Demand for AI infrastructure remains strong, with rental rates for older-generation Nvidia (NVDA) Blackwell and Hopper GPUs still rising, a sign the compute shortage remains acute, according to BCA Research chief economist Peter Berezin. Berezin said he expects an AI capex bust, but probably not until 2028. SK Hynix (SKHY) plans to return a total of $75 billion to shareholders this year through buybacks and dividends, after record third-quarter revenue and operating profit for a sixth straight quarter. Anthropic's IPO prospectus showed first-half 2026 revenue rising to $16.3 billion from $1.1 billion a year earlier, with customers outside the top five making up about 79% of sales, up from 64% in the first quarter. The company had about $131.7 billion in cash, cash equivalents and short-term investments as of June 30, 2026.
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NVDAartificial intelligencesemiconductorsdata centersshare buybacks
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Related tickers and likely impact
NVDA
▲ Likely positiveNvidia
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/27/2026 | 217.88 |
| Change that session | +0.87% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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