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Amazon will invest €16 billion in Germany in 2027, supporting data center and AI infrastructure.The investment will also support satellite connectivity through Amazon Leo, logistics expansion, and new Prime Video
Ahead of Meta's Q3 earnings, Patrick Moorhead praises its Nvidia-powered Prometheus cluster while analysts eyeball Muse AI monetization.
Amazon released TorchNeuron, an open-source software tool that allows PyTorch code to run on AWS Trainium chips with minimal changes, challenging Nvidia's market dominance. Amazon stock surged 5% on the announcement. Meanwhile, Karooooo's shares fell 8% despite strong subscriber growth due to lower-than-expected earnings and unchanged guidance. Netflix and SpaceX are set to report earnings, with Netflix focusing on ad revenue growth and SpaceX on AI spending efficiency. MercadoLibre continues expanding in Latin America with heavy investments in shipping and payments.
Anthropic, an AI company, could go public as soon as November 2026, which is expected to be positive news for AI stock investors. The article suggests that Anthropic's success is important to the entire AI ecosystem.
Taiwan Semiconductor Manufacturing is in a strong position with more demand than it can currently serve. Management is upgrading its forecast amid soaring demand for AI chips, and the company is spending up to $64 billion this year, which is viewed as positive news for investors.