AI infrastructure investment concerns large-scale capital allocation to the hardware and facilities required to train and deploy artificial intelligence systems. It encompasses construction and expansion of AI-optimized data centers, procurement and development of high-performance GPUs and accelerators, and formation of strategic partnerships across semiconductor, cloud, and robotics firms. The domain also includes financial instruments and public market activity used to fund supercomputing clusters and AI factories, reflecting expectations of AI-driven revenue growth and national competitiveness in advanced computing capacity.
Business
Japanese tech investor SoftBank said Wednesday that its stake in OpenAI is now around 11% after completing the second stage of a $41-billion investment in the maker of ChatGPT.
Dec 31, 2025
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Electronics & Semiconductors
Taiwan's world-leading microchip manufacturer TSMC says it has started mass producing next-generation "2-nanometer" chips.
Dec 31, 2025
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Business
Google's corporate parent on Monday announced an agreement to buy data center energy specialist Intersect for $4.75 billion as part of its effort to secure the vast amounts of electricity needed to power artificial intelligence ...
Dec 22, 2025
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Business
For a reading of Wall Street's shifting mood on the artificial intelligence investment boom, take a look at the daily fluctuations of Oracle stock, analysts say.
Dec 19, 2025
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Business
Shares in China's MetaX, which makes high-end chips used to power AI systems, rocketed more than 750% on its debut in Shanghai on Wednesday, fueled by hopes of the country's potential to challenge US powerhouse Nvidia.
Dec 17, 2025
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Business
Tech giants Amazon, Meta, Alphabet, Microsoft, and Oracle have been taking on enormous new debt in a race to build out their artificial intelligence ventures in the last year, fueling Wall Street fears of a bubble capable ...
Dec 16, 2025
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Business
A new analysis finds that AI companies now average just 40 out of 100 on transparency, marking a significant decline from last year.
Dec 16, 2025
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Business
Three years after ChatGPT made OpenAI the leader in artificial intelligence and a household name, rivals have closed the gap and some investors are wondering if the sensation has the wherewithal to stay dominant.
Dec 16, 2025
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Software
EPFL researchers have developed new software—now spun-off into a start-up—that eliminates the need for data to be sent to third-party cloud services when AI is used to complete a task. This could challenge the business model ...
Dec 15, 2025
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Hardware
A collaborative team has achieved the first monolithic 3D chip built in a U.S. foundry, delivering the densest 3D chip wiring and order-of-magnitude speed gains.
Dec 12, 2025
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