Последние новости и аналитика ИИ | Yellow

Nearly $2 trillion swung across six megacap technology stocks last week, as Amazon, Microsoft and Alphabet gained about $1.5 trillion while Apple, Meta and Tesla fell. Key Points: Roughly $2 trillion moved into or out of six megacap technology stocks during earnings week. Amazon lifted 2026 capital

AMD locked in more than $14 billion of 15-year data center leases with Core Scientific, securing power for the Helios AI racks it begins shipping this year. Key Points: Core Scientific will deliver roughly 530 megawatts across five U.S. campuses under 15-year terms AMD holds reservation rights on ne

OpenAI named its next major model family Astra on Aug. 1 and said an internal version solved 10 long-open problems in math and theoretical computer science. Key Points: OpenAI confirmed the Astra name in a report crediting the model with 10 results on problems untouched for at least a decade. The li

Nvidia CEO Jensen Huang expects AI data center construction to lift electricians and plumbers into six-figure salaries as the U.S. races to add 130,000 electricians by 2030. Key Points: Huang says data center demand is pushing trades wages toward six figures, with pay in some fields nearly doubling.

PowerCompute AI Infrastructure is the new identity of a company that spent three decades originating consumer loans. PowerCompute, Inc. (LMFA) filed an 8-K with the SEC on July 29, disclosing a full strategic pivot away from its payday lending business toward AI data center services. The filing cove