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AI companies are spending so much on infrastructure that Nvidia’s data center business now brings in nearly $50 billion. But is this sustainable growth or just the latest tech mania? And should we even be calling it a “bubble” when the belief in AI’s future is what’s holding the whole ecosystem together? This week on Equity, Kirsten Korosec, Anthony Ha, […]
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Jan 13, 2026
Marvell’s $3.8B Play For Next-Gen AI Data Center Market
Marvell's $3.8B acquisitions of Celestial AI and XConn target optical interconnects and CXL switching for next-gen AI infrastructure, challenging Broadcom's dominance.
Jan 13, 2026Apple faces critical shortage as AI boom strains supply chain
Apple has been scrambling to solve a glass cloth shortage, with the supply crunch projected to last until at least the second half of 2027.
Jan 13, 2026Deploying AI agents is not your typical software launch – 7 lessons from the trenches
Top-level actions include giving agents the right amount of freedom and rethinking traditional ROI. Industry leaders share their own experiences.