Key Takeaways: Berkshire Hathaway has assembled a roughly $30 billion position in Alphabet, pairing Warren Buffett’s enthusiasm for Google Search with one of the market’s largest bets on artificial intelligence infrastructure. The position combines about $20 billion of Alphabet shares purchased on the open market
Key Takeaways: Amazon Reports 37% AWS Growth as AI Demand Lifts Cloud Sales Key Takeaways: • Amazon Web Services revenue reached $42.23 billion in Q2, its fastest growth in 18 quarters • Enterprise demand for AI workloads helped AWS outperform analysts’ growth expectations • Amazon is raising infrastructure invest
Key Takeaways: CoreWeave Sweetens $2.6 Billion Loan Terms for Anthropic Expansion Key Takeaways: • CoreWeave reportedly increased the yield and offering discount on a $2.6 billion loan after investors pushed for more compensation. • The financing would support capacity tied to Anthropic, adding to scrutiny of Core
Key Takeaways: Quanta Computer Seeks $2.2 Billion in Record Taiwan GDS Sale Key Takeaways: • Quanta Computer is offering 49 million global depositary shares at $43.91 to $44.77 each. • The transaction could become Taiwan’s largest GDR or GDS offering on record. • Proceeds are intended to fund foreign-currency raw-
Key Takeaways: ChangXin Memory Technologies Soars 472% in Shanghai Debut Key Takeaways: • ChangXin Memory Technologies reached a market capitalisation of 3.31 trillion yuan after its shares rose 472 per cent. • The listing strengthens China’s effort to expand domestic DRAM production and compete with Samsung Elect
Key Takeaways: Naver Secures $10 Billion to Build Korea’s AI Infrastructure Key Takeaways: • Nvidia and Brookfield have committed a combined $10 billion to support Naver’s gigawatt-scale AI infrastructure expansion in Korea. • Naver plans to combine Nvidia’s computing technology with Brookfield’s infrastructure ca
Key Takeaways: Anthropic and Poolside Launch Models Built for Agentic Work Key Takeaways: • Anthropic’s Claude Opus 5 targets demanding professional and agentic workloads while keeping pricing in line with Opus 4.8. • Poolside’s open-weights Laguna S 2.1 combines a 1 million-token context window with an efficient
Key Takeaways: HCLTech Commits $1.48 Billion to Odisha AI Data Center Key Takeaways: • HCLTech will invest 142.57 billion rupees in its first AI data center, developed in Bhubaneswar with Sarvam AI and support from the Odisha government. • The project combines computing infrastructure, GPUs, foundation models and
Key Takeaways: Alphabet and Tesla Earnings Moves Stir ASX Futures as Traders Brace for Jobs Data Key Takeaways: • Alphabet and Tesla quarterly results pulled US equities lower in extended trading • ASX 200 futures rose 0.8 percent as local markets prepared for Australia’s June labour report • Nvidia’s rebound and
Key Takeaways: Alphabet Posts Surging Google Cloud Growth as AI Demand Accelerates Key Takeaways: • Alphabet reported an 82 percent jump in Google Cloud revenue to 24.8 billion dollars for the quarter ended June. • The performance outpaced analyst expectations and highlighted rising global demand for AI‑ready clou