WS #12625
AMD invests up to $5B in Anthropic, deploying 2GW of GPUs; Cerebras jumps 6% on CrowdStrike partnership; CoreWeave and Nebius initiated with Outperform at Baird; Qualcomm partners with Samsung for Galaxy lineup. Reddit shares slide ~9% on reports it may end AI data licensing agreement with Google, impacting both companies' AI training data strategies. China describes US-China high-level meeting as 'constructive and positive'; both sides agree to prepare for next stage of exchanges; China asks US to respect its core interests.
AI Infrastructure and Corporate Deals
AMD invests up to $5B in Anthropic, deploying 2GW of GPUs; Cerebras jumps 6% on CrowdStrike partnership; CoreWeave and Nebius initiated with Outperform at Baird; Qualcomm partners with Samsung for Galaxy lineup.
Reddit shares slide ~9% on reports it may end AI data licensing agreement with Google, impacting both companies' AI training data strategies.
China describes US-China high-level meeting as 'constructive and positive'; both sides agree to prepare for next stage of exchanges; China asks US to respect its core interests.