Technology & InfrastructureInsight
Nvidia delivered another substantial earnings beat in its fiscal second quarter, with revenue more than doubling year-on-year as demand for AI infrastructure continued to accelerate. Strong Data Center growth, the ramp-up of Vera Rubin and an unusually bullish outlook suggest the AI investment cycle still has considerable room to run, although supply constraints, rising memory costs and China remain important risks.
ET&A Research · 27 August 2026
Technology & InfrastructureInsight
As AI chips become larger, faster and more memory-intensive, advanced packaging is emerging as a critical performance bottleneck, reshaping semiconductor design, supply chains and the investment opportunity across the industry.
ET&A Research · 25 August 2026
Technology & InfrastructureInsight
The digital economy may feel weightless, but it depends on thousands of kilometres of fibre-optic cable, landing stations and network infrastructure. As cloud computing, AI and geopolitical tensions grow, the physical foundations of the internet are becoming increasingly valuable.
ET&A Research · 12 August 2026
Technology & InfrastructureInsight
The race to dominate artificial intelligence has triggered an extraordinary expansion of data centres, semiconductors and cloud infrastructure. Demand remains strong today, but the scale and speed of investment raise an important question: is the industry building more capacity than it will ultimately need?
ET&A Research · 30 July 2026
Technology & InfrastructureInsight
The chip and technology market has turned sharply more cautious as high valuations, heavy AI spending and uncertainty over future returns begin to weigh on investor confidence. The sector’s long-term growth story remains intact, but expectations are being reset.
ET&A Research · 24 July 2026
Technology & InfrastructureInsight
Rather than betting on which AI company will win, the picks-and-shovels approach focuses on the businesses supplying the infrastructure behind the boom—from chips and data centres to power, memory and cooling.
ET&A Research · 24 July 2026
Technology & InfrastructureInsight
Once viewed as specialist technology facilities, data centres are increasingly becoming essential infrastructure. Rising demand for cloud computing and AI is turning them into a long-term asset class for investors.
ET&A Research · 24 July 2026
Technology & InfrastructureInsight
As artificial intelligence scales, the next constraint may not be chips, but the infrastructure around them. Power, memory, storage and cooling are emerging as the new battlegrounds of the AI economy.
Aako Ugbabe · 24 July 2026
