Ai Infrastructure coverage.

Open Source AI Infrastructure

‘The future has arrived’: China’s power grid will soon be run by an army of humanoid robots and robot dogs as state announces $1 billion investment in 8,500 robo-helpers

The Chinese government spent $1 billion on AI-driven robots as a new report says the US’s power grid is struggling.…

Janus Henderson Contrarian Fund Q1 2026 Commentary

The Contrarian Fund returned -4.88% in Q1 2026, slightly trailing the S&P 500 Index. Read the full analysis for more details.…

Utah greenlights 9GW AI campus using over twice state electricity

Microsoft and OpenAI Restructure Partnership to Accelerate Global AI Infrastructure and Multi-Cloud Expansion - TechAfrica News

Microsoft and OpenAI Restructure Partnership to Accelerate Global AI Infrastructure and Multi-Cloud Expansion TechAfrica News…

Energy Crisis Blows Softer In U.S.: AI Infrastructure Trade Appears Intact

Energy companies and AI infrastructure firms are positioned for the long term given secular compute demand. Read what top investors are thinking about the possibilities.…

Citizens raises Hut 8 Mining stock price target on AI infrastructure shift

Chandrababu Naidu lays foundation for Google’s ₹1.35 lakh crore AI data centre in Visakhapatnam

Chief Minister N. Chandrababu Naidu laid the foundation for a 1-GW Google AI data centre at Tarluvada, Visakhapatnam, one of India’s largest single FDI projects at ₹1.35 lakh crore…

Deep Sail Capital Q1 2026 Investor Letter

Deep Sail Capital Partners analyzes its Q1 2026 performance and the impact of the AI infrastructure supercycle. Read the full analysis for more details.…

GLU: Data Centers Serve As A Growth Catalyst (Rating Upgrade)

GLU offers a 6.6% yield, monthly payouts, and trades at a 1.14% discount to NAV, near the high end of its historical range. Read why GLU is upgraded to Buy.…

Don't Sleep On Vertiv: The Growth Stock Quietly Powering The Digital Economy

Vertiv Holdings is positioned as a digital infrastructure leader, serving AI data center customers. Read why VRT stock is a Buy.…

The Database Bottleneck You Never Saw Coming: Why 50ms Will Make or Break Your AI Agent in 2026

The uncomfortable truth about AI infrastructure that nobody is talking about — and why your stack...…

IREN: I Am Still Bullish Despite The Prove-It Phase

IREN Limited is transitioning from infrastructure build-out to execution. Click here to read why Buy rating is maintained for IREN stock.…

Meta to power its bit barns with energy from space

Facebook provider also working with energy storage firm to keep 100 hours of juice on hand With AI demand growing, Facebook parent Meta is looking for new ways to power its datacen…

SHOC: Concentrated Bet On The Semiconductor Supercycle

The Strive US Semiconductor ETF offers concentrated exposure to leading US semiconductor stocks, with the top 10 holdings comprising 75% of assets. Learn more about the SHOC ETF he…

FBOT ETF: Risky Fund, But If AI Capex Holds, This Should Outperform

The Fidelity Disruptive Automation ETF offers concentrated exposure to companies enabling the AI infrastructure buildout, not a broad global equity proxy. Learn more about the FBOT…

Micron: The Cycle Is Evolving, Not Disappearing

Micron's AI infrastructure will elevate the cyclical earnings floor, though industry cyclicality persists in an evolved form. Learn why MU stock is a buy.…

Terra API (YC W21) Hiring: Applied AI Strategist(Health Intelligence)

What this role actually is This is not “market research.” No 60‑page decks. No generic “digital health is big” observations. This is a continuous loop: market → signal → implicat…

Tempted to apply. Solo non-technical founder, two provisional patents, both AI infrastructure plays — and I just realized they might work together.

​ The core one is a cross-platform device control bridge for LLMs. When I posted about it in cofounder hunt, I got skepticism. One person literally asked what drugs I was on. Two d…