Brookfield Infrastructure

Business

Brookfield Infrastructure's 17-Year Payout Streak and AI Focus Signal Strategic Pivot

Brookfield Infrastructure Partners L.P. (BIP) reports robust 2025 results, marking its 17th consecutive annual distribution increase while spotlighting data and AI infrastructure as core growth drivers. The update fuels debate on whether the firm's narrative is shifting from a pure income play to a growth-oriented infrastructure enabler.

Jan 30, 2026

Business

Brookfield Infrastructure Posts Record Year, Boosts Payout as AI Demand Fuels Data Center Boom

Brookfield Infrastructure Partners capped a strong 2025 with double-digit FFO growth, a record capital recycling program, and a raised distribution. Management highlighted a massive, disciplined expansion in data infrastructure to meet AI-driven demand, forecasting a return to 10%+ growth targets.

Jan 30, 2026

Business

IREN Pivots from Bitcoin Mining to AI Infrastructure with Major Microsoft, Dell Deals

Digital infrastructure firm IREN secures a landmark $9.7 billion agreement with Microsoft and a massive GPU procurement from Dell, marking a strategic shift from cryptocurrency mining to powering the AI cloud boom.

Feb 2, 2026

Business

Applied Digital Bets Big on AI Infrastructure with Hyperscale Leases and New 430MW Campus

Applied Digital is making a decisive pivot from cryptocurrency mining to high-performance AI data center infrastructure, securing major long-term leases and breaking ground on a new campus designed for large-scale AI workloads, as demand for specialized compute power surges.

Feb 2, 2026

Business

Apollo Bets Big on AI Infrastructure and Logistics, Signaling Strategic Pivot

Apollo Global Management is deploying billions into AI data center infrastructure and European logistics real estate, underscoring a strategic shift towards hard assets tied to technological transformation and supply chain resilience.

Feb 2, 2026

Business

Jacobs Secures Major Low-Carbon Infrastructure Contracts Amid Market Skepticism

Jacobs Solutions lands pivotal roles in California wastewater upgrades and UK nuclear project, reinforcing its position in sustainable infrastructure despite shares trading below analyst targets.

Feb 2, 2026

Business

Oracle Bets Big on AI Boom, Plans $50 Billion Cloud Infrastructure Push

Oracle Corporation announced a massive $45-50 billion fundraising plan for 2026, aiming to aggressively expand its cloud infrastructure to meet surging demand from leading AI and tech giants.

Feb 2, 2026

Business

The AI Infrastructure Gold Rush: Three Chip Titans Powering the Next Wave

As global investment in artificial intelligence infrastructure accelerates, a handful of semiconductor giants stand to reap outsized rewards. We examine the foundational players whose technology is enabling this historic build-out.

Feb 2, 2026

Business

Beyond the Hype: Marvell Technology Emerges as a Stealth AI Infrastructure Powerhouse

While investor attention fixates on flashier names, Marvell Technology's critical role in custom AI chips and data center infrastructure positions it for explosive growth, making its current valuation a potential opportunity.

Feb 2, 2026

Business

Hut 8 Pivots from Bitcoin Mining to AI Infrastructure in Major Strategic Overhaul

In a significant strategic shift, Hut 8 Corp. is decommissioning a key mining site and redirecting capital toward AI and high-performance computing infrastructure, signaling a move to diversify beyond volatile cryptocurrency markets.

Jan 31, 2026

Business

Sterling Infrastructure's Meteoric Rise: Is the Stock Now Overheated?

Shares of Sterling Infrastructure have soared over 150% in the past year, fueled by its central role in U.S. infrastructure projects. As the stock hovers near $358, analysts and investors are debating whether the rally has run its course or if there's still room to grow.

Jan 30, 2026

Business

Brookfield Renewable Posts Record Year, Sees 'Structural Shift' in Power Markets Fueled by AI and Electrification

Brookfield Renewable (BEPC) reported robust 2025 financial results, deploying a record $8.9 billion in capital. CEO Conor Teskey outlined a pivotal market transition, driven by surging electricity demand from data centers and industrial activity, positioning the company's diversified portfolio of hydro, wind, solar, and storage for accelerated growth.

Jan 30, 2026

Business

Brookfield Renewable Posts Record Year, Sees 'Material Shift' in Global Power Markets

Brookfield Renewable Partners (BEP) reported robust 2025 financial results, highlighted by record deployment and a strategic pivot to capitalize on surging global electricity demand driven by AI and reindustrialization.

Jan 30, 2026

Business

Needham Reaffirms Bullish Stance on TeraWulf, Sees Strategic Pivot to AI Infrastructure as Key Driver

Investment firm Needham & Company has reiterated its Buy rating and $21 price target for TeraWulf (WULF), citing the company's strategic shift from Bitcoin mining to high-performance computing and AI infrastructure as a core growth catalyst.

Jan 30, 2026

Business

Applied Optoelectronics Bets Big on AI Infrastructure with Major 800G Wins and Texas Expansion

Applied Optoelectronics (AAOI) is positioning itself at the forefront of the AI infrastructure build-out, securing a significant 800G transceiver order from a hyperscale customer and expanding its Texas manufacturing footprint. While these moves signal strong revenue momentum, they also amplify existing concerns over customer concentration and profitability.

Jan 30, 2026

World

Poland Points Finger at Russian Spy Agency Over Destructive Year-End Cyberattacks on Critical Infrastructure

Polish cybersecurity authorities have attributed a wave of disruptive cyberattacks in late December to a hacking group linked to Russia's FSB, marking a potential escalation in tactics against energy and heating infrastructure during a severe winter storm.

Jan 30, 2026

Business

Baseten: The AI Infrastructure Powerhouse Quietly Backed by Tech Giants

While public attention focuses on flashy AI applications, Baseten is building the critical infrastructure beneath them. Its explosive growth and backing from investors like Nvidia signal its pivotal role in the AI economy's next phase.

Jan 30, 2026

Business

Brookfield Business Partners Charts Course as a New Corporation After 'Excellent' Year

Brookfield Business Partners (BBU) reports a strong 2025 defined by strategic capital moves and operational gains across its portfolio. The company is on the cusp of a major corporate reorganization into a single listed entity, aiming to boost liquidity and attract a wider investor base.

Jan 30, 2026

Business

Brookfield Business Touts Record Capital Recycling, Nears Corporate Reorganization Milestone

Brookfield Business Partners reported a robust 2025, generating over $2 billion from asset sales, reducing debt, and making strategic acquisitions. The firm is on the cusp of a major corporate restructuring into a single listed entity, aiming to boost liquidity and investor appeal in a shifting global landscape.

Jan 30, 2026

Business

Meta's $135 Billion AI Gamble: Zuckerberg's 'Superintelligence' Vision Fuels Record Infrastructure Spending

Meta Platforms is charting an unprecedented course in capital investment, with plans to spend up to $135 billion by 2026 to build the infrastructure for AI 'superintelligence.' The staggering sum highlights the scale of Big Tech's arms race and raises questions about long-term returns.

Jan 30, 2026