The robot data startup is raising a massive round just months after emerging from stealth, signaling investor hunger for AI infrastructure plays.

The PC giant's pivot to AI infrastructure is paying off as demand accelerates and the company lifts its forecast.

Caterpillar's stock is no longer just a cyclical bet - it's riding the AI infrastructure boom, and investors are paying a premium for it.

The social giant is testing robotic arms and cable-swapping bots to slash human labor as AI infrastructure spending soars.

AI infrastructure stocks tumble in double digits, forcing boards to reassess risk, pricing, and dependency on a single compute cycle.