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Market news: Anthropic is reportedly set to acquire artificial intelligence startup DeCart for $6 billion.

2026-08-13

Market news: Anthropic is reportedly set to acquire artificial intelligence startup DeCart for $6 billion.

Other News
2026-08-12

Norway's sovereign wealth fund, the Government Pension Fund Global, received NOK 89 billion of inflows in 1H.

Norway's sovereign wealth fund, the Government Pension Fund Global, received NOK 89 billion of inflows in 1H.
2026-08-13

Huatai Securities says AI compute expansion will increase optical-module power consumption, shifting aluminum nitride (AlN) — prized for high thermal conductivity, electrical insulation and thermal compatibility — from an optional to a likely require

Huatai Securities says AI compute expansion will increase optical-module power consumption, shifting aluminum nitride (AlN) — prized for high thermal conductivity, electrical insulation and thermal compatibility — from an optional to a likely required material. Huatai estimates optical modules could drive demand for high-end AlN powder to exceed 2,000 tons by 2027. On the supply side, Japanese suppliers are facing raw-material shortages tied to rare-earth controls, and tight downstream demand could create a supply shortfall and upward pressure on prices. Domestic manufacturers are accelerating capacity ramp-up and customer qualification, presenting a potential domestic-replacement opportunity.
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