WS #14202
Nvidia's $3B investment in SB Energy, Anthropic's $190-200B revenue forecast, and Bloom Energy's data center deal highlight AI infrastructure boom. Apple delays standard iPhone 18 to 2027, focusing on foldable and premium models due to memory chip costs, signaling margin optimization. AI-driven HBM demand is diverting DRAM production, causing price increases and product delays across consumer electronics.
AI Infrastructure and Tech Capex
Nvidia's $3B investment in SB Energy, Anthropic's $190-200B revenue forecast, and Bloom Energy's data center deal highlight AI infrastructure boom.
Apple delays standard iPhone 18 to 2027, focusing on foldable and premium models due to memory chip costs, signaling margin optimization.
AI-driven HBM demand is diverting DRAM production, causing price increases and product delays across consumer electronics.