Anthropic continues compute-gobbling streak in $45 billion deal with Nscale
TechCrunch·- Anthropic has signed a 6-year, $45 billion deal with British AI infrastructure company Nscale to rent advanced AI compute. - The computing power will be supplied via Nvidia's Vera Rubin chips from Nscale's West Virginia data center starting in late 2027. - This agreement marks the latest in a series of aggressive compute expansions by Anthropic to enhance its market competitiveness.AWS and NVIDIA to Deliver 2 Million Additional GPUs and Next-Generation Infrastructure for Agentic and Physical AI | NVDA Stock News
StockTitan·- Amazon Web Services and NVIDIA expanded their strategic collaboration to deploy 2 million additional NVIDIA GPUs across global infrastructure in 2027-2028 and advance full stack AI solutions. - The partnership includes integrating NVIDIA Vera CPU based infrastructure, Blackwell Ultra and Rubin GPUs, NVLink Fusion, and secure AI factories for the U.S. government supporting 100,000 GPUs. - This expansion aims to meet surging global demand for agentic and physical AI workloads, enterprise automation, and national security applications.TSMC's July Surge Raises the Bar for Nvidia's Foundry
GuruFocus·- Taiwan Semiconductor Manufacturing reported July revenue of NT$467.58 billion, marking a 44.7% year-over-year increase amid strong AI-driven demand. - First-seven-month revenue surged 37% to NT$2.872 trillion, with management projecting a sequential third-quarter revenue jump to a midpoint of $45.2 billion. - High stock valuations mean investors expect advanced-node production and AI accelerators to remain robust, leaving little room for demand softness.Apple Sets September 9 Launch Event, With Foldable IPhone Expected
rttnews·- Apple Inc. announced it will hold its annual fall launch event on September 9 in Cupertino, California. - The company is widely expected to unveil a new iPhone lineup, potentially featuring its first foldable device priced around $2,000 to $2,500. - The event will also showcase new Apple Watch models, updated AirPods, and the next-generation Siri powered by large language model technology.IREN Q4 Preview: Stock Down 48% From Highs, Will Data Center Monetization Shine Through in Earnings?
benzinga_article·- Data center company IREN Limited is scheduled to report fourth-quarter financial results on Thursday, with analysts expecting $142.32 million in revenue and a loss of 49 cents per share. - The company faces a 48% drop from its November 2025 peak and aims to regain momentum as it transitions from Bitcoin mining into an AI infrastructure provider. - Investors will closely monitor earnings performance, updates on a $9.7 billion AI Cloud deal with Microsoft Corporation, and revenue growth from both AI and Bitcoin segments.Nvidia Stock Slips Before Earnings -- $92 Billion Revenue Forecast in Focus
GuruFocus·- Nvidia shares fell 0.5% at Wednesday's open as investors awaited quarterly results projecting a revenue of $92.18 billion and an earnings per share of $2.09. - Market attention centers on the demand for Blackwell processors, Rubin platform adoption, and guidance supporting ongoing AI infrastructure spending. - The upcoming earnings report serves as a key indicator for broader AI-related capital spending and cloud operator expansion.Berkshire’s HomeServices adds mortgage servicing via Prosperity Home Mortgage
PUBT·- Berkshire Hathaway's HomeServices of America has expanded its offerings by adding mortgage servicing through its wholly owned subsidiary Prosperity Home Mortgage. - This strategic move extends customer coverage beyond closing and keeps homeowners within the HomeServices ecosystem for the duration of the loan. - Prosperity Home Mortgage originates nearly $ 9 billion in loans annually across approximately 21,000 purchase-focused transactions.