All articles tagged with #ai infrastructure
Originally Published 1 day ago — by MarketWatch
The article discusses how the AI boom is driving demand for infrastructure and energy solutions, highlighting stocks like Modine Manufacturing, bitcoin-mining companies, Williams, ProPetro, and utilities like Constellation Energy, which are positioned to benefit from the increasing power needs of advanced chips and data centers.
Originally Published 2 days ago — by CNBC
OpenAI and SoftBank are investing $1 billion in SB Energy to support the expansion of AI infrastructure, including building a large data center in Texas, as part of a broader strategic partnership and the Stargate initiative aimed at scaling AI capabilities and infrastructure development.
Originally Published 2 days ago — by The Motley Fool
The article highlights three promising AI-related stocks—Axcelis Technologies, Bitfarms, and Western Digital—that have the potential to surge significantly by the end of the decade, emphasizing their roles in AI chip manufacturing, infrastructure, and memory solutions, respectively, and suggesting they could offer substantial returns for investors willing to look beyond the biggest players like Nvidia.
Originally Published 2 days ago — by Meta Store
Meta has announced partnerships with three companies—Oklo, TerraPower, and Vistra—to support the development and operation of up to 6.6 GW of nuclear energy by 2035, aiming to power its data centers and AI infrastructure with clean, reliable energy, create jobs, and strengthen America's nuclear supply chain.
Originally Published 4 days ago — by Applied Digital Corporation (APLD)
Applied Digital reported a significant increase in revenue to $126.6 million, a 250% rise year-over-year, and reduced net losses, highlighting progress in their data center projects and strategic financing efforts, including a $2.35 billion private notes offering and new lease agreements with hyperscalers, positioning the company for substantial growth in AI infrastructure.
Originally Published 5 days ago — by xAI
xAI successfully raised $20 billion in its Series E funding round, surpassing its $15 billion target, with major investors including NVIDIA and Cisco. The company is advancing its AI infrastructure with the world's largest GPU clusters, developing cutting-edge models like Grok 4 and Grok Voice, and expanding its user base to around 600 million. Future plans include launching new AI products and expanding its infrastructure to transform various aspects of life and work.,
Originally Published 5 days ago — by Yahoo Finance
Nvidia's CEO Jensen Huang announced that the company's next-generation AI chips are now in full production, featuring the Vera Rubin platform designed for large AI workloads, promising up to five times the speed of previous models, with major tech companies expected to adopt them early. Despite increasing competition from AMD and Google, Nvidia maintains its leadership in AI hardware innovation.
Originally Published 6 days ago — by NVIDIA Newsroom
NVIDIA announced the Rubin platform, a new AI supercomputer built with six innovative chips designed to significantly reduce training time and inference costs, support agentic AI, and enable large-scale AI deployments, with major industry and cloud partners adopting the technology by 2026.
Originally Published 6 days ago — by The Motley Fool
Texas Instruments, a manufacturer of analog chips crucial for AI infrastructure, has underperformed in recent years but is poised to benefit from the AI boom, especially in data centers and automotive industries, making it a potential undervalued investment opportunity.
Originally Published 6 days ago — by Reuters
Shares of leading memory chipmakers surged due to a global supply shortage driven by high demand for AI infrastructure, with prices more than doubling in some segments and analysts predicting the supercycle could last into 2027.
Originally Published 6 days ago — by reutersinstitute.politics.ox.ac.uk
Experts forecast that AI will significantly reshape the news industry by 2026, with increased audience access through AI tools, a focus on verification, automation of newsroom workflows, infrastructure investments, and empowerment of data journalists, all amid evolving trust and business models.
Originally Published 7 days ago — by The Motley Fool
Applied Digital's stock surged in 2025 due to its growth in AI infrastructure and data center leasing, and it is expected to exceed earnings expectations in its upcoming Q2 report on Jan. 7. Despite high valuation, its strong revenue pipeline and future growth prospects suggest it could be a good buy on the pullback before potential further gains.
Originally Published 7 days ago — by Yahoo Finance UK
Analysts remain optimistic about Nvidia's stock, with a consensus target of $253.02 suggesting a 33% undervaluation and strong earnings growth expected to drive valuation compression by 2027, supported by AI infrastructure demand and enterprise adoption, despite concerns about overvaluation and market skepticism.
Originally Published 11 days ago — by Yahoo Finance
The semiconductor industry is projected to reach $1 trillion in revenue by 2026, driven by AI infrastructure spending, with Nvidia positioned as a leading player in AI chips and data center GPUs, making it a top stock to buy before the industry hits this milestone.
Originally Published 12 days ago — by Reuters
Elon Musk's AI startup xAI has purchased a third building near Memphis to expand its AI training capacity, aiming to boost its supercomputer Colossus to nearly 2 gigawatts of compute power, in a move to compete with industry leaders like OpenAI and Anthropic.