Data Center

Oracle • banks

JPMorgan, MUFG seek to offload Oracle-tied AI data center debt as CDS spike: Banks including JPMorgan and MUFG are shopping AI data center debt tied to Oracle as credit default swaps spike and bond order books thin out. The banks had recently underwritten the debt and are seeking to offload it.

Nvidia, Huawei • Nvidia

Nvidia's China AI accelerator share falls to 34% in H1 2026 as Huawei reaches 28%: Nvidia's share of China's data-center AI accelerator market fell to 34% in H1 2026, while Huawei reached 28%, per an IDC report seen by Reuters. Nvidia shipped 678,000 AI accelerators in China from January to June, down 44% year over year, as US export restrictions constrained supplies.