AI infrastructure & data centers continue the melt up ...

AI infrastructure > crypto ...

Ever since the end of 2022, the U.S. equity market has been dominated by tech stocks, the magnificent 7 and pretty much any company that's investing in AI infrastructure.Freelance writer focused on ETFs, portfolio management and macro.To receive notifications of new articles and blog posts as soon as they're published, click on the orange Follow button and become a real-time follower.Analyst’s Disclosure:I/we have a beneficial long position in the shares of AAPL either through stock ownership, options, or o ...

Key Takeaways Astera Labs is expanding its PCIe 6 portfolio to meet the growing demand for AI infrastructure. Amphenol's liquid cooling connectors and interconnect products are fueling strong order growth. APH's broad market reach and 79.3% YTD gain outpace ALAB amid tougher macro conditions. Astera Labs (ALAB) and Amphenol (APH) are major players in the connectivity and data center infrastructure space. While Astera Labs develops semiconductor-based connectivity solutions tailored for cloud and AI infrastr ...

Minister, the financing of the infrastructure projects in the United States are getting interesting to say the least. We are reporting on mechanisms where investors make a special vehicle, raise capital. XAI in that example leases the capacity. The US government has taken a stake in Intel for example.Um Caroline and I have been talking a lot about NScale recently. what options does the UK government see in accelerating the build out but also any direct mechanism that you might be considering financially or ...

Chipmaker NVIDIA Corp.’s (NASDAQ:NVDA) CEO, Jensen Huang, shrugged off concerns regarding competition from Advanced Micro Devices Inc. (NASDAQ:AMD), following the latter’s recent partnership with ChatGPT-parent OpenAI.NVDA is performing well relative to peers. See what the experts say here.We Are ‘Very Different Companies’Huang said that the two companies are fundamentally different while speaking on the CNBC Investing Club's monthly meeting on Tuesday. “We build some things that are similar in category, bu ...

So another day, another deal that this time Nvidia seems to be in keeping with that. What do we know. According to our own reporting, this obviously is a Bloomberg scoop.Yeah, it's a Bloomberg scoop and it's been very well read today as well. So it tells you there's a lot of interest. Again, to your point, we've just seen deal after deal after deal being struck in the ai infrastructure space in particular.But what we've got from sources here is that so xAI we knew that were looking to do some fund raising. ...

POET Technologies Inc. (NASDAQ:POET) shares are trending on Wednesday.Check out the current price of POET stock here. Shares of the opto-electronic solutions company rose to $8.50 in after-hours trading on Tuesday, gaining 7.87% or $0.62. During the regular session earlier in the day, shares closed at $7.88, up 23.51% or $1.50, based on data from Benzinga Pro.Record Investment ClosesPOET Technologies announced on Tuesday that it had completed a non-brokered private placement with a single institutional inve ...

Advanced Micro Devices has a number of AI infrastructure partners that could be set to benefit from its deal with OpenAI, according to analysts. https://t.co/hOyFNj7v1G ...

So, let's make sense of the story and talk about what it may or may not mean. Joining us on set, our friend Simma Modi. Brian, thank you.It's great to be back. And a big story today. We saw Oracle move as much as 5% on this report from the information that alleges that Oracle's cloud margins, which is tied to the buildout of AI infrastructure, will be lower than what Wall Street is currently predicting.And that's due to uh the cost of buying Nvidia chips, the capital intensive nature of building out data ce ...