Infrastructure coverage.

OpenAI's revenue, growth estimates fall short as company races toward IPO: Report

Hundreds of billions in datacenter computing deals are closely tied to OpenAI…

Enbridge: Pay The Premium, It's Worth It In The Long-Run

Enbridge (ENB) merits a Strong Buy rating, supported by resilient, regulated cash flows and a premium-worthy business model.…

TimberHP secures investment from FTAI Infrastructure

TimberHP secures investment from FTAI Infrastructure…

Investors Favour Legence Corp. (LGN) Due to Its Mission-Critical Role in the “AI Infrastructure” Build-Out

Survey of IaC Tools Used to Manage AWS

What are people using to manage their AWS infrastructure? A recent survey tells us.…

Shutdowns, power outages, and conflict: a review of Q1 2026 Internet disruptions

The first quarter of 2026 saw a surge in Internet disruptions, from nationwide shutdowns in Uganda and Iran to unprecedented drone strikes on cloud infrastructure. We explore the d…

Arista Networks Q1 2026 Earnings Preview: AI Momentum Meets A High Bar

Arista Networks is a top AI infrastructure stock with strong hyperscale demand, but valuation is stretched and risks are high. Read more about ANET stock here.…

Six AI data centers proposed for a small town of 7,000, equal to 51 Walmart Supercenters in 17 square mile area — four out of the seven town council members have resigned from their positions as town fights back

Archbald residents are putting up a fight against these massive developments.…

Solaris Energy Infrastructure, Inc. 2026 Q1 - Results - Earnings Call Presentation

2026-04-28. The following slide deck was published by Solaris Energy Infrastructure, Inc.…

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

The 40,000-acre project will run entirely off-grid using natural gas.…

Amaravati to Hyderabad in 70 mins, Pune to Mumbai in 48 mins: Vaishnaw's bullet train roadmap

India Business News: Union minister for electronics and information technology and railways Ashwini Vaishnaw on Tuesday laid out a roadmap to transform southern India’s tr.…

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…

UK schools in ‘desperate situation’ as headteachers report mouldy walls, leaks and asbestos

Teachers have reported leaking roofs, unsuitable toilets and a condemned playground…

AI data center/HPC infrastructure Stocks: By contracted MW capacity, revenue & market performance

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

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

The Northeast Pipeline Revival Changes The Natural Gas Map

Williams Companies is using the current policy environment to revitalize two pipeline projects that were previously blocked by New York state regulators.…

Nexans S.A. 2026 Q1 - Results - Earnings Call Presentation

2026-04-28. The following slide deck was published by Nexans S.A.…

Amaravati-Hyderabad bullet train to cut travel to 70 minutes; Vaishnaw unveils south India rail plan

Ashwini Vaishnaw says South Coast Railway zone with Visakhapatnam HQ will be notified on June 1, 2026; East Coast line to be quadrupled, 500 new trains planned.…

Andhra CM Chandrababu Naidu lays foundation stone for $15 bn Google AI data centre near Visakhapatnam

Adani Group announced a $100 billion investment plan to develop integrated infrastructure across renewable energy, power transmission, and data centres.| India News…

Explainer-The Hormuz digital chokepoint: How does the Iran war threaten subsea cables?

DUBAI, April 28 - Iran warned last week that submarine cables in the Strait of Hormuz were a vulnerable point for the region's digital economy, raising concerns about potential att…

AmpliTech: Expect A Solid Q1 Which Will Put Investors At Ease

Deep Sail Capital highlights AmpliTech Group’s growth potential in the 5G ORAN infrastructure market. Read the full analysis for more details.…

EVgo: Likely Won't Be Cash Flow Positive Until 2031, Yet Appears To Be A Great Long-Term Investment

EVgo stands out by focusing on DCFC charging, decoupling revenue growth from EV sales. Read why I am bullish about EVGO stock right now.…

It’s time MPs levelled with us: Britain is already at war, and we’ll need to do two things to survive it | Gaby Hinsliff

Cyber-attacks, disinformation and blockading of supplies. This is what living in a war zone can look like now, says Guardian columnist Gaby Hinsliff…

Get Games ready: Sunshine Coast firms warned window is closing

About 600 local business leaders have been briefed on how they can snag a share of $2.5 billion in Olympic contracts before construction begins next year.…

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.…

Carney unveils $18 billion Canadian government-owned investment fund

Canada's prime minister says the country is developing a government-owned investment fund…

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.…

Revealed: The Sydney suburbs with the most and fewest EVs

It’s the latte line all over again as data reveals just who owns the most electric vehicles.…

Water study could delay commercial construction

The Lake George Village Board is expected to announce a moratorium on any commercial property water hookups in the town outside of the village.…

Half of England’s schools unfit due to leaks, mould and faulty toilets, poll finds

NAHT survey says widespread disrepair forcing closure of playgrounds and classrooms, with Send facilities also hit Half of headteachers say parts of their school are either out of …

Carney to Launch Sovereign Wealth Fund to Distance Canada’s Economy From U.S.

The sovereign wealth fund announced by Prime Minister Mark Carney will be far smaller than ones in other oil producers like Norway and the Middle East.…

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…

Critical infrastructure giant Itron says it was hacked

The American technology giant provides water and energy monitoring and utility meters to hundreds of millions of homes and businesses.…

What Is Ethernet? Everything You Need to Know About Wired Networks

Ethernet delivers stable, speedy, secure wired connections to the internet and between devices.…

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.…

An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment

An interview with Google Cloud CEO Thomas Kurian about Google's cloud priorities, enterprise agent platform, and Google’s integration advantage.…

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…

Trump claims gala shooting gives urgency to White House ballroom plan

President presses case for controversial $400m project following White House correspondents’ dinner shooting The shooting at the Washington Hilton hotel gives new urgency to the pr…

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…