AI Infrastructure
Market Rumor - Leopold Aschenbrenner’s Situational Awareness seeks to raise capital after AI rout
Situational Awareness, the $20bn hedge fund founded by former OpenAI employee Leopold Aschenbrenner, has sought to raise fresh capital from investors after suffering heavy losses during the recent rout in AI stocks, according to the Financial Times.
Breaking News - SK Group Chairman purchased $3.4MM in SK hynix shares, signaling confidence after the chipmaker's steep stock decline (July 30, 2026)
SK Group Chairman Chey Tae-won purchased 4.8 billion won ($3.4 million) in SK hynix shares, signaling confidence after the chipmaker's steep stock decline, multiple news reports on July 30, 2026.
Results Deep Dive - The P&L Inversion: What Big Tech Earnings Reveal About the "Inference Tax" and the "CapEx Wall"
As the dust settles on this week’s major Big Tech earnings releases, the financial media remains predictably fixated on top-line revenue beats and cloud growth percentages. However, for institutional investors and universal asset owners, the most critical data points are no longer found in the revenue headlines, but
Results Review - Bloom Energy, record 2Q2026, "Without power, chips are just inventories"
Bloom Energy Shares Soar on Back of AI Power Demand post 2Q2026 results. "Without power, chips are just inventories". Could this company be the power-layer behind AI infrastructure?
Results Review - SK Hynix, 2Q2026 a miss?
SK hynix reported record-breaking 2Q26 financial results on July 29, 2026, driven by intense AI memory demand and higher chip prices. Yet, stock price took a huge dip...
Market Rumor - Amazon overhauls its AI strategy, winding down most flagship models, Business Insiders - July 28, 2026
Business Insider reports that Amazon is overhauling its AI strategy by winding down much of its flagship Nova lineup and concentrating engineers and computing resources on a smaller number of frontier-model efforts (July 28, 2026).
Breaking News - Nvidia behind $50bn lease on Texas data center that will use its chips, media reports
Nvidia is reported to be behind another Ai infrastructure move, leasing $50 billion Texas data center that will uses Nvidia's chips.
Nvidia Credit Risk Surges as $750 Billion AI Push Raises Financing Fears
The cost of protecting Nvidia Corp.’s debt against default surged by the most on record Monday, after reports of the chipmaker being in conversations on more than $750 billion of artificial intelligence infrastructure deals stoked fears about the company’s obligations.
Results Review - Cadence raises annual forecasts as demand booms for AI, 2Q2026
Cadence registered another strong quarter, according to the financial results and the conference call, driven by Ai demand, customer diversification, and overall supply-constraints.
Market Rumor - China begins making homegrown DUV chipmaking tools, sources said
China has begun manufacturing domestically developed immersion deep ultraviolet lithography machines, a key chipmaking tool long dominated by Dutch supplier ASML, The Information reported on Monday (July 27, 2026).
Breaking News - Chinese chipmaker CXMT soars almost 500% in market debut
CXMT shares soared almost 500 per cent in their trading debut in Shanghai on Monday as investors flocked to the Chinese chipmaker amid booming demand for AI memory chips.
Silicon Bakery - Over The Weekend (Wk4 Jul 2026) - Korean tech names deepen partnership with U.S; AMD under the spotlight on next-gen infra; Apple vs Micron takes a wild turn?
Korean, global tech companies to pursue partnerships worth more than $950 billion in total; AMD introduces its next-gen ai-infra products; Apple vs Micron taking another wild turn...
