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Nvidia (NVDA.O): The artificial intelligence system in Project Ports-Pike could generate $150 billion to $200 billion in revenue. Each generation of systems at the Ohio plant could be equipped with approximately 1.5 million GPUs.

2026-08-17

Nvidia (NVDA.O): The artificial intelligence system in Project Ports-Pike could generate $150 billion to $200 billion in revenue. Each generation of systems at the Ohio plant could be equipped with approximately 1.5 million GPUs.

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2026-08-17

Canadian investors' net purchases of foreign securities totaled C$35.43 bln in June; the previous reading was revised from C$22.27 bln to C$21.89 bln.

Canadian investors' net purchases of foreign securities totaled C$35.43 bln in June; the previous reading was revised from C$22.27 bln to C$21.89 bln.
2026-08-17

Barclays points out that the Bank of Japan previously focused on three types of upside inflation risks: the Middle East energy shock, AI-related demand, and yen depreciation. Now, two of these are showing signs of cooling, but conversely, the year-o

Barclays points out that the Bank of Japan previously focused on three types of upside inflation risks: the Middle East energy shock, AI-related demand, and yen depreciation. Now, two of these are showing signs of cooling, but conversely, the year-on-year growth rate of the PPI for non-ferrous metals further accelerated to 40.6% in July. Barclays explicitly mentions that the Bank of Japan links this change to the expansion of global AI-related demand and believes that among the three major inflation risks, AI-related demand is increasingly worthy of close attention. With traditional energy and exchange rate-driven imported inflation beginning to cool, costs of metals and equipment driven by AI infrastructure demand may become a new source of marginal inflation.
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