WS #13894
Nvidia secures $500B financing from Wall Street for AI data centers, reinforcing AI capex supercycle. CoreWeave raises FY26 guidance, Q3 sales above estimates, shares +14% AH on strong AI cloud demand. Super Micro guides FY27 revenue $65-72B, shares +7% AH on strong AI server demand.
AI infrastructure financing
Nvidia secures $500B financing from Wall Street for AI data centers, reinforcing AI capex supercycle.
CoreWeave raises FY26 guidance, Q3 sales above estimates, shares +14% AH on strong AI cloud demand.
Super Micro guides FY27 revenue $65-72B, shares +7% AH on strong AI server demand.