Bloomberg
02 de novembro de 2026 às 07:04Fato · trecho publicado por Bloomberg
Hyperscaler valuations look attractive after the recent AI unwind as the market prices in a shorter AI cycle than is likely to play out, according to Gerry Fowler, chief European equity strategist and head of derivatives at UBS AG.Notícia de terceiros selecionada e classificada automaticamente pela MTX. O título e o trecho são do veículo de origem; a MTX não reproduz a matéria.
Infraestrutura· Inteligência artificial
Election Raises Hurdle for Data Center IPOs After Peers TumbleA flash of anger from voters toward artificial intelligence infrastructure raised the bar for IPO candidates providing computing power to fuel the technology’s surging growth.Bloomberg
Tecnologia· Inteligência artificial
The Download: Texas’s fragile AI boom and energy policy shiftsThis is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology. Texas was the new epicenter of the AI data center buildout. That might be kaput. Texas is the…MIT Technology Review
Tecnologia· Inteligência artificial
Bitcoin miner Riot could pay Anthropic 12% interest under $28 billion AI dealRiot has sold most of its bitcoin to fund its move into data centers. Its latest agreement gives Anthropic a way to finance part of the build and collect interest through rent deductions.CoinDesk
Infraestrutura· Inteligência artificial
Vitória democrata deve impactar setor de data centersProjetos de centros de dados para inteligência artificial em Estados americanos como Texas, Ohio e Georgia devem ficar mais caros para as gigantes de tecnologia. A vitória democrata nas eleições de meio de mandato gera a expectativa de…Valor Econômico