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Stocks Fall as Nvidia Shelves Revenue-Sharing Deals — Here’s Why","url":"https://stock-news.laohu8.com/highlight/detail?id=2662696300","media":"TIPRANKS","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662696300?lang=en_us&edition=fundamental","pubTime":"2026-08-28 17:45","pubTimestamp":1787910306,"startTime":"0","endTime":"0","summary":"Shares in neocloud companies CoreWeave ($CRWV), Nebius ($NBIS) and IREN Limited ($IREN) all fell early Friday. 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Infrastructure Boom to Fuel Nvidia Rack Demand Through 2027","url":"https://stock-news.laohu8.com/highlight/detail?id=2662184065","media":"Dow Jones","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662184065?lang=en_us&edition=fundamental","pubTime":"2026-08-28 17:35","pubTimestamp":1787909700,"startTime":"0","endTime":"0","summary":"0935 GMT - Nvidia's rack-scale AI systems are expected to generate more than $710 billion in output value in 2027 as demand for increasingly powerful AI infrastructure accelerates, according to TrendForce. The research firm says shipments of NVL72 racks, including GB300 and Vera Rubin platforms, are projected to rise more than 50% in 2027, while higher-priced VR200 systems take a larger share of deployments. TrendForce expects the combined output value of GB300, VR200 and VR300 systems to jump 214% from a year earlier, benefiting server manufacturers and power and cooling suppliers. TrendForce also says Nvidia and Google are expanding beyond chips into data-center infrastructure, using financing and capacity commitments to secure long-term demand for their proprietary AI 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Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.0657 GMT - Ithaca Energy has solid operations and balance sheet, 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China's Homegrown NVIDIA-Style Computing Clusters Are Gaining Traction Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1133875226","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1133875226?lang=en_us&edition=fundamental","pubTime":"2026-08-28 15:12","pubTimestamp":1787901144,"startTime":"0","endTime":"0","summary":"The recent surge in attention toward China's domestic answer to NVIDIA's GPU clusters is no coincidence. 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Five: Summer's Over, Buckle Up!","url":"https://stock-news.laohu8.com/highlight/detail?id=2662051182","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662051182?lang=en_us&edition=fundamental","pubTime":"2026-08-28 14:27","pubTimestamp":1787898454,"startTime":"0","endTime":"0","summary":"Friday's U.S. jobs report will shed light on whether the country's labour market may be softening or if last month's dour data was a one-off event.It's expected to show employment climbed by a tepid 45,000 jobs in August, according to a Reuters poll, after falling by an unexpected 23,000 in July.Theweak July reportdid calm market worries about near-term interest rate hikes, although Fed funds futures still suggest better-than-even odds of a rate increase before the year is out.Data this week showedinflation continues to runabove the Fed's 2% target. 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