Nvidia's soaring valuation and record capital return programs reflect explosive market demand for AI processors, while major cloud providers like Amazon explore alternative financial structures to secure supply amid constraints.
6 stories · since Sep 28
Australia's Firmus Grid pulls back its $5.5 billion listing and weighs a private round instead, a fresh warning sign for AI infrastructure funding.
Nvidia's board boosted its repurchase authorization by $150 billion, the largest single buyback increase in corporate history, as the chip giant's stock trades near a decade-low valuation.