Tower Semiconductor strikes Nvidia AI infrastructure deal (update)

Tower Semiconductor (TSEM) said Thursday it is teaming up with Nvidia (NVDA) to advance AI infrastructure with 1.6T data ...

Meta inks deal to pay Corning up to $6 billion for fiber-optic cables in AI data centers

Corning, a 175-year-old glassmaker known for supplying iPhone glass, is now at the center of the AI infrastructure boom with ...

Tower Semiconductor stock jumps on Nvidia AI infrastructure deal

Tower Semiconductor (TSEM) shares jumped 13% premarket on Thursday after the company said it is teaming up with Nvidia (NVDA) ...
JD Supra

December AI Deals Intensify Competition in Compute, Infrastructure, and Agentic Automation

December closed out 2025 with a burst of high‑impact activity in the artificial intelligence sector, marked by major acquisitions and strategic investments from Nvidia, Meta, SoftBank, and IBM. These ...

2026 Private Infrastructure Outlook

In 2026, digital infrastructure is expected to continue underpinning transformative advances across industries, with big data and utilities combining with government, public markets and private ...