Cover · Data Center
Oracle capped its remaining AI-era fundraising at $20 billion and promised at least $30 billion of free cash flow in fiscal 2029, and the stock and the credit market both rewarded it. The plan does not shrink the buildout's risk; it moves that risk onto Oracle's customer list.
Data Center
·CDW's 11.8% one-day plunge came with no company news attached and twice the damage of any peer in IT distribution, three days before third-quarter results. Wednesday's print decides whether Friday was a crowded trade unwinding or the first crack in corporate tech budgets.
Data Center
·Record October volume in CoreWeave puts struck at $35 for 2028, hyperscaler credit-default swaps at their highest since 2021, and new desks selling protection against falling chip rents: the AI buildout finally has a price on the downside, and two smaller names report within days.
Model
·Andy Jassy put Z.ai's GLM 5.3 on Bedrock's six-to-eight-model shelf, called the platform gigantic, then said the West is hungry for a Western replacement. Z.AI's Singapore shares fell 8.62% the next day.
Chips
·CXMT says engineering validation of its sixth-generation 4F² DRAM platform is complete and first server-memory samples reach clients by December 31, a dated test of the shortage behind Micron's 86.8% gross margin.
Model
·Days after filing a prospectus that could value it at up to $2 trillion, Anthropic gave every US government buyer 40% off Claude, DeepSeek open-sourced a rival coding agent, and the cloud giants that partner with and invest in Anthropic showed strain in their own results. IPO buyers price all three.
