Cash torrent pouring into Nvidia slows, despite BlackwellNvidia's growth has steadied but remains strong, with Q4 2025 showing impressive revenues despite slower growth rates than previous years.
NVIDIA Surges as AI Boom Fuels Frenzied TradingNvidia stock surged after President Trump announced a $500 billion AI infrastructure initiative called Stargate, involving major tech players.
Where does Microsoft's NPU obsession leave Nvidia?Nvidia leads in AI infrastructure but faces challenges in the AI PC market due to Microsoft's NPU requirements.
Why AI Stocks Micron (MU), Vertiv (VRT), Credo (CRDO) Are Rebounding ThursdayThe sell-off in AI infrastructure stocks was primarily driven by panic over DeepSeek's innovations, but many have since rebounded.
Nvidia completes acquisition of AI infrastructure startup Run:ai | TechCrunchNvidia's acquisition of Run:ai enhances AI hardware management and optimizes infrastructure across the broader AI ecosystem.
CoreWeave's first two UK data centers are now operationalCoreWeave opens UK data centers for Nvidia AI, reflecting a major investment in digital technology.
Cash torrent pouring into Nvidia slows, despite BlackwellNvidia's growth has steadied but remains strong, with Q4 2025 showing impressive revenues despite slower growth rates than previous years.
NVIDIA Surges as AI Boom Fuels Frenzied TradingNvidia stock surged after President Trump announced a $500 billion AI infrastructure initiative called Stargate, involving major tech players.
Where does Microsoft's NPU obsession leave Nvidia?Nvidia leads in AI infrastructure but faces challenges in the AI PC market due to Microsoft's NPU requirements.
Why AI Stocks Micron (MU), Vertiv (VRT), Credo (CRDO) Are Rebounding ThursdayThe sell-off in AI infrastructure stocks was primarily driven by panic over DeepSeek's innovations, but many have since rebounded.
Nvidia completes acquisition of AI infrastructure startup Run:ai | TechCrunchNvidia's acquisition of Run:ai enhances AI hardware management and optimizes infrastructure across the broader AI ecosystem.
CoreWeave's first two UK data centers are now operationalCoreWeave opens UK data centers for Nvidia AI, reflecting a major investment in digital technology.
Meta's Reportedly Considering an Additional $200 Billion in AI InvestmentMeta is planning a $200 billion data center to enhance AI infrastructure in Louisiana, Wyoming, or Texas, likely spending over $65 billion this year.
Arm is reportedly developing its own in-house chipArm is set to launch its own server processor designed for data centers, with Meta as its first customer.
Meta's Reportedly Considering an Additional $200 Billion in AI InvestmentMeta is planning a $200 billion data center to enhance AI infrastructure in Louisiana, Wyoming, or Texas, likely spending over $65 billion this year.
Arm is reportedly developing its own in-house chipArm is set to launch its own server processor designed for data centers, with Meta as its first customer.
UK data center industry growth faces serious challengesThe UK’s data center growth is booming, driven by AI, but energy grid constraints pose challenges.Investment in UK's data centers is crucial for keeping pace with global AI infrastructure demands.
Doubts arise over Microsoft's AI data center buildoutMicrosoft is scaling back on data center leases and investments, suggesting a strategic realignment.OpenAI's move away from Azure signifies shifting dynamics in AI partnerships.
500 billion AI infrastructure Stargate puts US in strong positionThe US is launching Project Stargate, a $500 billion AI infrastructure initiative, to maintain leadership in the global AI landscape.
OpenAI forms biz to spend $500 billion on AI infrastructureOpenAI, Oracle, SoftBank, and MGX plan to invest $500 billion in AI infrastructure in the US over four years to enhance AI capabilities.
CoreWeave's first international data centers are now live in the UK | TechCrunchCoreWeave opens its first two U.K. data centers, marking a significant expansion and demonstrating confidence in the AI computing sector.
OpenAI picks Texas for 'flagship' data center in Stargate projectTexas is designated as the primary data center site for OpenAI's Stargate project, which aims to boost US AI infrastructure.
UK data center industry growth faces serious challengesThe UK’s data center growth is booming, driven by AI, but energy grid constraints pose challenges.Investment in UK's data centers is crucial for keeping pace with global AI infrastructure demands.
Doubts arise over Microsoft's AI data center buildoutMicrosoft is scaling back on data center leases and investments, suggesting a strategic realignment.OpenAI's move away from Azure signifies shifting dynamics in AI partnerships.
500 billion AI infrastructure Stargate puts US in strong positionThe US is launching Project Stargate, a $500 billion AI infrastructure initiative, to maintain leadership in the global AI landscape.
OpenAI forms biz to spend $500 billion on AI infrastructureOpenAI, Oracle, SoftBank, and MGX plan to invest $500 billion in AI infrastructure in the US over four years to enhance AI capabilities.
CoreWeave's first international data centers are now live in the UK | TechCrunchCoreWeave opens its first two U.K. data centers, marking a significant expansion and demonstrating confidence in the AI computing sector.
OpenAI picks Texas for 'flagship' data center in Stargate projectTexas is designated as the primary data center site for OpenAI's Stargate project, which aims to boost US AI infrastructure.
A big AI infrastructure build has 'stalled'Big Tech's infrastructure investments are hindered by funding and hardware issues, impacting AI build projects.
Leveraging Open-source LLMs for ProductionOpen-source LLMs are catching up to closed-source counterparts, providing a significant option for companies in AI.The development process for open-source LLMs can feel overwhelming but offers potentially rich rewards.
EU mobilizes $200 billion in AI race against US and ChinaThe EU plans to invest €200 billion in AI to compete with the US and China by funding infrastructure and development initiatives.
EU looks to the private sector to help fund 'AI Gigafactories', eyeing the frontier AI race | TechCrunchThe EU is seeking private sector involvement to enhance AI computational capacity and infrastructure.
EU mobilizes $200 billion in AI race against US and ChinaThe EU plans to invest €200 billion in AI to compete with the US and China by funding infrastructure and development initiatives.
EU looks to the private sector to help fund 'AI Gigafactories', eyeing the frontier AI race | TechCrunchThe EU is seeking private sector involvement to enhance AI computational capacity and infrastructure.
Davos: Trump's $500 billion AI bazooka adds to buzz at WEF DW 01/22/2025OpenAI, SoftBank, and Oracle's joint venture will invest up to half a trillion dollars in AI infrastructure over the next four years.
Sam Altman Blasts Elon Musk for Defying Donald Trump's AI DealTrump's $500 billion AI infrastructure deal has sparked rivalry among tech leaders, especially between Musk and OpenAI.
OpenAI and Softbank are starting a $500 billion AI data center companyThe Stargate Project aims to invest $500 billion in AI infrastructure in the U.S. over four years.
US tech giants announce AI plan worth up to $500bnOpenAI, Oracle, and Softbank are investing $500bn in AI infrastructure, creating over 100,000 jobs.
Trump Bets It All on OpenAIDonald Trump announced the Stargate Project, a $500 billion investment in AI infrastructure, dedicated largely to supporting OpenAI and reducing its dependence on Microsoft.
OpenAI and Softbank team up for a $500 billion AI data center ventureOpenAI is partnering with SoftBank to create a $500 billion AI infrastructure in the US, enhancing AI leadership and job creation.
Davos: Trump's $500 billion AI bazooka adds to buzz at WEF DW 01/22/2025OpenAI, SoftBank, and Oracle's joint venture will invest up to half a trillion dollars in AI infrastructure over the next four years.
Sam Altman Blasts Elon Musk for Defying Donald Trump's AI DealTrump's $500 billion AI infrastructure deal has sparked rivalry among tech leaders, especially between Musk and OpenAI.
OpenAI and Softbank are starting a $500 billion AI data center companyThe Stargate Project aims to invest $500 billion in AI infrastructure in the U.S. over four years.
US tech giants announce AI plan worth up to $500bnOpenAI, Oracle, and Softbank are investing $500bn in AI infrastructure, creating over 100,000 jobs.
Trump Bets It All on OpenAIDonald Trump announced the Stargate Project, a $500 billion investment in AI infrastructure, dedicated largely to supporting OpenAI and reducing its dependence on Microsoft.
OpenAI and Softbank team up for a $500 billion AI data center ventureOpenAI is partnering with SoftBank to create a $500 billion AI infrastructure in the US, enhancing AI leadership and job creation.
Amazon's profit is suddenly going through the roof, fueling CEO Andy Jassy's $100 billion AI spending spree to fight Google and MicrosoftAmazon has transformed from an unprofitable retailer to a profit powerhouse, posting $20 billion in profits in Q4 2024.
Low-quality hardware, server supply chain kinks, slow AWS AIAWS faces challenges in sourcing high-quality servers for AI infrastructure due to supply chain constraints.
Amazon's profit is suddenly going through the roof, fueling CEO Andy Jassy's $100 billion AI spending spree to fight Google and MicrosoftAmazon has transformed from an unprofitable retailer to a profit powerhouse, posting $20 billion in profits in Q4 2024.
Low-quality hardware, server supply chain kinks, slow AWS AIAWS faces challenges in sourcing high-quality servers for AI infrastructure due to supply chain constraints.
Microsoft commits 80 billion to build AI datacentersMicrosoft's $80 billion investment in AI infrastructure highlights its commitment to the U.S. economy and aims to position AI as a new economic engine.
3 AI Infrastructure Stocks Soaring TodayAI stocks surged after Trump's $500 billion AI infrastructure plan for joint venture Stargate with Oracle, OpenAI, and SoftBank.
Trump AI plan exposes threat of Europe 'surrendering' to big techA joint venture named Stargate will invest $500 billion in AI infrastructure, led by OpenAI, SoftBank, and Oracle.Trump claims this is the largest AI infrastructure investment in history, aiming to secure the future of technology in the US.
Stargate: What is Trump's new $500bn AI project?The Stargate Project aims to invest $500 billion in U.S. AI infrastructure, creating 100,000 jobs and boosting global competitiveness.Joint venture includes OpenAI, Oracle, SoftBank, and MGX, with immediate $100 billion funding.President Trump highlights the initiative as a crucial step in securing America's technological future.
Big Money and High Quality People': Stargate Joint Venture to Invest in U.S. AI InfrastructureTrump announces a $500 billion AI infrastructure venture with OpenAI, Oracle, and SoftBank, showcasing confidence in the U.S. economy.
Databricks Raises $10 Billion in Series J Funding, Valued at $62 Billion, with Strategic Investment from MetaDatabricks raised $10 billion in Series J funding, boosting its valuation to $62 billion, highlighting the urgent demand for AI infrastructure.
Microsoft commits 80 billion to build AI datacentersMicrosoft's $80 billion investment in AI infrastructure highlights its commitment to the U.S. economy and aims to position AI as a new economic engine.
3 AI Infrastructure Stocks Soaring TodayAI stocks surged after Trump's $500 billion AI infrastructure plan for joint venture Stargate with Oracle, OpenAI, and SoftBank.
Trump AI plan exposes threat of Europe 'surrendering' to big techA joint venture named Stargate will invest $500 billion in AI infrastructure, led by OpenAI, SoftBank, and Oracle.Trump claims this is the largest AI infrastructure investment in history, aiming to secure the future of technology in the US.
Stargate: What is Trump's new $500bn AI project?The Stargate Project aims to invest $500 billion in U.S. AI infrastructure, creating 100,000 jobs and boosting global competitiveness.Joint venture includes OpenAI, Oracle, SoftBank, and MGX, with immediate $100 billion funding.President Trump highlights the initiative as a crucial step in securing America's technological future.
Big Money and High Quality People': Stargate Joint Venture to Invest in U.S. AI InfrastructureTrump announces a $500 billion AI infrastructure venture with OpenAI, Oracle, and SoftBank, showcasing confidence in the U.S. economy.
Databricks Raises $10 Billion in Series J Funding, Valued at $62 Billion, with Strategic Investment from MetaDatabricks raised $10 billion in Series J funding, boosting its valuation to $62 billion, highlighting the urgent demand for AI infrastructure.
Public cloud providers are missing the mark with AIEnterprises are shifting from public cloud to private AI infrastructures due to hidden costs and the need for specialized services.
'Trump's Stargate has made it clear: regulation of AI is now an urgent priority'The Stargate Project seeks to enhance US AI leadership but poses risks of power concentration and global technological conflicts.
Does Sam Altman Need Donald Trump, or Is It the Other Way Around?The Stargate Project is a private initiative rather than a federal program, uniting major tech companies to build AI infrastructure.
Could China's DeepSeek Shatter the 'More GPUs, More Power' Theory? | HackerNoonThe Stargate Project marks a significant investment in AI infrastructure, potentially altering the trajectory of AI development.
Musk clashes with OpenAI's Altman over $500bn StargateMusk publicly questioned the value of Trump's Stargate AI plan hours after its announcement.
'Trump's Stargate has made it clear: regulation of AI is now an urgent priority'The Stargate Project seeks to enhance US AI leadership but poses risks of power concentration and global technological conflicts.
Does Sam Altman Need Donald Trump, or Is It the Other Way Around?The Stargate Project is a private initiative rather than a federal program, uniting major tech companies to build AI infrastructure.
Could China's DeepSeek Shatter the 'More GPUs, More Power' Theory? | HackerNoonThe Stargate Project marks a significant investment in AI infrastructure, potentially altering the trajectory of AI development.
Musk clashes with OpenAI's Altman over $500bn StargateMusk publicly questioned the value of Trump's Stargate AI plan hours after its announcement.
Prediction: Microsoft (MSFT) Is Going to Save the Fossil Fuel Industry to Power Its Billion-Dollar BuildoutsMicrosoft is set to invest $80 billion in AI infrastructure, raising concerns about financial and energy resource strains.Investors should rethink tech investments and consider energy stocks due to rising demand for AI-driven power.
Microsoft CFO tells employees in an internal memo to 'focus' amid AI news like DeepSeek and StargateMicrosoft CFO emphasizes focusing on core priorities amidst AI developments.
Prediction: Microsoft (MSFT) Is Going to Save the Fossil Fuel Industry to Power Its Billion-Dollar BuildoutsMicrosoft is set to invest $80 billion in AI infrastructure, raising concerns about financial and energy resource strains.Investors should rethink tech investments and consider energy stocks due to rising demand for AI-driven power.
Microsoft CFO tells employees in an internal memo to 'focus' amid AI news like DeepSeek and StargateMicrosoft CFO emphasizes focusing on core priorities amidst AI developments.
Trump and Musk are at odds again. This time over the UK prime minister.Trump praises UK PM Starmer amidst Musk's criticisms, indicating a split between the two influential figures.
Trump welcomes idea of Elon Musk buying TikTok - if billionaire wants itTrump is open to Elon Musk buying TikTok, suggesting it would benefit the U.S. and provide a permit for operation.
Trump and Musk are at odds again. This time over the UK prime minister.Trump praises UK PM Starmer amidst Musk's criticisms, indicating a split between the two influential figures.
Trump welcomes idea of Elon Musk buying TikTok - if billionaire wants itTrump is open to Elon Musk buying TikTok, suggesting it would benefit the U.S. and provide a permit for operation.
Trump vows federal support for fire victims, clashes with LA leaders on California waterPresident Trump announced a $500 billion investment in AI infrastructure while addressing wildfire recovery efforts in California.
America's 'zombie' nuclear reactors to be revivedA defunct nuclear plant is being revived to support AI development in Trump's new $500 billion project.
Meta to spend up to $65B on massive AI data center: 'Defining year artificial itelligence'Meta Platforms plans to invest $60-$65 billion in AI infrastructure, highlighting its commitment to developing artificial intelligence technology.
What Does AI Really Mean? - Smashing MagazineUnderstanding the infrastructure of AI is essential due to its complexity and ambiguity in public discussion.
America's 'zombie' nuclear reactors to be revivedA defunct nuclear plant is being revived to support AI development in Trump's new $500 billion project.
Meta to spend up to $65B on massive AI data center: 'Defining year artificial itelligence'Meta Platforms plans to invest $60-$65 billion in AI infrastructure, highlighting its commitment to developing artificial intelligence technology.
What Does AI Really Mean? - Smashing MagazineUnderstanding the infrastructure of AI is essential due to its complexity and ambiguity in public discussion.
Trump has tossed a lot of Biden policies. But there's one AI measure he wants to keepTrump shows bipartisan support for expanding AI infrastructure by wanting to keep Biden's land designation for data centers.
Trump's $500 Billion AI Deal Includes Funding by UAE Royal Family Linked to Astonishing Number of Scandals, Including Human TorturePresident Trump's AI infrastructure project Stargate raises ethical concerns due to substantial funding from UAE's MGX, linked to human rights abuses.
As it unfolded - 24 hours of Elon Musk and Sam Altman's public exchanges since Trump announced StargateElon Musk criticized Sam Altman's Stargate for lacking financial backing, highlighting ongoing tensions between the two tech leaders.
Trump Spox Karoline Leavitt Rebuts Elon Musk On AI Deal Tells Fox News Americans Can Take Trump's Word For It'Trump's AI infrastructure project, Stargate, is expected to create jobs despite Musk claiming insufficient funding.
Trump's $500 Billion AI Deal Includes Funding by UAE Royal Family Linked to Astonishing Number of Scandals, Including Human TorturePresident Trump's AI infrastructure project Stargate raises ethical concerns due to substantial funding from UAE's MGX, linked to human rights abuses.
As it unfolded - 24 hours of Elon Musk and Sam Altman's public exchanges since Trump announced StargateElon Musk criticized Sam Altman's Stargate for lacking financial backing, highlighting ongoing tensions between the two tech leaders.
Trump Spox Karoline Leavitt Rebuts Elon Musk On AI Deal Tells Fox News Americans Can Take Trump's Word For It'Trump's AI infrastructure project, Stargate, is expected to create jobs despite Musk claiming insufficient funding.
Trump's new era is already shaking up the AI world. Here are 3 huge things that just happened in AI.President Trump launches Project Stargate, a $500 billion AI initiative with OpenAI and others, aiming to position the US as a leader in AI.
Stock Market Today: Nasdaq Composite Jump as NVIDIA (NVDA) & Oracle (ORCL) Soar on $500 Billion 'Stargate' AnnouncementThe market is rising today, driven by the positive impact of Project Stargate on technology stocks.
Live Market Updates: Nasdaq Composite Down as Ciena (CIEN), Vertiv (VRT) and Other 'Stargate' Stocks Rise AgainProject Stargate's $500 billion investment in AI infrastructure is positively impacting certain tech stocks, despite mixed performances across the sector.
Trump's new era is already shaking up the AI world. Here are 3 huge things that just happened in AI.President Trump launches Project Stargate, a $500 billion AI initiative with OpenAI and others, aiming to position the US as a leader in AI.
Stock Market Today: Nasdaq Composite Jump as NVIDIA (NVDA) & Oracle (ORCL) Soar on $500 Billion 'Stargate' AnnouncementThe market is rising today, driven by the positive impact of Project Stargate on technology stocks.
Live Market Updates: Nasdaq Composite Down as Ciena (CIEN), Vertiv (VRT) and Other 'Stargate' Stocks Rise AgainProject Stargate's $500 billion investment in AI infrastructure is positively impacting certain tech stocks, despite mixed performances across the sector.
Stargate Project launched for OpenAI AI infrastructureThe Stargate Project aims to invest $500 billion in AI infrastructure, enhancing U.S. leadership and job creation.
Biden signs executive order to accelerate AI infrastructure build-out in the USBiden signed an executive order to expedite AI infrastructure projects, emphasizing national security, economic competitiveness, and clean energy.
US 'has to win' the AI innovation race, OpenAI exec saysThe U.S. must develop a comprehensive strategy for AI infrastructure to maintain leadership against global competition, focusing on national and economic security.
AI Joint Venture: US Announces Project Will Provide $500 Billion for InfrastructureA joint venture will invest $500 billion in generative AI infrastructure over four years to enhance U.S. leadership in the sector.
Stargate Project launched for OpenAI AI infrastructureThe Stargate Project aims to invest $500 billion in AI infrastructure, enhancing U.S. leadership and job creation.
Biden signs executive order to accelerate AI infrastructure build-out in the USBiden signed an executive order to expedite AI infrastructure projects, emphasizing national security, economic competitiveness, and clean energy.
US 'has to win' the AI innovation race, OpenAI exec saysThe U.S. must develop a comprehensive strategy for AI infrastructure to maintain leadership against global competition, focusing on national and economic security.
AI Joint Venture: US Announces Project Will Provide $500 Billion for InfrastructureA joint venture will invest $500 billion in generative AI infrastructure over four years to enhance U.S. leadership in the sector.
Will the world's fastest supercomputer please stand up?The competition among firms like Oracle and xAI for supercomputing dominance is intensifying, but size alone doesn't guarantee the best performance.
Stargate AI project news sends Oracle and SoftBank stock prices soaringOracle and SoftBank shares surged following Trump’s announcement of a $100 billion AI infrastructure investment joint venture.
Will the world's fastest supercomputer please stand up?The competition among firms like Oracle and xAI for supercomputing dominance is intensifying, but size alone doesn't guarantee the best performance.
Stargate AI project news sends Oracle and SoftBank stock prices soaringOracle and SoftBank shares surged following Trump’s announcement of a $100 billion AI infrastructure investment joint venture.
A growl from the graph, TigerGraph prowls Savanna for smarter AITigerGraph's Savanna platform enhances data analysis for engineering teams, enabling rapid decision-making through its advanced graph database technology.
Trump unveils $500bn joint AI venture between OpenAI, Oracle and SoftBankTrump announced a $500 billion AI infrastructure project, Stargate, to create 100,000 jobs and enhance U.S. AI capabilities.
Donald Trump begins presidency with blizzard of executive orders as Capitol rioters begin to leave prisonTrump is initiating mass removal of Biden appointees and promoting a significant investment in AI infrastructure.His administration is launching a border crackdown and reversing previous protections for marginalized groups.
Trump unveils $500bn joint AI venture between OpenAI, Oracle and SoftBankTrump announced a $500 billion AI infrastructure project, Stargate, to create 100,000 jobs and enhance U.S. AI capabilities.
Donald Trump begins presidency with blizzard of executive orders as Capitol rioters begin to leave prisonTrump is initiating mass removal of Biden appointees and promoting a significant investment in AI infrastructure.His administration is launching a border crackdown and reversing previous protections for marginalized groups.
This startup wants to simplify AI adoption through a single "orchestration" platform - and it includes access to popular models from Meta, OpenAI, and AnthropicNexos.ai provides an orchestration platform to help enterprises efficiently deploy and manage AI models, securing $8 million in funding for its launch.
GPU cloud startup Vultr secures AMD backing in $333 million investment roundVultr raised $333 million to accelerate its AI infrastructure and global expansion, challenging traditional cloud giants.
This startup wants to simplify AI adoption through a single "orchestration" platform - and it includes access to popular models from Meta, OpenAI, and AnthropicNexos.ai provides an orchestration platform to help enterprises efficiently deploy and manage AI models, securing $8 million in funding for its launch.
GPU cloud startup Vultr secures AMD backing in $333 million investment roundVultr raised $333 million to accelerate its AI infrastructure and global expansion, challenging traditional cloud giants.
The AI Opportunities Action Plan is recommended reading | Computer WeeklyThe UK government launched an AI Opportunities Action Plan with 50 recommendations to enhance AI infrastructure and research capabilities.
CARV Launches CARV SVM Chain Testnet: Empowering AI Agents, Redefining Data Sovereignty | HackerNoonCARV officially launched the CARV SVM Chain, an AI agentic infrastructure aimed at enabling data sovereignty at scale.
Enterprises are ramping up investment in private AI systemsEnterprises are increasingly moving AI models onto their own hardware, reflecting a growing interest in private AI systems.
Apple Intelligence: Is AI an opportunity or a curse?Apple is making substantial upgrades to support Apple Intelligence, impacting hardware design and increasing costs.
Enterprises are ramping up investment in private AI systemsEnterprises are increasingly moving AI models onto their own hardware, reflecting a growing interest in private AI systems.
Apple Intelligence: Is AI an opportunity or a curse?Apple is making substantial upgrades to support Apple Intelligence, impacting hardware design and increasing costs.
Rupert Rucker of Schroders: Small and mid-cap US stocks have been ignored for years and are at good prices'Investing in small and mid-cap stocks is advantageous as markets stabilize from the 'Magnificent 7', highlighting innovative infrastructure opportunities.
How Anyscale cofounder Robert Nishihara is smoothing AI's complexitiesImplementing AI technology is challenging due to data demands, costs, and software engineering issues, often leading to stalled initiatives.
Nasdaq Composite Builds on Recent Gains as MicroStrategy Joins Nasdaq-100AI stocks, particularly Broadcom, are likely to continue their upward momentum following recent strong earnings and Nasdaq-100 rebalancing.
AMD keeps growth up: Vultr launches architecture for open AI data centersVultr's GPU data center architecture offers a competitive alternative to Nvidia, highlighting the potential for diverse partnerships in AI infrastructure.