AI Infrastructure
Articles tagged with AI Infrastructure on Nukoud.
Anthropic Signs $9.1 Billion AI Compute Deal With Riot Platforms
Riot Platforms disclosed a landmark $9.1 billion, 20-year data center lease with AI company Anthropic, signaling a major shift in how Bitcoin miners monetize their infrastructure through AI compute contracts.
CoreWeave’s Indonesia Data Center Bet Targets a Fast-Growing Digital Economy
Nasdaq-listed CoreWeave plans to develop three data centers with 360 megawatts of power in Indonesia by 2028, representing 62% of the country's current operating capacity and capitalizing on rapid GDP growth and AI demand.
AI Crash in July? Investors Rotate from High-Flying AI to Software Leaders
In July, investors rotated away from capital-intensive AI infrastructure companies toward profitable software businesses successfully monetizing artificial intelligence, challenging headlines of an AI crash.
BAIUSIGVUSAGIXUS
AIPOWRAE
SK Hynix ADR Rally Puts TSMC Earnings at the Centre of the AI Chip Trade
SK Hynix's ADR debut and TSMC's upcoming earnings are reshaping how investors view the AI chip trade, shifting focus from single-stock narratives to broader semiconductor supply-chain exposure through ETFs.
SOXXUS
IBM's Historic Sell-Off and the Quantum Disconnect
IBM plunged 26% on July 14, 2026, marking its worst trading day in nearly six decades after pre-announcing weaker-than-expected Q2 results and wiping out $70 billion in market value. The sell-off highlights the disconnect between long-term quantum computing optimism and disappointing near-term earni
AGIX ETF vs. AIPOWR ETF: Complements, not foes.
AGIX and AIPOWR ETFs offer complementary exposure to AI's two major layers. AGIX focuses on AI intelligence (chips, software, platforms), while AIPOWR targets infrastructure (data centres, power grids). Together they provide comprehensive AI investment access via ADX.
AGIXUSAIPOWRAE
Want Exposure to SpaceX and Anthropic Pre-IPOs? Check out AGIX ETF on ADX
AGIX ETF on ADX offers retail investors exposure to pre-IPO companies like SpaceX and Anthropic, traditionally reserved for institutional investors. Gain access to leading private companies in AI and space infrastructure before they reach public markets.
AGIXUS
AI IPO Frenzy Continues as OpenAI IPO Filing Nears
OpenAI is reportedly preparing to confidentially file for an IPO as soon as this week with Goldman Sachs and Morgan Stanley, potentially setting up one of the largest tech listings in history. The AI company could be valued near $1 trillion, reshaping investor exposure to generative AI.
The SaaS Panic Is Fading. Markets Are Starting to Differentiate Again.
After a severe selloff triggered by AI agent concerns in February, software and cybersecurity markets are recovering and beginning to differentiate between vulnerable point solutions and resilient enterprise platforms.
IGVUS
The AI Trade is Reigniting Interest in EM ex-China with Korea at the Center
Institutional investors are increasingly turning to emerging-market ex-China ETFs as geopolitical tensions and the global AI race reshape capital allocation. South Korea and Taiwan have become major beneficiaries, leading a repositioning away from China-heavy emerging-market benchmarks.
10 surprising things about the SpaceX IPO
SpaceX's S-1 filing reveals AI now accounts for 17% of revenue and is burning more cash than all other business segments combined, including a massive $15 billion annualized contract with Anthropic and plans to launch 100 gigawatts of orbital compute yearly.
ADX and Bloomberg Deepen Partnership as Abu Dhabi Expands Global Market Access
Abu Dhabi Securities Exchange (ADX) and Bloomberg have expanded their partnership, making ADX derivatives market data available directly through Bloomberg Terminal. This integration significantly increases visibility and accessibility of Abu Dhabi's derivatives products for global institutional inve