WS #12827
Nvidia credit risk surged on reports of $750B+ AI infrastructure deals; Nvidia, Microsoft, SpaceX, and IBM launch Open Secure AI Alliance. Benchmark reinstates coverage on IONQ, QBTS, RGTI with Buy ratings; D-Wave spikes on AT&T expansion of commercial quantum agreement. China starts mass-producing homegrown DUV chipmaking tools, pressuring US semi equipment makers ASML, AMAT, LRCX, KLAC. Alphabet stock gained over 2% following Q2 earnings beat driven by strong Google Cloud revenue and AI demand. Synopsys shares rose on agentic AI chip design plans with AMD and Microsoft, and expanded Intel Foundry collaboration.
Nvidia AI Infrastructure and Credit Risk Surge
Nvidia credit risk surged on reports of $750B+ AI infrastructure deals; Nvidia, Microsoft, SpaceX, and IBM launch Open Secure AI Alliance.
Benchmark reinstates coverage on IONQ, QBTS, RGTI with Buy ratings; D-Wave spikes on AT&T expansion of commercial quantum agreement.
China starts mass-producing homegrown DUV chipmaking tools, pressuring US semi equipment makers ASML, AMAT, LRCX, KLAC.
Alphabet stock gained over 2% following Q2 earnings beat driven by strong Google Cloud revenue and AI demand.
Synopsys shares rose on agentic AI chip design plans with AMD and Microsoft, and expanded Intel Foundry collaboration.