Tag: AI Infrastructure

Why Electricity is the New Gold in the Global AI Race

As we move through 2026, the AI revolution has hit a massive wall not made of silicon, but of copper and coal. Industry analysts now agree that the next decade of AI leadership will be won by whoever can

CoreWeave Stock Surged Today Following Huge AI Cloud Infrastructure Breakthroughs

CoreWeave (CRWV) shares jumped over 12% as investor confidence in AI infrastructure reached new heights. The surge follows a series of major catalysts, including the company joining the Department of Ene

Meta Seals Multi-Billion Dollar Manus Buyout: A Geopolitical Chess Move for Agentic AI

Meta Platforms has officially acquired Singapore-based startup Manus for an estimated $2–3 billion. The deal marks a major strategic shift toward "agentic AI"—systems that can independently execute compl

Nvidia and Meta Ignite Year-End M&A Frenzy as "Agentic AI" Drives Market Volatility

Nvidia and Meta are capping off 2025 with massive strategic plays. While Nvidia eyes a multi-billion dollar talent grab with Israel’s AI21 Labs, Meta’s stock climbs following its acquisition of autonomou

The AI Borrowing Binge: How Data Centers are Driving a U.S. Corporate Bond Surge

U.S. corporate debt issuance is hitting record highs in 2025 as tech giants and hyperscalers pivot from using internal cash to tapping bond markets for the billions needed to build AI-ready data centers

Applied Materials AI Capex Boom Sparks Analyst Frenzy

Analysts hike Applied Materials forecasts amid surging AI chip fab investments. AMAT's equipment demand exposes hidden supply chain strains but raises questions on sustainability amid chip glut fears.

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