Tech

Tech giants’ $47 billion AI infrastructure deals announced

Tech giants commit $47.7 billion to AI deals as demand for computing power soars and market diverges

Published

2 months ago

November 4, 2025

Ahron Young

Tech giants commit $47.7 billion to AI deals as demand for computing power soars and market diverges

In Short:
– Wall Street started November mixed as AI deals boosted tech stocks, especially Amazon’s share price after a major agreement.
– OpenAI plans $1.4 trillion investment for computing resources, with Big Tech predicting over $250 billion AI infrastructure spending this year.

Wall Street began the month with mixed performances as major artificial intelligence deals influenced tech stocks positively, while broader market indices diverged.

Amazon’s shares rose over 5% following a significant $38 billion cloud services agreement with OpenAI, contributing to gains for the Nasdaq despite a decline in the Dow.The seven-year collaboration with Amazon Web Services marks OpenAI’s first major partnership with AWS, offering access to Nvidia graphics processing units essential for its AI expansion.

Amazon commented on the soaring demand for computing power resulting from rapid AI advancements, aiming for full capacity deployment by the end of 2026.

Microsoft also sealed a $9.7 billion agreement with IREN, highlighting the industry’s insatiable need for cloud capacity.

The collaborations depict Big Tech’s ongoing commitment to AI infrastructure, with significant investments aimed at catering to the escalating demand for computing resources.

Investment Perspective

OpenAI CEO Sam Altman revealed intentions to invest $1.4 trillion to create 30 gigawatts of computing resources.

Major players, including Microsoft, Alphabet, Amazon, and Meta, have adjusted their capital expenditure forecasts for 2025, anticipating AI infrastructure spending to surpass $250 billion this year.

Despite market caution regarding inflated valuations, analysts remain optimistic about growth in the sector. Even amidst fears of an AI bubble, industry leaders assert ongoing investments will continue to bolster market performance through 2026.

Tech

Global memory chip shortage set to drive electronics prices higher

Global memory chip shortage raises electronics prices; impacts PCs, smartphones, and likely continues until 2026.

Published

1 day ago

January 9, 2026

Harvey Vargas

Global memory chip shortage raises electronics prices; impacts PCs, smartphones, and likely continues until 2026.

A severe global shortage of memory chips is sending shockwaves through the electronics industry, causing prices to rise across consumer devices. Experts warn that this shortage will continue until at least 2026, affecting everything from PCs to smartphones.

Major manufacturers, including Samsung Electronics, have reported record profits but caution that rising memory chip prices could put further pressure on the sector. This shortage is largely driven by AI technology demands, forcing companies to rethink production priorities.

Consumers should expect higher costs for electronics in the coming months, with price increases likely to continue through the end of 2026.

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Tech

CES 2026 Highlights: AI, robotics, and the future of innovation

CES 2026 explores AI, robotics, and sustainability, reshaping the global economy and redefining productivity and market dynamics.

Published

2 days ago

January 8, 2026

Harvey Vargas

CES 2026 explores AI, robotics, and sustainability, reshaping the global economy and redefining productivity and market dynamics

CES 2026 in Las Vegas is showing how technology is not just shaping consumer products but redefining the global economy. From AI breakthroughs to robotics innovations, the event highlights how new technologies are changing the way we work, move, and invest.

Brad Gastwirth from Circular Technologies joins us to share his insights on the biggest trends driving this transformation.

The event underscores the growing role of AI in shaping both market dynamics and consumer demand patterns, signalling a new era of innovation.

Robotics, mobility, and sustainability are also at the forefront. From real-time AI-driven mobility tech to energy-efficient computing, CES demonstrates how emerging technologies are integrating across sectors. Brad discusses the intersections of technology, sustainability, and capital expenditure, revealing how these trends are set to reshape productivity paradigms and sector leadership in the coming years.

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#CES2026 #AIRevolution #Robotics #Innovation #MobilityTech #SustainableTech #TechTrends #TickerNews

Tech

CES 2026 opens with AI powering the future of tech

AI dominates CES 2026 in Las Vegas, shaping future tech with smarter, personalized products for everyday use.

Published

2 days ago

January 8, 2026

Harvey Vargas

AI dominates CES 2026 in Las Vegas, shaping future tech with smarter, personalized products for everyday use.

The annual Consumer Electronics Show has officially opened in Las Vegas, with artificial intelligence taking centre stage across nearly every major product category on display. From consumer gadgets to enterprise tools, AI is shaping how technology is designed, used and experienced.

Major tech companies are showcasing smarter, faster and more personalised products, highlighting how AI is moving beyond concepts and into everyday applications. The focus this year is on practicality, efficiency, and seamless integration into daily life.

As CES continues, the event is setting the tone for where technology is heading in 2026, with AI no longer an add-on but a foundation for innovation.

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#CES2026 #ArtificialIntelligence #TechNews #Innovation #FutureTech #LasVegas #AIRevolution #Ticker