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Here's Why Some Analysts are Nervous","url":"https://stock-news.laohu8.com/highlight/detail?id=2659836851","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659836851?lang=en_us&edition=fundamental","pubTime":"2026-08-13 16:41","pubTimestamp":1786610512,"startTime":"0","endTime":"0","summary":"Wall Street is excited about growing backlogs at some AI infrastructure companies, but some experts caution that there's no guarantee all those orders will be carried outCoreWeave's stock soared on 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$500 Billion Bet With Wall Street: Can AI Chips Break The Iron Law Of Tech Depreciation?","url":"https://stock-news.laohu8.com/highlight/detail?id=1173702211","media":"AI Industry Frontlines","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1173702211?lang=en_us&edition=fundamental","pubTime":"2026-08-13 16:28","pubTimestamp":1786609685,"startTime":"0","endTime":"0","summary":"","market":"fut","thumbnail":"https://static.tigerbbs.com/9e2abc5c6e551373a49179214c940c09","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/9e2abc5c6e551373a49179214c940c09"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Nvidia's $500 Billion Bet With Wall Street: Can AI Chips Break The Iron Law Of Tech Depreciation?","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NVDL","07788","NVDW","NVDB","07388","NVDA","ANV","DIPS","NVDQ","NVDO","NVDU","NVYY","NVD","NVDX","NVDS","NVDY","NVII","NVDD","NVDG"],"isVideo":true,"video":{"duration":126,"video_url":"https://news-video-sg.skytigris.cn/videos/cdn/359.mp4","video_thumbnail":"https://news-video-sg.skytigris.cn/videos/covers/359.webp","audio_url":"https://static.tigerbbs.com/8a41c52460de2a5cd750242ce6d1da10.mp3","isAI":true},"gpt_icon":0},{"id":"2659346991","title":"India's Larsen and Toubro Secures AI Data Centre Order Worth up to $1.57 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=2659346991","media":"Reuters","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659346991?lang=en_us&edition=fundamental","pubTime":"2026-08-13 15:48","pubTimestamp":1786607286,"startTime":"0","endTime":"0","summary":"UPDATE 1-India's Larsen and Toubro secures AI data centre order worth up to $1.57 billionAug 13 -India's Larsen and ToubroLART.NSon Thursday said it had secured an order worth up to 150 billion rupees  from U.S.-based cloud platform Together AI to host an AI data centre using Nvidia'sNVDA.Ohigh-performance chips.L&T's shares rose as much as 1.2% in midday trade.The order secured by L&T's AI infrastructure subsidiary, LTN Compute is in the range of 100 billion to 150 billion rupees , and marks L&T's foray into the AI factory business, the company said.Thecentre, hosted at the firm's Vyoma.AI unit in its campus in the southern Indian city of Chennai, will have a capacity of 10,000 NVIDIA B300 chips.This is the largest such deployment in India, L&T said, and added it will support Together AI's cloud platform for AI inference, fine-tuning and trainingNvidia's B300 ranks among the most powerful chips available for AI inference 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L&T Gains After Unit Wins up to $1.6 Billion Nvidia AI Factory Order","url":"https://stock-news.laohu8.com/highlight/detail?id=2659136323","media":"Reuters","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659136323?lang=en_us&edition=fundamental","pubTime":"2026-08-13 14:22","pubTimestamp":1786602178,"startTime":"0","endTime":"0","summary":"BUZZ-India's L&T gains after unit wins up to $1.6 billion NVIDIA AI factory orderAug 13 -** Shares of Larsen and ToubroLART.NSrise 1% to 4,060 rupees** Engineering & construction firm's unit wins 100 billion-150 billion rupee  orderto buildNVIDIA B300 AI factory in India** Marks co's foray into AI factory business; L&T will deploy NVIDIA B300 infrastructure at its Chennai data centre campus** Stock rated \"hold\" on avg by 29 analysts; median PT 4,466.5 rupees - data compiled by LSEG** Stock down 2.1% 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