Technology ❯ Artificial Intelligence ❯ Infrastructure ❯ Data Centers

Investment Trends

Wall Street Lifts AI Capex Outlook to $1 Trillion After Big Tech Earnings

Blowout cloud growth at Alphabet points to sustained hardware demand.

Gartner Sees Global IT Spending Reaching $6.31 Trillion in 2026 on AI Infrastructure Boom

GE Vernova Soars After Q1 Beat as Orders Jump 71% and Guidance Rises

AI Jitters Recast Tech as Software Slumps and Chips Rally

Nvidia’s AI Lead Faces Fresh Tests as Rubin Enters Production and Wall Street Stays Bullish

Applied Digital Shares Drop 12% as AI Data-Center Stock Faces Valuation Reassessment

Oracle’s AI Buildout Stumbles as Debt Costs Rise and Data-Center Timelines Slip

OpenAI’s New AI Hardware Deals Lift Suppliers as Broadcom Pact and Oracle–AMD Deployment Take Shape

US–UK Tech Prosperity Deal Announces About £31 Billion to Scale AI and Compute Across Britain