WS #14204
Nvidia scales back OpenAI data center guarantee, invests in SB Energy; Bloom Energy surges on Nebius deal; hyperscaler capex risks flagged. Apple trains China AI model with Alibaba, first Western proprietary AI in China, boosting Apple's market access. Anthropic's IPO valuation hinges on $190-200B 2028 revenue forecast, signaling aggressive AI growth expectations. Apple delays standard iPhone 18 to 2027, prioritizing foldable and premium models due to memory chip costs.
AI infrastructure financing
Nvidia scales back OpenAI data center guarantee, invests in SB Energy; Bloom Energy surges on Nebius deal; hyperscaler capex risks flagged.
Apple trains China AI model with Alibaba, first Western proprietary AI in China, boosting Apple's market access.
Anthropic's IPO valuation hinges on $190-200B 2028 revenue forecast, signaling aggressive AI growth expectations.
Apple delays standard iPhone 18 to 2027, prioritizing foldable and premium models due to memory chip costs.