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Infrastructure Boom to Fuel Nvidia Rack Demand Through 2027","url":"https://stock-news.laohu8.com/highlight/detail?id=2662184065","media":"Dow Jones","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662184065?lang=en_us&edition=fundamental","pubTime":"2026-08-28 17:35","pubTimestamp":1787909700,"startTime":"0","endTime":"0","summary":"0935 GMT - Nvidia's rack-scale AI systems are expected to generate more than $710 billion in output value in 2027 as demand for increasingly powerful AI infrastructure accelerates, according to TrendForce. The research firm says shipments of NVL72 racks, including GB300 and Vera Rubin platforms, are projected to rise more than 50% in 2027, while higher-priced VR200 systems take a larger share of deployments. TrendForce expects the combined output value of GB300, VR200 and VR300 systems to jump 214% from a year earlier, benefiting server manufacturers and power and cooling suppliers. TrendForce also says Nvidia and Google are expanding beyond chips into data-center infrastructure, using financing and capacity commitments to secure long-term demand for their proprietary AI 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Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.0657 GMT - Ithaca Energy has solid operations and balance sheet, 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China's Homegrown NVIDIA-Style Computing Clusters Are Gaining Traction Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1133875226","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1133875226?lang=en_us&edition=fundamental","pubTime":"2026-08-28 15:12","pubTimestamp":1787901144,"startTime":"0","endTime":"0","summary":"The recent surge in attention toward China's domestic answer to NVIDIA's GPU clusters is no coincidence. 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Five: Summer's Over, Buckle Up!","url":"https://stock-news.laohu8.com/highlight/detail?id=2662051182","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662051182?lang=en_us&edition=fundamental","pubTime":"2026-08-28 14:27","pubTimestamp":1787898454,"startTime":"0","endTime":"0","summary":"Friday's U.S. jobs report will shed light on whether the country's labour market may be softening or if last month's dour data was a one-off event.It's expected to show employment climbed by a tepid 45,000 jobs in August, according to a Reuters poll, after falling by an unexpected 23,000 in July.Theweak July reportdid calm market worries about near-term interest rate hikes, although Fed funds futures still suggest better-than-even odds of a rate increase before the year is out.Data this week showedinflation continues to runabove the Fed's 2% target. Other economic data next week include reports on manufacturing and services 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Stock And 2 Profitable AI Infrastructure Picks With Real Revenue","url":"https://stock-news.laohu8.com/highlight/detail?id=2662057911","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662057911?lang=en_us&edition=fundamental","pubTime":"2026-08-28 14:23","pubTimestamp":1787898212,"startTime":"0","endTime":"0","summary":"South Korea’s central bank is raising rates again as AI driven exports help keep growth and inflation pressures alive. That mix of solid demand and tighter money tends to reward companies that do not just talk about AI, but already earn from it. This article looks at three stocks from the Profitable AI Stocks screener that are turning heavy AI spending into real cash flow.\nThe three companies in this article are just a sample from the idea, and the full screen surfaced 71 more profitable AI...","market":"us","thumbnail":"https://images.simplywall.st/asset/industry/8042000-choice2-main-header/1585186807378","type":0,"news_type":0,"thumbnails":["https://images.simplywall.st/asset/industry/8042000-choice2-main-header/1585186807378"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/software/nasdaq-nbis/nebius-group/news/palantir-stock-and-2-profitable-ai-infrastructure-picks-with","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/us/software/nasdaq-nbis/nebius-group/news/palantir-stock-and-2-profitable-ai-infrastructure-picks-with","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"simplywall_highlight","symbols":["PLTL","LU2125909759.SGD","GUNZ","BK4023","IE00B19Z9Z06.USD","PLT","LU2433249047.HKD","LU2720916845.USD","LU0531971165.HKD","BK4585","LU0353189680.USD","BK4543","LU2065731478.USD","LU2294711713.HKD","PLTI","LU2125909916.SGD","BK4547","LU0823431647.USD","NBIL","IE00BMPRXR70.SGD","PLTW","LU0329931173.USD","SPLTRmain","PLTA","LU2125909247.SGD","LU1543694498.USD","LU2413665964.HKD","BK4613","IE00BN0W2W23.USD","LU1165135440.EUR","PLTZ","LU1596574779.USD","IGV","LU1923622614.USD","VRT","LU2249611893.SGD","LU0348723411.USD","LU0353189763.USD","LU0823414551.USD","LU0823431563.USD","IE00BN0W2T93.GBP","LU0329931090.USD","BK4588","LU1721427968.SGD","LU0950373646.USD","PLTG","LU2125909593.SGD","IE0001KFT4U8.USD","IE00B19Z9P08.USD","LU1093756325.SGD","LU2764263203.CNY","IE00BZ9MQY76.HKD","BK4077","BK4609","LU2048586759.USD","LU2764263039.SGD","NBIS","LU1861558580.USD","IE00BN0W2V16.EUR","SHLD","NBIZ","LU1093756168.USD","LU1620156213.USD","AIPI","IE00BMPRXN33.USD","VRC","LU2360107168.USD","LU2264538146.SGD","LU2506951792.HKD","LU0823414478.USD","BK4097","LU1861220033.SGD","PTIR","PLYY","LU1064131342.USD","PLTD","VRTL","EYES","LU2413666004.HKD","NBIC","LU2764262908.HKD","LU1861215975.USD","LU2357125470.USD","LU1861559042.SGD","LU1923622291.USD","EPAI","PLTY","PLTU","LU2543165471.USD","IE00BMPRXQ63.HKD","IE00B894F039.SGD","LU2087625088.SGD","NBIG","PLOO","LU1988902786.USD","LU2290526834.HKD","PLTR","LU1620156130.USD","NEBX","BK4096"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1171223280","title":"AI Memory Crunch: The Supercycle Has Only Just Begun","url":"https://stock-news.laohu8.com/highlight/detail?id=1171223280","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1171223280?lang=en_us&edition=fundamental","pubTime":"2026-08-28 13:42","pubTimestamp":1787895772,"startTime":"0","endTime":"0","summary":"As global investors celebrate NVIDIA's earnings, a clear industrial signal has surfaced: the bottleneck in AI infrastructure has fully shifted to the memory segment. NVIDIA's management 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Digest -Wall Street Journal - August 28","url":"https://stock-news.laohu8.com/highlight/detail?id=2662059526","media":"Reuters","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662059526?lang=en_us&edition=fundamental","pubTime":"2026-08-28 13:40","pubTimestamp":1787895649,"startTime":"0","endTime":"0","summary":"PRESS DIGEST -Wall Street Journal - August 28Aug 28 -The following are the top stories in the Wall Street Journal. Reuters has not verified these stories and does not vouch for their accuracy.- A U.S. federal judge ruled late Thursday that the Trump administration violated Anthropic's First Amendment rights by blacklisting the artificial-intelligence company as a supply-chain risk.- The Trump administration is in advanced talks with Venezuela for the U.S. to take a direct stake in 17 of the country's oil-and-gas fields.- Federal authorities are preparing charges against a U.S. servicemember suspected of earning over $1 million from Polymarket bets on military operations.- Solstice Advanced MaterialsSOLS.Oand Element SolutionsESI.Nhave called off their deal to combine, citing feedback from their respective shareholders.- NvidiaNVDA.Opaused some deals in a new financing initiative that offered credit support to artificial-intelligence cloud providers in exchange for a share of revenue.- 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Risks are Stacking up Hard and Fast for World Markets","url":"https://stock-news.laohu8.com/highlight/detail?id=2662593380","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662593380?lang=en_us&edition=fundamental","pubTime":"2026-08-28 13:32","pubTimestamp":1787895136,"startTime":"0","endTime":"0","summary":"GRAPHIC -September risks are stacking up hard and fast for world marketsLONDON, Aug 28 -Traders will return from their August breaks to a host of risks for markets, including rising concern about high government debt and prolonged inflation.Here are some key things to watch.1/ HOW MUCH LONGER?","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260828:nL8N44L0LQ:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0979878070.USD","IE00B1BXHZ80.USD","IE0009G5SDU7.USD","LU0942090050.USD","IE00B5949003.HKD","LU1732799900.SGD","LU0345770993.USD","LU1145028129.USD","LU0868494617.USD","LU1267930813.SGD","LU2362541513.USD","SG9999004303.SGD","LU0208291251.USD","SGXZ51526630.SGD","LU2461242641.AUD","LU2756315318.SGD","LU2505996681.GBP","LU2360108059.USD","IE00BQXX3C00.GBP","LU0061475181.USD","IE00BMPRXQ63.HKD","BK4532","SG9999015978.USD","IE00BZ199S13.USD","SMSFTmain","LU0053666078.USD","LU0238689110.USD","EFIV","LU0494093205.USD","LU1670711040.USD","LU1814569148.SGD","LU2077746001.SGD","CHAT","LU2750360997.AUD","LU2168564149.EUR","LU2087625088.SGD","LU2242649171.HKD","BK4516","IE00BFXG0V08.USD","LU0276348264.USD","LU0965509283.SGD","IE0009356076.USD","IE000Q6AESB8.SGD","LU0211331839.USD","SOXQ","MSFT","LU2756315664.SGD","IE00B5TLWC47.USD","LU0708994859.HKD","LU0069063385.USD","LU2087621335.USD","USD","LU0528227936.USD","LU0170899867.USD","USXF","LU1564329115.USD","LU1721428933.USD","BK4535","LU1400636491.USD","IE00B3SWFQ91.USD","MSFL","LU2954938101.SGD","LU1645745479.HKD","BK4579","LU2491050154.USD","LU0871640123.AUD","LU2473716301.USD","NVIW.SI","LU1791710582.SGD","LU2023250843.SGD","LU1880398554.USD","LU2089985449.USD","LU0426417589.USD","LU2237443549.SGD","LU1691799644.USD","LU1670710661.SGD","LU2471134879.HKD","LU0859254822.USD","TYLG","LU0211327993.USD","LU2462591350.SGD","IE00B3S45H60.SGD","LU1244550221.USD","LU1435385759.SGD","LU0289960550.SGD","NVDQ","SPTE","LU1868837300.USD","LU1623119135.USD","CNEQ","BK4503","ILDR","LU2065171402.SGD","LU0949170426.SGD","LU1267930730.SGD","LU2750360641.GBP","LU0726765562.USD","LU0198837287.USD","TTEQ","IE000ITXATA3.USD","LU1951200564.SGD","LU2506951875.HKD","LU0784384876.USD","LU1989764664.SGD","LU0882574139.USD","LU0823434583.USD","LU2491050071.SGD","LU1119994496.HKD","LU1585245621.USD","FTEC","LU2896262040.SGD","BK4533","LU0417517546.SGD","LU1242518931.SGD","LU2543165471.USD","LU1697837992.HKD","LU0082616367.USD","LU1880398471.USD","LU2417539215.USD","BK4605","LU1066051498.USD","LU0149725797.USD","LU2272731865.HKD","LU2095319765.USD","LU2764262908.HKD","LU3102509885.SGD","SGXZ99366536.SGD","LU2433249047.HKD","IE00BDCRKT87.USD","SHOC","LU2394011477.USD","LU0784385170.HKD","SG9999014559.SGD","LU0158827781.USD","SNVDAmain","BK4608","LU1861127337.USD","LU2028103732.USD","LU0661504455.SGD","LU1153585028.USD","LU2290526834.HKD","LU1032466523.USD","LU1244550494.USD","LU0106261372.USD","LU1861220033.SGD","SG9999014567.USD","LU0289739343.SGD","LU2491049909.HKD","LU0345770308.USD","LU2249611893.SGD","NVDA","TDIV","SG9999015341.SGD","LU1316542783.SGD","LU2347655156.SGD","LU1674673691.USD","LU0072461881.USD","LU0347712357.USD","IE000M9KFDE8.USD","LU0672654240.SGD","SG9999014898.SGD","LU0820561909.HKD","IE00B19Z8X17.USD","LU1935043023.USD","LU2237957811.SGD","BK4550","LU0823414551.USD","LU1720051108.HKD","IE0034235303.USD","NVDS","LU0444973449.USD","LU1035773651.USD","IE0005OL40V9.USD","SG9999001077.SGD","LU0353189680.USD","LU0965508806.USD","IE0004445239.USD","LU0354030511.USD","SGXZ80539844.SGD","LU2210150020.SGD","LU2168564065.EUR","LU2361044865.SGD","LU1989772923.USD","LU1670627923.USD","LU1059921491.USD","IGV","IE00BJLML261.HKD","LU2271345857.HKD","LU0323239441.USD","IE0004091025.USD","LU1181866309.USD","LU0788109477.HKD","LU0868494708.USD","LU1815336760.USD","LU0107464264.USD","LU2092937221.SGD","LU1823568750.SGD","TRFK","IE00BKVL7J92.USD","ANV","BK4543","ROM","LU0174119429.USD","SOXY","NVDB","IE0034235188.USD","MSFY","LU0757359954.USD","LU2125909247.SGD","LU2237443895.HKD","LU2244417387.USD","LU0081259029.USD","AIPI","NVDU","BK4587","LU0210528500.USD","LU1868837136.USD","LU0985320562.USD","LU0795875086.SGD","SG9999000418.SGD","IETC","LU1674673428.USD","LU0056508442.USD","LU0251132253.USD","IXN","LU2362540622.SGD","LU2250418816.HKD","LU0949170772.SGD","LU2357627491.SGD","LU2023251221.USD","LU0154236417.USD","LU1334329650.SGD","LU0640476718.USD","LU1235295455.SGD","LU0786609619.USD","LU1261432733.SGD","LU1670710588.SGD","LU0096364046.USD","LU2237443622.USD","LU1868836591.USD","LU2746668974.SGD","LU0109392836.USD","IE00B19Z9505.USD","HK0000306701.USD","AGOX","LU0203202063.USD","LU0823414478.USD","IE00BSNM7G36.USD","IE00BJTD4V19.USD","LU2275660780.HKD","GB00B4LPDJ14.GBP","SOXX","SG9999018865.SGD","LU0889565833.HKD","LU1582986433.USD","LU0683600562.USD","GB00BDT5M118.USD","LU1221951129.SGD","LU1074936037.SGD","IE00BJJMRX11.SGD","LU0689626769.HKD","LU2083900584.USD","LU2237957902.USD","LU1228905540.USD","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