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Nvidia’s $500 Billion Plan Envelops Wall Street in Its AI Frenzy - Yahoo Finance
Nvidia announced a $500 billion capital allocation plan tied to AI infrastructure expansion, positioning itself as the central enabler of Wall Street’s AI adoption wave.
Aug 15, 2026
AI frenzy drives Chinese tech valuations to multiples of US peers - Financial Times
Chinese tech companies are trading at significantly higher valuation multiples than their US counterparts, driven by investor enthusiasm for AI-related growth prospects.
Published Aug 14, 2026 · Analyzed Aug 17, 2026
Jamie Dimon throws caution on the AI frenzy but sees promise in space data centers - Yahoo Finance
JPMorgan CEO Jamie Dimon publicly cautions against AI hype while endorsing space-based data centers as a promising infrastructure innovation.
Jul 22, 2026
The Massive Supply Deals Feeding the AI Frenzy Are No Sure Thing - WSJ
Major AI infrastructure supply agreements—such as chip orders, cloud capacity commitments, and datacenter build-outs—are facing execution risk, pricing pressure, and contractual uncertainty amid surging demand and constrained supply.
Jul 20, 2026