CFO Nitin Agrawal remarked on the August earnings conference call that CoreWeave's "growth continues to be capacity-constrained, with demand outstripping supply." This is evident from the fact that its contractual backlog increased by close to $14 billion year over year in Q2, driven by the multibillion-dollar contracts the company signed in the quarter.In a filing with the Securities and Exchange Commission (SEC), CoreWeave pointed out that "Nvidia is obligated to purchase the residual unsold capacity" of ...

Eli Hiller / The Washington Post via Getty Images Soaring AI use has fueled a boom in demand for data centers in recent years. Key Takeaways AI data center developer Fermi America filed earlier this week to go public as a real estate investment trust, a form of equity that differs in important ways from other stock investments. Data center REITs, despite being key facilitators of the AI boom, have not delivered the kind of eye-watering stock market returns of other AI infrastructure investments. Long ...

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Getty ImagesSeeking Alpha News Quiz Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the newest Seeking Alpha News Quiz and see how you stack up against the competition. Good morning! Here is the latest in trending:Next round: President Trump has announced sweeping new tariffs on furniture and heavy trucks. There will also ...

1193:02:47,286 --> 1193:02:56,656 All [Music] right, good afternoon and welcome to Market Domination. I'm Miles Alvin live from our New York City headquarters. Newly installed Fed Governor Steven Myron is outlining reasons why he thinks interest rates remain too high and Nvidia says it plans to invest up to hundred billion in open AI to build out data centers.There's just under an hour to go until the closing bell. Stocks uh higher across the board to begin this week. Yahoo Finances Jared Blickery is standi ...

Nvidia just announced plans to invest up to $100 billion in OpenAI to help build AI data centers. The deal between the two companies will create 10 gigawatts of AI data centers using Nvidia's chips (which OpenAI needs for the computer to power its AI). This deal sounds pretty sweet to Wall Street — Nvidia's stock jumped 4% after it was announced. But it's also a lot of money — and gigawatts. For comparison, the 10 gigawatts Nvidia plans to invest are as much as it expects to ship all year.But it's also jus ...

Bitcoin (BTCUSD) mining stocks are turning out to be some of the biggest winners in the current climate. Several of them are posting exceptional gains and are dwarfing BTC's own performance. BTC is essentially flat over the past month, but several mining stocks have surged 30-150% in this timeframe. This could be a part of a broader shift where investors pile into these companies for sharper gains. Crypto mining companies have been left in the dust by Bitcoin and the broader crypto market due to their ine ...

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Market update : Stocks are higher on Monday, overcoming a soft open. But once again, the largest companies are driving the action, with the market-weighted S & P 500 outperforming the Invesco S & P 500 Equal Weight ETF . The data center trade got a boost after Nvidia and OpenAI announced a massive strategic partnership to build and deploy ...

Nvidia (NASDAQ:NVDA) intends to invest up to $100B in Microsoft (NASDAQ:MSFT)-backed OpenAI progressively to build and deploy at least 10 gigawatts of AI data centers with Nvidia systems. The companies entered a strategic partnership to deploy at least 10 gigawatts ...

美联储利率决议 - 美联储宣布首次降息25个基点 将利率从525-550基点区间下调至500-525基点区间 此次降息被美联储主席鲍威尔称为"风险管理措施"和"保险性降息" [1][4][5] - 鲍威尔强调降息并非预设路径 暗示市场不应预期在10月至明年上半年期间还会有六次降息 对劳动力市场表示担忧 指出就业市场正在软化 [1][3][9] - 点阵图显示委员会对年底利率预测存在分歧 六名成员认为不需要进一步降息 九名成员预计还会有两次降息 预计年底利率中值为36% 意味着可能还有一至两次降息 [6][7][11] 芯片行业重大合作 - 英伟达向英特尔投资50亿美元 获得4%股份 两家公司宣布合作建设新的人工智能数据中心 开发搭载RTX显卡的CPU和PC芯片 [1][2] - 此交易导致英特尔股价上涨25% AMD股价下跌约5% 分析师认为英伟达通过此次合作获得了在PC领域对抗AMD和苹果的能力 进一步巩固了其在AI芯片领域的主导地位 [1][2] - 交易尚需获得监管批准 合作初期不会立即在英特尔工厂生产高端芯片 但将帮助英特尔提升制造能力 并为英伟达带来PC市场的新机遇 [2] 科技行业竞争格局 - Meta在Connect活动中发布多款新硬件 包括搭载人工智能的智能眼镜 试图挑战苹果在智能手机市场的主导地位 [1][3] - 分析师认为苹果仍具有优势 拥有超过20亿台的全球设备安装基数 消费者可能仍会优先选择苹果设备来使用人工智能服务 特别是谷歌反垄断诉讼被驳回后 苹果可能选择与优质伙伴合作 [3] - IBM认为人工智能投资正处于透明化阶段 未来三到五年数据中心将陆续投入使用 企业将从独立AI解决方案转向更连贯、更统一的企业级AI解决方案 预计到本十年末量子计算将成为重要组成部分 [23][24][25] 市场反应与板块表现 - 美联储决议后股市开盘上涨 纳斯达克指数上涨08% 标普500指数上涨04% 道指基本持平 美元指数从三年半低点反弹 但仍低于100心理关口 黄金期货从纪录高点小幅回落 比特币突破117000美元 策略师关注118000-120000美元关键技术位 [1] - 利率敏感型板块开始表现优异 包括金融股、小盘股(罗素2000和标普600)、住宅建筑商以及住房相关公司(家得宝、劳氏、Wayfair、Rocket Mortgage和Opendoor) 30年期固定利率抵押贷款下降 抵押贷款申请增加 显示住房市场开始解冻 [2] 经济数据与投资影响 - 劳动力市场明显软化 非农就业报告显示每月新增就业岗位仅为25000-50000人 部分原因是移民管控政策导致劳动力供应问题 经济学家认为即使每月新增20000-50000个岗位 经济仍可保持健康 但经济动态正在发生变化 [2][3] - 芯片制造投资已经开始体现在经济数据中 本季度约有300亿美元的有形投资 预计下周耐用品订单数据将显示电子产品和资本货物组成部分同比增长 主要得益于投资活动增加 [2][3] - 美国正通过芯片法案推动国内芯片制造 减少对全球供应链的依赖 政府认为芯片对国家安全至关重要 现代导弹包含300多个芯片 国防装备制造需要国内芯片生产能力 [17][18][21]

核心观点 - 多家大型科技公司在AI驱动增长的同时宣布裁员 反映行业通过削减人力成本来应对AI高额投入的战略转型 [1][2][7] 行业裁员态势 - 科技行业成为今年裁员最严重领域之一 裁员规模仅次于政府部门 [3] - 科技职位招聘列表在2022年达到峰值后出现逆转趋势 [3] - 包括微软、亚马逊和谷歌母公司Alphabet在内的多家科技巨头近期裁员 尽管收入保持增长 [3] 企业具体案例 - 甲骨文因AI驱动积压订单激增推动股价创历史新高 但数周前裁员数百人以控制成本 [3][7] - 亚马逊CEO安迪·贾西向员工表示 预计AI将导致公司以更少总人力运营 鼓励员工掌握AI工具 [6][7] - 多家科技巨头在投入数十亿美元进行AI扩张的同时 通过裁员来降低成本 [7] AI投资影响 - 科技公司对AI数据中心和英伟达等芯片制造商硬件的激增支出是裁员因素之一 [4] - AI支出推动科技领导者削减其他领域成本 通过裁员或放缓招聘缓解利润率压力 [5] - 部分公司预期因AI技术而减少劳动力需求 [5] 就业市场展望 - 高盛经济学家估计美国约6%至7%工作岗位可能被AI取代 [6] - 历史表明节约劳动力的技术进步带来的岗位替代效应往往在两年后消退 [6]