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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

30,677 signal articles · 42 in last 24h · 156,094 total before filter · latest 1h ago
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Investing.com42d agoneutral
How could open-weight models impact GenAI ROIC?

Investing.com -- The rise of lower-cost open-weight AI models could pressure pricing and returns for model developers, but hyperscalers should continue generating attractive returns from the computing infrastructure needed to run them, Morgan Stanley analysts said.

Brookfield (TSX:BN) Deepens Its Reach In Insurance And AI Infrastructure
Simply Wall St.42d agoneutral
Brookfield (TSX:BN) Deepens Its Reach In Insurance And AI Infrastructure

Brookfield Corporation (TSX:BN) expands its global insurance footprint through recently completed acquisitions that add scale to its life and annuity operations. The company announces a major partnership with NVIDIA and other financial institutions to finance large AI infrastructure projects worldwide. Both moves mark a significant broadening of Brookfield's operating scope across insurance and digital infrastructure financing. For readers interested in more ways to get exposure to hard...

Nvidia in talks to invest $3 billion in SB Energy as part of OpenAI data center deal, the Information reports
Reuters43d agoneutral
Nvidia in talks to invest $3 billion in SB Energy as part of OpenAI data center deal, the Information reports

Nvidia is in talks ‌to invest as ‌much as $3 billion in SB ​Energy, a subsidiary of SoftBank Group and developer of a massive ‌planned ⁠Ohio data center project for OpenAI, ⁠the Information reported on Saturday, citing people ​familiar with ​the ​discussions. The investment ‌is being discussed as part of Nvidia’s negotiations with OpenAI and SB Energy over the ‌chip company ​providing around $100 ​billion ​in credit support ‌for the planned ​Ohio ​data center campus, the report said.