All articles tagged with #ai infrastructure
Meta and AMD announced a multi-year agreement to power Meta's AI infrastructure with up to 6GW of AMD Instinct GPUs, aligning roadmaps across silicon, systems and software as part of Meta Compute; shipments for the first deployments begin in H2 2026 on the Helios rack-scale architecture, marking a diversification of Meta's AI compute stack and accelerating its personal AI ambitions.
AMD and Meta expand their multi-year collaboration to deploy up to 6 gigawatts of AMD Instinct GPUs for Meta’s AI infrastructure, with the first gigawatt deployment beginning in the second half of 2026 using a MI450-based GPU built on the Helios rack-scale architecture; the agreement aligns silicon, systems and software roadmaps across Instinct GPUs, EPYC CPUs (Venice and Verano) and ROCm, and includes a performance-based warrant for up to 160 million AMD shares tied to milestones.
Brookfield Corporation is positioning itself as a leading AI infrastructure play, launching a Brookfield AI Infrastructure Fund to deploy up to $100 billion in AI assets with seed commitments from Brookfield and Nvidia, and launching Radiant—an Nvidia cloud partner to build AI data centers. With a broad footprint in infrastructure, power, and credit, Brookfield expects strong earnings growth over the next five years. At about $46 a share, it trades at a discount to an estimated value of roughly $68 per share, with a long-term bull case near $130 by 2030, which is why it’s cited as the highest-conviction AI stock to buy now.
As AI infrastructure spending rises, software stocks face pressure while select hardware plays like Broadcom and Micron Technology stand to benefit. The article argues these two are the new pick-and-shovel AI infrastructure stocks, boosted by data-center capex and memory/networking bottlenecks, making them attractive long-term bets amid the tech sell-off.
Texas is on track to become the largest U.S. data center market, potentially surpassing Northern Virginia by 2030. The state already has about 6.5 GW of data center capacity under construction and is attracting major AI infrastructure investments from Amazon, Microsoft, Google, and Meta. Nationwide, more than half of new data center development is leaving traditional hubs as markets like Tennessee, Ohio, Wisconsin and Texas rise. The overall pipeline could reach roughly 35 GW, underscoring Texas’s appeal due to abundant energy resources and ambitious projects in sites like Abilene and West Texas.
Meta expands its multiyear partnership with NVIDIA to build hyperscale AI data centers, deploying NVIDIA Grace and Vera CPUs, millions of Blackwell and Rubin GPUs, Spectrum-X networking, and NVIDIA Confidential Computing to power training and inference across on‑prem and cloud deployments, including privacy-preserving AI for WhatsApp.
Nebius Group's NBIS stock jumped about 9% after a Q4 that showed revenue near $227.7M (missed estimates) and wider losses as it expanded data-center capacity. Management said AI demand remains strong and outlined a plan to reach 0.8–1 gigawatt of connected capacity by 2026, with ARR around $1.25B and a positive adjusted EBITDA, but elevated costs keep profitability distant. TipRanks Crowd Wisdom, however, shows retail investors cautious despite a Street Strong Buy consensus with an average target of about $150.83 (~68% upside).
A roughly $700 billion AI infrastructure capex wave from hyperscalers like Amazon, Alphabet, Meta, and Microsoft has Nvidia underperforming relative to the spend, while suppliers such as Broadcom, Micron, Lumentum, and Bloom Energy have posted strong gains. The AI buildout spans chips, memory, optical components, and AI-powered power infrastructure, signaling multiple winners beyond Nvidia as the sector expands.
Investors are growing wary that the AI boom may be overheating as major tech firms unveil massive AI infrastructure expenditures (Amazon aiming $200B this year; total AI spending around $660B) and valuations slump by about $1.35 trillion, triggering a broad stock selloff in Microsoft, Nvidia, Alphabet, and Meta, while Apple bucks the trend with gains; the market is questioning near-term returns on these investments and whether a larger downturn is ahead.
Super Micro Computer (SMCI) sees strong AI‑driven demand with a $13B+ backlog, but ten straight quarters of margin decline — gross margin was 9.3% in Q1 2026 — keep investors cautious that its best days may be behind it. An investor warns that further margin weakness into Q3 could crater the stock, saltier due to competition, while revenue growth and Nvidia collaborations remain. The Street's consensus is Hold with a $44 12‑month target, implying roughly 50% upside if margins stabilize or the stock pulls back.
NVIDIA's Jensen Huang says TSMC must expand production by more than 100% over the next decade to meet NVIDIA’s demand, underscoring a long-running AI hardware boom. TSMC is pursuing aggressive capex and fab expansion, including a major US-builtout, shifts to newer nodes (3nm to A16), and capacity prepayments that secure a large share for NVIDIA. The development highlights NVIDIA as TSMC’s largest customer and signals sustained, multi-year growth in AI infrastructure需求.
As AI hyperscalers commit roughly $500 billion to AI infrastructure in 2026, demand for memory and storage could lift Micron (HBM, DRAM, NAND) even as peers rally. With a comparatively lower forward P/E and AI-driven demand, MU could see significant upside toward a $1,000 share price by 2026, and the author plans to buy MU.
The article promotes Brookfield Asset Management (BAM) as a misunderstood dividend powerhouse with long-term growth potential, noting it distributes about 90% of earnings as dividends and targets 20% annual earnings growth through 2030. Its diversified mix across utilities, energy, data centers, real estate, private equity, and credit provides fee-based earnings stability, with AUM exceeding $1 trillion. Key catalysts include the AI infrastructure/data-center boom (e.g., a $100 billion AI infra fund with Nvidia and the Kuwait Investment Authority and a $20 billion JV with Qatar) and decarbonization. Management expects dividend growth around 15% annually through 2030 and a current yield near 3.5%, suggesting possible double-digit returns in 2026 and beyond.
CoreWeave, an AI-infrastructure provider that surged after its March IPO, faced a late-2025 drop due to debt and AI-spending concerns but has roared higher in 2026 as demand for GPU-backed AI workloads grows; Nvidia invested $2 billion for about 7% of the company and to buy leftover capacity through 2032, backing CoreWeave’s plan to build 5 gigawatts of AI capacity by 2030, with the stock continuing to hinge on ongoing AI spending and leverage risks.
Meta spent about $6.4 million on TV ads in eight state capitals and Washington, D.C., to frame data centers as local job creators and influence policymakers, part of a broader tech industry push (including Amazon) amid debates over energy and water use as these facilities expand; lawmakers are weighing regulation while Meta expands its data-center footprint and political influence.