Bitdeer Gets “Thesis-Changing” Upgrade After $4.7B Norway AI Colocation Deal
Cantor Fitzgerald upgrades Bitdeer to Overweight on its first major AI colocation deal worth up to $8B.
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Musk Commits SpaceX to Nvidia Exclusively; AMD Feels the Pressure
Musk says SpaceX is exclusive to Nvidia’s Vera Rubin chips. The news boosts NVDA and pressures AMD after earnings.
Microsoft Sets All-Time Record With Nearly $450 Billion One-Day Market Value Gain
Microsoft sees Azure growth of 45%, topping estimates and delivering the largest one-day market-value gain ever recorded.
Nvidia Seals $500B+ AI Mega-Deal with SK Group and Eyes $250B OpenAI Financing
Nvidia partners with SK Group on a $500B+ AI deal for next-gen memory and data centers, while negotiating $250B guarantees for OpenAI’s Ohio project.
NVIDIA Backs Amkor with $1.5B to Expand Advanced Packaging for Next-Gen AI
NVIDIA funds Arizona expansion to boost U.S. AI infrastructure capacity.
AMD Invests Up to $5 Billion in Anthropic While Securing Huge GPU Contract
Anthropic secures up to 2GW of AMD Instinct MI450 GPUs and a $5B strategic investment from AMD. The deal strengthens AMD’s position in AI infrastructure against Nvidia while powering Claude’s growth.