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head of data centers left the company last week, WSJ reports","url":"https://stock-news.laohu8.com/highlight/detail?id=2662754876","media":"TIPRANKS","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662754876?lang=en_us&edition=fundamental","pubTime":"2026-08-26 03:25","pubTimestamp":1787685923,"startTime":"0","endTime":"0","summary":"Chris Malone, head of data centers at OpenAI, left the ChatGPT maker last week, joining a slate of leadership exits ahead of a planned IPO, the 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Chatter: Anthropic to Cite $30 Trillion Total Addressable Market in IPO Pitch","url":"https://stock-news.laohu8.com/highlight/detail?id=2662775670","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662775670?lang=en_us&edition=fundamental","pubTime":"2026-08-26 01:00","pubTimestamp":1787677208,"startTime":"0","endTime":"0","summary":"Amazon.com-backed  Anthropic is likely to project a total addressable market of more than $30 trillion in its upcoming IPO filing, exceeding the $28.5 trillion that Space Exploration Technologies  cited in its offering, The Wall Street Journal reported Tuesday, citing people familiar with the matter.Anthropic is basing its estimate on the full scope of work that could be completed using AI models, the report said.The company is expected to release its IPO financial-disclosure documents in the next few weeks, potentially setting up a public listing as soon as September or early October, the report said.Anthropic did not immediately respond to a request for comment from MT Newswires.Price: 261.04, Change: -1.03, Percent Change: 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2Q Prints Point to Improving Returns on AI Spending","url":"https://stock-news.laohu8.com/highlight/detail?id=2662756450","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662756450?lang=en_us&edition=fundamental","pubTime":"2026-08-26 00:32","pubTimestamp":1787675520,"startTime":"0","endTime":"0","summary":"1232 ET - The most recent earnings cycle for hyperscalers and cloud service providers suggests that returns on artificial-intelligence investments are improving, JPMorgan analysts write in a note. \"The bottom line here is that while it may still be too early to declare victory on AI capex ROI, the green shoots are clearly evident,\" they write. Commentary from Google, Microsoft, and Amazon points to stronger demand visibility and attractive returns for incremental capacity deployments, with Amazon's commentary in particular implying that investments in servers and networking break even in two or three years. \"These trends suggest that prior capital investments may now be translating into stronger backlogs, accelerating cloud business growth, and improving cloud business profitability, though the durability of these benefits remains to be seen,\" the analysts 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Stanley: Big Tech's Off-Balance-Sheet AI Commitments Top $3.1 Trillion","url":"https://stock-news.laohu8.com/highlight/detail?id=1101297569","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1101297569?lang=en_us&edition=fundamental","pubTime":"2026-08-26 00:12","pubTimestamp":1787674329,"startTime":"0","endTime":"0","summary":"Morgan Stanley has revealed that five hyperscale cloud providers, along with chip giants NVIDIA and Broadcom, have collectively pledged more than $3.1 trillion in guarantees, leases, and other 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Communications' Spectrum to Offer Amazon Prime Benefits to Eligible Internet Customers","url":"https://stock-news.laohu8.com/highlight/detail?id=2662741755","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662741755?lang=en_us&edition=fundamental","pubTime":"2026-08-25 23:56","pubTimestamp":1787673383,"startTime":"0","endTime":"0","summary":"Charter Communications  said Tuesday its Spectrum service will offer Amazon's  subscription service, Amazon Prime, to eligible customers who currently qualify for Spectrum Internet Assist, at no additional cost.Amazon Prime benefits will soon be offered to eligible legacy Cox customers as well, according to a statement.Shares of Charter Communications were up 2.2% in Tuesday trading.Price: 153.73, Change: +3.43, Percent Change: 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Energy: In the AI Era, the Most Expensive Thing Isn't Power, But Waiting for It","url":"https://stock-news.laohu8.com/highlight/detail?id=2662848737","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662848737?lang=en_us&edition=fundamental","pubTime":"2026-08-25 14:54","pubTimestamp":1787640863,"startTime":"0","endTime":"0","summary":"Bloom Energy (NYSE: BE) In-Depth Analysis: Why do AI data centers need Energy Servers? Unpacking Oracle's 1.2 GW order, SOFC technology, 2–5 GW capacity, gross margin, cash flow, SMR competition, and 2030 valuation to determine whether BE's current stock price is overvalued.","market":"sh","thumbnail":"https://resource.tradingkey.com/uploads/20260825/bloom-energy-53f3c34c18a94ebe9e92e58f5e627bba.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260825/bloom-energy-53f3c34c18a94ebe9e92e58f5e627bba.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/262129703-bloom-energy-be-stock-ai-data-center-power-valuation-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IXC","GUSH","VTHR","WTIU","AMZW","BERZ","AGIX","AMZY","UPS","BK4585","DBE","ERX","IE00B7SZLL34.SGD","VDE","AMZP","ARTY","AMZD","PXE","XES","LU0061475181.USD","DIG","WDAI","AMAA","PXJ","AMZU","UPSG","AZYY","SHPP","AMZZ","SUPL","DOCK","QTOC","HYDR","LU0211331839.USD","AIPO","USE","FWD","CTEX","DRIP","AIBU","AMZG","AMZO","CLOU","IYT","DBC","DRLL","FTXN","CHAT","HULL","IEO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662789932","title":"Cloud Giants Brace for Efficiency Push as AI Investment Boom Accelerates","url":"https://stock-news.laohu8.com/highlight/detail?id=2662789932","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662789932?lang=en_us&edition=fundamental","pubTime":"2026-08-25 14:31","pubTimestamp":1787639460,"startTime":"0","endTime":"0","summary":"0631 GMT - Major cloud service providers are expected to focus increasingly on efficiency and financial discipline in 2H 2026, as AI-driven infrastructure spending continues to surge, according to research firm Digitimes. Amazon, Alphabet and Microsoft reported combined cloud revenue of $106.3 billion in 2Q, with annual growth accelerating to 43%, the fastest pace since 2020. At the same time, Amazon, Microsoft, Alphabet and Meta are projected to raise total capital expenditures to a record $745 billion, Digitimes says. While the companies remain bullish on AI demand, mounting investment costs have pressured free cash flow, prompting providers to pursue cost controls, financial adjustments and more efficient AI offerings to balance growth with rising investment risks, the research firm 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