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.
With hyperscalers projected to pour $500 billion into AI infrastructure by 2026, investors are looking beyond headline chipmakers to the essential, yet often overlooked, backbone providers of the AI revolution.
Oracle shares slid in premarket trading after the company unveiled plans to raise up to $50 billion this year to fuel its cloud and AI expansion, prompting investor unease over its growing debt burden and the long-term payoff of the sector's spending spree.
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.
Once crypto miners, IREN and Applied Digital have pivoted to AI infrastructure, delivering staggering returns. But as valuations soar, investors face a critical choice between predictable cash flow and high-growth optionality.
Microsoft posts record cloud and AI-driven revenue for Q2, fueled by new partnerships and its custom AI chip. However, a significant surge in capital expenditures for AI infrastructure and a slight deceleration in Azure growth triggered the stock's worst single-day drop since 2020, testing investor resolve on the long-term payoff.
Barclays raises Astera Labs' price target to $165, naming it a top pick for AI integration plays in its 2026 semiconductor outlook, while contrasting analyst views highlight the evolving debate on AI's infrastructure demands.
Despite a flat start to 2026, Nvidia's valuation appears compelling as new forecasts project global AI spending to surge past $3.3 trillion by 2027, suggesting the chipmaker's growth story is far from over.
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.
Microsoft's aggressive investment in AI infrastructure led to a sharp rise in capital expenditures, while its flagship Azure cloud service showed signs of moderating growth. The mixed results triggered a significant after-hours sell-off, raising questions about the near-term profitability of its AI ambitions.
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.
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.
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.
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.
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.
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.
A wave of analyst upgrades for Applied Materials underscores growing confidence in global semiconductor capital expenditure, driven by the AI infrastructure boom and demand for advanced manufacturing tools. The company's strategic position in wafer fabrication equipment places it at the heart of the industry's next growth phase.
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.
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.
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.
