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Hyperscalers still comprise around 55% of data-center revenue, but Nvidia intends to shift its mix toward ACIE, a bucket essentially comprising non-hyperscale customers. \"We think it is prioritizing support for these customers amid expanding demand ,\" the analysts write. \"This also works well for NVDA since many of the hyperscalers are all working on their own silicon roadmaps so there is an increasingly clear 'line in the sand' being 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bullish activity in Broadcom with shares up 3.71%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662080534","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662080534?lang=en_us&edition=fundamental","pubTime":"2026-08-28 02:50","pubTimestamp":1787856613,"startTime":"0","endTime":"0","summary":"Moderately bullish activity in Broadcom (AVGO), with shares up $13.19, or 3.71%, near $368.77. 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Nvidia breaks down data center revenue into hyperscalers and a bucket called AI Clouds, Industrial, & Enterprise, and in the second quarter reclassified one customer from ACIE to hyperscaler -- a company UBS suspects to be SpaceX. If true, the numbers before and after the reclassification indicate SpaceX added $6.14 billion in revenue in fiscal 2025, $18.15 billion in fiscal 2026, and $5.18 billion in the first quarter of fiscal 2027. SpaceX has made Nvidia its exclusive chip provider, Elon Musk said earlier this month. 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stablecoins and tokenized assets reach $880M","url":"https://stock-news.laohu8.com/highlight/detail?id=2662408277","media":"cryptonews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662408277?lang=en_us&edition=fundamental","pubTime":"2026-08-28 01:47","pubTimestamp":1787852856,"startTime":"0","endTime":"0","summary":"Mantle has accumulated about $880 million in stablecoins and tokenized assets as its onchain product range has expanded across equities, Treasuries, funds and yield-bearing assets.Mantle holds about $550 million in stablecoins and $330 million in tokenized assets.USDT0 accounts for approximately $440 million, or nearly 80% of the network’s stablecoin supply.The network supports 985 distinct tokenized assets across six product categories.Mantle increased its tokenized equity selection from 10 products in April to 155 by late June.Blockworks Research data shows that Mantle’s stablecoin circulating supply has reached approximately $550 million, while tokenized assets on the network account for another $330 million. 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rally is disguising a massive slump in tech stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2662408746","media":"CNN Business","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662408746?lang=en_us&edition=fundamental","pubTime":"2026-08-28 01:41","pubTimestamp":1787852461,"startTime":"0","endTime":"0","summary":"Big Tech, once the market leader, is being overshadowed by gains from the new stars of the artificial intelligence boom: semiconductor chipmakers.Shares in semiconductor companies such as Intel continue to surge, benefitting from their role in the supply chain for the AI buildout. However, Big Tech stocks like Microsoft and Meta have dropped in the last year as those companies pour billions of dollars into building AI infrastructure.The semiconductor industry accounts for nearly a third of the S&P 500’s market value, according to Stifel, an investment bank. Chip and tech hardware stocks account for nearly 45% of the Nasdaq 100’s.The Micron Technology offices in San Jose, California, US, on Thursday, April 18, 2024. Micron Technology Inc., the largest US maker of computer-memory chips, is poised to get $6.1 billion in grants from the Commerce Department to help pay for domestic factory projects, part of an effort to bring semiconductor production back to American soil. 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Indonesia Pushes AI-Backed Surveillance on Foreigners","url":"https://stock-news.laohu8.com/highlight/detail?id=2662105761","media":"Tempo","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662105761?lang=en_us&edition=fundamental","pubTime":"2026-08-28 01:14","pubTimestamp":1787850890,"startTime":"0","endTime":"0","summary":"TEMPO.CO, Jakarta-The Directorate General of Immigration is promoting the use of digital technology, including artificial intelligence , to strengthen surveillance of foreign nationals.\"Going forward, technology will account for 70 percent of the backbone of immigration services,\" Immigration Director General Hendarsam Marantoko said at the inauguration of the Immigration Lounge service at the Discovery Kuta shopping center in Badung, Bali, on Thursday, as quoted from Antara.In addition to AI, his office is strengthening foreign national surveillance through other digital technologies, including drones to monitor conditions in border 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