Credence Wire Journalist
Markets Correspondent
Covers capital markets, AI equity valuations, and the bond between Silicon Valley and Wall Street. Former Bloomberg Intelligence analyst.
The chip maker told investors that Blackwell Ultra orders exceed $180 billion, easing fears that hyperscaler spending would plateau after two years of record capex.
The combined rocket, Starlink, and xAI business is poised for the largest public offering in history — and could open the floodgates for OpenAI and Anthropic listings.
Pension funds and family offices increased allocations as bitcoin trades above prior cycle highs.
Data-center revenue rose 94 percent year-on-year, with hyperscalers committing to multi-year GPU purchase agreements.
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