Technology ❯ Artificial Intelligence ❯ Infrastructure ❯ Investment

Market Trends

Nvidia Partners With Six Wall Street Firms to Mobilize $500 Billion for AI Infrastructure

Nvidia’s move seeks to turn AI compute into an investable asset class.

U.S.–Iran Strikes Return, Pushing Oil Above $90 and Putting AI-Fueled Tech Rally to the Test

Oracle Beats Estimates but $638 Billion AI Backlog and Huge Capex Plan Rattle Markets

Nvidia Deepens AI Factory Push With Corning and IREN Deals as Street Raises Forecasts

Nvidia’s Robotaxi Stack Goes Mainstream as Uber Targets 2027 LA/SF Launch and 28 Cities by 2028

Big Tech Maps $650 Billion AI Buildout for 2026 as Investor Focus Shifts to Suppliers

Meta Unveils $115–$135 Billion 2026 AI Capex After Strong Quarter

Wall Street Turns More Bullish on AI Infrastructure as Upgrades Sweep Nvidia, Dell, AMD and Intel

Accel’s Globalscape Puts a $4 Trillion Price Tag on AI’s Next Buildout

Big Tech Ramps AI Spending Again, Pushing Annual Capex Past $350 Billion

Qualcomm Unveils AI200 and AI250 Data-Center Accelerators as Shares Surge

Broadcom Secures $10 Billion AI-Chip Order From New Customer