Esteban Tesson

Oklo seeks to leverage weapons-grade plutonium to power its future nuclear reactors

US company Oklo has announced its selection by the US Department of Energy to enter advanced discussions regarding the use of Cold War-era plutonium as a potential fuel source for its nuclear reactors. The Trump administration plans to make approximately 20 metric tons of plutonium from dismantled nuclear warheads available to power next-generation nuclear reactors.

27 May 2026 at 12:37 am AEST

Quantinuum targets $12.7bn valuation for its IPO

Quantinuum, the quantum computing firm controlled by Honeywell, is seeking a valuation of up to $12.7bn for its US initial public offering. The company plans to raise as much as $1.05bn by offering approximately 21.05 million shares in a price range of $45 to $50 per share. During its last funding round in September, Quantinuum was valued at $10bn.

27 May 2026 at 12:34 am AEST

Quantinuum Targets $12.7bn Valuation for Initial Public Offering

Quantinuum, the quantum computing firm controlled by Honeywell, is seeking a valuation of up to $12.7bn for its U.S. initial public offering. The company plans to raise as much as $1.05bn by offering approximately 21.05m shares priced between $45 and $50 each. This target follows a funding round in September that valued Quantinuum at $10bn.

26 May 2026 at 11:39 pm AEST

Oklo Aims to Use Weapons-Grade Plutonium to Power Its Future Nuclear Reactors

The American company Oklo has announced its selection by the U.S. Department of Energy to enter advanced discussions regarding the use of Cold War-era plutonium as a potential fuel source for its nuclear reactors. The Trump administration plans to make approximately 20 metric tons of plutonium from dismantled nuclear warheads available to power next-generation nuclear reactors.

26 May 2026 at 11:22 pm AEST

Anthropic may tap Microsoft AI chips to curb Nvidia reliance

Anthropic is in talks with Microsoft to utilize the US tech giant's Maia 200 artificial intelligence chips, according to sources from The Information, later confirmed by CNBC. While no definitive agreement has been signed, such a deal would represent a significant strategic milestone for Microsoft in the specialized AI processor market. The group is seeking to bolster its position against Amazon and Google in cloud infrastructure dedicated to artificial intelligence.

22 May 2026 at 05:16 am AEST

Arm surges following Nvidia earnings call

While Nvidia once again delivered robust financial results, it was indeed the group's earnings call that truly captured the market's attention. Jensen Huang's remarks regarding processors designed for agentic AI particularly benefited Arm, whose shares jumped nearly 12% during the session.

22 May 2026 at 05:13 am AEST

Anthropic May Use Microsoft AI Chips to Reduce Nvidia Dependency

Anthropic is in discussions with Microsoft to utilize the Maia 200 artificial intelligence chips developed by the American tech giant, according to sources from The Information later confirmed by CNBC. While no definitive agreement has been signed yet, such a deal would represent a significant strategic milestone for Microsoft in the specialized AI processor market. The group is seeking to strengthen its position against Amazon and Google in cloud infrastructure dedicated to artificial intelligence.

22 May 2026 at 04:19 am AEST

Arm surges following Nvidia conference call

While Nvidia once again delivered solid earnings, it was the group's conference call that truly captured market attention. Jensen Huang's comments regarding processors designed for agentic AI particularly benefited Arm, whose shares jumped nearly 12% during the session.

22 May 2026 at 02:14 am AEST

Nvidia pivots toward a new diversification narrative

After opening flat, Nvidia shares are trading slightly lower (-2%) after rising over 1% in the previous session. The semiconductor giant notably unveiled a new revenue presentation, introducing an unprecedented segmentation designed to drive home a clear message: Nvidia is no longer solely dependent on hyperscalers and is now part of a broader diversification of its end markets.

22 May 2026 at 02:13 am AEST

Nvidia Pivots Toward a New Narrative of Diversification

After opening the session flat, Nvidia shares are trading slightly lower (-2%) following a gain of more than 1% the previous day. The semiconductor giant notably unveiled a new revenue presentation, introducing an unprecedented segmentation designed to send a clear message: Nvidia is no longer solely dependent on hyperscalers and is now pursuing a broader diversification of its market outlets.

22 May 2026 at 01:02 am AEST

Nvidia raises guidance and launches massive $80bn dollar share buyback program

Nvidia posted revenue forecasts that exceeded Wall Street expectations, while announcing an $80bn share repurchase program, confirming the persistent strength of global demand related to artificial intelligence. The group projects Q2 revenue of $91bn, plus or minus 2%, compared to the $86.84bn expected by analysts according to LSEG. Despite these solid prospects, the stock fell slightly in after-hours trading.

21 May 2026 at 03:04 pm AEST

Nvidia in Focus as Wall Street Closes in the Green

Major U.S. indices finished Wednesday's session higher, bolstered by anticipation of Nvidia's quarterly earnings and hopes for a diplomatic breakthrough regarding Iran. The S&P 500 rose 1.08% to 7,432.9 points, the Dow Jones gained 1.31% to 50,009.3 points, and the Nasdaq 100 advanced 1.66% to 29,297.7 points.

21 May 2026 at 06:44 am AEST

Nvidia Raises Guidance and Launches Massive $80bn Share Buyback

Nvidia has issued revenue forecasts that exceeded Wall Street expectations and announced an $80bn share repurchase program, confirming the persistent strength of global demand linked to artificial intelligence. The group projects second-quarter revenue of $91bn, plus or minus 2%, compared to the $86.84bn expected by analysts according to LSEG. Despite these solid prospects, the stock edged lower in after-hours trading.

21 May 2026 at 06:37 am AEST

Fed considers further rate hikes amid persistent inflationary risks

US Federal Reserve officials suggested at their latest meeting that they may have to increase interest rates if the conflict with Iran continues to fuel inflation, according to minutes released on Wednesday. Although the Fed ultimately held its benchmark rate within a 3.5% to 3.75% range, the discussions revealed growing divisions within the monetary committee. The meeting was marked by four dissenting votes, a level of disagreement that has not been seen since 1992.

21 May 2026 at 05:14 am AEST

Fed Considers Further Rate Hikes Amid Inflationary Risks

U.S. Federal Reserve officials suggested during their latest meeting that interest rate increases could become necessary if the conflict with Iran continues to fuel inflation, according to minutes released Wednesday. Although the Fed ultimately maintained its benchmark federal funds rate within a range of 3.5% to 3.75%, the discussions revealed growing divisions within the monetary committee. The meeting was marked by four dissenting votes, a situation not seen since 1992.

21 May 2026 at 04:18 am AEST

OpenAI prepares for record-breaking IPO

OpenAI is preparing to confidentially file a draft registration statement for an initial public offering, according to reports confirmed by CNBC. The artificial intelligence specialist, valued at over $850bn on private markets, is reportedly working with several major investment banks, including Goldman Sachs and Morgan Stanley, to prepare the transaction. The group is considering a market debut as early as Q4 2026, in what could become one of the largest listings in financial market history.

21 May 2026 at 04:12 am AEST

OpenAI Prepares for an IPO That Could Shatter Records

OpenAI is preparing to confidentially file a draft prospectus for an initial public offering, according to reports confirmed by CNBC. The artificial intelligence specialist, valued at over $850bn on private markets, is reportedly working with several major investment banks, including Goldman Sachs and Morgan Stanley, to prepare the transaction. The group is considering a market debut as early as the fourth quarter of 2026, in what could become one of the largest listings in the history of financial markets.

21 May 2026 at 03:34 am AEST

French consortium seeks funding for massive AI data center

The French consortium AION plans to apply for European funding for an artificial intelligence data center project in France, with costs potentially reaching EUR10bn. The initiative falls under the EUR20bn European fund launched last December to support strategic AI infrastructure as Europe seeks to close the gap with the United States and China. According to its backers, the French project alone could account for nearly half of the European fund.

21 May 2026 at 02:46 am AEST

Lam Research opens Austrian center to develop next-generation chip packaging

Lam Research has inaugurated a research facility in Salzburg, Austria, dedicated to the development of new semiconductor assembly technologies. The US-based chipmaking equipment specialist will focus its efforts on "panel-level packaging," a technology designed to increase chip density while reducing production costs. This initiative comes amid surging demand driven by artificial intelligence and the growing need for advanced processors.

21 May 2026 at 02:43 am AEST

French consortium seeks funding for massive AI data center hub

The French consortium AION plans to apply for European funding for an artificial intelligence data center project in France, with costs potentially reaching 10 billion euros. The initiative falls under the 20 billion euro European fund launched last December to support strategic AI infrastructure as Europe seeks to close the gap with the United States and China. According to its backers, the French project alone could account for nearly half of this European fund.

21 May 2026 at 01:08 am AEST

Lam Research Opens Austrian Center to Develop Next-Generation Chip Packaging

Lam Research has inaugurated a research center in Salzburg, Austria, dedicated to the development of new semiconductor assembly technologies. The American group, a specialist in chip manufacturing equipment, will focus its efforts on panel-level packaging, a technology designed to increase chip density while reducing production costs. This initiative comes amid surging demand driven by artificial intelligence and the growing need for advanced processors.

21 May 2026 at 12:34 am AEST