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Week In Cloud AI - AI-Driven Optical Networks Reshape Global Market Dynamics","url":"https://stock-news.laohu8.com/highlight/detail?id=2664591978","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664591978?lang=en_us&edition=fundamental","pubTime":"2026-09-01 20:07","pubTimestamp":1788264449,"startTime":"0","endTime":"0","summary":"The global optical transceiver market is experiencing significant transformation, propelled by the increasing convergence of artificial intelligence (AI) and high-speed optical networking. Recent developments highlight substantial investments, including NVIDIA's $2 billion commitment to Lumentum and Marvell's planned acquisition of Celestial AI for up to $5.5 billion, underscoring the increasing demand for high-bandwidth connectivity driven by hyperscale AI infrastructures. 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Chatter: Nvidia Software Backs OneRail's OmniSTAR Retailer Platform","url":"https://stock-news.laohu8.com/highlight/detail?id=2664856752","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664856752?lang=en_us&edition=fundamental","pubTime":"2026-09-01 20:06","pubTimestamp":1788264367,"startTime":"0","endTime":"0","summary":"Nvidia's  artificial intelligence software will be used in logistics company OneRail's OmniSTAR platform, which is intended to accelerate decision making by retailers for efficient delivery options at scale, CNBC reported Tuesday.OneRail built OmniSTAR, an AI-backed, mode-agnostic delivery decisioning platform, in collaboration with Nvidia, OneRail said.OneRail told CNBC the new platform will allow smaller companies to deliver at scale and improve margins while competing with retail giants.OneRail and Nvidia didn't immediately respond to a request for comment from MT 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8 Rises on Report of Role in Texas Data Center for Anthropic Cloud Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=2664856273","media":"Reuters","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664856273?lang=en_us&edition=fundamental","pubTime":"2026-09-01 20:05","pubTimestamp":1788264345,"startTime":"0","endTime":"0","summary":"BUZZ-Hut 8 rises on report of role in Texas data center for Anthropic cloud deal** Shares of crypto miner-turned-AI infrastructure provider Hut 8HUT.Orise 1.7% to $80 premarket** Anthropic has signed a cloud-computing deal worth $35 bln with Nvidia-backedNVDA.OLambda for a Texas data center, Reuters reported on Monday citing a source familiar with the matter** The data center is beingdevelopedby HUT and has a capacity of about 350 MW - report** According to the Wall Street Journal, which first reported the deal, Nvidia will hold the lease on the data center** All 20 brokerages rate HUT \"buy\" or higher; median PT is $140 - LSEG data** As of last close, HUT shares up 71.2% 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Pre-Market】US Futures and Chip Stocks Fall as Global Bond Sell-Off Deepens; Gold Drops Below $4,400, Brent Crude Tops $92","url":"https://stock-news.laohu8.com/highlight/detail?id=2664859859","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664859859?lang=en_us&edition=fundamental","pubTime":"2026-09-01 20:01","pubTimestamp":1788264098,"startTime":"0","endTime":"0","summary":"TradingKey - On Tuesday (September 1) Eastern Time, futures on the three major U.S. stock indexes fell across the board in pre-market trading. Geopolitical risks escalated sharply after two supertankers were hit by unidentified projectiles in the Strait of Hormuz, driving international oil prices further up. 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,"LU2362541513.USD","LU1242518857.USD","LU1585245621.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664858665","title":"Nvidia's Latest \"Circular\" Deal Might be Its Most Confusing Yet","url":"https://stock-news.laohu8.com/highlight/detail?id=2664858665","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664858665?lang=en_us&edition=fundamental","pubTime":"2026-09-01 19:30","pubTimestamp":1788262225,"startTime":"0","endTime":"0","summary":"Nvidia's appetite to act as banker and investor for the artificial-intelligence ecosystem seems endless. Its most recent deal is a doozy, even by the chip maker's standards.Claude-developer 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Energy Files for IPO with Nvidia Backing","url":"https://stock-news.laohu8.com/highlight/detail?id=2664530298","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664530298?lang=en_us&edition=fundamental","pubTime":"2026-09-01 19:08","pubTimestamp":1788260880,"startTime":"0","endTime":"0","summary":"SB Energy, an AI infrastructure platform backed by SoftBank, has registered for an initial public offering.The company, which is majority-owned by Masayoshi Son's SoftBank, said Tuesday it plans to trade on Nasdaq under the symbol SBE, and hasn't yet determined the number or pricing of shares in the proposed offering.SB Energy aims to raise between $5 billion and $7 billion, the Wall Street Journal has reported.As part of the offering, Nvidia has committed to buy $1.5 billion of a new class of non-voting equity securities in a private placement at a price per share equal to the IPO price. That commitment is scheduled to close simultaneously with the IPO's closing.The Journal has also reported that OpenAI has issued warrants worth an estimated $5.5 billion in SB Energy.SB Energy said it intends to offer shares to retail investors who are tax residents and located in the U.K. via a public offer platform operated by Marex 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Buzz: Wallstreetbets Stocks Decline Premarket Tuesday; Sandisk, Micron Technology to Open Lower","url":"https://stock-news.laohu8.com/highlight/detail?id=2664853635","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664853635?lang=en_us&edition=fundamental","pubTime":"2026-09-01 18:50","pubTimestamp":1788259808,"startTime":"0","endTime":"0","summary":"The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly lower hours before Tuesday's opening bell.Sandisk  fell by 3% pre-bell, following a 5.5% rise at Monday's close.Micron Technology  declined by 1.8% hours before market open, after a 2.8% increase from the previous session.Tesla  was 1.1% lower premarket, swinging from a 5.5% increase at Monday's close.Nvidia  declined by 1.2% in pre-bell activity, after a 1.5% rise from Monday's session.Meta Platforms  was 0.9% lower premarket, after closing Monday with a 1% decline.Amazon.com  was down 0.8% in premarket 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Energy Announces Initial Public Offering of Common Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2664585857","media":"Reuters","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664585857?lang=en_us&edition=fundamental","pubTime":"2026-09-01 18:19","pubTimestamp":1788257968,"startTime":"0","endTime":"0","summary":"BRIEF-SB Energy Announces Initial Public Offering Of Common StockSept 1 -SB Energy:SB ENERGY ANNOUNCES INITIAL PUBLIC OFFERING OF COMMON STOCK - SEC FILINGSB ENERGY - APPLIES TO LIST COMMON STOCK ON NASDAQ AND NASDAQ TEXAS UNDER SYMBOL 'SBE' - SEC FILINGSB ENERGY - SOFTBANK GROUP EXPECTED TO OWN SIGNIFICANT STAKE AND VOTING POWER AFTER OFFERING - SEC FILINGSB ENERGY - NVIDIA TO PURCHASE $1.50 BILLION OF SB ENERGY NON-VOTING EQUITY SECURITIES IN PRIVATE PLACEMENT - SEC FILINGSB ENERGY: FILES FOR IPO OF COMMON STOCKSB ENERGY, INC:  HAVE APPROXIMATELY $439 BILLION OF BACKLOGSB ENERGY INC: J.P. 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Chatter: Amazon-Backed Anthropic Agrees to $35 Billion Computing Deal With Lambda","url":"https://stock-news.laohu8.com/highlight/detail?id=2664283239","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664283239?lang=en_us&edition=fundamental","pubTime":"2026-09-01 16:44","pubTimestamp":1788252282,"startTime":"0","endTime":"0","summary":"Amazon-backed  Anthropic has agreed to a $35 billion computing deal with Nvidia-backed  cloud provider Lambda to rapidly expand its AI capacity, Bloomberg reported Monday, citing an unnamed person familiar with the matter.The report said the project involves a Texas data center being developed by Hut 8, with Nvidia reportedly holding the lease.Lambda is also in talks to raise up to $3 billion at a potential valuation of $12 billion or more, Bloomberg reported.Anthropic did not immediately respond to MT Newswires' request for 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