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Meta is reportedly exploring a new AI cloud infrastructure business that would let enterprises use its AI models and some unused GPU capacity, a move that could lift hardware utilization and create a new revenue stream from its heavy artificial intelligence spending. The proposal has revived talk of an AI bubble, but key industry barometers Nvidia and TSMC still show no sign of a broad demand slow

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Nvidia’s Bold New Bet on AI Neoclouds: Brilliant Platform Strategy or Latest Sign of an AI Bubble? Rich Duprey Thu, July 2, 2026 at 7:56 AM PDT 5 min read NVDA +4.05% Trade NVIDIA on Coinbase Trading disclosure Quick Read Nvidia's AI Compute Partnership lets neoclouds access GPU infrastructure without upfront costs, earning Nvidia both hardware revenue and ongoing usage-based income. Early partn

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Good morning. On Fortune’s radar today: Markets: Micron drives tech stock rally. Big-name money managers are piling into Amazon. Oil is nearly normal. J.P. Morgan warns “flash-crash” may be coming. Denver’s reduced enthusiasm for eating out. Reid Hoffman rips into Elon Musk. ONE BIG THING It’s an open secret: Amazon is the favored stock of star money managers In recent quarters, a roster of money

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KEY POINTS A global chip sell-off dragged the US Nasdaq down 2.21% overnight, with the rout starting in South Korea, where memory giants Samsung and SK Hynix each fell more than 12%. Micron tumbled about 13% to US$1,051.77, and Nvidia lost around 4%, as investors began to ask whether the AI boom has run too far. We believe this looks more like a sharp reset after a huge rally than proof that the

A wave of selling across technology stocks is intensifying fears that the artificial intelligence spending boom may not deliver the returns investors have been counting on. The tech-heavy Nasdaq Composite fell approximately 2% on Tuesday afternoon as major AI-related names continued their decline for a second consecutive session. Submit a Press Release or News Tip Nvidia and Alphabet, two of th

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