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18.08.26 - 02:00
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South Korea telcos pass KRW1 trillion in first-half AI data center revenue (Digitimes)
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South Korea's three major telecom operators generated more than KRW1 trillion (approx. US$706 billion) in combined artificial intelligence data center revenue in the first half of 2026, as demand for AI computing lifted utilization across their facilities. The companies are now expanding capacity in stages, with carriers saying they want to secure customer demand before committing to larger investments....
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18.08.26 - 02:00
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European industrial suppliers gain from AI data center buildout (Digitimes)
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European makers of vacuum pumps, heat exchangers, and industrial gases are seeing new demand from the rapid buildout of AI factories, according to Bloomberg. The shift is giving investors fresh ways to gain exposure to artificial intelligence through industrial suppliers tied to semiconductor plants and data centers....
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17.08.26 - 22:54
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Anthropic Revenue Boom Boosts AI Stocks | Bloomberg Businessweek Daily 8/17/2026 (Bloomberg)
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Bloomberg Intelligence's Global Head of Technology Research Mandeep Singh reacts to Anthropic's revenue report, and news Alphabet is seeking billions in its debut bond offering in Australia. Then, Citi Wealth's Olaolu Aganga joins to discuss AI exposure to investment portfolios, and other AI-related headlines. Plus, Former Biden White House Economics Senior Director Peter Harrell discusses how the War with Iran is making the Trump Administration more hesitant to impose the full power of tariffs as energy costs stay high. Finally, Bloomberg Chief Wall Street Correspondent Sridhar Natarajan talks news that Mark Walter is exploring selling stake in Chelsea FC. (Source: Bloomberg)...
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