WS #13987

From 500 msgs · 6 key-dev

Nvidia partners to raise $500B for AI buildout, L&T secures order for NVIDIA B300 AI factory, Anthropic in talks to acquire Decart AI for $6B, Lenovo beats and lifts AI server demand, boosting DELL/HPQ. Cisco and Cerebras sell off on weak results, JD.com down 4% despite beat, Dillard's and Bending Spoons beat estimates.

AI infrastructure trade

Nvidia partners to raise $500B for AI buildout, L&T secures order for NVIDIA B300 AI factory, Anthropic in talks to acquire Decart AI for $6B, Lenovo beats and lifts AI server demand, boosting DELL/HPQ.

Cisco and Cerebras sell off on weak results, JD.com down 4% despite beat, Dillard's and Bending Spoons beat estimates.

Full world state #13987