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Nebius Seeks $4.5B for AI Data Centers
Nebius Group is seeking to raise $4.5 billion through convertible bonds. The company plans to use the capital as it builds data centers to meet demand for artificial intelligence services.
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Hudson River Trading Bets Big on CoreWeave AI Cloud
Hudson River Trading signed a multiyear agreement with CoreWeave to use its AI computing services. The partnership will support the development of new trading research and machine-learning models.
AgentCore Automates Cloud Migration
AWS Professional Services uses a multi-agent framework on Amazon Bedrock AgentCore to automate enterprise cloud migrations end to end. Specialized agents cover discovery, infrastructure-as-code generation, portfolio governance, and post-migration operations, reducing IaC development time from weeks to minutes.
Nokia Shrinks China Footprint, Risks AI-RAN Data
Nokia is reportedly planning further layoffs, facility closures, and a major reduction of its mainland China operations, potentially retaining only limited after-sales services. The retreat is part of a global restructuring toward AI and cloud businesses, but it may reduce Nokia’s access to China’s large-scale 5G deployment data needed for AI-RAN and future 6G research.
Nebius Plans $4.5B AI Data Centre Expansion
Nebius Group plans to raise $4.5 billion through convertible bonds to build artificial intelligence data centres. The offering includes $2.75 billion of notes maturing in 2030, with the remainder issued in a second tranche.
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Alibaba Bets Nearly $10 Billion on AI
Alibaba’s profit plunged after it raised quarterly capital expenditure for AI to nearly $10 billion. The report also examines Meta’s growing role as a Microsoft AI customer and Castelion’s plans to scale hypersonic missile production.
Moore Threads’ Growth Comes with Big Questions
Moore Threads’ first post-IPO half-year report shows revenue rising 147% to RMB 1.736 billion, while attributable losses narrowed sharply. However, the improvement relies heavily on concentrated cloud-computing sales, government subsidies, investment gains, and IPO-funded cash reserves rather than a clear recovery in core operations.
AI巨頭開始與美國財政部搶錢
Microsoft、Alphabet、Amazon、Meta與Oracle的AI資料中心資本支出快速上升，可能迫使它們透過公司債與結構化融資籌集資金。文章認為，AI債券供給正在擠壓美國國債需求，推高長期利率並對高估值AI公司的估值模型造成壓力。
Meta Quietly Becomes a Major Microsoft AI Customer
Meta Platforms has reportedly become one of Microsoft’s largest AI customers. The development suggests that demand for emerging AI technology remains heavily concentrated among major technology companies.
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Alibaba Cloud Rides China’s AI Computing Boom
Alibaba Group reported a 9% revenue increase as growing AI development in China boosted demand for computing capacity from its cloud business. The results highlight how AI infrastructure demand is supporting Alibaba’s broader growth.