Amid concerns about AI data center spending, credit default swap prices for Oracle debt have spiked dramatically. Now, worries are spreading to Microsoft and Amazon as markets reassess hyperscaler risks.
Meta Platforms explores Google's TPU chips for 2027 data centers, challenging Nvidia's AI chip market leadership while Alphabet shares surge on alternative AI processor demand.
Broadcom gains as Google's acclaimed Gemini 3 AI model showcases custom chip potential, potentially challenging Nvidia's GPU dominance in AI infrastructure.
Saudi Arabia's Humain announces multi-gigawatt data center deals with US tech giants, while Microsoft invests $5B in Anthropic. Analysts warn on hyperscaler economics.
SoftBank explored acquiring US chipmaker Marvell Technology to combine with Arm Holdings, eyeing AI chip market dominance in what could be the semiconductor industry's largest-ever deal.
President Trump will discuss Nvidia's advanced Blackwell AI chips with President Xi Jinping as the chipmaker approaches a $5 trillion market cap, potentially reshaping U.S.-China tech relations and AI trade dynamics.
