WS #14259
Nvidia invests $1.5B in SB Energy for OpenAI data center, Micron surges on memory demand, and HIVE signs $350M GPU cloud deal, reinforcing AI capex boom. Berkshire adds ~$17B to Alphabet and 44% to Delta Air Lines, signaling confidence in tech and airlines.
AI Infrastructure Financing and Chip Demand
Nvidia invests $1.5B in SB Energy for OpenAI data center, Micron surges on memory demand, and HIVE signs $350M GPU cloud deal, reinforcing AI capex boom.
Berkshire adds ~$17B to Alphabet and 44% to Delta Air Lines, signaling confidence in tech and airlines.