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.

Citi’s Fatima Boolani explains why select software stocks stand out as cybersecurity budgets rise and AI adoption reshapes ...

In this article, we will take a look at the 7 Best Software Infrastructure Stocks To Invest In Now. Technology drives nearly every facet of modern businesses, from individual tasks to overall ...

SAN JOSE, Calif.--(BUSINESS WIRE)--Nutanix (NASDAQ: NTNX), a leader in hybrid multicloud computing, announced today it has been named as a Leader in Gartner, Inc.’s November 2021 Magic Quadrant for ...

New multi-tenancy support, simplified workflows and controls, and predictive automation enable enterprises to rapidly and effectively manage and optimize AI infrastructure at scale Penguin Solutions' ...

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

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 ...

We recently compiled a list of the 15 Software Infrastructure Stocks Outperforming In 2025. In this article, we are going to ...

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 ...

The U.S. Department of Energy reports just last year, the country saw at least five cyber-attacks to our power grids from Washington state to here on the East Coast. Florida alone was the site of two ...

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 ...

Europe is scrambling to reduce its exposure to American cloud, chips, and platforms before a geopolitical shock turns ...