Market Insights NEWS

The AI infrastructure buildout underway in 2026 is one of the largest coordinated capital investment cycles in recent memory. The largest cloud providers are on track to nearly double their combined capital spending compared with last year, and the vast majority of that spending is going directly into AI compute, chips, and the data centers that house them. Capital Spending Is Concentrated and Accelerating Unlike past technology investment waves that spread across many sector

The semiconductor industry has moved from a cyclical commodity story to a strategic priority for governments and enterprises alike. Demand tied to AI infrastructure, electric vehicles, and edge computing is reshaping where chips are made, who makes them, and how supply chains are structured. Demand Is Broadening Beyond Consumer Electronics Historically, smartphone and PC cycles set the tone for the entire industry. That is changing. Data center accelerators for AI workloads,

Abu Dhabi’s e& Group, formerly known as Etisalat, has finalized its acquisition of a controlling stake in PPF Telecom Group’s assets in...

Introduction On October 1, 2024, Powerfleet Inc., a leader in artificial intelligence of things (AIoT) for the fleet management industry,...