Palantir and Nebius Partner to Deliver a Complete Sovereign AI Stack to Palantir Customers
Palantir names Nebius its preferred sovereign AI infrastructure partner, bringing Nebius compute and inference inside the Palantir perimeterStrategic partnership based on shared vision that open
Neocloud Stocks Jumped on Sept. 8, Led by CoreWeave's 12% Gain — Here's Why
U.S. Automotive and Industrial Technology: Key Highlights from Day 1 of the 2026 Communacopia + Technology Conference
Key Takeaways: Strong Data Center Demand; Supply Chain Becomes Growth Bottleneck Demand for data centers remains robust, with order backlogs at companies such as Vertiv pointing to broad-based growth. Multiple participating companies—including Google, NEBIUS, Celestica, and Broadcom—expressed similar views, with some noting that demand has extended into 2028. However, supply chain readiness and component availability remain key constraints on the pace of growth. Vertiv emphasized that it has significantly invested in capacity across various product lines, such as Coolant Distribution Units (CDUs), and has taken measures to better manage converged infrastructure.
Is AI computing power perpetually insufficient? IREN CEO: Supply curve struggles to keep up with demand
① The CEO of IREN stated that global computing power supply may never keep pace with AI demand, noting that the current boom in AI data center construction differs fundamentally from past investment cycles; ② IREN has transformed from a cryptocurrency mining company into a new cloud computing firm backed by NVIDIA, raising approximately $19 billion over the past 12 months for AI infrastructure development.
OpenAI’s enterprise business shows “strong momentum,” with CFO reporting a 32% month-on-month growth in July
OpenAI's enterprise business growth momentum is accelerating further. According to CNBC, OpenAI Chief Financial Officer Sarah Friar stated at a Goldman Sachs conference that the company's enterprise business has recently performed "very strongly." She revealed that OpenAI's overall annualized revenue run rate increased by 20% month-on-month from June to July, with the enterprise business growing by 32% month-on-month in July. Friar noted that while OpenAI's consumer business is also growing at a "quite robust pace," the performance of the enterprise business is more prominent. Enterprise customers are becoming an important driver of OpenAI's commercial expansion.
NEBIUS Options Spot-On: On September 8th, 308K Contracts Were Traded, With 1.42 Million Open Interest
On September 8th ET, $NEBIUS(NBIS.US)$ had active options trading, with a total trading volume of 308K options for the day, of which put options accounted for 41.57% of the total transactions, and
Express News | The three major U.S. stock indices closed lower collectively, while AI computing power leasing providers and the optical communication sector surged.
The three major U.S. stock indices closed lower collectively, with the Dow Jones Industrial Average falling 1.17%, the Nasdaq Composite declining 0.32%, and the S&P 500 Index dropping 0.58%. The optical communication sector saw significant gains, with Lumentum rising over 11%, Corning up more than 7%, and Coherent increasing by over 7%. AI computing power leasing providers also advanced, with CoreWeave surging more than 11% and NEBIUS climbing over 7%. Intel rose more than 9% as the company plans to raise prices for PC CPUs by 10%. Novartis AG fell over 13% after encountering its third clinical trial setback within a week.
OpenAI Releases ChatGPT Images 2.5: Generation Speed Increased by Up to 50%, AI-Powered Editing Offers Precise Control
The new Sketch feature enables AI to generate complete images from sketches drawn directly by users in ChatGPT. New templates help users quickly create common visual content, such as posters and product images. Users can add comments directly on images and circle areas requiring modification, allowing the AI to alter only specified sections without the need to repeatedly rewrite prompts. OpenAI has also launched the GPT-Image-2.5 Flare and GPT-Image-2.5 Sunburst API models for developers; the former prioritizes speed, while the latter targets professional creative workflows.
Update: Nebius Shares Rise After Partnership With Palantir
(Updates with the latest Nebius stock price movement in the headline and the first paragraph.)Nebius (NBIS) shares rose 9% in Tuesday trading after the company partnered with Palantir Technologies (
Nebius Shares Rise Nearly 7% After Key Trading Signal
Nebius Group NV (NASDAQ:NBIS) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and
Performance Matches Competitors Yet Prices Rise 2.5-Fold Against the Trend: Can OpenAI’s “Pay-for-Performance” Model Break Through Corporate Spending Ceilings?
GPT-6 Astra tied for first place with Claude Fable 5.1 in independent evaluations. While their performance is comparable, their pricing strategies diverge sharply: Astra set its API unit price at 2.5 times that of its predecessor, whereas Fable 5.1 reduced the price for cache hits by 75% compared to the previous generation. Analysts suggest that OpenAI’s long-term intention is to shift from a "pay-per-token" model to a new business model based on "pay-for-performance."
Palantir Wants to Kill the 'Pay-Per-Token' AI Economy
Every AI prompt comes with a cost. For most enterprises, that means paying third-party providers every time employees use a model — without ever owning the intelligence those interactions create.
Technology stocks rose in the afternoon session.
On Tuesday afternoon, technology stocks rose, with the State Street Technology Select Sector SPDR ETF (XLK) gaining 0.5% and the State Street SPDR S&P Semiconductor ETF (XSD) advancing 1.4%.The
Tesla Cybercab Vs. Uber: Who Wins the Robotaxi Race?
Tesla Inc's (NASDAQ:TSLA) Cybercab has finally moved from concept to commercial service, but its biggest competitor isn't another automaker—it's Uber Technologies, Inc. (NYSE:UBER). While Tesla is
Stocks Making the Biggest Moves Midday: Amgen, Qualcomm, Expedia, CoreWeave & More
Here are some of the companies making headlines in midday trading.
Update: US Equity Indexes Fall as Strikes on Saudi Arabian Energy Sites Send Crude Oil Higher
(Updates with index/price moves, comments and company/geopolitical news from the first paragraph.)US equity indexes declined as an Iran-backed militia group's attack on Saudi Arabian energy sites
Intel Leads Chip Stocks Higher as Broader Market Dips to Start Trading Week
Trending Stocks Today | Nuran Wireless Soars 121.97%
September 8th - US stocks trending in regular trading hours.Gainers: $Nuran Wireless(NUR.US)$ soars 121.97% to $3.93 with a turnover of $131.56 million. $CoreWeave(CRWV.US)$ jumps 15.28% to $103.02
Express News | Nebius Shares up 6.2% After Palantir Names Co Preferred Sovereign AI Infrastructure Partner
With tech giants pouring massive capital into AI, is the return on investment actually viable?
Morgan Stanley estimates that return on capital across different AI business models is attractive: providing API services with proprietary computing power can reach up to 46%, cloud providers leasing GPUs achieve approximately 31%, and those relying on third-party computing power see returns of around 25%. Meanwhile, after the capital expenditures of the four major cloud providers are projected to rise to $1.47 trillion in 2027, their growth rate is expected to decline to approximately 12% in 2028. AI investment is shifting from a focus on computing capacity to commercialization.