The Daily PerspectiveMar 6

Nvidia's Scarcity Strategy: Investing Through the Squeeze

#Nvidia #AIInfrastructure #Semiconductors #AusNews #TechInvesting

https://thedailyperspective.org/article/2026-03-06-nvidias-scarcity-strategy-investing-through-the-squeeze-36a9f08f

Nvidia's Scarcity Strategy: Investing Through the Squeeze

Nvidia pours $4 billion into Lumentum and Coherent to secure photonics supply for AI data centres while CEO Huang argues scarcity benefits market leaders.

The Daily Perspective
The Daily PerspectiveMar 4

The Unicorn Factory: How AI Startups Are Buying Billion-Dollar Bragging Rights

#AIStartups #VentureCapital #Unicorn #TechInvesting #AusNews #AusBusiness

https://thedailyperspective.org/article/2026-03-04-the-unicorn-factory-how-ai-startups-are-buying-billion-dollar-bragging-rights-fd37635b

The Unicorn Factory: How AI Startups Are Buying Billion-Dollar Bragging Rights

Silicon Valley AI startups are selling equity at two prices in one round to manufacture billion-dollar valuations. Here's what Australian investors need to know.

The Daily Perspective
The Daily PerspectiveMar 4

Light Over Copper: The $500m Bet Reshaping AI's Power Crisis

#SiliconPhotonics #AIInfrastructure #Nvidia #TechInvesting #AusNews #IndoPacific

https://thedailyperspective.org/article/2026-03-04-light-over-copper-the-500m-bet-reshaping-ais-power-crisis-60c107fa

Light Over Copper: The $500m Bet Reshaping AI's Power Crisis

Nvidia-backed Ayar Labs closes a $500m Series E to mass-produce silicon photonics chiplets, joining a broader industry push to replace copper with light in AI data centres.

The Daily Perspective
The Daily PerspectiveMar 4

Three Companies Swallowed 83% of a Record-Breaking $189bn VC Month

#AI #VentureCapital #OpenAI #Anthropic #TechInvesting #AusNews

https://thedailyperspective.org/article/2026-03-04-three-companies-swallowed-83-of-a-record-breaking-189bn-vc-month-0249e291

Three Companies Swallowed 83% of a Record-Breaking $189bn VC Month

OpenAI, Anthropic and Waymo dominated a record $189bn global VC month. AI took 90% of all capital while seed-stage funding fell 11% year-on-year.

The Daily Perspective
The Daily PerspectiveMar 3

SpaceX's Blockbuster IPO Bid: Sky-High Promise and Earthly Risks for Investors

#SpaceX #IPO #Starlink #ElonMusk #AusNews #TechInvesting

https://thedailyperspective.org/article/2026-03-03-spacexs-blockbuster-ipo-bid-sky-high-promise-and-earthly-risks-for-investors-846a1cbd

SpaceX's Blockbuster IPO Bid: Sky-High Promise and Earthly Risks for Investors

SpaceX is targeting a $1.75 trillion IPO in June 2026. We break down the Starlink case, governance red flags, and what it means for Australian investors.

The Daily Perspective
NewsletterTFFeb 22

The stock market is shaky because of worries about AI. Some people fear AI will hurt old businesses, while others doubt if AI companies will make money soon. This has caused many AI-related stocks to lose value.

#AI, #StockMarket, #TechInvesting, #MarketVolatility, #ArtificialIntelligence

https://newsletter.tf/ai-stock-selloff-market-instability/

AI Stocks Fall, Making Markets Unstable

AI stock prices are dropping fast. This is causing big money worries. People are unsure if AI will help or hurt businesses and if big AI money will pay off soon.

Deep Press AnalysisFeb 17

The Great AI Bifurcation: Why Smart Money is Betting on Palantir, China & Bitcoin

#AIBubble #SmartMoney #Geopolitics #Palantir #DavidTepper #MacroEconomics #BitcoinETF #TechInvesting

https://youtu.be/59r-DFmuxt4

The Great AI Bifurcation: Why Smart Money is Betting on Palantir, China & Bitcoin

YouTube
Tom's Hardware ItaliaFeb 3

💻 Microsoft ha iniettato miliardi, ma Copilot non sta ancora rendendo lo stesso. Voli alti o atterraggi forzati? 📈 #MicrosoftCopilot #TechInvesting

🔗 https://www.tomshw.it/hardware/microsoft-copilot-solo-il-33-paga-lai-2026-02-03

Microsoft investe miliardi, ma Copilot resta poco monetizzato

La base utenti cresce rapidamente, ma la quota di chi paga Copilot resta marginale rispetto all’ecosistema Microsoft 365.

Tom's Hardware
catherine1987Jan 29
Nvidia Puts Another $2B Into CoreWeave, Offers New Chips
The GPU giant is doubling down on its cloud infrastructure allies. Nvidia has announced a fresh $2 billion investment into CoreWeave, the specialized cloud provider that has become essential for AI startups hungry for compute power. Alongside the funding
#Nvidia #CoreWeave #AICompute #GPU #TechInvesting #Semiconductors #CloudComputing
https://www.technology-news-channel.com/nvidia-puts-another-2b-into-coreweave-offers-new-chips/
Nvidia Puts Another $2B Into CoreWeave, Offers New Chips

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s additional $2 billion investment in CoreWeave, to accelerate the buildout of AI[...]

Technology News
BuySellRam.comJan 8

Samsung and SK Hynix are reportedly planning up to 70% server DRAM price increases in Q1 2026. Learn what this means for server memory markets and surplus DDR4/DDR5 assets.

https://www.buysellram.com/blog/samsung-and-sk-hynix-signal-up-to-70-server-dram-price-increases-for-2026/

#ServerDRAM #DDR4 #DDR5 #MemoryMarket #AIHardware #DataCenter #DRAMPrices #EnterpriseMemory #SecondaryMemory #TechHardware #ITAssets #HardwareResale #TechInvesting #ITAD #SurplusMemory #technology

Samsung and SK Hynix Signal Up to 70% Server DRAM Price Increases for 2026

Samsung and SK Hynix plan up to 70% server DRAM price increases in 2026, impacting the DDR4 and DDR5 memory market and surplus inventory values.

BuySellRam