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AI Infrastructure

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Tech’s Great Rotation Reverses as Investors Reassess AI

Attention is shifting to companies that can show real gains from AI.

Qatar Helium Shutdown Tightens Supply as Prices Jump, Putting Chipmakers on Alert

Applied Digital Shares Drop 12% as AI Data-Center Stock Faces Valuation Reassessment

Microsoft, G42 Unveil 200 MW UAE Data Center Expansion as U.S. Licenses Clear Nvidia Blackwell Shipments