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Stock Leads 3 AI Infrastructure Picks Retail Investors Are Watching","url":"https://stock-news.laohu8.com/highlight/detail?id=2662706957","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662706957?lang=en_us&edition=fundamental","pubTime":"2026-08-27 17:36","pubTimestamp":1787823370,"startTime":"0","endTime":"0","summary":"US non defense capital goods orders recently beat expectations, with commentary pointing to continued business investment demand in AI related sectors. That hints at real money flowing into the infrastructure behind tools like ChatGPT. Investors looking at the AI Stocks screener are effectively fishing where capital is already being deployed. This article walks through 3 stocks from the screener that show how different parts of the AI chain are being built.\nThe three stocks in focus below 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China Hopper Shipments Below 1% of Data Center Revenue; Shares Rise Pre-Bell","url":"https://stock-news.laohu8.com/highlight/detail?id=2662677266","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662677266?lang=en_us&edition=fundamental","pubTime":"2026-08-27 17:02","pubTimestamp":1787821350,"startTime":"0","endTime":"0","summary":"Nvidia  said in its Q2 earnings release that shipments of Data Center Hopper products to China during the quarter accounted for less than 1% of Data Center revenue.The company has not been able to sell the full amount of H200 chips permitted under a US government license due to objections from Chinese authorities, Bloomberg reported Thursday.Nvidia also took a $400 million charge over the past six months for excess H200 inventory amid weaker demand, Bloomberg added.Nvidia shares were up over 7% in premarket activity.Price: 225.69, Change: +16.03, Percent Change: 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Trade","url":"https://stock-news.laohu8.com/highlight/detail?id=2662277427","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662277427?lang=en_us&edition=fundamental","pubTime":"2026-08-27 16:51","pubTimestamp":1787820660,"startTime":"0","endTime":"0","summary":"0851 GMT - Nvidia's blockbuster second-quarter figures and strong growth projections add renewed impetus to stocks exposed to artificial intelligence after a volatile few months, Kathleen Brooks, research director at XTB, writes in a note. Second-quarter revenue more than doubled to $96.22 billion, while net profit also more than doubled to $59.69 billion. \"With revenues this big, and demand for its products getting bigger every month, it will be a brave trader who will bet against Nvidia in the aftermath of this report. For now, the company has proven that criticism of its investment and financing model for AI is overblown,\" Brooks says. 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Cloud Firm Nebius Rises on Nvidia Partnership","url":"https://stock-news.laohu8.com/highlight/detail?id=2662277425","media":"Reuters","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662277425?lang=en_us&edition=fundamental","pubTime":"2026-08-27 16:50","pubTimestamp":1787820635,"startTime":"0","endTime":"0","summary":"BUZZ-AI cloud firm Nebius rises on Nvidia partnership** Shares of AI cloud firm NebiusNBIS.Orise 7.9% to $230 premarket** NvidiaNVDA.OCFO says Nebius will be the first early adopter of Groq 3 LPX, Nvidia's new AI inference platform, later this quarter** Nvidia says its Vera Rubin platform is ramping into full production, with Nebius among the partners running the systems** Strong demand for AI services and data center capacity was cited by Nebius as supporting its $5 billion convertible bond offering last week** 8 of 10 brokerages rate the stock \"buy\" or higher, 2 \"hold\"; their median PT is $287.50 - data compiled by LSEG** 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OpenAI to Hugging Face, Which AI Companies Has Nvidia Invested in in 2026?","url":"https://stock-news.laohu8.com/highlight/detail?id=2662980777","media":"TradingKey","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662980777?lang=en_us&edition=fundamental","pubTime":"2026-08-27 16:36","pubTimestamp":1787819797,"startTime":"0","endTime":"0","summary":"TradingKey - Since 2026, Nvidia (NVDA) has significantly accelerated its pace of investment in the AI sector. On August 26, Eastern Time, during Nvidia's Q2 earnings call, CFO Colette Kress confirmed that the company has committed over $50 billion to AI labs, covering direct investments, computing power commitments, and infrastructure partnerships. Below is a summary of Nvidia's major AI investments in 2026 compiled from public 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