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NVIDIA
382 posts
Vistra (VST) completes $4bn Cogentrix acquisition, but can 5.5 GW of gas capacity deliver expected returns?
Vistra has completed its acquisition of Cogentrix Energy, adding 10 natural gas generation facilities and expanding its US fleet to nearly 50,000 MW. The transaction was originally valued at approximately $4 billion after expected tax benefits, but its investment case depends on delivering forecast cash-flow accretion while maintaining balance-sheet discipline.
Alphabet loses nearly $500bn in market value as AI spending and weaker search advertising alarm investors
Alphabet's shares have suffered a historic selloff after its third-quarter results exposed the financial strain of accelerating AI investment, negative free cash flow and softer-than-expected search advertising.
FuriosaAI raises $620m at $2.9bn valuation as RNGD challenges NVIDIA in enterprise AI inference
South Korea's FuriosaAI has closed a $620 million Series D funding round at a $2.9 billion post-money valuation, securing capital to increase production of its RNGD AI inference accelerator and develop a third-generation chip with Broadcom. Deployments involving Samsung SDS, LG Group and Upstage provide an initial commercial foundation, while power efficiency, software compatibility and production scale will determine its ability to compete with established GPU suppliers.
Cohere targets C$7bn AI funding round as Canada pledges C$1.6bn, but what is actually secured?
Cohere has announced an initial close of a Series E financing round targeting up to C$7 billion, supported by the Canadian government, Schwarz Group and NVIDIA. The proposed funding would strengthen its sovereign AI infrastructure and enterprise software ambitions, although the amount already secured and the economics underpinning its C$35.7 billion valuation remain undisclosed.
Alphabet (NASDAQ: GOOGL) crashes after hours despite 103% Google Cloud growth as AI spending overwhelms cash flow
Alphabet delivered 25% quarterly revenue growth and more than doubled Google Cloud sales, but a $9.1 billion free cash flow deficit, investment valuation losses and weaker-than-expected advertising revenue triggered a sharp after-hours sell-off.
Vertiv (NYSE: VRT) jumps 16% as AI orders double. Can earnings keep up?
Vertiv shares surged after third-quarter revenue climbed 61% and organic orders more than doubled. But with a US$93.5 billion market valuation and another major manufacturing expansion underway, the real question is whether exceptional AI infrastructure demand can sustain earnings and cash-flow growth through 2027.
CrowdStrike expands NVIDIA alliance to protect autonomous AI agents at the chip level
CrowdStrike is extending its AI Detection and Response capabilities through NVIDIA's secure runtime and planned hardware enforcement technologies. The collaboration targets a growing enterprise risk as autonomous agents gain access to sensitive applications and infrastructure, but the full silicon-level integration remains under development.
Cadence unveils Maestro AI models with 30% design-quality gains as chip engineering enters agentic era
Cadence has introduced a portfolio of specialised artificial intelligence models designed to work with its semiconductor engineering tools and autonomous design agents. Early testing indicates improved design quality and model efficiency, but initial availability is limited to selected customers and commercial performance remains to be established.
Meta launches $35bn equity offerings within $95bn AI funding plan as cash flow turns negative
Meta Platforms has launched common and mandatory convertible preferred stock offerings as part of a wider financing strategy that could ultimately reach $95 billion. The plan reflects the rising cost of AI infrastructure and increasing pressure on cash flow, but proposed future share sales should not be mistaken for funding already secured.
Cowboy Space opens Big Iron Express launch services as 2028 orbital data-centre mission approaches
Cowboy Space has unveiled Big Iron, an 86-metre reusable-booster rocket designed to carry more than 15,000 kilograms into sun-synchronous orbit while transforming its upper stage into a megawatt-class AI data centre. The company is also opening launch capacity to government and commercial customers, introducing a new business model at the intersection of space transportation and computing infrastructure.