AI infrastructure

AMD guarantees $300M loan for Crusoe Energy via Goldman Sachs, backed by chip buyback agreement to boost AI infrastructure adoption.

Navitas Semiconductor pivots from low-margin mobile chargers to high-margin AI, renewable energy, and EV markets using advanced semiconductor technology.

CoreWeave's stock surged 120% post-IPO as AI demand boosts GPU rental services. The company faces profitability risks despite strong revenue growth and Nvidia backing.

Class action lawsuits filed against Paysafe and Oracle for material omissions in financial disclosures. Paysafe failed to disclose high-risk clients; Oracle misrepresented AI infrastructure costs.

Oracle faces a securities class action lawsuit alleging it misrepresented AI infrastructure strategy disclosures, failing to reveal substantial capital expenditures and associated risks to investors between June-December 2025.

Meta and Nvidia expand AI partnership, with Meta deploying millions of Blackwell GPUs while increasing 2026 capital spending to $115-135 billion for AI infrastructure.

BHP's share price hits record $74.27 as copper revenues surpass iron ore for the first time in 170 years, reflecting global demand shifts toward AI infrastructure and renewable energy.

Tech giants Nvidia, Alphabet, and TSMC positioned to benefit from $700B AI infrastructure spending wave, with reasonable valuations relative to growth prospects.

AI investment focus shifts from chip makers to infrastructure: networking, thermal management, power systems, and cloud providers gaining investor attention as valuations for traditional semiconductors peak.

AlphaTON Capital outlines GPU strategy for Telegram AI infrastructure, deploying NVIDIA processors and launching #OwnYourNode program to democratize decentralized AI access.

Tech stocks surge as S&P 500 gains 0.56% on AI infrastructure optimism. Nvidia leads rally following Meta partnership announcement for data center chips.

Cantor Fitzgerald buys 3.33 million IREN shares for $172M, raising stake to 1.99%. Move signals strategic commitment to Bitcoin mining and AI infrastructure sector.

Vertiv surges on AI infrastructure demand, posting 27.5% revenue growth and $15B backlog. Company guides 32% growth in 2026 as hyperscalers expand data centers.

Amazon, Google, and Microsoft boost AI infrastructure spending, driving cloud division growth at 24%, 48%, and 39% respectively amid rising enterprise demand.

AI spending projected at $2.5 trillion with $600B in capex driving semiconductor equipment demand through 2026, benefiting Nvidia, TSMC, and Applied Materials.

Auddia merges with Thramann Holdings to form McCarthy Finney in $250M deal, combining AI-focused subsidiaries. Deal expected to close Q2 2026.

AI infrastructure investment opportunities expand beyond chip makers. Specialized companies in servers, networking, cooling, and design software gain traction as enterprises scale AI deployment.

Signing Day Sports shares surge 4.79% after SEC approves merger with Blockchain Digital Infrastructure. Shareholders vote March 13 on the $215 million all-equity deal.

Nebius Group's GPU data center stock surged 120% as it expands to 16 sites by 2026, projecting $530M 2025 revenue with 6x growth amid soaring AI infrastructure demand.

AI data centers and renewable energy are driving structural demand growth for silver, with Nvidia's 800-volt infrastructure deployment expected to boost consumption significantly.