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Infrastructure Boom to Fuel Nvidia Rack Demand Through 2027","url":"https://stock-news.laohu8.com/highlight/detail?id=2662184065","media":"Dow Jones","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662184065?lang=en_us&edition=fundamental","pubTime":"2026-08-28 17:35","pubTimestamp":1787909700,"startTime":"0","endTime":"0","summary":"0935 GMT - Nvidia's rack-scale AI systems are expected to generate more than $710 billion in output value in 2027 as demand for increasingly powerful AI infrastructure accelerates, according to TrendForce. The research firm says shipments of NVL72 racks, including GB300 and Vera Rubin platforms, are projected to rise more than 50% in 2027, while higher-priced VR200 systems take a larger share of deployments. TrendForce expects the combined output value of GB300, VR200 and VR300 systems to jump 214% from a year earlier, benefiting server manufacturers and power and cooling suppliers. TrendForce also says Nvidia and Google are expanding beyond chips into data-center infrastructure, using financing and capacity commitments to secure long-term demand for their proprietary AI 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Apple Once Had the Same Problem","url":"https://stock-news.laohu8.com/highlight/detail?id=2662059406","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662059406?lang=en_us&edition=fundamental","pubTime":"2026-08-28 17:30","pubTimestamp":1787909400,"startTime":"0","endTime":"0","summary":"Nvidia's earnings report this past week had something to offer everyone-the bulls, the bears, and the AI-curious who may still fall somewhere in between.Chip making is a historically cyclical 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Stock Price Forecast: Trend Remains Bullish, Focus on $800 Support Level","url":"https://stock-news.laohu8.com/highlight/detail?id=2662415068","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662415068?lang=en_us&edition=fundamental","pubTime":"2026-08-28 16:45","pubTimestamp":1787906707,"startTime":"0","endTime":"0","summary":"TradingKey - As of the close on August 27 Eastern Time, Micron (MU) reached an intraday high of $968.71 before pulling back to close at $935.39, down 0.32% for the day. Judging from recent price action, Micron has weakened noticeably since hitting a periodic high of $1,036.13 on August 17. On August 24, the stock dropped as much as 5.83% to $910.43. Although it subsequently rebounded, it has yet to regain a solid footing in the $950–$1,000 range, remaining in a phase of short-term high-level 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Stocks Fall, Led by Chipmakers","url":"https://stock-news.laohu8.com/highlight/detail?id=2662050224","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662050224?lang=en_us&edition=fundamental","pubTime":"2026-08-28 16:39","pubTimestamp":1787906370,"startTime":"0","endTime":"0","summary":"China stocks fall, led by chipmakersSHANGHAI, Aug 28 (Reuters)-China stocks ended lower on Friday, as losses in biotech and chipmaking shares outweighed gains in commodity-related stocks.** Hong Kong 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Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.0657 GMT - Ithaca Energy has solid operations and balance sheet, 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growth in emerging markets is likely to be driven increasingly by premium iPhone upgrades rather than new user additions, Omdia analyst Sanyam Chaurasia says in a note. Apple is shifting its focus toward monetizing its expanding installed base in markets including India, Brazil and Mexico through greater adoption of higher-priced Pro-series models, he says. India presents the biggest opportunity for user upgrades, with Pro-series penetration still relatively low despite rapid growth in iPhone users. Omdia's scenario analysis suggests that a higher Pro-series mix could generate more revenue than shipment growth alone, supported by improving financing options, trade-in programs and rising incomes. 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China's Homegrown NVIDIA-Style Computing Clusters Are Gaining Traction Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1133875226","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1133875226?lang=en_us&edition=fundamental","pubTime":"2026-08-28 15:12","pubTimestamp":1787901144,"startTime":"0","endTime":"0","summary":"The recent surge in attention toward China's domestic answer to NVIDIA's GPU clusters is no coincidence. 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Five: Summer's Over, Buckle Up!","url":"https://stock-news.laohu8.com/highlight/detail?id=2662051182","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662051182?lang=en_us&edition=fundamental","pubTime":"2026-08-28 14:27","pubTimestamp":1787898454,"startTime":"0","endTime":"0","summary":"Friday's U.S. jobs report will shed light on whether the country's labour market may be softening or if last month's dour data was a one-off event.It's expected to show employment climbed by a tepid 45,000 jobs in August, according to a Reuters poll, after falling by an unexpected 23,000 in July.Theweak July reportdid calm market worries about near-term interest rate hikes, although Fed funds futures still suggest better-than-even odds of a rate increase before the year is out.Data this week showedinflation continues to runabove the Fed's 2% target. 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Memory Crunch: The Supercycle Has Only Just Begun","url":"https://stock-news.laohu8.com/highlight/detail?id=1171223280","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1171223280?lang=en_us&edition=fundamental","pubTime":"2026-08-28 13:42","pubTimestamp":1787895772,"startTime":"0","endTime":"0","summary":"As global investors celebrate NVIDIA's earnings, a clear industrial signal has surfaced: the bottleneck in AI infrastructure has fully shifted to the memory segment. 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