Funding, valuations & deals · US
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Sci & Tech · United States
Australian Financial ReviewAUSource has a paywall
The AI sector has a big, Jensen Huang-shaped hole to fillThe Nvidia founder’s demise is a news story packed with drama, but it could have an unhappy ending…
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Markets · Brazil
MarketWatchUSSource has a paywall
Midterm elections provided the hyperscalers with the excuse they needed to cut back on spending, says Jefferies strategistIf the AI capex narrative is losing momentum then Jefferies strategist Chris Wood can recommen some sectors …
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Business
CNASGState media
Cerebras shares surge as surprise profit, forecast raise ease AI spending worries