artificial intelligence infrastructure
Coverage of artificial intelligence infrastructure in the Nexus archive.
- 10 of the Best Stocks to Buy for 2026
The article highlights 10 stocks recommended for 2026 by Argus analysts, citing surging corporate earnings, AI infrastructure investment, and a resilient U.S. labor market as drivers of the S&P 500's rally. However, threats like rebounding inflation, Middle East political unrest, and high AI stock valuations are noted as risks to the bull market.
- Fed’s Barkin warns of high inflation, but sees signs of relief
Federal Reserve Bank of Richmond President Tom Barkin warned that inflation remains high but noted tentative signs of moderation. He cited factors like the Iran-related oil price surge and AI infrastructure costs as contributors, while acknowledging falling gasoline prices and potential policy adjustments. Barkin emphasized the need for continued monitoring to address persistent inflationary pressures.
- SoftBank sinks 12% as Asia tech rout tracks declines in the U.S.
SoftBank Group's stock fell 12%, leading a selloff in Asian technology stocks due to concerns about rising artificial intelligence infrastructure costs.
- China’s telecoms giants bet on ‘air-space-ground-sea’ networks for future AI needs
China’s telecoms giants are developing 'air-space-ground-sea' networks to meet future AI infrastructure demands, as highlighted at the Mobile World Congress (MWC) Shanghai. The push follows SpaceX’s market debut, which has intensified industry focus on expanding beyond Earth.
- Chinese metal producer MMG to raise US$1.6 billion selling stocks and bonds
Chinese metal producer MMG, part of state-backed China Minmetals Corp, plans to raise US$1.6 billion through placement shares and convertible bonds to fund expansion driven by rising demand for metals from AI infrastructure. The company aims to raise HK$6.27 billion (US$800.4 million) by selling 705.9 million shares on the Hong Kong stock exchange.
- ASML’s Surge to Record High Masks Lowball Valuation Versus Peers
ASML Holding NV's fourth-quarter orders surpassed analyst expectations due to increased demand for its chip-making machines driven by AI infrastructure development. The company's stock reached a record high, though its valuation is considered low compared to peers.
- A 30% rally in BOE Tech shows how AI buildout can galvanise Chinese LCD maker
BOE Technology's stock surged over 30% in Shenzhen after announcing a partnership with Corning to enter AI infrastructure, reviving investor interest in the Chinese LCD maker. The company, the world's largest LCD producer, has seen renewed momentum following years of stagnant performance.
- China ramps up building a national computing power network as AI token demand surges
China is constructing a national computing power network to support growing AI infrastructure and token usage demands. The initiative aims to transform AI infrastructure into a public utility, with telecom operators leveraging it as a new revenue source beyond traditional mobile services. State media has characterized this network as a 'computing version of the state grid.'