WS #13471

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Earnings from Emerson, Jacobs, Lumen, and Arista refute 'peak AI spending' thesis; SpaceX to build AI infrastructure exclusively on Nvidia, boosting NVDA. Google's chief scientist Jeff Dean departs and DeepMind CEO Demis Hassabis steps down, triggering a 5% drop in GOOGL shares and raising concerns about AI leadership continuity.

AI infrastructure buildout

Earnings from Emerson, Jacobs, Lumen, and Arista refute 'peak AI spending' thesis; SpaceX to build AI infrastructure exclusively on Nvidia, boosting NVDA.

Google's chief scientist Jeff Dean departs and DeepMind CEO Demis Hassabis steps down, triggering a 5% drop in GOOGL shares and raising concerns about AI leadership continuity.

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