The Global Real Assets Fund returned 2.24% in Q2 2026, supported by strong demand for memory chips and AI infrastructure. Read the full analysis for more details.

OpenAI has signed a 20-year lease for 8 gigawatts of AI computing capacity at SB Energy's PORTS-Pike campus in Pike County, ...

OpenAI, SoftBank’s SB Energy, and Nvidia announced a massive 20-year data center site in ...

In a post on X, Huang said the AI industry was entering a phase where infrastructure availability could determine how quickly companies expand their AI capabilities, particularly as frontier AI ...

The global energy and industrial AI segment is seeing accelerated consolidation and strategic partnerships pointing to a ...

Tech stocks fell Tuesday, as the Nasdaq dropped more than 1%. The Philadelphia Semiconductor Index also fell nearly 5%.

Nvidia has agreed to secure infrastructure for a planned 8-GW AI computing campus in Ohio that will serve OpenAI, while investing $1.5 billion in developer SB Energy.

The $105B lease guarantee + $1.5B equity investment locks in long-duration demand for Nvidia compute (up to ~12–16 GW through ...

OpenAI announced a 10-year lease for a sprawling data center in central Ohio with financing partly guaranteed by Nvidia, ...

Nvidia's $105 billion OpenAI data center deal, announced Aug. 17 after a 5% selloff, still raises concerns after earlier dot-com comparisons.

There's a lot to like about the XPS 13, but most people should shell out for 16GB of RAM.

Nvidia CEO Jensen Huang says land, power and data centres are becoming as crucial as chips as AI companies race to expand ...