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Compute Showdown: 2027 Supply Peak vs 2028 Capacity Flood and Price Collapse","url":"https://stock-news.laohu8.com/highlight/detail?id=1145289147","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1145289147?lang=en_us&edition=fundamental","pubTime":"2026-09-10 09:38","pubTimestamp":1789004308,"startTime":"0","endTime":"0","summary":"The AI computing arms race is approaching a pivotal inflection point.As technology heavyweights like Broadcom and NVIDIA finalize massive long-term supply agreements with their vendors between late...","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AGIX","CHAT","ARTY","VTHR","AIPO","QTOC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1186433170","title":"Beijing Dismisses US AI Distillation Accusations as Baseless and Hypocritical","url":"https://stock-news.laohu8.com/highlight/detail?id=1186433170","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1186433170?lang=en_us&edition=fundamental","pubTime":"2026-09-10 09:34","pubTimestamp":1789004051,"startTime":"0","endTime":"0","summary":"China's Ministry of Commerce has responded to recent US government accusations that Chinese artificial intelligence firms are engaged in \"industrial-scale\" model distillation against American...","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["QTOC","CHAT","VTHR","ARTY","AGIX","AIPO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666559146","title":"Inari Amertron is Transitioning Toward Higher-Growth AI Applications","url":"https://stock-news.laohu8.com/highlight/detail?id=2666559146","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666559146?lang=en_us&edition=fundamental","pubTime":"2026-09-10 09:33","pubTimestamp":1789003980,"startTime":"0","endTime":"0","summary":"0133 GMT - Inari Amertron appears to be entering a transition period, shifting towards higher-growth AI solutions, Public Investment Bank analyst Chong Hoe Leong says in a note. The outlook is supported by recovering RF demand and rapid growth in photonics revenue, which could double to about 200 million ringgit in FY 2027 as AI data-center demand rises, he reckons. A new testing program for optical communication components provides another AI-related growth avenue. Inari has set aside 450 million ringgit in capital expenditure, mainly for optical-photonics processing and plant expansion, he notes. Chong raises Inari's FY2027-2029 EPS forecasts by 10%-15%. Public IB raises Inari's target price to 3.06 ringgit from 2.60 ringgit, while maintaining an outperform rating on the stock. 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Both companies started out with a mission of developing AI in a way that avoids catastrophe and have attracted many employees who share that mission. Anthropic Chief Executive Dario Amodei last year said at an Axios event that he thought there was a 25% chance things will go \"really, really badly.\"\"We have always been transparent that AI will bring both enormous benefits and unprecedented risks. 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