Claude Sheets Sparks Microsoft Dip, but Evercore Says Office Displacement Is Unlikely
Anthropic’s Claude Sheets launch pressured Microsoft stock, but Evercore says disrupting workflows differs from displacing Microsoft 365. Outperform maintained.
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Jensen Huang’s Alleged Affair Linked to $7.5 Billion in Nvidia Chip Shipments to China
Report claims Jensen Huang’s relationship with alleged Chinese spy facilitated $7.5 billion in Nvidia chip shipments.
Nvidia Probes CEO Jensen Huang Over Possible Foreign Intelligence Targeting After He Admits Affair
Nvidia says it has no reason to believe secrets were compromised as it probes CEO Jensen Huang over a possible foreign intelligence effort.
Microsoft Declines to Renew Oracle AI Infrastructure Deal
Microsoft is ending its deal to rent AI computing capacity from Oracle, according to Bloomberg, as it reassesses major cloud partnerships.
Silver Lake and Saudi Fund in Talks to Acquire Unity Software
Private equity firm Silver Lake and Saudi Arabia’s PIF are in talks to acquire Unity Software at a roughly $25 billion valuation.
ING Seeks Buyers for $500 Million in Data Center Loans Amid AI Debt Concerns
ING plans a bids-wanted auction for a $500 million portfolio of data center loans linked to Stargate, Vantage and CyrusOne.