The world needs to invest a staggering $7 trillion in infrastructure to support AI adoption over the coming decade. This once ...

Industry research forecasts that AI hyperscalers will spend at least $500 billion on infrastructure in 2026.

The sizeable spending on AI infrastructure this year could be a massive tailwind for the two companies discussed in this ...

Nvidia, Equinix, and Digital Realty will profit from the AI boom.

Liquidity remains the primary market driver, with falling rates expected to support asset prices. Fed projects the federal funds rate at 3.4% by 2026, implying one rate cut and higher GDP growth. AI ...

Investors have piled into AI names this year but the market could split into segments in 2026. The rollercoaster of tech sell-offs and rallies in the fourth quarter could be early signs of ...

Broadcom is proving to be a key beneficiary in the AI networking market, with around $20 billion of non-accelerator AI backlog. Coherent is also benefiting from the ongoing AI networking upgrade cycle ...

Vertiv Holdings (VRT) is a compelling buy, leveraging its leadership in liquid cooling and power solutions for data centers amid AI-driven secular growth. VRT's moat is reinforced by high integration ...

Robotics is forcing a fundamental rethink of AI compute, data, and systems design Partner Content Physical AI and robotics are moving from the lab to the real world— and the cost of getting it wrong ...

Nvidia’s reported pullback from a proposed $100 billion OpenAI investment tied to the Stargate AI infrastructure buildout signals a shift toward capital discipline in the ...

New research from Dell’Oro Group shows how AI is impacting the entire data center infrastructure stack, from record ...