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AI demand Flash News List | Blockchain.News
Flash News List

List of Flash News about AI demand

Time Details
2025-09-30
17:12
CoreWeave Signs $14 Billion Meta (META) AI Infrastructure Deal, Highlighting AI Demand and Near-Term Trading Catalysts

According to @business, CoreWeave has signed a $14 billion deal with Meta that highlights strong AI demand and links to a Bloomberg Intelligence discussion, source: @business. This headline provides a fresh data point for positioning in META shares and AI-exposed assets, including AI-related crypto narratives, source: @business. The announcement was posted on Sep 30, 2025, offering timely context for order flow and liquidity planning, source: @business.

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2025-09-22
12:38
ASML Pops as Morgan Stanley Upgrades to Overweight on AI Demand; Risk-On Signal for Tech and BTC

According to @business, Morgan Stanley upgraded ASML Holding NV to Overweight on Sep 22, 2025, signaling the chip-equipment maker may finally see a major uplift from artificial intelligence demand and giving the recent rally a fresh boost (source: Bloomberg/@business on X, Sep 22, 2025). This AI-led upgrade is a trading cue for risk-on tech exposure and relevant for crypto monitoring, as equity tech momentum has coincided with positive BTC–Nasdaq correlations in 2023–2024 (source: Kaiko Research, 2024).

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2025-08-28
12:53
Nvidia (NVDA) Q2 2025 Blowout: $46.7B Revenue With Zero H20 Sales to China; $2.8B China Revenue Signals Diversified AI Demand

According to @KobeissiLetter, Nvidia reported record Q2 2025 revenue of $46.7 billion even as it logged zero H20 chip sales to China in the quarter, highlighting strong ex-China performance (source: @KobeissiLetter). According to @KobeissiLetter, Nvidia still generated $2.8 billion in revenue from China despite the H20 halt, indicating ongoing China contribution from other products or channels (source: @KobeissiLetter). Based on these figures, traders can infer that non-H20 products and non-China regions drove the beat, reinforcing the breadth of AI compute demand that equity desks watch for momentum trades in AI semis (source: @KobeissiLetter). For positioning, watch NVDA and U.S. AI semiconductor peers for follow-through and monitor management commentary on China constraints for durability of the revenue mix, as flagged by the reported zero H20 sales yet sustained China revenue (source: @KobeissiLetter). No direct crypto-market impact was cited by the source, but crypto traders tracking AI-related risk sentiment may note the resilience implied by these numbers when gauging broader risk appetite (source: @KobeissiLetter).

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2025-04-16
18:57
Nvidia Stock $NVDA Dips Over 10% Amid Market Volatility - Key Trading Insights

According to The Kobeissi Letter, Nvidia ($NVDA) has experienced a significant drop, extending losses to over 10% today. This downturn is notable for traders as it may impact related semiconductor stocks and the broader tech market. Traders should monitor Nvidia's upcoming earnings reports and any market reactions to changes in AI demand, as these factors could influence future price movements. [Source: The Kobeissi Letter]

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