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Chatter: Broadcom's VMware Licensing Overhaul Draws More EU Antitrust Scrutiny","url":"https://stock-news.laohu8.com/highlight/detail?id=2666529768","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666529768?lang=en_us&edition=fundamental","pubTime":"2026-09-11 19:26","pubTimestamp":1789125968,"startTime":"0","endTime":"0","summary":"Broadcom  is facing stricter European Union antitrust oversight regarding its revised VMware software licensing framework following its $61 billion acquisition, Bloomberg News reported Friday, citing a July questionnaire sent to cloud vendors.EU regulators requested details from impacted cloud firms regarding VMware's necessity, alternative software availability, restrictive certification terms, and regional market scale, the news outlet reported.The regulatory probe comes ahead of a March-end deadline after which certain cloud providers risk losing access to sell VMware subscriptions under Broadcom's 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Chatter: Nvidia, OpenAI, Oracle and Cisco AI Data Center Plan in UAE May Be Revised After Iranian Attacks","url":"https://stock-news.laohu8.com/highlight/detail?id=2666254065","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666254065?lang=en_us&edition=fundamental","pubTime":"2026-09-11 18:22","pubTimestamp":1789122128,"startTime":"0","endTime":"0","summary":"Nvidia , OpenAI, Oracle  and Cisco  are involved in a United Arab Emirates AI data center project that will likely be revised following Iranian attacks, Reuters reported Friday, citing people familiar with the matter.The 5-gigawatt project, originally planned as a 10-square-mile campus in Abu Dhabi, will likely be developed as a network of data centers across the UAE, according to the report.The first phase of the $30 billion Stargate UAE project is expected to proceed with security modifications, while G42 said work remains on track and subject to ongoing review, Reuters added.Nvidia, OpenAI, Oracle, Cisco and G42 didn't immediately respond to MT Newswires' request for 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AI Chip Packaging Demand Set to Stay Strong Through 2028","url":"https://stock-news.laohu8.com/highlight/detail?id=2666854305","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666854305?lang=en_us&edition=fundamental","pubTime":"2026-09-11 13:04","pubTimestamp":1789103040,"startTime":"0","endTime":"0","summary":"0504 GMT - AI semiconductor suppliers are likely to outpace broader cloud spending growth through 2028, as demand for advanced chip packaging remains strong despite expectations for data center investment to moderate, according to Morgan Stanley. The bank expects aggregate advanced packaging capacity to grow about 50% in 2028, even as cloud service provider capital expenditure rises a more modest 12%. Larger AI chip designs and growing use of advanced packaging for CPUs and networking processors are expected to support demand, while supply chain checks point to continued expansion by TSMC and its partners. The report also sees AI custom chip activity as robust, helped by new industry partnerships and inference-related 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Stanley Breaks Down NVIDIA's 'Balance Sheet-as-a-Service' Model: Equity Price Target Set at $300 While Credit Desk Stays Cautious","url":"https://stock-news.laohu8.com/highlight/detail?id=1154099705","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1154099705?lang=en_us&edition=fundamental","pubTime":"2026-09-11 11:55","pubTimestamp":1789098917,"startTime":"0","endTime":"0","summary":"Morgan Stanley has released a research report evaluating NVIDIA (NVDA.US) from a cross-asset perspective, focusing on the company's \"Balance Sheet-as-a-Service\" strategy. The report highlights 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