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Chatter: Amazon-Backed Anthropic Agrees to $35 Billion Computing Deal With Lambda","url":"https://stock-news.laohu8.com/highlight/detail?id=2664283239","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664283239?lang=en_us&edition=fundamental","pubTime":"2026-09-01 16:44","pubTimestamp":1788252282,"startTime":"0","endTime":"0","summary":"Amazon-backed  Anthropic has agreed to a $35 billion computing deal with Nvidia-backed  cloud provider Lambda to rapidly expand its AI capacity, Bloomberg reported Monday, citing an unnamed person familiar with the matter.The report said the project involves a Texas data center being developed by Hut 8, with Nvidia reportedly holding the lease.Lambda is also in talks to raise up to $3 billion at a potential valuation of $12 billion or more, Bloomberg reported.Anthropic did not immediately respond to MT Newswires' request for 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Investors are Overlooking Earnings Growth Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=2664834220","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664834220?lang=en_us&edition=fundamental","pubTime":"2026-09-01 16:31","pubTimestamp":1788251460,"startTime":"0","endTime":"0","summary":"0829 GMT - ASML Holding investors are overlooking pricing, growing machine output and increasing exposure to memory that give the Dutch semiconductor-equipment maker extra earnings potential, UBS analysts write in a research note. ASML executives said in July that a tight chip market gave the company better pricing power. Analysts say better pricing for its machines could lift ASML's gross margin to around 60% as early as 2028 as opposed to 2030. ASML also plans to boost output of its semiconductor-making machines to meet demand, while memory is poised to become an even stronger growth engine in coming years, analysts say. They reiterate a buy rating for the stock, but raise their price target to 2,350 euros from 2,250 euros. 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Becomes Much More Credible Custom AI Chip Contender After Nvidia Investment","url":"https://stock-news.laohu8.com/highlight/detail?id=2664314148","media":"Dow Jones","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664314148?lang=en_us&edition=fundamental","pubTime":"2026-09-01 15:53","pubTimestamp":1788249180,"startTime":"0","endTime":"0","summary":"0753 GMT - MediaTek becomes a much more credible custom artificial-intelligence chip contender after Nvidia's strategic investment, Citi analyst Laura Chen says in a research note. The deepening alliance between the two companies could turn MediaTek to one of the principal custom-silicon design platforms inside the broader Nvidia ecosystem, from a chip maker with a few large custom AI chip wins, Chen says. That could materially increase both the number and longevity of MediaTek's custom AI processor opportunities in the longer term, she notes. Meanwhile, the expanded collaboration with Nvidia now gives MediaTek AI growth opportunities in three areas: custom AI chips, AI PCs, as well as physical AI, she added. 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Expands European AI Footprint with New 165MW Data Center in Finland","url":"https://stock-news.laohu8.com/highlight/detail?id=1189934741","media":"Stock News","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1189934741?lang=en_us&edition=fundamental","pubTime":"2026-09-01 14:58","pubTimestamp":1788245896,"startTime":"0","endTime":"0","summary":"Cerebras Systems (CBRS.US) has unveiled plans for a new artificial intelligence data center in Mikkeli, Finland, developed in partnership with Compute Nordic Finland. The facility is set to expand in...","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IVEP","AXTU","AXTX","AXTC","CHPX","AXTL","AXTQ","TCAI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664898726","title":"China unlikely to match ASML's top tool in next decade, UBS says","url":"https://stock-news.laohu8.com/highlight/detail?id=2664898726","media":"Sarah Jacob / Bloomberg","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664898726?lang=en_us&edition=fundamental","pubTime":"2026-09-01 14:52","pubTimestamp":1788245553,"startTime":"0","endTime":"0","summary":"Veldhoven, Netherlands-based ASML is the only maker of sophisticated lithography machines that are crucial for manufacturing advanced semiconductors, including for Nvidia Corp. 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The research firm says revenue for the world's top five suppliers of enterprise SSDs, the high-performance storage drives used in AI servers and data centers, more than doubled from the previous quarter in 2Q. Demand is expected to remain strong in 3Q, driven by wider adoption of generative AI services, continued cloud infrastructure spending and shipments of certain Nvidia AI server racks. Samsung remains the market leader, followed by SK Hynix and Micron, which posted the fastest growth among the top five suppliers, TrendForce 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E2E Networks Gains on $105 Million AI Cloud Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=2664356078","media":"Reuters","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664356078?lang=en_us&edition=fundamental","pubTime":"2026-09-01 14:15","pubTimestamp":1788243321,"startTime":"0","endTime":"0","summary":"BUZZ-India's E2E Networks gains on $105 million AI cloud deal** Artificial intelligence and cloud infrastructure company E2E Networks's sharesEENE.NSrise as much as 5% to 649.65 rupees apiece; last up about 2%** Uptick after EENEsignsa binding term sheet with a domestic sovereign AI company for Nvidia Blackwell cloud graphics processing units  and allied services** Arrangement carries an aggregate contract value of 10 billion rupees  and continues through June 2029, says EENE** \"The engagement provides greater revenue visibility over a multi-year horizon,\" says Nitin Jain, chief financial officer of EENE** EENE shares have 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Secures $3.5 Billion Investment from Nvidia; Shares Jump 10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2664880976","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664880976?lang=en_us&edition=fundamental","pubTime":"2026-09-01 11:58","pubTimestamp":1788235087,"startTime":"0","endTime":"0","summary":"Semiconductor giant Nvidia agreed to invest $3.5 billion in Taiwanese chipmaker MediaTek  through the subscription of convertible bonds, according to a Monday statement.MediaTek shares jumped 10% in Tuesday's trade.The move is aimed at deepening a partnership between Nvidia and MediaTek. Under the expanded agreement, MediaTek will adopt Nvidia's NVLink Fusion platform, designed to help hyperscalers, cloud providers, and AI model developers build custom accelerator chips that connect into Nvidia's rack-scale data center systems.The pact also entails enhancing existing collaboration on Nvidia RTX Spark and DGX Spark chips for consumer and enterprise PCs, as well as AI-powered automotive platforms built around MediaTek's Dimensity Auto 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AI Ambitions Get Lift from Nvidia, Alphabet Backing","url":"https://stock-news.laohu8.com/highlight/detail?id=2664880557","media":"Dow Jones","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664880557?lang=en_us&edition=fundamental","pubTime":"2026-09-01 11:36","pubTimestamp":1788233760,"startTime":"0","endTime":"0","summary":"0336 GMT - MediaTek's push into custom AI chips could gain momentum after Nvidia and Alphabet backed its $3.9 billion convertible bond sale, strengthening a partnership that Morgan Stanley analysts say may help the Taiwanese company win additional customers. Morgan Stanley says the deeper alliance strengthens MediaTek's position in AI infrastructure and could improve its chances of winning a second or even third cloud-service provider as a customer for its custom-chip business. That could provide upside to the company's long-term AI revenue outlook. The brokerage maintains its overweight rating on MediaTek and says the company could also benefit from a closer relationship with Alphabet on AI chip 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