The investment is separate from the $100 billion infrastructure agreement that OpenAI and Nvidia announced in September.
While Nvidia (NASDAQ: NVDA | NVDA Price Prediction) stock surged 34.9% over the past year and the S&P 500 gained 12.2%, the infrastructure REITs powering AI’s physical backbone have been left behind.
The conglomerate’s investment would be a boost to the country’s ambitions to become a global leader in artificial ...
The AI investment climate has transformed. Venture capital now flows to companies with proven value, not promises. Two ...
Thematic Investing In 2026: AI, Defense, Infrastructure, And The Next Phase Of Market Transformation
Thematic investing is increasingly shaping how investors interpret markets heading into 2026 as AI, geopolitical fragmentation and infrastructure constraints intersect. Jay Jacobs discusses.
In November, Digital Connexion — a joint venture of Reliance Industries, Brookfield Asset Management Ltd., and Digital Realty ...
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Hyperscalers Will Spend At Least $625 Billion on AI Infrastructure This Year. How to Invest.
Big tech companies have huge AI spending plans this year, and this ETF may benefit most from them.
Infrastructure assets proved their mettle through the pandemic and post-pandemic years, when inflation and interest rates spiked around the world. Today, although inflation is mostly trending lower, ...
Brookfield Asset Management is partnering with Nvidia and the Kuwait Investment Authority to make a significant investment in global AI infrastructure. The Brookfield Artificial Intelligence ...
No matter how much wealth their clients build from big-cap technology stocks, advisors continue to seek stable investments that provide income and durability. Infrastructure is increasingly filling ...
India is ramping up shared AI compute, adding 20,000 GPUs as part of a broader push to attract global AI investment.
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