http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Fri, 14 Aug 2026 15:26:12 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Options/Active+options%3A+AVGO+MSTR+PLTR+SNDK+SMCI+NBIS+MSFT+META+GOOGL+NU+NFLX+ONDS/26929494.html <p>Active options: AVGO MSTR PLTR SNDK SMCI NBIS MSFT META GOOGL NU NFLX ONDS</p> http://www.streetinsider.com/Options/Active+options%3A+AVGO+MSTR+PLTR+SNDK+SMCI+NBIS+MSFT+META+GOOGL+NU+NFLX+ONDS/26929494.html Fri, 14 Aug 2026 15:26:12 -0400 AVGO http://www.streetinsider.com/AI/Nvidia+and+Broadcom+AI+financing+deals+raise+long-term+concerns%2C+Wolfe+Research+comments/26915378.html <p>Investing.com -- Nvidia and Broadcom have announced large financing initiatives for AI infrastructure that point to strong near-term demand but create potential long-term risks for both companies, according to Wolfe Research.</p><p>Nvidia (NASDAQ:NVDA) established a compute financing platform with Blackrock, Blackstone, Brookfield, Goldman Sachs, and KKR targeting more than $500 billion of third-party capital for AI infrastructure development. Nvidia CEO Jensen Huang said on X that the company has the option to backstop up to $125 billion, or 25% of the potential deals.</p><p>Broadcom (NASDAQ:AVGO) recently announced an XPV financing vehicle with Apollo and Blackstone for XPU purchases by Anthropic and OpenAI. http://www.streetinsider.com/AI/Nvidia+and+Broadcom+AI+financing+deals+raise+long-term+concerns%2C+Wolfe+Research+comments/26915378.html Thu, 13 Aug 2026 05:58:24 -0400 AVGO NVDA http://www.streetinsider.com/AI/Nvidia+and+Broadcom+AI+financing+deals+raise+long-term+concerns%2C+Wolfe+Research+comments/26915378.html <p>Investing.com -- Nvidia and Broadcom have announced large financing initiatives for AI infrastructure that point to strong near-term demand but create potential long-term risks for both companies, according to Wolfe Research.</p><p>Nvidia (NASDAQ:NVDA) established a compute financing platform with Blackrock, Blackstone, Brookfield, Goldman Sachs, and KKR targeting more than $500 billion of third-party capital for AI infrastructure development. Nvidia CEO Jensen Huang said on X that the company has the option to backstop up to $125 billion, or 25% of the potential deals.</p><p>Broadcom (NASDAQ:AVGO) recently announced an XPV financing vehicle with Apollo and Blackstone for XPU purchases by Anthropic and OpenAI. http://www.streetinsider.com/AI/Nvidia+and+Broadcom+AI+financing+deals+raise+long-term+concerns%2C+Wolfe+Research+comments/26915378.html Thu, 13 Aug 2026 05:58:24 -0400 AVGO NVDA http://www.streetinsider.com/General+News/Nvidia+and+Broadcom+AI+financing+deals+raise+long-term+concerns%2C+Wolfe+Research+comments/26915378.html <p>Investing.com -- Nvidia and Broadcom have announced large financing initiatives for AI infrastructure that point to strong near-term demand but create potential long-term risks for both companies, according to Wolfe Research.</p><p>Nvidia (NASDAQ:NVDA) established a compute financing platform with Blackrock, Blackstone, Brookfield, Goldman Sachs, and KKR targeting more than $500 billion of third-party capital for AI infrastructure development. Nvidia CEO Jensen Huang said on X that the company has the option to backstop up to $125 billion, or 25% of the potential deals.</p><p>Broadcom (NASDAQ:AVGO) recently announced an XPV financing vehicle with Apollo and Blackstone for XPU purchases by Anthropic and OpenAI. http://www.streetinsider.com/General+News/Nvidia+and+Broadcom+AI+financing+deals+raise+long-term+concerns%2C+Wolfe+Research+comments/26915378.html Thu, 13 Aug 2026 05:58:24 -0400 AVGO NVDA http://www.streetinsider.com/General+News/Nvidia+and+Broadcom+AI+financing+deals+raise+long-term+concerns%2C+Wolfe+Research+comments/26915378.html <p>Investing.com -- Nvidia and Broadcom have announced large financing initiatives for AI infrastructure that point to strong near-term demand but create potential long-term risks for both companies, according to Wolfe Research.</p><p>Nvidia (NASDAQ:NVDA) established a compute financing platform with Blackrock, Blackstone, Brookfield, Goldman Sachs, and KKR targeting more than $500 billion of third-party capital for AI infrastructure development. Nvidia CEO Jensen Huang said on X that the company has the option to backstop up to $125 billion, or 25% of the potential deals.</p><p>Broadcom (NASDAQ:AVGO) recently announced an XPV financing vehicle with Apollo and Blackstone for XPU purchases by Anthropic and OpenAI. http://www.streetinsider.com/General+News/Nvidia+and+Broadcom+AI+financing+deals+raise+long-term+concerns%2C+Wolfe+Research+comments/26915378.html Thu, 13 Aug 2026 05:58:24 -0400 AVGO NVDA http://www.streetinsider.com/Press+Releases/The+AI+Revolution+Is+Winning+the+Software+Race+but+Losing+the+Infrastructure+Battle/26909398.html <p>AUSTIN, Texas, Aug. 12, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=UkuUlLVZtpuPEbjnpAJq9g2e2qUFucGwopygN7V9pE4mig1MQWl4I92OnAyzNB_OBxd-01m7DGEADVNwglbtmxasxPJejUq-Dtc0zCWrnXzIab1OwzV1ijy6CgotS--v" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: The technology driving artificial intelligence is advancing faster than the physical systems required to support it. The International Energy Agency (“IEA”) <a href="https://www.globenewswire.com/Tracker?data=UpyMObNcWx6ndC57kNTPGctnA0JRYq-HaqCDU_loQExOy1Gx3JQl_Zx4uaK1l8pC8ouQDV3yzfXJHEWxrLZ2zg==" rel="nofollow" target="_blank">estimates</a> that worldwide electricity consumption by data centers will double to approximately 945 terawatt-hours by 2030, identifying AI as the single most significant factor behind that surge. In response, investor focus is expanding beyond AI software and semiconductor design toward the foundational infrastructure layer: electrical power, hyperscale data-center capacity, high-bandwidth connectivity and next-generation GPU systems. <a href="https://www.globenewswire.com/Tracker?data=eqVRdKs31SkY9lfI6FPvAQrjPRIV931Su4vveO5vM_yMTmzs-CyUKhAAobUhkt-RkmZbuNPtXGTmMTsaiAA8pAmVFNW0I3UAHlWZVyxfVML4VKOQO6RHJjXLTUDykaR5zNBGFZg09eJXjGQbXwW7fg==" rel="nofollow" target="_blank">AZIO AI Holdings Inc. (NASDAQ: http://www.streetinsider.com/Press+Releases/The+AI+Revolution+Is+Winning+the+Software+Race+but+Losing+the+Infrastructure+Battle/26909398.html Wed, 12 Aug 2026 08:30:00 -0400 APLD APLD AVGO AVGO AZIO IREN IREN VRT VRT http://www.streetinsider.com/Press+Releases/The+AI+Revolution+Is+Winning+the+Software+Race+but+Losing+the+Infrastructure+Battle/26909398.html <p>AUSTIN, Texas, Aug. 12, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=UkuUlLVZtpuPEbjnpAJq9g2e2qUFucGwopygN7V9pE4mig1MQWl4I92OnAyzNB_OBxd-01m7DGEADVNwglbtmxasxPJejUq-Dtc0zCWrnXzIab1OwzV1ijy6CgotS--v" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: The technology driving artificial intelligence is advancing faster than the physical systems required to support it. The International Energy Agency (“IEA”) <a href="https://www.globenewswire.com/Tracker?data=UpyMObNcWx6ndC57kNTPGctnA0JRYq-HaqCDU_loQExOy1Gx3JQl_Zx4uaK1l8pC8ouQDV3yzfXJHEWxrLZ2zg==" rel="nofollow" target="_blank">estimates</a> that worldwide electricity consumption by data centers will double to approximately 945 terawatt-hours by 2030, identifying AI as the single most significant factor behind that surge. In response, investor focus is expanding beyond AI software and semiconductor design toward the foundational infrastructure layer: electrical power, hyperscale data-center capacity, high-bandwidth connectivity and next-generation GPU systems. <a href="https://www.globenewswire.com/Tracker?data=eqVRdKs31SkY9lfI6FPvAQrjPRIV931Su4vveO5vM_yMTmzs-CyUKhAAobUhkt-RkmZbuNPtXGTmMTsaiAA8pAmVFNW0I3UAHlWZVyxfVML4VKOQO6RHJjXLTUDykaR5zNBGFZg09eJXjGQbXwW7fg==" rel="nofollow" target="_blank">AZIO AI Holdings Inc. (NASDAQ: http://www.streetinsider.com/Press+Releases/The+AI+Revolution+Is+Winning+the+Software+Race+but+Losing+the+Infrastructure+Battle/26909398.html Wed, 12 Aug 2026 08:30:00 -0400 APLD APLD AVGO AVGO AZIO IREN IREN VRT VRT http://www.streetinsider.com/Press+Releases/The+AI+Revolution+Is+Winning+the+Software+Race+but+Losing+the+Infrastructure+Battle/26909398.html <p>AUSTIN, Texas, Aug. 12, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=UkuUlLVZtpuPEbjnpAJq9g2e2qUFucGwopygN7V9pE4mig1MQWl4I92OnAyzNB_OBxd-01m7DGEADVNwglbtmxasxPJejUq-Dtc0zCWrnXzIab1OwzV1ijy6CgotS--v" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: The technology driving artificial intelligence is advancing faster than the physical systems required to support it. The International Energy Agency (“IEA”) <a href="https://www.globenewswire.com/Tracker?data=UpyMObNcWx6ndC57kNTPGctnA0JRYq-HaqCDU_loQExOy1Gx3JQl_Zx4uaK1l8pC8ouQDV3yzfXJHEWxrLZ2zg==" rel="nofollow" target="_blank">estimates</a> that worldwide electricity consumption by data centers will double to approximately 945 terawatt-hours by 2030, identifying AI as the single most significant factor behind that surge. In response, investor focus is expanding beyond AI software and semiconductor design toward the foundational infrastructure layer: electrical power, hyperscale data-center capacity, high-bandwidth connectivity and next-generation GPU systems. <a href="https://www.globenewswire.com/Tracker?data=eqVRdKs31SkY9lfI6FPvAQrjPRIV931Su4vveO5vM_yMTmzs-CyUKhAAobUhkt-RkmZbuNPtXGTmMTsaiAA8pAmVFNW0I3UAHlWZVyxfVML4VKOQO6RHJjXLTUDykaR5zNBGFZg09eJXjGQbXwW7fg==" rel="nofollow" target="_blank">AZIO AI Holdings Inc. (NASDAQ: http://www.streetinsider.com/Press+Releases/The+AI+Revolution+Is+Winning+the+Software+Race+but+Losing+the+Infrastructure+Battle/26909398.html Wed, 12 Aug 2026 08:30:00 -0400 APLD APLD AVGO AVGO AZIO IREN IREN VRT VRT http://www.streetinsider.com/Press+Releases/The+AI+Revolution+Is+Winning+the+Software+Race+but+Losing+the+Infrastructure+Battle/26909398.html <p>AUSTIN, Texas, Aug. 12, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=UkuUlLVZtpuPEbjnpAJq9g2e2qUFucGwopygN7V9pE4mig1MQWl4I92OnAyzNB_OBxd-01m7DGEADVNwglbtmxasxPJejUq-Dtc0zCWrnXzIab1OwzV1ijy6CgotS--v" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: The technology driving artificial intelligence is advancing faster than the physical systems required to support it. The International Energy Agency (“IEA”) <a href="https://www.globenewswire.com/Tracker?data=UpyMObNcWx6ndC57kNTPGctnA0JRYq-HaqCDU_loQExOy1Gx3JQl_Zx4uaK1l8pC8ouQDV3yzfXJHEWxrLZ2zg==" rel="nofollow" target="_blank">estimates</a> that worldwide electricity consumption by data centers will double to approximately 945 terawatt-hours by 2030, identifying AI as the single most significant factor behind that surge. In response, investor focus is expanding beyond AI software and semiconductor design toward the foundational infrastructure layer: electrical power, hyperscale data-center capacity, high-bandwidth connectivity and next-generation GPU systems. <a href="https://www.globenewswire.com/Tracker?data=eqVRdKs31SkY9lfI6FPvAQrjPRIV931Su4vveO5vM_yMTmzs-CyUKhAAobUhkt-RkmZbuNPtXGTmMTsaiAA8pAmVFNW0I3UAHlWZVyxfVML4VKOQO6RHJjXLTUDykaR5zNBGFZg09eJXjGQbXwW7fg==" rel="nofollow" target="_blank">AZIO AI Holdings Inc. (NASDAQ: http://www.streetinsider.com/Press+Releases/The+AI+Revolution+Is+Winning+the+Software+Race+but+Losing+the+Infrastructure+Battle/26909398.html Wed, 12 Aug 2026 08:30:00 -0400 APLD APLD AVGO AVGO AZIO IREN IREN VRT VRT http://www.streetinsider.com/Press+Releases/The+AI+Revolution+Is+Winning+the+Software+Race+but+Losing+the+Infrastructure+Battle/26909398.html <p>AUSTIN, Texas, Aug. 12, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=UkuUlLVZtpuPEbjnpAJq9g2e2qUFucGwopygN7V9pE4mig1MQWl4I92OnAyzNB_OBxd-01m7DGEADVNwglbtmxasxPJejUq-Dtc0zCWrnXzIab1OwzV1ijy6CgotS--v" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: The technology driving artificial intelligence is advancing faster than the physical systems required to support it. The International Energy Agency (“IEA”) <a href="https://www.globenewswire.com/Tracker?data=UpyMObNcWx6ndC57kNTPGctnA0JRYq-HaqCDU_loQExOy1Gx3JQl_Zx4uaK1l8pC8ouQDV3yzfXJHEWxrLZ2zg==" rel="nofollow" target="_blank">estimates</a> that worldwide electricity consumption by data centers will double to approximately 945 terawatt-hours by 2030, identifying AI as the single most significant factor behind that surge. In response, investor focus is expanding beyond AI software and semiconductor design toward the foundational infrastructure layer: electrical power, hyperscale data-center capacity, high-bandwidth connectivity and next-generation GPU systems. <a href="https://www.globenewswire.com/Tracker?data=eqVRdKs31SkY9lfI6FPvAQrjPRIV931Su4vveO5vM_yMTmzs-CyUKhAAobUhkt-RkmZbuNPtXGTmMTsaiAA8pAmVFNW0I3UAHlWZVyxfVML4VKOQO6RHJjXLTUDykaR5zNBGFZg09eJXjGQbXwW7fg==" rel="nofollow" target="_blank">AZIO AI Holdings Inc. (NASDAQ: http://www.streetinsider.com/Press+Releases/The+AI+Revolution+Is+Winning+the+Software+Race+but+Losing+the+Infrastructure+Battle/26909398.html Wed, 12 Aug 2026 08:30:00 -0400 APLD APLD AVGO AVGO AZIO IREN IREN VRT VRT http://www.streetinsider.com/Press+Releases/The+AI+Revolution+Is+Winning+the+Software+Race+but+Losing+the+Infrastructure+Battle/26909398.html <p>AUSTIN, Texas, Aug. 12, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=UkuUlLVZtpuPEbjnpAJq9g2e2qUFucGwopygN7V9pE4mig1MQWl4I92OnAyzNB_OBxd-01m7DGEADVNwglbtmxasxPJejUq-Dtc0zCWrnXzIab1OwzV1ijy6CgotS--v" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: The technology driving artificial intelligence is advancing faster than the physical systems required to support it. The International Energy Agency (“IEA”) <a href="https://www.globenewswire.com/Tracker?data=UpyMObNcWx6ndC57kNTPGctnA0JRYq-HaqCDU_loQExOy1Gx3JQl_Zx4uaK1l8pC8ouQDV3yzfXJHEWxrLZ2zg==" rel="nofollow" target="_blank">estimates</a> that worldwide electricity consumption by data centers will double to approximately 945 terawatt-hours by 2030, identifying AI as the single most significant factor behind that surge. In response, investor focus is expanding beyond AI software and semiconductor design toward the foundational infrastructure layer: electrical power, hyperscale data-center capacity, high-bandwidth connectivity and next-generation GPU systems. <a href="https://www.globenewswire.com/Tracker?data=eqVRdKs31SkY9lfI6FPvAQrjPRIV931Su4vveO5vM_yMTmzs-CyUKhAAobUhkt-RkmZbuNPtXGTmMTsaiAA8pAmVFNW0I3UAHlWZVyxfVML4VKOQO6RHJjXLTUDykaR5zNBGFZg09eJXjGQbXwW7fg==" rel="nofollow" target="_blank">AZIO AI Holdings Inc. (NASDAQ: http://www.streetinsider.com/Press+Releases/The+AI+Revolution+Is+Winning+the+Software+Race+but+Losing+the+Infrastructure+Battle/26909398.html Wed, 12 Aug 2026 08:30:00 -0400 APLD APLD AVGO AVGO AZIO IREN IREN VRT VRT http://www.streetinsider.com/Press+Releases/The+AI+Revolution+Is+Winning+the+Software+Race+but+Losing+the+Infrastructure+Battle/26909398.html <p>AUSTIN, Texas, Aug. 12, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=UkuUlLVZtpuPEbjnpAJq9g2e2qUFucGwopygN7V9pE4mig1MQWl4I92OnAyzNB_OBxd-01m7DGEADVNwglbtmxasxPJejUq-Dtc0zCWrnXzIab1OwzV1ijy6CgotS--v" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: The technology driving artificial intelligence is advancing faster than the physical systems required to support it. The International Energy Agency (“IEA”) <a href="https://www.globenewswire.com/Tracker?data=UpyMObNcWx6ndC57kNTPGctnA0JRYq-HaqCDU_loQExOy1Gx3JQl_Zx4uaK1l8pC8ouQDV3yzfXJHEWxrLZ2zg==" rel="nofollow" target="_blank">estimates</a> that worldwide electricity consumption by data centers will double to approximately 945 terawatt-hours by 2030, identifying AI as the single most significant factor behind that surge. In response, investor focus is expanding beyond AI software and semiconductor design toward the foundational infrastructure layer: electrical power, hyperscale data-center capacity, high-bandwidth connectivity and next-generation GPU systems. <a href="https://www.globenewswire.com/Tracker?data=eqVRdKs31SkY9lfI6FPvAQrjPRIV931Su4vveO5vM_yMTmzs-CyUKhAAobUhkt-RkmZbuNPtXGTmMTsaiAA8pAmVFNW0I3UAHlWZVyxfVML4VKOQO6RHJjXLTUDykaR5zNBGFZg09eJXjGQbXwW7fg==" rel="nofollow" target="_blank">AZIO AI Holdings Inc. (NASDAQ: http://www.streetinsider.com/Press+Releases/The+AI+Revolution+Is+Winning+the+Software+Race+but+Losing+the+Infrastructure+Battle/26909398.html Wed, 12 Aug 2026 08:30:00 -0400 APLD APLD AVGO AVGO AZIO IREN IREN VRT VRT http://www.streetinsider.com/Press+Releases/The+AI+Revolution+Is+Winning+the+Software+Race+but+Losing+the+Infrastructure+Battle/26909398.html <p>AUSTIN, Texas, Aug. 12, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=UkuUlLVZtpuPEbjnpAJq9g2e2qUFucGwopygN7V9pE4mig1MQWl4I92OnAyzNB_OBxd-01m7DGEADVNwglbtmxasxPJejUq-Dtc0zCWrnXzIab1OwzV1ijy6CgotS--v" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: The technology driving artificial intelligence is advancing faster than the physical systems required to support it. The International Energy Agency (“IEA”) <a href="https://www.globenewswire.com/Tracker?data=UpyMObNcWx6ndC57kNTPGctnA0JRYq-HaqCDU_loQExOy1Gx3JQl_Zx4uaK1l8pC8ouQDV3yzfXJHEWxrLZ2zg==" rel="nofollow" target="_blank">estimates</a> that worldwide electricity consumption by data centers will double to approximately 945 terawatt-hours by 2030, identifying AI as the single most significant factor behind that surge. In response, investor focus is expanding beyond AI software and semiconductor design toward the foundational infrastructure layer: electrical power, hyperscale data-center capacity, high-bandwidth connectivity and next-generation GPU systems. <a href="https://www.globenewswire.com/Tracker?data=eqVRdKs31SkY9lfI6FPvAQrjPRIV931Su4vveO5vM_yMTmzs-CyUKhAAobUhkt-RkmZbuNPtXGTmMTsaiAA8pAmVFNW0I3UAHlWZVyxfVML4VKOQO6RHJjXLTUDykaR5zNBGFZg09eJXjGQbXwW7fg==" rel="nofollow" target="_blank">AZIO AI Holdings Inc. (NASDAQ: http://www.streetinsider.com/Press+Releases/The+AI+Revolution+Is+Winning+the+Software+Race+but+Losing+the+Infrastructure+Battle/26909398.html Wed, 12 Aug 2026 08:30:00 -0400 APLD APLD AVGO AVGO AZIO IREN IREN VRT VRT http://www.streetinsider.com/Press+Releases/The+AI+Revolution+Is+Winning+the+Software+Race+but+Losing+the+Infrastructure+Battle/26909398.html <p>AUSTIN, Texas, Aug. 12, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=UkuUlLVZtpuPEbjnpAJq9g2e2qUFucGwopygN7V9pE4mig1MQWl4I92OnAyzNB_OBxd-01m7DGEADVNwglbtmxasxPJejUq-Dtc0zCWrnXzIab1OwzV1ijy6CgotS--v" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: The technology driving artificial intelligence is advancing faster than the physical systems required to support it. The International Energy Agency (“IEA”) <a href="https://www.globenewswire.com/Tracker?data=UpyMObNcWx6ndC57kNTPGctnA0JRYq-HaqCDU_loQExOy1Gx3JQl_Zx4uaK1l8pC8ouQDV3yzfXJHEWxrLZ2zg==" rel="nofollow" target="_blank">estimates</a> that worldwide electricity consumption by data centers will double to approximately 945 terawatt-hours by 2030, identifying AI as the single most significant factor behind that surge. In response, investor focus is expanding beyond AI software and semiconductor design toward the foundational infrastructure layer: electrical power, hyperscale data-center capacity, high-bandwidth connectivity and next-generation GPU systems. <a href="https://www.globenewswire.com/Tracker?data=eqVRdKs31SkY9lfI6FPvAQrjPRIV931Su4vveO5vM_yMTmzs-CyUKhAAobUhkt-RkmZbuNPtXGTmMTsaiAA8pAmVFNW0I3UAHlWZVyxfVML4VKOQO6RHJjXLTUDykaR5zNBGFZg09eJXjGQbXwW7fg==" rel="nofollow" target="_blank">AZIO AI Holdings Inc. (NASDAQ: http://www.streetinsider.com/Press+Releases/The+AI+Revolution+Is+Winning+the+Software+Race+but+Losing+the+Infrastructure+Battle/26909398.html Wed, 12 Aug 2026 08:30:00 -0400 APLD APLD AVGO AVGO AZIO IREN IREN VRT VRT http://www.streetinsider.com/Globe+Newswire/The+AI+Revolution+Is+Winning+the+Software+Race+but+Losing+the+Infrastructure+Battle/26909398.html <p>AUSTIN, Texas, Aug. 12, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=UkuUlLVZtpuPEbjnpAJq9g2e2qUFucGwopygN7V9pE4mig1MQWl4I92OnAyzNB_OBxd-01m7DGEADVNwglbtmxasxPJejUq-Dtc0zCWrnXzIab1OwzV1ijy6CgotS--v" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: The technology driving artificial intelligence is advancing faster than the physical systems required to support it. The International Energy Agency (“IEA”) <a href="https://www.globenewswire.com/Tracker?data=UpyMObNcWx6ndC57kNTPGctnA0JRYq-HaqCDU_loQExOy1Gx3JQl_Zx4uaK1l8pC8ouQDV3yzfXJHEWxrLZ2zg==" rel="nofollow" target="_blank">estimates</a> that worldwide electricity consumption by data centers will double to approximately 945 terawatt-hours by 2030, identifying AI as the single most significant factor behind that surge. In response, investor focus is expanding beyond AI software and semiconductor design toward the foundational infrastructure layer: electrical power, hyperscale data-center capacity, high-bandwidth connectivity and next-generation GPU systems. <a href="https://www.globenewswire.com/Tracker?data=eqVRdKs31SkY9lfI6FPvAQrjPRIV931Su4vveO5vM_yMTmzs-CyUKhAAobUhkt-RkmZbuNPtXGTmMTsaiAA8pAmVFNW0I3UAHlWZVyxfVML4VKOQO6RHJjXLTUDykaR5zNBGFZg09eJXjGQbXwW7fg==" rel="nofollow" target="_blank">AZIO AI Holdings Inc. (NASDAQ: http://www.streetinsider.com/Globe+Newswire/The+AI+Revolution+Is+Winning+the+Software+Race+but+Losing+the+Infrastructure+Battle/26909398.html Wed, 12 Aug 2026 08:30:00 -0400 APLD APLD AVGO AVGO AZIO IREN IREN VRT VRT http://www.streetinsider.com/Globe+Newswire/The+AI+Revolution+Is+Winning+the+Software+Race+but+Losing+the+Infrastructure+Battle/26909398.html <p>AUSTIN, Texas, Aug. 12, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=UkuUlLVZtpuPEbjnpAJq9g2e2qUFucGwopygN7V9pE4mig1MQWl4I92OnAyzNB_OBxd-01m7DGEADVNwglbtmxasxPJejUq-Dtc0zCWrnXzIab1OwzV1ijy6CgotS--v" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: The technology driving artificial intelligence is advancing faster than the physical systems required to support it. The International Energy Agency (“IEA”) <a href="https://www.globenewswire.com/Tracker?data=UpyMObNcWx6ndC57kNTPGctnA0JRYq-HaqCDU_loQExOy1Gx3JQl_Zx4uaK1l8pC8ouQDV3yzfXJHEWxrLZ2zg==" rel="nofollow" target="_blank">estimates</a> that worldwide electricity consumption by data centers will double to approximately 945 terawatt-hours by 2030, identifying AI as the single most significant factor behind that surge. In response, investor focus is expanding beyond AI software and semiconductor design toward the foundational infrastructure layer: electrical power, hyperscale data-center capacity, high-bandwidth connectivity and next-generation GPU systems. <a href="https://www.globenewswire.com/Tracker?data=eqVRdKs31SkY9lfI6FPvAQrjPRIV931Su4vveO5vM_yMTmzs-CyUKhAAobUhkt-RkmZbuNPtXGTmMTsaiAA8pAmVFNW0I3UAHlWZVyxfVML4VKOQO6RHJjXLTUDykaR5zNBGFZg09eJXjGQbXwW7fg==" rel="nofollow" target="_blank">AZIO AI Holdings Inc. (NASDAQ: http://www.streetinsider.com/Globe+Newswire/The+AI+Revolution+Is+Winning+the+Software+Race+but+Losing+the+Infrastructure+Battle/26909398.html Wed, 12 Aug 2026 08:30:00 -0400 APLD APLD AVGO AVGO AZIO IREN IREN VRT VRT http://www.streetinsider.com/Globe+Newswire/The+AI+Revolution+Is+Winning+the+Software+Race+but+Losing+the+Infrastructure+Battle/26909398.html <p>AUSTIN, Texas, Aug. 12, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=UkuUlLVZtpuPEbjnpAJq9g2e2qUFucGwopygN7V9pE4mig1MQWl4I92OnAyzNB_OBxd-01m7DGEADVNwglbtmxasxPJejUq-Dtc0zCWrnXzIab1OwzV1ijy6CgotS--v" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: The technology driving artificial intelligence is advancing faster than the physical systems required to support it. The International Energy Agency (“IEA”) <a href="https://www.globenewswire.com/Tracker?data=UpyMObNcWx6ndC57kNTPGctnA0JRYq-HaqCDU_loQExOy1Gx3JQl_Zx4uaK1l8pC8ouQDV3yzfXJHEWxrLZ2zg==" rel="nofollow" target="_blank">estimates</a> that worldwide electricity consumption by data centers will double to approximately 945 terawatt-hours by 2030, identifying AI as the single most significant factor behind that surge. In response, investor focus is expanding beyond AI software and semiconductor design toward the foundational infrastructure layer: electrical power, hyperscale data-center capacity, high-bandwidth connectivity and next-generation GPU systems. <a href="https://www.globenewswire.com/Tracker?data=eqVRdKs31SkY9lfI6FPvAQrjPRIV931Su4vveO5vM_yMTmzs-CyUKhAAobUhkt-RkmZbuNPtXGTmMTsaiAA8pAmVFNW0I3UAHlWZVyxfVML4VKOQO6RHJjXLTUDykaR5zNBGFZg09eJXjGQbXwW7fg==" rel="nofollow" target="_blank">AZIO AI Holdings Inc. (NASDAQ: http://www.streetinsider.com/Globe+Newswire/The+AI+Revolution+Is+Winning+the+Software+Race+but+Losing+the+Infrastructure+Battle/26909398.html Wed, 12 Aug 2026 08:30:00 -0400 APLD APLD AVGO AVGO AZIO IREN IREN VRT VRT http://www.streetinsider.com/Globe+Newswire/The+AI+Revolution+Is+Winning+the+Software+Race+but+Losing+the+Infrastructure+Battle/26909398.html <p>AUSTIN, Texas, Aug. 12, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=UkuUlLVZtpuPEbjnpAJq9g2e2qUFucGwopygN7V9pE4mig1MQWl4I92OnAyzNB_OBxd-01m7DGEADVNwglbtmxasxPJejUq-Dtc0zCWrnXzIab1OwzV1ijy6CgotS--v" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: The technology driving artificial intelligence is advancing faster than the physical systems required to support it. The International Energy Agency (“IEA”) <a href="https://www.globenewswire.com/Tracker?data=UpyMObNcWx6ndC57kNTPGctnA0JRYq-HaqCDU_loQExOy1Gx3JQl_Zx4uaK1l8pC8ouQDV3yzfXJHEWxrLZ2zg==" rel="nofollow" target="_blank">estimates</a> that worldwide electricity consumption by data centers will double to approximately 945 terawatt-hours by 2030, identifying AI as the single most significant factor behind that surge. In response, investor focus is expanding beyond AI software and semiconductor design toward the foundational infrastructure layer: electrical power, hyperscale data-center capacity, high-bandwidth connectivity and next-generation GPU systems. <a href="https://www.globenewswire.com/Tracker?data=eqVRdKs31SkY9lfI6FPvAQrjPRIV931Su4vveO5vM_yMTmzs-CyUKhAAobUhkt-RkmZbuNPtXGTmMTsaiAA8pAmVFNW0I3UAHlWZVyxfVML4VKOQO6RHJjXLTUDykaR5zNBGFZg09eJXjGQbXwW7fg==" rel="nofollow" target="_blank">AZIO AI Holdings Inc. (NASDAQ: http://www.streetinsider.com/Globe+Newswire/The+AI+Revolution+Is+Winning+the+Software+Race+but+Losing+the+Infrastructure+Battle/26909398.html Wed, 12 Aug 2026 08:30:00 -0400 APLD APLD AVGO AVGO AZIO IREN IREN VRT VRT http://www.streetinsider.com/Globe+Newswire/The+AI+Revolution+Is+Winning+the+Software+Race+but+Losing+the+Infrastructure+Battle/26909398.html <p>AUSTIN, Texas, Aug. 12, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=UkuUlLVZtpuPEbjnpAJq9g2e2qUFucGwopygN7V9pE4mig1MQWl4I92OnAyzNB_OBxd-01m7DGEADVNwglbtmxasxPJejUq-Dtc0zCWrnXzIab1OwzV1ijy6CgotS--v" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: The technology driving artificial intelligence is advancing faster than the physical systems required to support it. The International Energy Agency (“IEA”) <a href="https://www.globenewswire.com/Tracker?data=UpyMObNcWx6ndC57kNTPGctnA0JRYq-HaqCDU_loQExOy1Gx3JQl_Zx4uaK1l8pC8ouQDV3yzfXJHEWxrLZ2zg==" rel="nofollow" target="_blank">estimates</a> that worldwide electricity consumption by data centers will double to approximately 945 terawatt-hours by 2030, identifying AI as the single most significant factor behind that surge. In response, investor focus is expanding beyond AI software and semiconductor design toward the foundational infrastructure layer: electrical power, hyperscale data-center capacity, high-bandwidth connectivity and next-generation GPU systems. <a href="https://www.globenewswire.com/Tracker?data=eqVRdKs31SkY9lfI6FPvAQrjPRIV931Su4vveO5vM_yMTmzs-CyUKhAAobUhkt-RkmZbuNPtXGTmMTsaiAA8pAmVFNW0I3UAHlWZVyxfVML4VKOQO6RHJjXLTUDykaR5zNBGFZg09eJXjGQbXwW7fg==" rel="nofollow" target="_blank">AZIO AI Holdings Inc. (NASDAQ: http://www.streetinsider.com/Globe+Newswire/The+AI+Revolution+Is+Winning+the+Software+Race+but+Losing+the+Infrastructure+Battle/26909398.html Wed, 12 Aug 2026 08:30:00 -0400 APLD APLD AVGO AVGO AZIO IREN IREN VRT VRT http://www.streetinsider.com/Globe+Newswire/The+AI+Revolution+Is+Winning+the+Software+Race+but+Losing+the+Infrastructure+Battle/26909398.html <p>AUSTIN, Texas, Aug. 12, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=UkuUlLVZtpuPEbjnpAJq9g2e2qUFucGwopygN7V9pE4mig1MQWl4I92OnAyzNB_OBxd-01m7DGEADVNwglbtmxasxPJejUq-Dtc0zCWrnXzIab1OwzV1ijy6CgotS--v" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: The technology driving artificial intelligence is advancing faster than the physical systems required to support it. The International Energy Agency (“IEA”) <a href="https://www.globenewswire.com/Tracker?data=UpyMObNcWx6ndC57kNTPGctnA0JRYq-HaqCDU_loQExOy1Gx3JQl_Zx4uaK1l8pC8ouQDV3yzfXJHEWxrLZ2zg==" rel="nofollow" target="_blank">estimates</a> that worldwide electricity consumption by data centers will double to approximately 945 terawatt-hours by 2030, identifying AI as the single most significant factor behind that surge. In response, investor focus is expanding beyond AI software and semiconductor design toward the foundational infrastructure layer: electrical power, hyperscale data-center capacity, high-bandwidth connectivity and next-generation GPU systems. <a href="https://www.globenewswire.com/Tracker?data=eqVRdKs31SkY9lfI6FPvAQrjPRIV931Su4vveO5vM_yMTmzs-CyUKhAAobUhkt-RkmZbuNPtXGTmMTsaiAA8pAmVFNW0I3UAHlWZVyxfVML4VKOQO6RHJjXLTUDykaR5zNBGFZg09eJXjGQbXwW7fg==" rel="nofollow" target="_blank">AZIO AI Holdings Inc. (NASDAQ: http://www.streetinsider.com/Globe+Newswire/The+AI+Revolution+Is+Winning+the+Software+Race+but+Losing+the+Infrastructure+Battle/26909398.html Wed, 12 Aug 2026 08:30:00 -0400 APLD APLD AVGO AVGO AZIO IREN IREN VRT VRT http://www.streetinsider.com/Globe+Newswire/The+AI+Revolution+Is+Winning+the+Software+Race+but+Losing+the+Infrastructure+Battle/26909398.html <p>AUSTIN, Texas, Aug. 12, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=UkuUlLVZtpuPEbjnpAJq9g2e2qUFucGwopygN7V9pE4mig1MQWl4I92OnAyzNB_OBxd-01m7DGEADVNwglbtmxasxPJejUq-Dtc0zCWrnXzIab1OwzV1ijy6CgotS--v" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: The technology driving artificial intelligence is advancing faster than the physical systems required to support it. The International Energy Agency (“IEA”) <a href="https://www.globenewswire.com/Tracker?data=UpyMObNcWx6ndC57kNTPGctnA0JRYq-HaqCDU_loQExOy1Gx3JQl_Zx4uaK1l8pC8ouQDV3yzfXJHEWxrLZ2zg==" rel="nofollow" target="_blank">estimates</a> that worldwide electricity consumption by data centers will double to approximately 945 terawatt-hours by 2030, identifying AI as the single most significant factor behind that surge. In response, investor focus is expanding beyond AI software and semiconductor design toward the foundational infrastructure layer: electrical power, hyperscale data-center capacity, high-bandwidth connectivity and next-generation GPU systems. <a href="https://www.globenewswire.com/Tracker?data=eqVRdKs31SkY9lfI6FPvAQrjPRIV931Su4vveO5vM_yMTmzs-CyUKhAAobUhkt-RkmZbuNPtXGTmMTsaiAA8pAmVFNW0I3UAHlWZVyxfVML4VKOQO6RHJjXLTUDykaR5zNBGFZg09eJXjGQbXwW7fg==" rel="nofollow" target="_blank">AZIO AI Holdings Inc. (NASDAQ: http://www.streetinsider.com/Globe+Newswire/The+AI+Revolution+Is+Winning+the+Software+Race+but+Losing+the+Infrastructure+Battle/26909398.html Wed, 12 Aug 2026 08:30:00 -0400 APLD APLD AVGO AVGO AZIO IREN IREN VRT VRT http://www.streetinsider.com/Globe+Newswire/The+AI+Revolution+Is+Winning+the+Software+Race+but+Losing+the+Infrastructure+Battle/26909398.html <p>AUSTIN, Texas, Aug. 12, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=UkuUlLVZtpuPEbjnpAJq9g2e2qUFucGwopygN7V9pE4mig1MQWl4I92OnAyzNB_OBxd-01m7DGEADVNwglbtmxasxPJejUq-Dtc0zCWrnXzIab1OwzV1ijy6CgotS--v" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: The technology driving artificial intelligence is advancing faster than the physical systems required to support it. The International Energy Agency (“IEA”) <a href="https://www.globenewswire.com/Tracker?data=UpyMObNcWx6ndC57kNTPGctnA0JRYq-HaqCDU_loQExOy1Gx3JQl_Zx4uaK1l8pC8ouQDV3yzfXJHEWxrLZ2zg==" rel="nofollow" target="_blank">estimates</a> that worldwide electricity consumption by data centers will double to approximately 945 terawatt-hours by 2030, identifying AI as the single most significant factor behind that surge. In response, investor focus is expanding beyond AI software and semiconductor design toward the foundational infrastructure layer: electrical power, hyperscale data-center capacity, high-bandwidth connectivity and next-generation GPU systems. <a href="https://www.globenewswire.com/Tracker?data=eqVRdKs31SkY9lfI6FPvAQrjPRIV931Su4vveO5vM_yMTmzs-CyUKhAAobUhkt-RkmZbuNPtXGTmMTsaiAA8pAmVFNW0I3UAHlWZVyxfVML4VKOQO6RHJjXLTUDykaR5zNBGFZg09eJXjGQbXwW7fg==" rel="nofollow" target="_blank">AZIO AI Holdings Inc. (NASDAQ: http://www.streetinsider.com/Globe+Newswire/The+AI+Revolution+Is+Winning+the+Software+Race+but+Losing+the+Infrastructure+Battle/26909398.html Wed, 12 Aug 2026 08:30:00 -0400 APLD APLD AVGO AVGO AZIO IREN IREN VRT VRT http://www.streetinsider.com/Globe+Newswire/The+AI+Revolution+Is+Winning+the+Software+Race+but+Losing+the+Infrastructure+Battle/26909398.html <p>AUSTIN, Texas, Aug. 12, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=UkuUlLVZtpuPEbjnpAJq9g2e2qUFucGwopygN7V9pE4mig1MQWl4I92OnAyzNB_OBxd-01m7DGEADVNwglbtmxasxPJejUq-Dtc0zCWrnXzIab1OwzV1ijy6CgotS--v" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: The technology driving artificial intelligence is advancing faster than the physical systems required to support it. The International Energy Agency (“IEA”) <a href="https://www.globenewswire.com/Tracker?data=UpyMObNcWx6ndC57kNTPGctnA0JRYq-HaqCDU_loQExOy1Gx3JQl_Zx4uaK1l8pC8ouQDV3yzfXJHEWxrLZ2zg==" rel="nofollow" target="_blank">estimates</a> that worldwide electricity consumption by data centers will double to approximately 945 terawatt-hours by 2030, identifying AI as the single most significant factor behind that surge. In response, investor focus is expanding beyond AI software and semiconductor design toward the foundational infrastructure layer: electrical power, hyperscale data-center capacity, high-bandwidth connectivity and next-generation GPU systems. <a href="https://www.globenewswire.com/Tracker?data=eqVRdKs31SkY9lfI6FPvAQrjPRIV931Su4vveO5vM_yMTmzs-CyUKhAAobUhkt-RkmZbuNPtXGTmMTsaiAA8pAmVFNW0I3UAHlWZVyxfVML4VKOQO6RHJjXLTUDykaR5zNBGFZg09eJXjGQbXwW7fg==" rel="nofollow" target="_blank">AZIO AI Holdings Inc. (NASDAQ: http://www.streetinsider.com/Globe+Newswire/The+AI+Revolution+Is+Winning+the+Software+Race+but+Losing+the+Infrastructure+Battle/26909398.html Wed, 12 Aug 2026 08:30:00 -0400 APLD APLD AVGO AVGO AZIO IREN IREN VRT VRT http://www.streetinsider.com/Hot+List/This+chipmaker+is+best+positioned+in+the+AI+ASIC+market%3A+Mizuho/26900132.html <p>Mizuho Securities says a leading custom chipmaker is "best positioned in the AI ASIC market at a significant discount" as its pipeline expands across major cloud and AI customers.</p><p>The company is Broadcom (NASDAQ: AVGO), for which Mizuho raised its estimates and maintained an Outperform rating with a $530 price target. </p><p>Analysts led by Vijay Rakesh said the firm's relationship with Google (NASDAQ: GOOGL) remains central to its outlook. Broadcom's high-bandwidth TH6/Jericho networking and SerDes technology is seen driving a "sticky and durable" relationship with Google even as the search giant explores adding a lower-cost chip from MediaTek, Rakesh said.</p><p>Broadcom is http://www.streetinsider.com/Hot+List/This+chipmaker+is+best+positioned+in+the+AI+ASIC+market%3A+Mizuho/26900132.html Tue, 11 Aug 2026 05:00:00 -0400 AAPL AVGO GOOG GOOGL META NVDA http://www.streetinsider.com/Hot+List/This+chipmaker+is+best+positioned+in+the+AI+ASIC+market%3A+Mizuho/26900132.html <p>Mizuho Securities says a leading custom chipmaker is "best positioned in the AI ASIC market at a significant discount" as its pipeline expands across major cloud and AI customers.</p><p>The company is Broadcom (NASDAQ: AVGO), for which Mizuho raised its estimates and maintained an Outperform rating with a $530 price target. </p><p>Analysts led by Vijay Rakesh said the firm's relationship with Google (NASDAQ: GOOGL) remains central to its outlook. Broadcom's high-bandwidth TH6/Jericho networking and SerDes technology is seen driving a "sticky and durable" relationship with Google even as the search giant explores adding a lower-cost chip from MediaTek, Rakesh said.</p><p>Broadcom is http://www.streetinsider.com/Hot+List/This+chipmaker+is+best+positioned+in+the+AI+ASIC+market%3A+Mizuho/26900132.html Tue, 11 Aug 2026 05:00:00 -0400 AAPL AVGO GOOG GOOGL META NVDA