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BlackRock bets on 'picks and shovels' as AI spending boom shows no signs of slowing

BlackRock's chief investment strategist says the AI infrastructure spending wave is far from peaking, with chipmakers, energy producers, and copper-wire manufacturers positioned as the clearest winners. Tech giants are only beginning to tap credit markets for the next wave of AI growth, with global AI capex projected to reach $5 trillion to $8 trillion by 2030.

Business2 sources

BlackRock bets on 'picks and shovels' as AI spending boom shows no signs of slowing

Business2 sources

Bittensor completes first TAO halving, cutting daily issuance as decentralized AI network matures

Bittensor executed its inaugural TAO halving on December 14, slashing daily token issuance from 7,200 to 3,600 tokens. The decentralized machine-learning network now mirrors Bitcoin's fixed supply model as it progresses toward a 21 million token cap. With over 129 active subnets valued at nearly $3 billion, the halving marks a maturation milestone for the AI-focused blockchain ecosystem.

Business3 sources

Bittensor completes first TAO halving, cutting daily issuance as decentralized AI network matures

Business3 sources

IBM Acquires Confluent for $11 Billion to Strengthen Enterprise AI and Data Streaming Capabilities

IBM announced a $11 billion acquisition of Confluent, a data streaming platform built on Apache Kafka. The deal aims to bolster IBM's data offerings and create a smart data platform for enterprise AI. At $31 per share, IBM is paying a 34% premium, marking its largest acquisition since HashiCorp in 2024.

Business28 sources

IBM Acquires Confluent for $11 Billion to Strengthen Enterprise AI and Data Streaming Capabilities

Business28 sources

Nvidia CEO warns China's AI infrastructure advantage could reshape the global AI race

Nvidia CEO Jensen Huang highlights China's striking advantages in the AI race, from building data centers at unprecedented speeds to commanding twice the energy capacity of the US. Meanwhile, China AI models have surged from 1% to 30% of global AI usage in just one year, signaling a competitive battle for AI dominance.

Business3 sources

Nvidia CEO warns China's AI infrastructure advantage could reshape the global AI race

Business3 sources

SoftBank in talks to acquire DigitalBridge as AI infrastructure demand drives $6.7 trillion market

SoftBank is negotiating to acquire DigitalBridge, a digital infrastructure firm managing $108 billion in assets, to capitalize on booming demand for data centers. The deal could close by year-end, with DigitalBridge shares surging 35% on the news. McKinsey projects AI-linked infrastructure spending could reach $6.7 trillion by 2030.

Business3 sources

SoftBank in talks to acquire DigitalBridge as AI infrastructure demand drives $6.7 trillion market

Business3 sources

Netflix's $82.7 billion Warner Bros. deal is really an AI play to counter Google's chip dominance

Netflix's historic $82.7 billion acquisition of Warner Bros. Discovery isn't just about content—it's a strategic AI play. S&P analyst Melissa Otto reveals the deal targets Google's TPU chip advantage and control over the video corpus needed to train next-generation AI models, as Netflix builds a moat against YouTube's growing dominance in streaming.

Business3 sources

Netflix's $82.7 billion Warner Bros. deal is really an AI play to counter Google's chip dominance

Business3 sources

Rubrik shares surge 18% as enterprises seek data security against AI threats

Rubrik's stock soared 18% after the data security firm reported strong third-quarter results driven by rising enterprise demand for cyber resilience. The company posted $350.2 million in revenue and raised future guidance as organizations seek protection against artificial intelligence threats and cyberattacks.

Business2 sources

Rubrik shares surge 18% as enterprises seek data security against AI threats

Business2 sources

HPE misses revenue targets as AI server sales slide on customer delays and supply chain snags

Hewlett Packard Enterprise reported Q4 revenue of $9.68 billion, missing Wall Street's $9.93 billion target, as AI server sales declined 5% to $4.46 billion. The company cuts its guidance for Q1 2026, citing customer delays in AI projects and supply chain issues affecting delivery schedules. Despite booking $2 billion in new AI server orders, HPE's stock fell over 9% as larger government and enterprise customers postpone deployments.

Business2 sources

HPE misses revenue targets as AI server sales slide on customer delays and supply chain snags

Business2 sources

AMD CEO Lisa Su dismisses AI bubble fears as Goldman Sachs warns of datacenter investment risks

AMD CEO Lisa Su emphatically rejects concerns about an AI bubble, calling them overblown as her company secures a 6-gigawatt GPU deal with OpenAI. But Goldman Sachs warns that datacenter investments could fail if the AI industry can't monetize its models, while IBM's CEO estimates the sector has committed to $8 trillion in infrastructure that may never generate adequate returns.

Business14 sources

AMD CEO Lisa Su dismisses AI bubble fears as Goldman Sachs warns of datacenter investment risks

Business14 sources

Arm to launch chip design school in South Korea, training 1,400 specialists for AI push

SoftBank's Arm signed a deal with South Korea to establish a chip design school that will train 1,400 specialists by 2030. The initiative aims to strengthen the country's semiconductor and AI industries as South Korea positions itself among the world's top three AI powers.

Business3 sources

Arm to launch chip design school in South Korea, training 1,400 specialists for AI push

Business3 sources

SoftBank's Masayoshi Son says ASI could be 10,000 times smarter, making humans 'like fish'

SoftBank CEO Masayoshi Son warned that artificial super intelligence could surpass humans by a magnitude of 10,000, reducing humanity to the cognitive equivalent of fish. Speaking with South Korea's president, Son insisted ASI is inevitable and could even win a Nobel Prize, while urging nations to prepare infrastructure and forge AI cooperation across Asia.

Technology3 sources

SoftBank's Masayoshi Son says ASI could be 10,000 times smarter, making humans 'like fish'

Technology3 sources

SoftBank's Masayoshi Son warns of superintelligence era in South Korea AI cooperation talks

SoftBank Chairman Masayoshi Son met with South Korean President Lee Jae Myung to discuss artificial intelligence cooperation and infrastructure investment. Son warned that artificial superintelligence 10,000 times smarter than humans will emerge, urging humanity to pursue coexistence with AI rather than attempting to control it.

Technology2 sources

SoftBank's Masayoshi Son warns of superintelligence era in South Korea AI cooperation talks

Technology2 sources

NTT Data CEO warns AI bubble will burst soon, but predicts stronger rebound than internet era

NTT Data's CEO Abhijit Dubey warns that an AI bubble is forming as infrastructure investments outpace enterprise adoption, leading to data center overcapacity. He predicts a correction within 12 months but expects a massive rebound as corporate demand catches up, calling AI a secular trend with expansion opportunities far exceeding today's IT services market.

Business3 sources

NTT Data CEO warns AI bubble will burst soon, but predicts stronger rebound than internet era

Business3 sources

Moore Threads surges over 500% in blockbuster Shanghai IPO as China accelerates chip independence

Moore Threads, dubbed 'China's Nvidia,' skyrocketed over 500% in its Shanghai trading debut after raising $1.1 billion. Founded by ex-Nvidia executive James Zhang, the Chinese chipmaker's explosive market entry reflects Beijing's aggressive push for semiconductor independence amid tightening US export controls on advanced AI chips.

Business6 sources

Moore Threads surges over 500% in blockbuster Shanghai IPO as China accelerates chip independence

Business6 sources

Microsoft and LG explore partnership for AI data center infrastructure, but no deal signed yet

LG Electronics has confirmed that Microsoft and LG group companies are exploring collaboration on data center technology. The statement came after media reports suggested LG affiliates would supply cooling and energy systems for Microsoft's AI facilities. However, the South Korean tech giant clarified that no specific agreement has been reached.

Business2 sources

Microsoft and LG explore partnership for AI data center infrastructure, but no deal signed yet

Business2 sources

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