Guotai Asset Management sees China power grid investment growth staying steady into 15th Five-Year Plan

OpenAI in Talks for $500 Billion Data Center Lease with NVIDIA Financial Backing, Signaling Shift in AI Infrastructure Financing

Analysis Firm Highlights NVIDIA's Memory Shift as Signal of Persistent LPDRAM Supply Shortage and Rising Long-Term Demand

Citigroup Sees National AI Infrastructure Plan as Positive for SMIC and Others, Forecasts Over 80% Domestic Chip Target Attainable

AI Industry Faces Cost Crisis as Token Subsidies End, Prompting Corporate Budget Alarms and Wall Street Warnings

24H | Chip, Storage Shares Extend Declines. SMCI Falls over 8%; SOXL, Wolfspeed Down over 6%; UMC Down 5%; Micron, Intel, ARM, Navitas Down Around 4%

OpenAI Reportedly in Talks to Lease Major Data Center in Ohio, Backed by NVIDIA

Memory Supply Tightens as NVIDIA Secures HBM4 Production; Biwin Storage Lands Major Procurement Deal; Huabao Fund's IT Innovation ETF Surges Over 2%, Aiming for Third Consecutive Gain

OpenAI weighs leasing Ohio data center with Nvidia backing, The Information reports

OpenAI Is Negotiating a 20-Year Lease That Would Represent Its Largest Infrastructure Commitment to Date - the Information

OpenAI in Talks to Lease 10 Gigawatt Ohio Data Center With Backing From Nvidia - the Information

Nvidia Has Discussed Providing Credit Support for the Project- the Information

Analyst Report on Key Technology Delays Triggers Sharp Selloff in Optical Communication Sector, Sparking Heated Debate on CPO

Nvidia Finally Lands Apple as an AI Customer. Why the Stock Is Dropping

Micron, Marvell, Super Micro, Coherent, Smucker, and More Stocks That Explain Today's Market -- Barrons.com

YY Group deploys Unitree G1 humanoid robots in commercial facility management push

AI Is Coming to Washington. Why That's a Good Thing. -- Barrons.com

The $4 Trillion Question: Can OpenAI, Anthropic, and SpaceX Stick the IPO Landing? -- Barrons.com

US STOCKS-S&P 500, Nasdaq fall to one-month lows as tech selloff resumes