk rises at AI infrastructure firm CoreWeave. Its five-year credit default swap spread topped 1,140 basis points intraday before easing to 1,088, up 33% from a week earlier and 177% from a year ago. CoreWeave has more than $51 billion in debt and financial obligations. Investors are focusing on when cash flow will arrive to support heavy capital spending.
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AI & Enterprise
Nvidia GPUs become core AI resource as firms mobilise all channels to secure supply
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AI & Enterprise
Reflection signals major AI push with U.S.-made open-weight model
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AI & Enterprise
Can they keep building? Data centre stocks on edge as AI slowdown talk grows
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Industry
Nvidia Q2 net profit $59.7 billion, up 126 percent year on year
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AI & Enterprise
Nvidia begins mass production of Groq 3 LPX for AI agents
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Industry
Nvidia unveils four new products ahead of earnings, focusing on token generation speed
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AI & Enterprise
Nvidia weighs investment in Mercury at $20 billion valuation
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AI & Enterprise
How far will Nvidia reach into the AI ecosystem, from funding to chip sales
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AI & Enterprise
Nvidia backs GPU collateral in bid to draw up to $500 billion for AI data centres
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AI & Enterprise
Anthropic targets $2 trillion valuation in October IPO, challenging SpaceX record
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AI & Enterprise
CoreWeave backlog tops $100 billion; AI, power, server and memory stocks rise
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AI & Enterprise
AI demand is near limitless, industry figures say, as chip stocks swing
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Finance
SpaceX IPO seen as potential catalyst for AI listings, broader Wall Street sentiment
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AI & Enterprise
Nvidia emerges as major investor in AI ecosystem, puts in $40 billion this year
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AI & Enterprise
Nebius to buy AI inference optimisation firm Eigen AI for $643 million