Ai Capex Growth
Historical signal intelligence based on stored Merrowstone event memory and outcome observations. Results are ordered and labelled from existing database evidence only.
Signal Intelligence Summary
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Visual Intelligence Graph
Use this graph to understand how the selected signal connects to events, companies, related signals, and observed outcomes.
Historical Events Timeline
Direct matches are shown separately from co-signal observations. Pending outcome windows are labelled rather than shown as broken data.
| Date | Company | Headline | Why related? | Primary Signal | 7d Return | 30d Return | 90d Return | Relative 90d Return | Board |
|---|---|---|---|---|---|---|---|---|---|
| Direct Signal MatchesThe selected signal is the primary or directly attributed signal. | |||||||||
| 2025-12-11 | NVDA / Nvidia | Coherent (COHR) Is Up 15.5% After 300mm Silicon Carbide Breakthrough For AI Datacenter Efficiency – Has The Bull Case Changed? | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -3.75% | +2.22% | +2.82% | +4.40% | |
| 2025-12-11 | NVDA / Nvidia | Advanced Micro Devices Rises as Nvidia Wins China Chip Approval Under New U.S. Rule | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -3.75% | +2.22% | +2.82% | +4.40% | |
| 2025-12-11 | NVDA / Nvidia | Rivian Unveils AI Chip for Automated Driving, Ditches Nvidia | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -3.75% | +2.22% | +2.82% | +4.40% | |
| 2025-12-10 | NVDA / Nvidia | CleanSpark Stock Surges with Strategic Expansions | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -6.99% | +0.59% | +0.54% | +1.76% | |
| 2025-12-10 | NVDA / Nvidia | Something Ominous Is Happening in the AI Economy | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -6.99% | +0.59% | +0.54% | +1.76% | |
| 2025-12-10 | MSFT / Microsoft | Microsoft to spend $17.5B on AI infrastructure to support India’s AI ambitions | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -0.51% | +0.15% | -15.02% | -13.80% | |
| 2025-12-10 | MSFT / Microsoft | The Secret to Finding the Next Broadcom Is Hiding in Plain Sight | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -0.51% | +0.15% | -15.02% | -13.80% | |
| 2025-12-10 | MSFT / Microsoft | ByteDance, Alibaba keen to order Nvidia H200 chips | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -0.51% | +0.15% | -15.02% | -13.80% | |
| 2025-12-09 | NVDA / Nvidia | Trump Announces U.S. Will Allow Nvidia to Sell More Advanced AI Chips to China | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -3.92% | +0.04% | -1.25% | -0.85% | |
| 2025-12-09 | NVDA / Nvidia | How Investors May Respond To CenterPoint Energy (CNP) Joining Palantir Nvidia In AI Power Grid Platform | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -3.92% | +0.04% | -1.25% | -0.85% | |
| 2025-12-09 | NVDA / Nvidia | Clean Energy Expansion; AI Capital Considerations; and Fund Finance Shaping Private Credit | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -3.92% | +0.04% | -1.25% | -0.85% | |
| 2025-12-09 | NVDA / Nvidia | Broadcom (AVGO) Stock Near Record Highs as OpenAI Mega‑Deal and Dec. 11 Earnings Put AI Trade Back in Focus | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -3.92% | +0.04% | -1.25% | -0.85% | |
| 2025-12-09 | NVDA / Nvidia | Supermicro Expands NVIDIA Blackwell Portfolio with New 4U and 2-OU (OCP) Liquid-Cooled NVIDIA HGX B300 Solutions Ready for High-Volume Shipment | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -3.92% | +0.04% | -1.25% | -0.85% | |
| 2025-12-09 | NVDA / Nvidia | Supermicro (SMCI) launches 4U NVIDIA HGX B300 with up to 98% heat capture | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -3.92% | +0.04% | -1.25% | -0.85% | |
| 2025-12-09 | MSFT / Microsoft | ZAWYA: BlackRock ready to partner with GCC wealth funds to tap Asian markets | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -3.18% | -2.83% | -16.60% | -16.20% | |
| 2025-12-09 | MSFT / Microsoft | Microsoft to invest more than $5.4 billion in Canada to boost AI infrastructure | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -3.18% | -2.83% | -16.60% | -16.20% | |
| 2025-12-09 | MSFT / Microsoft | Microsoft, Cognizant and Intel Chiefs meet PM Modi in efforts to boost AI adoption in India — Here's what we know | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -3.18% | -2.83% | -16.60% | -16.20% | |
| 2025-12-08 | NVDA / Nvidia | Palantir, Nvidia, CenterPoint Energy Partner to Develop 'Chain Reaction' Software to Accelerate Power-Intensive AI Data Center Construction | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -4.99% | +1.92% | -1.56% | -1.07% | |
| 2025-12-08 | NVDA / Nvidia | AlphaTON Capital Deploys First H200 GPUs on Cocoon AI | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -4.99% | +1.92% | -1.56% | -1.07% | |
| 2025-12-08 | NVDA / Nvidia | AlphaTON stock soars after deploying NVIDIA H200 GPUs on Telegram’s network | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -4.99% | +1.92% | -1.56% | -1.07% | |
| 2025-12-08 | NVDA / Nvidia | Nvidia Set to Win US Approval to Export H200 AI Chips to China | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -4.99% | +1.92% | -1.56% | -1.07% | |
| 2025-12-08 | NVDA / Nvidia | Trump strikes deal with Xi Jinping to allow Nvidia to export AI chips to China | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -4.99% | +1.92% | -1.56% | -1.07% | |
| 2025-12-08 | NVDA / Nvidia | AlphaTON Capital Deploys First H200 GPUs on Cocoon AI Network, Launches Revolutionary #OwnYourNode Program to Democratize AI Infrastructure Ownership | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -4.99% | +1.92% | -1.56% | -1.07% | |
| 2025-12-08 | NVDA / Nvidia | Arm Holdings: The Engine Powering Behind Efficient AI Computing | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -4.99% | +1.92% | -1.56% | -1.07% | |
| 2025-12-08 | MSFT / Microsoft | Microsoft Sparks AI Chip Battle -- Talks With Broadcom on Custom Silicon | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -3.30% | -1.54% | -16.43% | -15.94% | |
Historical observation only. This workspace does not provide investment advice, forecasts, price targets, buy/sell ratings, or claims of causation.