An estimated $45 trillion opportunity may emerge in the software application layer as AI infrastructure spending moves up the stack, according to Byron Dieter, Partner at Bessemer Venture Partners.

Broadcom’s AVGO Infrastructure Software segment is benefiting from strong demand for VMware solutions. In the third quarter of fiscal 2025, Infrastructure Software revenues jumped 17% year over year ...

The AI spending spree is likely to continue in 2026 as companies continue to build infrastructure to power future AI ...

Here’s the top cloud infrastructure companies of 2026 leading data centers, servers, GPU chips, AI, storage, cloud computing ...

We recently published a list of 10 Best Software Infrastructure Stocks to Buy According to Analysts. In this article, we are going to take a look at where Microsoft Corporation (NASDAQ:MSFT) stands ...

SoftBank has launched Infrinia AI Cloud OS, a software stack for operating AI data centers that automates infrastructure ...

The software sector as a whole demonstrated a deteriorating performance during the fourth quarter, but infrastructure software names, such as Palantir (NASDAQ:PLTR) and MongoDB (NASDAQ:MDB), bucked ...

LAS VEGAS — Over the next year, seven teams will hone AI-powered systems designed to harden the open-source software that underpins critical infrastructure—with a winner to be declared at next year's ...

It wasn’t that long ago that we were all amazed at our first interactions with ChatGPT, enabled by what then felt like an incredibly powerful foundational large language model (LLM). Yet, in a short ...

We recently published a list of 10 Best Software Infrastructure Stocks to Buy According to Analysts. In this article, we are ...

Nutanix has become a company generating substantial free cash flow as well as strong revenue growth. Nutanix shares have experienced significant volatility, with recent drops in value due to market ...