#AI Infrastructure

AI capex added 2.5% to 2026 U.S. GDP and was 75% of Q1 economic growth. Why the boom cannot be stopped, the "token factory" phase, and how dollars trickle down to the IA13 cohort.

Corning and NVIDIA announced a major optical connectivity partnership for AI data centers. Here is why GLW jumped almost 15% on May 6, 2026.

Anthropic's reported $200B Google commitment, Alphabet's $460B cloud backlog, and the market-cap gap with Nvidia explain the No. 1 call.

GE Vernova and Vertiv both report Q1 earnings Wednesday — the cleanest same-day read on the AI capex cycle. Pair-trade logic, risks, and what to watch.

The best AI stocks for 2026, ranked with the AI Equity Editorial Score across chips, cloud, and software. See each company's AI moat and valuation risk. This list is not the TECHi Forward Model Score.

Google is exploring deals with Chinese cooling suppliers, including Envicool, to meet the growing demand for liquid-based cooling solutions driven by the rapid expansion of AI infrastructure and data centres.

Dell Stock Technologies soared 62% in 12 months, driven by a $43B AI server backlog and record Q4 results. Explore what's behind the rally and what FY27 guidance means for investors.

Nebius Group's stock surged 14% on Wednesday following Nvidia's announcement that it would invest $2 billion in the AI cloud startup. According to a

On Tuesday, the share of Micron Technology increased by over 5% as the investors became optimistic about a higher collaboration with Applied Materials, a

There is a notable influx of AI projects underway today at Broadcom which has drawn substantial interest in the semiconductor industry. After the

The growth rate of artificial intelligence has expanded faster than the ability of 5G to support bandwidth and latency thus creating an excellent

Arm Holdings is quietly becoming an AI infrastructure powerhouse. With Amazon's Graviton processors driving 40% better price-performance over x86 and data-center royalty revenue doubling last quarter, discover why Arm's asset-light model could make it one of the biggest winners of the AI spending surge.

Investors with lower costs might buy full shares of two companies with a low price, which are Cipher Mining (CIFR) at $14.63 and SoFi Technologies (SOFI)

Temporal secures $300 million in Series D funding led by Andreessen Horowitz, reaching a $5 billion valuation. Discover how its resilient workflow platform is becoming critical infrastructure for AI agents at OpenAI, Netflix, and beyond.

Alphabet joins the exclusive "century bond" club to fund a $20B AI expansion. Discover why tech titans are pivoting to massive debt and the risks of a looming AI bubble.

Alphabet Inc. raises $20 billion through historic bond offering to fund AI infrastructure. Analysis of tech sector's shift from cash reserves to debt financing for AI capital expenditure and long-term investor implications. (199 characters - should be shortened)

Intel and AMD have posted warnings on the dire shortages of server CPUs, which have an imminent negative effect on the Chinese buyers; the lead-time is

The stock price of Super Micro Computer Company did not only rise, but it experienced a substantial increase on Wednesday. The shares of the computing

SanDisk (WDC) shares hit $632 after crushing Q2 estimates with $3.03B in revenue. Discover how the AI data center boom and a 1,350% yearly rally are fueling massive profit forecasts.

ABB reports record $1.58B Q4 EBITA, announces $2 billion stock buyback, and projects another record year in 2026 driven by AI data centers and electrification demand.

On Wednesday, Nvidia shares saw an increase after news emerged that Chinese authorities approved the first batch of H200 artificial intelligence chips

Micron Technology's $24 billion investment in a new Singapore chip plant accelerates its response to the global memory shortage, driving the AI chip market forward. With production set for 2028, Micron aims to dominate NAND flash memory, essential for AI data centers.

OpenAI estimates 2026 to be the year of practical adoption and that CFO Sarah Friar records an explosive growth that can be directly equated to a rise of