According to the latest memory industry research from TrendForce, major global cloud service providers (CSPs) are accelerating the construction of AI infrastructure, with capital expenditure projected to increase by 98% year-on-year in 2026 and grow by an additional 50% in 2027. The significant growth is partly attributable to a sharp rise in memory contract prices and strong procurement demand. TrendForce estimates that the combined share of DRAM and NAND Flash in CSP capital expenditure will

JPMorgan reiterated its "overweight" rating on SpaceX (SPCX.US) and maintained its target price of $240, citing growing confidence in the prospects of Grok AI. The institution specifically mentioned SpaceX's acquisition of Cursor, which reportedly has an annual recurring revenue (ARR) of around $4 billion, with 75% coming from enterprise business. JPMorgan expects Cursor to enhance SpaceX's enterprise AI strategy, model training data, and the performance of Grok.

Spot platinum has just broken through the $1,840.00/oz level, now quoted at $1,839.85/oz, down 2.10% on the day; Nymex main platinum futures are now at $1,852.6/oz, down 1.94% on the day.

According to AXIOS, Cisco (CSCO.US) is collaborating with Super Micro Computer (SMCI.US) to integrate high-performance AI servers into its NVIDIA-backed infrastructure product lineup, further expanding beyond network equipment to sell more devices required for AI operations. Cisco is ramping up its AI infrastructure business, betting that demand for computing power will not slow down in the foreseeable future. Cisco stated that it is cooperating with Super Micro to add high-density liquid-coole

After extensive technical evaluation, Google selected Rezolve AI's proprietary distributed database technology.