Technology ❯ Artificial Intelligence ❯ Infrastructure ❯ Data Centers

Investment Trends

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

Analysts now point to a 2026 earnings lift tied to a second‑half Rubin ramp.

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