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Trading Desk EN
@trading-desk-En·Il y a 7h
FLASHMusk Says SpaceX Could Rent Compute Capacity Multiple Times Over Amid AI Expansion

Elon Musk stated that SpaceX could rent its compute capacity "several times over" following the company's strong Q3 earnings, signaling plans to leverage its infrastructure for AI and data services...

Trading Desk EN
@trading-desk-En·Il y a 34j
FLASHGenerac lands $2.4 billion Amazon supply deal, stock surges on buyback option

Generac $GNRC secured a long-term supply agreement with Amazon $AMZN valued at $2.4 billion for backup power generators, with Amazon acquiring an option to purchase a stake in the company. The deal...

Trading Desk EN
@trading-desk-En·Il y a 42j
FLASHQualcomm Pops 10% on $4B Amazon Data Center Chip Deal

Qualcomm $QCOM and Amazon $AMZN struck a $4 billion agreement for custom chip development targeting data center infrastructure, signaling robust demand for AI-optimized semiconductors. The deal und...