AI infrastructure

Growth stocks appear undervalued as AI infrastructure spending remains sustainable, supported by elevated chip utilization and TSMC's increased capital expenditures despite market rotation pressures.

Eclipse closes $1.3B fundraise for hard-tech ventures in AI, robotics, manufacturing, and defense, positioning itself as operators-with-capital rather than traditional VCs.

Nokia named GigaOm Leader and Outperformer in data center switching for fifth straight year, earning five-star ratings across all key categories.

Digital Realty opened NRT14, its third data center at Japan's NRT campus, bringing total IT power capacity near 100 MW with AI-optimized infrastructure and renewable energy.

Digital Realty launches Tokyo innovation lab for AI infrastructure, serving 20+ partners. Second global DRIL facility positions REIT to capture Asia-Pacific's AI computing boom.

Digital Realty opens first Asia-Pacific Innovation Lab in Tokyo to support AI and hybrid cloud testing, partnering with Mitsubishi Corporation with Singapore expansion planned for late 2026.

Intel gains pivotal endorsement from Elon Musk for AI foundry capabilities through Terafab partnership with SpaceX, Tesla, and xAI, targeting 1 terawatt annual compute production.

Meta and Super Micro Computer offer different AI exposure: Meta provides steady growth via advertising platform enhancement; SMCI presents volatile infrastructure play with regulatory and cyclical risks.

$FIX stock surges 54% YTD on AI data center cooling demand, $12B backlog, and 41.7% sales growth. Can it deliver millionaire-level returns?

CoreWeave faces bullish analyst sentiment on AI demand, but $21 billion debt and insider selling mask significant financial risks that could derail growth prospects.

Broadcom secures major AI infrastructure deals with Google and Anthropic, with stock rising 2.57% on commitment through 2031 and 3.5 gigawatts of compute capacity allocation.

Bureau Veritas acquires Lotusworks for €375 million, creating €300 million growth platform in high-demand data center and semiconductor commissioning services aligned with AI infrastructure boom.

Bureau Veritas buys Ireland's Lotusworks for €375M to strengthen data center and semiconductor inspection services, creating a €300M growth platform.

Class action lawsuit filed against $ORCL alleges false AI strategy statements, concealed risks to debt, credit rating, and cash flow. Lead plaintiff deadline April 6, 2026.

Oracle stock down 24% in 2026 amid AI spending concerns, but $553B backlog and robust cloud growth suggest upside potential for long-term investors.

Three AI infrastructure stocks—Broadcom, Nvidia, and Nebius—positioned to capture $7 trillion in projected data center spending through 2030, trading at attractive valuations despite strong growth.

SpaceX's anticipated IPO at $2 trillion valuation could deliver massive gains for $GOOGL's 7% stake while $NVDA positioned as key chip supplier.

Google's TurboQuant algorithm sparks AI stock sell-off, but efficiency gains historically boost demand. Marvell Technology positioned to gain.

Nebius stock surged 13.8% in March following Nvidia's $2 billion investment, Meta's $27 billion AI infrastructure deals, and $4 billion in convertible notes for expansion.

Nvidia and Amazon are positioned as key beneficiaries as AI infrastructure spending accelerates toward trillions, with both companies building comprehensive platforms to capture multiple layers of value.