Dossier
AI revenue
Coverage of AI revenue in the Nexus archive.
- Alibaba shares spike 12% in Hong Kong as T-Head chips, AI revenue fuel earnings optimism
Alibaba Group Holding's shares rose 12.2% in Hong Kong amid expectations of revenue growth driven by AI demand and reduced food delivery losses. Equity analysts anticipate reaccelerated revenue in the June quarter, with rivals Tencent and Meituan also seeing share gains.
- Goldman Sachs expects SpaceX’s AI revenue to surge 100 times by 2030
Goldman Sachs projects SpaceX's AI revenue to increase 100-fold by 2030, supporting a $1.78tn valuation for the company's IPO.
- ‘The power landlords of AI’: Bernstein initiates coverage on bitcoin miners TeraWulf and Cipher Digital, sees ninefold AI revenue by 2030
Bernstein initiates coverage on Bitcoin miners TeraWulf and Cipher Digital, setting them at Outperform with $36 and $32 price targets. The firm projects AI revenue for these companies to grow ninefold by 2030.