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PwC Report Reveals Major Shift in Retirement Fund Investments Towards AI Infrastructure

PwC Report Reveals Major Shift in Retirement Fund Investments Towards AI Infrastructure

PwC Report Reveals Major Shift in Retirement Fund Investments Towards AI Infrastructure
ReutersReuters
AI rockets to top of worries about financial system in latest Fed survey

AI rockets to top of worries about financial system in latest Fed survey

By Pete Schroeder WASHINGTON, Nov 13 (Reuters) - Risks tied to the artificial intelligence sector surged to become the top-cited concern for financial stability, according to a semi-annual report released by the Federal Reserve on Friday.
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AI Investment Recalibration Expected to Lower Costs and Improve Returns for Developers

AI Investment Recalibration Expected to Lower Costs and Improve Returns for Developers

AI Investment Recalibration Expected to Lower Costs and Improve Returns for Developers
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AI Boom Drives Global Export Growth, Raises Concerns About Capital Investment Returns in Telecommunications

AI Boom Drives Global Export Growth, Raises Concerns About Capital Investment Returns in Telecommunications

AI Boom Drives Global Export Growth, Raises Concerns About Capital Investment Returns in Telecommunications
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Federal Reserve Reports Sharp Increase in Data Center Investment Amidst Growing AI Adoption in U.S. Economy

Federal Reserve Reports Sharp Increase in Data Center Investment Amidst Growing AI Adoption in U.S. Economy

Federal Reserve Reports Sharp Increase in Data Center Investment Amidst Growing AI Adoption in U.S. Economy
ReutersReuters
Cerebras shares jump 17% on upbeat annual forecast, easing AI jitters

Cerebras shares jump 17% on upbeat annual forecast, easing AI jitters

By Anhata Rooprai Nov 12 (Reuters) - Cerebras Systems raised its 2026 revenue forecast and signed Microsoft as a customer, easing investor concerns about AI spending and sending the chip and cloud company's shares more than 17% higher in extended trading on Thursday.
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JPMorgan Chase Holds $29 Billion in Data Center Loans Amidst Lender Reluctance on AI Debt

JPMorgan Chase Holds $29 Billion in Data Center Loans Amidst Lender Reluctance on AI Debt

JPMorgan Chase Holds $29 Billion in Data Center Loans Amidst Lender Reluctance on AI Debt
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Element Capital Sells Digital Realty Trust Shares Amidst AI Infrastructure Investment Scrutiny

Element Capital Sells Digital Realty Trust Shares Amidst AI Infrastructure Investment Scrutiny

Element Capital Sells Digital Realty Trust Shares Amidst AI Infrastructure Investment Scrutiny
FactFableFactFable
Jensen Huang, Anthropic, and the Hardware Economics Behind Frontier AI

Jensen Huang, Anthropic, and the Hardware Economics Behind Frontier AI

The AI revolution runs on specialized hardware. This is the story of how NVIDIA's Jensen Huang powers companies like Anthropic, and why it costs billions.
ReutersReuters
S&P 500, Nasdaq rise as CoreWeave results ease AI spending worries

S&P 500, Nasdaq rise as CoreWeave results ease AI spending worries

By Utkarsh Hathi and Tharuniyaa Lakshmi Nov 11 (Reuters) - The S&P 500 and the tech-heavy Nasdaq climbed on Wednesday after neocloud firm CoreWeave's strong earnings calmed investor jitters about bloated AI expenditure.
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AI Memory Chip Market Remains Strong Despite Stock Market Selloff

AI Memory Chip Market Remains Strong Despite Stock Market Selloff

AI Memory Chip Market Remains Strong Despite Stock Market Selloff
ReutersReuters
Stocks climb as CoreWeave results ease AI spending concerns

Stocks climb as CoreWeave results ease AI spending concerns

By Chuck Mikolajczak and Utkarsh Hathi Nov 11 (Reuters) - US stocks climbed on Wednesday, with the S&P 500 and the Nasdaq each rallying more than 1% as earnings from neocloud firm CoreWeave cooled investor concerns about the durability of the AI trade, while Nvidia stabilized after two straight