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1.
Nvidia's AI moat is shifting from chips to capital (cnbc.com)
2.
Nvidia gets $500bn from major investors to develop AI data centres (feeds.bbci.co.uk)
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Nvidia gets $500bn from major banks to develop AI data centres (feeds.bbci.co.uk)
4.
Wall Street Giants Partner With Nvidia On $500 Billion AI Financing Deal (slashdot.org)
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Dell stock skyrockets 32% for its best day ever as AI server revenue soars (cnbc.com)
6.
Dell stock skyrockets 32%, heads for best day ever as AI server revenue soars (cnbc.com)
7.
'AI washing': firms are scrambling to rebrand themselves as tech-focused (news.ycombinator.com)
8.
Lenovo shares jump nearly 20% on record earnings as AI revenue nearly doubles (cnbc.com)
9.
Chinese companies are ramping up homegrown AI chips, even if Nvidia is coming back (cnbc.com)
10.
Arm's quarter shows how it's carving a lucrative path in the crowded CPU resurgence (cnbc.com)
11.
Allbirds abandons clothes, pivots to "AI compute infrastructure" (arstechnica.com)
12.
Japan's Sakura Internet jumps 20% as Microsoft plans $10 billion AI push with SoftBank (cnbc.com)
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