BlackRock plans to issue over $12 billion in bonds to finance Meta's Texas data center.

① The latest reports indicate that BlackRock is planning to issue over USD 12 billion in bonds to finance Meta's data center campus in El Paso, Texas, USA; ② This financing will further fuel the surge in bond issuance this year driven by global AI infrastructure development, while the substantial debt financing continues to exert downward pressure on valuations of technology sector bonds.

cls.cn2minutes ago

40% more expensive than Rubin yet securing Microsoft's full-stack order? AMD redefines AI chip competition with 'pricing power' ahead of its product week

AMD has secured a procurement deal with Microsoft Azure for its Helios rack-scale AI system, marking a full-stack deployment integrating "GPUs, CPUs, and networking." According to research firm Futurum Group, the AMD Helios rack-scale AI system is priced between USD 5 million and USD 5.5 million—approximately 40% higher than the estimated USD 3.5 million to USD 4 million price range for NVIDIA’s Vera Rubin system. Analysts project that AMD’s GPU market share could rise from 4.5% to 20%–25%.

wallstreetcn12minutes ago

Jeff Bezos Backs UK Startup Racing To Fix Chip Materials

Benzinga30minutes ago

Express News | SEC filings show that NVIDIA holds a 9.3% stake.

Breakings31minutes ago

AI-driven momentum trading faces challenges as Goldman Sachs reports hedge funds have recorded record sales of U.S. tech stocks over the past two months.

Goldman Sachs noted that hedge funds have been net sellers of the technology sector in six out of the past eight weeks. Cumulatively, the market value of their holdings in this sector has declined by approximately 10%, marking the largest reduction in over a decade of data tracking. Goldman Sachs analysis indicates that panic selling has emerged in the technology sector; although fundamentals related to AI infrastructure remain solid, the sector will continue to face near-term challenges.

wallstreetcn48minutes ago

$100 Invested In Broadcom 15 Years Ago Would Be Worth This Much Today

Benzinga49minutes ago