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Potential $2 Trillion-Plus IPO Supports Robust AI Infrastructure Spending, Wedbush Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2671788739","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671788739?lang=en_us&edition=fundamental","pubTime":"2026-09-30 22:34","pubTimestamp":1790778850,"startTime":"0","endTime":"0","summary":"Anthropic's planned initial public offering, which could potentially value the company at more than $2 trillion, supports the view that artificial intelligence infrastructure spending will remain robust for the foreseeable future, Wedbush said in a Tuesday note.The Amazon-backed  AI company plans to spend $518 billion on computing and infrastructure in the coming years, according to the note.Under long-term infrastructure service obligations, Anthropic projects to spend $111.1 billion with Alphabet's , $110 billion with Amazon, and $31.4 billion with Microsoft , under long-term infrastructure service obligations over the next seven to 10 years, the note said.Further, Anthropic has commitments of about $161.2 billion to Broadcom  for equipment leases and agreements with xAI potentially resulting in up to $84.5 billion of spending for Nvidia-based  computing capacity through 2029, Wedbush said, citing Reuters.Anthropic's initial public offering is likely to be pushed back until after 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Stock Falls Again Because so Much Depends on OpenAI","url":"https://stock-news.laohu8.com/highlight/detail?id=2671007472","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671007472?lang=en_us&edition=fundamental","pubTime":"2026-09-30 22:01","pubTimestamp":1790776860,"startTime":"0","endTime":"0","summary":"Cerebras Systems stock has had a rough time since its much-hyped initial public offering earlier this year. Fears that it could lose some of its OpenAI business to Nvidia aren't helping.Cerebras 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the History of Electric Wires Can Teach Us About the Data Center Backlash","url":"https://stock-news.laohu8.com/highlight/detail?id=2671202204","media":"InvestorPlace","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671202204?lang=en_us&edition=fundamental","pubTime":"2026-09-30 20:54","pubTimestamp":1790772840,"startTime":"0","endTime":"0","summary":"What can the electric wire panic of 1889 teach investors about today’s data center backlash? 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Jensen Huang Set to Take On Role at Tsinghua University","url":"https://stock-news.laohu8.com/highlight/detail?id=1125919503","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1125919503?lang=en_us&edition=fundamental","pubTime":"2026-09-30 20:52","pubTimestamp":1790772775,"startTime":"0","endTime":"0","summary":"In an unexpected development, Jensen Huang and his niece are reportedly heading to Tsinghua University to \"go to work.\"At the end of September, the Tsinghua University School of Economics 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Packard Enterprise Secures $1.2 Billion Vultr Order for AMD Helios Systems; Shares Rise Pre-Bell","url":"https://stock-news.laohu8.com/highlight/detail?id=2671620174","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671620174?lang=en_us&edition=fundamental","pubTime":"2026-09-30 20:16","pubTimestamp":1790770562,"startTime":"0","endTime":"0","summary":"Hewlett Packard Enterprise  said Wednesday that it has secured a $1.2 billion order from Vultr to deploy AMD Helios AI Rack by HPE systems at its cloud data centers in the United States.The company said the order marks its first for the new AMD Helios system.Hewlett Packard Enterprise said it and Advanced Micro Devices  will support Vultr in meeting service provider and enterprise demand for model training and inference workloads at Vultr's AI data centers.Shares of the company were up 4.8% in Wednesday's premarket 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Release: LG Innotek Accelerates Corporate Transformation Driven by Semiconductor Substrates and Physical AI","url":"https://stock-news.laohu8.com/highlight/detail?id=2671201520","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671201520?lang=en_us&edition=fundamental","pubTime":"2026-09-30 20:00","pubTimestamp":1790769600,"startTime":"0","endTime":"0","summary":"--  Building stable earnings resilience with semiconductor substrates","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["USD","SOXS","SMH","SMHU","FTXL","SOXY","BK4585","CHPS","ARTY","BK4535","LCLG","XSD","AGIX","CHPY","AIPO","DYNI","SMHX","SOXX","QQH","SSG","FNGO","VTHR","CLCG","QQQP","BKIV","BERZ","SOXQ","QTOC","BK4588","CHAT","VGT","FWD","PSI","SOXL","TEKX","TECY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671209011","title":"It's Inflation Day and the Stock Market is on Edge","url":"https://stock-news.laohu8.com/highlight/detail?id=2671209011","media":"Dow Jones","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671209011?lang=en_us&edition=fundamental","pubTime":"2026-09-30 19:53","pubTimestamp":1790769180,"startTime":"0","endTime":"0","summary":"Good morning and happy PCE day.And it's the anticipation of the central bank's closely-watched inflation gauge, the personal consumption expenditures index, that has the market on edge. However there was some positivity from New York Fed President John Williams saying last night \"there is no need for urgency,\" signaling he thinks the next rate increase can wait.But be warned the PCE report will need some interpreting. Megan Leonhardt explains that the way the government is measuring several prices is changing so the big takeaway for the next inflation report will be less clear cut.Micron, which posts earnings after the bell, was one of the biggest movers before the market opened along with Cal-Maine, which fell as much as 7.7%. Remember the high egg prices of last 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