RT Saritha Rai (@SarithaRai)A staggering $800 billion global shortfall in AI infrastructure spend is foreseen by 2030, according to a new report by Bain, and that could hamper AI's progress@business(Gift link: free to read until Sept 30)https://t.co/HvwybrC1aD#AI https://t.co/PN8LZ7OfpV ...

Nvidia has assured customers that its landmark deal with OpenAI to invest $100 billion and expand AI infrastructure together won’t affect the chipmaker’s relationship with other clients https://t.co/ka41elgi8m ...

Market Update - Stocks are higher on Monday, overcoming a soft open, with the market-weighted S&P 500 outperforming the Invesco S&P 500 Equal Weight ETF [1] - The data center trade received a boost from Nvidia and OpenAI's announcement of a strategic partnership to build and deploy at least 10 gigawatts of AI data centers, with Nvidia investing up to $100 billion in OpenAI [1] Nike Overview - Nike has been added to the watch list as the company seeks to overhaul its strategy after facing significant challenges since late 2021, particularly due to exposure to China's struggling economy [1] - Under former CEO John Donahoe, Nike lost its innovation edge in the direct-to-consumer business, allowing competitors to gain market share, leading to poor results and Donahoe's departure [1] - Nike veteran Elliott Hill has taken over, focusing on core sports categories and restoring relationships with retail partners, including a return to selling on Amazon [1] - The last earnings report in June showed better-than-expected quarterly results, indicating growing confidence in the turnaround [1] - Management expects to exit the first half of fiscal year 2026 with a "healthy and clean" inventory position, crucial for margins ahead of the holiday selling season [1] - Analysts have recently become bullish on Nike, with Cowen and RBC Capital upgrading their ratings to buy from hold, and Baird naming it a "bullish fresh pick" [1]

Here's everything we know about the biggest AI infrastructure projects, including major spending from Meta, Oracle, Microsoft, Google, and OpenAI. https://t.co/7kYdRNyXv0 ...

Core Insights - The tech industry is experiencing a significant investment in AI infrastructure, with Nvidia's CEO estimating that $3 to $4 trillion will be spent by the end of the decade [1] - Major companies like Microsoft, Meta, Oracle, Google, and OpenAI are leading the charge in AI infrastructure projects, with ongoing updates as spending increases [2] Company-Specific Developments - Microsoft's initial $1 billion investment in OpenAI in 2019 established it as the exclusive cloud provider, which has since grown to nearly $14 billion, primarily in Azure cloud credits [3] - OpenAI has recently shifted its strategy, announcing it will no longer exclusively use Microsoft's cloud services, allowing for other partnerships while still giving Microsoft a right of first refusal [4] - Other AI companies are following OpenAI's model, with Anthropic receiving $8 billion from Amazon and Google Cloud partnering with smaller AI firms, indicating a trend of cloud providers investing in AI capabilities [5]

I am here at NVIDIA headquarters in Santa Clara uh with the CEO of the world's most valuable company and the CEO and president of the world's most valuable uh private company, Jensen Hong of Nvidia, Sam Alman and Greg Brockman of Open AI. So, let's dive right in to the news. Jensen, Nvidia is making a hundred billion dollar investment in Open AI and working together to build out I think you're saying 10 gigawatts of capacity uh over several years.The investment is going to come with the gigawatts one at a t ...

Oracle is shaking up its executive suite as it sets its sights set on AI infrastructure dominance. The company announced Monday that it is promoting Clay Magouyrk and Mike Sicilia to co-CEO roles.  Magouyrk joined Oracle in 2014 from Amazon Web Services. He was a founding member of Oracle’s cloud engineering team and has served as the president of Oracle’s cloud infrastructure business unit for more than a decade.   Sicilia has served as the president of Oracle’s industries division since June. He held sev ...

Thank you. Uh I am here at NVIDIA headquarters in Santa Clara uh with the CEO of the world's most valuable company and the CEO and president of the world's most valuable uh private company, Jensen Hong of Nvidia, Sam Alman and Greg Brockman of Open AI. So let's dive right in to the news.Jensen, Nvidia is making a hundred billion dollar investment in OpenAI and working together to build out I think you're saying 10 gigawatts of capacity uh over several years. The investment is going to come with the gigawatt ...

Summary of Conference Call on NVIDIA and Intel Partnership Industry Overview - **Industry**: Greater China Technology Semiconductors - **Region**: Asia Pacific Key Company Insights - **NVIDIA** plans to invest **US$5 billion** in **Intel** common stock, indicating a strong partnership between the two companies [2][6] - **Intel** will continue its CPU foundry outsourcing to **TSMC**, which may negatively impact ARM-based AI PCs and AMD's laptop CPUs initially, with potential future effects on **ASMedia** in desktop PC chipsets [1][6] Core Partnership Developments 1. **Product Development**: The partnership aims to jointly develop multiple generations of custom data center and PC products, focusing on integrating NVIDIA and Intel architectures using **NVIDIA NVLink** [6][10] 2. **Market Impact**: - Intel will produce NVIDIA-custom x86 CPUs for data centers, which will be integrated into NVIDIA's AI infrastructure platforms [6][10] - Intel will also offer x86 SoCs that integrate NVIDIA RTX GPU chiplets, expanding their market reach [6][10] 3. **Market Addressability**: NVIDIA highlighted an addressable market of **150 million** notebook units, indicating significant potential for the new x86 SoC that combines Intel CPU and NVIDIA GPU [6][10] Implications for Competitors - **MediaTek**: Slightly negative outlook for MediaTek's WoA in the gaming/AI PC market due to the new x86 SoC fusing Intel CPU and NVIDIA GPU [6][10] - **ASMedia**: The direct impact on AMD's desktop CPU share is expected to be limited, but overall sentiment may be negative for ASMedia due to potential future collaborations between Intel and NVIDIA [6][10] Strategic Insights - **TSMC's Role**: The partnership does not change NVIDIA's ARM roadmap, but emphasizes TSMC's strong foundry capabilities and Intel's advanced packaging capabilities, which could enhance the integration of NVIDIA GPU chiplets with Intel CPUs [6][10] - **Market Expansion**: The partnership is expected to expand the total addressable market (TAM) for both companies, with Intel gaining exposure to NVLink-based AI infrastructure and premium laptop CPUs, while NVIDIA gains access to the laptop graphics segment and x86 rack-scale solutions [6][10] Risks and Considerations - **Market Dynamics**: Potential risks include increased competition from AMD, supply chain diversification, and the impact of US-China tensions on semiconductor supply chains [15][19] - **Financial Outlook**: Intel's 2026 EPS is projected at **~29x** with a focus on regaining market share in desktop and server segments following CPU shortages [17][19] Conclusion The partnership between NVIDIA and Intel represents a significant strategic move in the semiconductor industry, with implications for various players in the market. The collaboration aims to leverage both companies' strengths to create innovative products while navigating potential competitive and market risks.

Group 1: Intel's Current Situation - Four former Intel directors are advocating for the company to go private due to its struggles in the semiconductor market and outdated conglomerate structure [1][2] - Intel has experienced years of declining performance while competitors like TSMC have advanced, with the U.S. government and Nvidia holding significant stakes in the company [2] - The former directors propose that a private Intel could separate its design and manufacturing units, which are currently intertwined [2][3] Group 2: Proposed Government Involvement - The proposal suggests that the U.S. government and major tech firms should buy out Intel's public shareholders to facilitate restructuring [3][5] - The manufacturing arm could be transformed into a foundry to compete with TSMC, while design businesses could be sold or spun out [3] - The foundry is estimated to have a book value of $70 billion but requires up to $100 billion in new capital for global competitiveness [3] Group 3: Market Reactions and Financial Projections - Following a 28% surge in Intel's stock price, the partnership with Nvidia is seen as a strategic move for future AI infrastructure [4] - Analysts project that the Nvidia-Intel partnership could generate $25-50 billion in annual revenue over the long term [7] - The collaboration is viewed as a potential setback for competitors like AMD and Arm Holdings, impacting their market positions [7] Group 4: Historical Context and Future Outlook - The restructuring plan is compared to General Electric's breakup, which successfully unlocked shareholder value [5] - The former directors argue that only government-led restructuring can ensure long-term security for the U.S. chip ecosystem [5][6] - If executed, the overhaul could create jobs, enhance national security, and yield significant taxpayer returns [6]