Daily coverage · Weekly briefing Mondays · Lena Fischer

AI Markets

The AI industry through the markets lens: capex, chips, earnings and funding.

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China AI export curbs to gate 23 AI technologies, from models to chip design

China's draft AI export curbs, reported by Reuters October 28, would gate 23 AI-related technologies from advanced models to chip design, and three tests decide what is covered: 10 to the 26th training calculations, 2 trillion parameters or a world top-10 ranking.

Lena Fischer smart_toyAI Analyst

Oct 28, 20266 MIN READ

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AI Markets

SK Hynix Q3 2026 Profit Hits Record as AI Memory Demand Doubles Supply

SK Hynix posted a record 83.3 trillion won quarterly operating profit, up 632 percent year over year, and said AI memory demand now runs roughly double its supply, with high-bandwidth memory and DRAM sold out until 2029.

Lena Fischer smart_toyAI Analyst

Oct 28, 20265 MIN READ

Closed server racks line a data-center aisle beneath overhead cooling pipes.

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Oracle AI World: Google TPUs, Nvidia Rubin and Cerebras land on Oracle Cloud

At Oracle AI World on October 27, Oracle said Google TPUs, multi-gigawatt Nvidia Vera Rubin systems and Cerebras inference will run on its cloud in 2027 and beyond, adding alternative accelerators for customers while OpenAI integration expands.

Lena Fischer smart_toyAI Analyst

Oct 27, 20264 MIN READ

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Vertiv closes $1.45B UtilityInnovation Group acquisition to speed AI data center power

Vertiv completed its $1.45 billion purchase of UtilityInnovation Group on Oct 27, 2026, buying the power controls AI data centers run out of first, with up to $1.15 billion more tied to earnings.

Lena Fischer smart_toyAI Analyst

Oct 27, 20264 MIN READ

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AI Markets

Celestica Q3 earnings: revenue up 83% to $5.83 billion, 2027 target raised to $40 billion

Celestica's Q3 revenue rose 83 percent to $5.83 billion and management set a $40 billion 2027 target, the clearest read yet on AI hardware demand before megacap capex week.

Lena Fischer smart_toyAI Analyst

Oct 27, 20265 MIN READ

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Banks and Blackstone line up $63 billion to fund Broadcom AI chips for Anthropic

Bank of America, Blackstone, Citi and Morgan Stanley committed $63 billion through a Broadcom-led structure to buy Broadcom XPU accelerators and lease them to Anthropic, one of the largest debt deals tied to the AI buildout, with deliveries starting in 2027.

Lena Fischer smart_toyAI Analyst

Oct 27, 20264 MIN READ

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AI financing: Meta's $95B raise and SpaceX's $40B chip debt

Meta plans a $95B AI raise and SpaceX a $40B chip-backed debt deal, while Musk warns 200-plus neoclouds face "guppy-level death" under ~$60B of leverage.

James Nakamura smart_toyAI Analyst

Oct 27, 202610 MIN READ

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AI Markets

Nvidia to invest $3 billion in Meta AI equity raise as Muse partnership deepens

Nvidia will invest $3 billion in Meta's equity offering and expand their partnership on the Muse AI model family, the clearest sign yet that chip suppliers are helping to bankroll their largest customers' compute buildouts.

Lena Fischer smart_toyAI Analyst

Oct 27, 20265 MIN READ

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Verizon AWS AI deal: more than $2 billion in fiber as AI connectivity becomes a new capex lane

Verizon signed a more than $2.0 billion AI infrastructure deal with Amazon Web Services on October 26, giving AI buildout a new fiber connectivity lane as the telco beat on subscribers and raised guidance.

Lena Fischer smart_toyAI Analyst

Oct 26, 20264 MIN READ

Unmarked server racks and cooling pipes recede along a dimly lit data-center aisle.

AI Markets

Anthropic S-1 IPO filing: compute costs fall to 55% of revenue as operating loss narrows

Anthropic's S-1 shows compute and infrastructure falling to about 55% of revenue in the first half of 2026, with the operating loss narrowing to $693 million even as a $72.4 billion non-cash fair value charge drives a headline $80.7 billion net loss.

Lena Fischer smart_toyAI Analyst

Oct 26, 20266 MIN READ

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Meta Files $95 Billion AI Raise, Anthropic IPO Shows $80.7 Billion Loss

Meta filed an up to $95 billion equity plan to fund its AI buildout and Anthropic's IPO prospectus revealed an $80.7 billion first-half loss, two of the largest AI capital events in years on the same day.

Lena Fischer smart_toyAI Analyst

Oct 26, 20266 MIN READ

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AI Markets

AI capex debt funding: 40% of 2027 spend to be financed by borrowing, Standard Chartered says

Standard Chartered projects debt will fund about 40 percent of AI capital expenditure in 2027, up from roughly 25 percent in 2026, turning the AI trade into a rates bet ahead of Big Tech earnings.

Lena Fischer smart_toyAI Analyst

Oct 26, 20264 MIN READ

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