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.
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.
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.
Amid a volatile market chasing tech momentum, one investment firm is placing a significant bet on the steady, regulated growth of diversified energy provider Chesapeake Utilities, highlighting a strategic shift towards tangible infrastructure assets.
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.
As hyperscalers double down on AI, data center REITs like Equinix emerge as a stable, dividend-paying avenue for investors seeking exposure to the infrastructure backbone of the boom.
As the wearables market surges, Biolinq CEO Richard Yang positions smart patches as the next evolution, capable of tracking deep biochemical data where watches track surface metrics, with his company's FDA-cleared glucose sensor leading the charge.
A KKR-led group is finalizing a deal to acquire Singapore-based data centre operator STT GDC, a move that underscores the intense global competition for digital infrastructure assets as AI-driven demand surges across Asia.
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.
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.
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.
Allegion (NYSE: ALLE) is accelerating its strategic shift toward integrated smart security platforms, emphasizing digital credentials, connected locks, and cloud-based access control to meet growing demand from commercial and institutional clients.
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.
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.
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.
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.
A patent lawsuit filed by Solos Technology against Meta Platforms, Oakley, and EssilorLuxottica targets core smart glasses technology, posing significant risks to Meta's wearables strategy and valuation.
