US hyperscalers
Coverage of US hyperscalers in the Nexus archive.
- AI hyperscaler effect vaults China’s Zhongji Innolight to top of CSI 300 benchmark
Zhongji Innolight, a supplier of optical modules to US hyperscalers, became the largest constituent of China’s CSI 300 benchmark with a 5% weighting, driven by the AI hyperscaler effect. The company is based in Shandong province and highlights AI’s growing influence on China’s equity market.
- AI hyperscaler effect vaults China’s Zhongji Innolight to top of CSI 300 benchmark
Zhongji Innolight, a Chinese supplier of optical modules to US hyperscalers, became the largest constituent of China’s CSI 300 benchmark due to AI-driven market growth. The company’s 5% weighting in the index highlights AI’s growing influence on China’s equity markets.
- Commission’s sovereign cloud plan doesn’t push US hyperscalers out
The Commission’s sovereign cloud plan aims to retain US hyperscalers rather than exclude them, as the Cloud and AI Development Act seeks to maintain American support. The proposal focuses on cloud and AI development without explicitly pushing out US-based companies.