WS #13913
Nvidia's $500B AI financing plan faces China risk and HBM supply constraints; CoreWeave surges on Q2 beat; Nvidia tests Rubin Ultra with reduced memory due to HBM4E shortages. Tata Sons chairman Chandrasekaran to step down in Feb 2027 after board disagreement, triggering up to 6% selloff in TCS and other group stocks.
AI infrastructure and chip supply
Nvidia's $500B AI financing plan faces China risk and HBM supply constraints; CoreWeave surges on Q2 beat; Nvidia tests Rubin Ultra with reduced memory due to HBM4E shortages.
Tata Sons chairman Chandrasekaran to step down in Feb 2027 after board disagreement, triggering up to 6% selloff in TCS and other group stocks.