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Private capital investment in artificial intelligence (AI) infrastructure outside of the US boomed in the first half of 2026, according to data from the Global Private Capital Asso...
Power and chips redraw the investment map From the United States to Asia Pacific, the race to secure computing power is developing into one of the largest infrastructure investment...
Investors are looking to get on the artificial intelligence hype train, but it may be easier, and more lucrative, to invest in the supply chain behind it, managers argued.
Building the world’s AI infrastructure will cost $31.6 trillion between now and 2050, according to modelling commissioned by PwC from Oxford Economics across 46 countries. Annual c...
PRESS RELEASE Global investment in AI infrastructure to hit US$31.6 trillion through 2050 September 02, 2026 – PwC projects US$31.6 trillion in capital expenditure through 2050 to...
A T. Rowe Price fund manager thinks the hyperscalers can comfortably fund their investment spending, and moreover, derive high returns on that invested capital with a short payback...
NVIDIA has just made an argument that should matter far beyond the semiconductor industry. In a recent post, the company described AI-factory compute as an emerging investable infr...
Goldman Sachs Asset Management has launched AlphaAI, an artificial intelligence investment platform. Lou D'Ambrosio will lead this new platform as chairman of Artificial Intelligen...
Nvidia has joined forces with six prominent financial institutions to enhance AI infrastructure funding. The collaboration will see these firms create platforms aimed at financing...
Investment into UK artificial intelligence companies hit a record £4.6bn in Q2 2026, with 57% of all equity investment flowing into AI, according to data provider Beauhurst.
Gartner's latest worldwide IT spending forecast exposes a trend every CIO has already felt in budget negotiations. Total spending will climb 14.2 percent in 2026, reaching $6.37 tr...
AMD has agreed to invest up to $5 billion in Anthropic under an infrastructure agreement covering tens of billions of dollars’ worth of AI systems. Anthropic will deploy up to two...
Nvidia is reportedly finalizing a massive investment in Nscale, a British artificial intelligence cloud provider. This funding round aims to raise $3.5 billion as the startup prepa...
For those seeking a pick-and-shovel approach to the AI wave, here’s a guide to utilities, grid hardware, cooling firms, and refinery stocks.
AI doesn’t run on hope or a dream. It runs on the real stuff: electricity, cooling, storage, and factories. That’s why, even while all the headlines are screaming about the next GP...
Alibaba Group Holding will issue HK$80 billion (US$10.2 billion) worth of new shares and use all of the proceeds to invest in AI, the Chinese tech giant said on Sunday. The move ai...
"The scale of it is nuts" as Big Tech pours US$1.5 trillion into AI
The projected $7.5T AI infrastructure investment could reshape tech industry dynamics, influencing market valuations and competitive positioning. The post Goldman Sachs forecasts $...
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