Investments in AI to surge in IT services as enterprises expand deployments: Report

Feb 17, 2025

Leading cloud service providers, or hyperscalers, are witnessing a strong demand for AI-driven solutions, prompting them to maintain high capital expenditure (capex) commitments.

American chipmaker AMD to acquire AI solutions provider Nod.ai

Oct 11, 2023

Nod.ai delivers optimized AI solutions to top hyperscalers (large-scale data centres), enterprises and startups. For more than 50 years, AMD has been into computing...

AI capex cycle likely to end with market pushback, not spending cuts: Jefferies

Jul 05, 2026

The AI investment cycle is most likely to end not because US hyperscalers cut spending, but because markets start pushing back against the lack...

AI investment boom faces growing credit risks as hyperscalers ramp up debt: Jefferies

Jul 24, 2026

The rapid expansion of artificial intelligence (AI) infrastructure is entering a new phase as investors begin to focus on rising credit risks linked to...

AI infrastructure expansion broadens beyond hyperscalers as enterprise, sovereign demand grows: Goldman Sachs

Aug 01, 2026

Artificial intelligence (AI) infrastructure investment continued to broaden in July, with enterprise adoption expanding alongside sovereign AI initiatives and growing support for cloud providers,...

US faces risk of 'massive capital destruction' as Chinese AI models challenge hyperscalers: Jefferies

Jul 28, 2026

The United States could face "massive capital destruction" from its artificial intelligence (AI) investment boom as Chinese open-source AI models increasingly challenge the dominance...