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Seen Drawing 'Line in the Sand' with Hyperscalers","url":"https://stock-news.laohu8.com/highlight/detail?id=2662872290","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662872290?lang=en_us&edition=fundamental","pubTime":"2026-08-28 02:52","pubTimestamp":1787856720,"startTime":"0","endTime":"0","summary":"1452 ET - Nvidia appears to be prioritizing support for customers in its AI Clouds, Industrial, & Enterprise bucket, in what UBS analysts see as a pointed look to hyperscalers working on developing their own custom chips. Hyperscalers still comprise around 55% of data-center revenue, but Nvidia intends to shift its mix toward ACIE, a bucket essentially comprising non-hyperscale customers. \"We think it is prioritizing support for these customers amid expanding demand ,\" the analysts write. \"This also works well for NVDA since many of the hyperscalers are all working on their own silicon roadmaps so there is an increasingly clear 'line in the sand' being 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Nvidia, and SpaceX are Racing to $1 Trillion in Sales. Who Gets There First?","url":"https://stock-news.laohu8.com/highlight/detail?id=2662217087","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662217087?lang=en_us&edition=fundamental","pubTime":"2026-08-28 02:50","pubTimestamp":1787856600,"startTime":"0","endTime":"0","summary":"The AI boom is pushing revenue forecasts sharply higher. One company could reach a once-unthinkable milestone as soon as 2028.SpaceX aims for $1 trillion in sales by 2030, maybe sooner. 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2Q Print May Offer Glimpse into Revenue from SpaceX","url":"https://stock-news.laohu8.com/highlight/detail?id=2662087494","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662087494?lang=en_us&edition=fundamental","pubTime":"2026-08-28 02:42","pubTimestamp":1787856120,"startTime":"0","endTime":"0","summary":"1442 ET - Nvidia's second-quarter release suggests that SpaceX may have contributed around $13 billion in revenue over the past six months, implying a trajectory of one gigawatt a year, UBS analysts write in a note. \"This is a number that should increase dramatically,\" they add. Nvidia breaks down data center revenue into hyperscalers and a bucket called AI Clouds, Industrial, & Enterprise, and in the second quarter reclassified one customer from ACIE to hyperscaler -- a company UBS suspects to be SpaceX. If true, the numbers before and after the reclassification indicate SpaceX added $6.14 billion in revenue in fiscal 2025, $18.15 billion in fiscal 2026, and $5.18 billion in the first quarter of fiscal 2027. SpaceX has made Nvidia its exclusive chip provider, Elon Musk said earlier this month. 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stablecoins and tokenized assets reach $880M","url":"https://stock-news.laohu8.com/highlight/detail?id=2662408277","media":"cryptonews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662408277?lang=en_us&edition=fundamental","pubTime":"2026-08-28 01:47","pubTimestamp":1787852856,"startTime":"0","endTime":"0","summary":"Mantle has accumulated about $880 million in stablecoins and tokenized assets as its onchain product range has expanded across equities, Treasuries, funds and yield-bearing assets.Mantle holds about $550 million in stablecoins and $330 million in tokenized assets.USDT0 accounts for approximately $440 million, or nearly 80% of the network’s stablecoin supply.The network supports 985 distinct tokenized assets across six product categories.Mantle increased its tokenized equity selection from 10 products in April to 155 by late June.Blockworks Research data shows that Mantle’s stablecoin circulating supply has reached approximately $550 million, while tokenized assets on the network account for another $330 million. 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