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IPO Supports Robust AI Infrastructure Spending, Wedbush Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2671788739","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671788739?lang=en_us&edition=fundamental","pubTime":"2026-09-30 22:34","pubTimestamp":1790778850,"startTime":"0","endTime":"0","summary":"Anthropic's planned initial public offering, which could potentially value the company at more than $2 trillion, supports the view that artificial intelligence infrastructure spending will remain robust for the foreseeable future, Wedbush said in a Tuesday note.The Amazon-backed  AI company plans to spend $518 billion on computing and infrastructure in the coming years, according to the note.Under long-term infrastructure service obligations, Anthropic projects to spend $111.1 billion with Alphabet's , $110 billion with Amazon, and $31.4 billion with Microsoft , under long-term infrastructure service obligations over the next seven to 10 years, the note said.Further, Anthropic has commitments of about $161.2 billion to Broadcom  for equipment leases and agreements with xAI potentially resulting in up to $84.5 billion of spending for Nvidia-based  computing capacity through 2029, Wedbush said, citing Reuters.Anthropic's initial public offering is likely to be pushed back until after 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Advisors Discloses Net Short Position in Renault Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2671200665","media":"Reuters","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671200665?lang=en_us&edition=fundamental","pubTime":"2026-09-30 21:52","pubTimestamp":1790776328,"startTime":"0","endTime":"0","summary":"BlackRock Advisors discloses net short position in Renault sharesBlackRock Advisors reported a 1.22% net short position in Renault shares as of 2026-09-29.Disclaimer:This news brief was created by Public Technologies  using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Renault SA published the original content used to generate this news brief on September 30, 2026, and is solely responsible for the information contained therein.","market":"us","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:20260930:nNDL19tNzc:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00B64PRP62.GBP","LU0157215616.USD","FDFF","IE00BGHQF748.EUR","BK4535","LU1366333091.USD","IE00BDGV0183.EUR","LU2592432038.USD","LU1291159041.SGD","IE00BVYPNW00.USD","LU1280957306.USD","LU1670627923.USD","LU1481011911.USD","BK4534","LU1509826696.USD","IE00B3QW5Z07.USD","LU2430703178.SGD","BK4581","LU0731783394.SGD","LU0070302665.USD","IE00B42XCP33.USD","LU0731783048.USD","LU2505996681.GBP","LU0648001328.SGD","LU0772969993.USD","LU1064131342.USD","IE00BGHQF631.EUR","LU2264538146.SGD","LU0742537680.HKD","LU1670628061.USD","LU2430703251.USD","LU1481011671.HKD","LU0980610538.SGD","LU0208291251.USD","LU0130102774.USD","LU0640476718.USD","IE00BVYPNV92.GBP","BK4504","BK4585","LU1988902786.USD","BLK","BK4588","LU1599440770.SGD","LU2430703095.HKD","BK4135","LU0320765489.SGD","LU1989771016.USD","LU1201861249.SGD","BK4567","LU1074936037.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671200588","title":"Synopsys, Amazon Enter IP Agreement for Custom Silicon","url":"https://stock-news.laohu8.com/highlight/detail?id=2671200588","media":"Dow Jones","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671200588?lang=en_us&edition=fundamental","pubTime":"2026-09-30 21:47","pubTimestamp":1790776020,"startTime":"0","endTime":"0","summary":"Synopsys inked an agreement to lend its intellectual property for custom silicon to Amazon.Synopsys said Wednesday the agreement also expands Amazon's use of Synopsys electronic design automation, simulation and analysis and agentic AI technologies. The companies also plan to work together on applying AI across silicon-to-system engineering workflows, Synopsys said.The companies said the multi-year agreement aims to help Amazon ramp up its purpose-built chips business.\"As our chip designs grow more ambitious and AI reshapes the engineering process itself, Synopsys helps us move faster across the design cycle, helping us deliver more capable, efficient computing for customers worldwide,\" said Peter DeSantis, senior vice president of foundational AI, custom silicon, quantum computing at 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