AI Infrastructure$500B–$700B AI Capex Surge in 2026 Creates Stranded Asset Risk for HyperscalersSalvado•May 21, 2026
Cloud InfrastructureNigeria Commissions LOS1 and Backs It With Sovereign Wealth as West Africa's AI Cloud Race BeginsSalvado•May 21, 2026
AI HardwareNvidia Surges 20% and Unveils Vera Rubin as AI Compute Buildout Spreads Beyond Data CentersSalvado•May 21, 2026
AI HardwareON Semiconductor Guides AI Data Center Revenue to Double in 2026 After Stock Surges 60%Salvado•May 20, 2026
AI Infrastructure & Chips$650B AI CapEx Wave Hits as Broadcom's Custom Chip Clients Near Simultaneous LaunchSalvado•May 19, 2026
AI InfrastructureBitdeer Converts Norway Site to AI Data Center, Expands GPU Cloud in Three-Front Infrastructure PushSalvado•May 19, 2026
AI HardwareAI Hyperscaler HBM Buying Is Driving DRAM Shortage That Forces Console Price HikesSalvado•May 17, 2026
AI Hardware & InfrastructureAnalog Devices Revenue Jumps 30% as AI Data Center Buildout Fuels Semiconductor DemandSalvado•May 17, 2026
AI InfrastructurePershing Square Builds Microsoft Stake as Oracle Borrows to Fund Data CentersSalvado•May 17, 2026
AI Hardware & InfrastructureNebius Targets 4+ GW of Contracted AI Power After Stock Jumps 15.72% on Q1 EarningsSalvado•May 16, 2026
AI InfrastructureNebius Group Jumps 15.72% as AI Infrastructure Earnings Confirm Real Revenue EraSalvado•May 16, 2026
AI Hardware & InfrastructureCorning Stock Up 137% as NVIDIA Partnership Funds Three New AI Manufacturing PlantsSalvado•May 14, 2026
AI InfrastructureDRAM Prices Forecast to Double in 2026 as AI Memory Demand Outpaces SupplySalvado•May 12, 2026
Enterprise AI InfrastructureProprietary Data, Not Model Access, Is Now Enterprise AI's Competitive EdgeSalvado•Apr 30, 2026
Enterprise AI InfrastructureOperational Data, Not Model Capability, Is the New Enterprise AI MoatSalvado•Apr 29, 2026
AI Infrastructure & Hardware$660B Big Tech AI Capex Drives PHLX Semiconductor Index to 18-Day Record StreakSalvado•Apr 28, 2026
AI InfrastructureASML Stock Surges 116.8% as Hyperscaler AI Capex Commitments Drive Chip Equipment DemandSalvado•Apr 27, 2026
AI InfrastructureDuke Energy's $103B Capex Plan Signals AI Data Centers Are Reshaping Utility InvestmentSalvado•Apr 27, 2026
AI InfrastructureCloud and AI ETFs Crater Up to 22% YTD as Rate-Cut Hopes CollapseSalvado•Apr 26, 2026
AI Infrastructure & HardwareCoreWeave Acquires Applied Digital's First AI Data Center Despite Market VolatilitySalvado•Apr 25, 2026
