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Browsing: Infrastructure
Tech earnings wobbles, a US$6.3b Binance hack and fresh rate anxiety have put crypto and fintech infrastructure back under a harsh spotlight, which is exactly when pricing often gets most interesting for patient capital. When headlines focus on fear, pricing power can quietly shift. This article walks through three stocks exposed to this news flow,…
Many financial institutions still rely on aging technology. This outdated reliance slows down their operations and increases exposure to insider threats, but also prevents them from using AI tools to strengthen security and reduce risk. The result is growing financial and reputational costs for any institution lagging behind.
Visa is expanding its payments infrastructure around agentic commerce, stablecoins and tokenisation as its global credential base reaches 5.2 billion and the company prepares for a future in which software agents can make authorised purchases on behalf of consumers and businesses.
One global name reflects the group’s scale, capital resources, and investment expertise across the global digital infrastructure ecosystem.
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Across energy, defense, space and applied AI, deep tech startup infrastructure is moving out of the lab and onto the factory floor. The startups building it are no longer trying to prove that the physics works. They are proving that it can be manufactured, shipped and financed at scale.
Ember Infrastructure Management has reached an agreement to acquire Ashtead Technology Holdings in a recommended cash transaction valuing the subsea technology company at approximately £505 million on a fully diluted basis.
AI infrastructure has flipped from untouchable growth story to open question, as data centre builders struggle with heavy debt and higher funding costs while clients push back on “capacity at any price.” That shift creates potential winners and losers on the financing side. This article walks through three large, well-capitalised bank stocks exposed to these…
African technology company Cassava Technologies has expanded its artificial intelligence infrastructure by incorporating NVIDIA’s Nemotron AI models into its AI Factory, a move intended to increase access to advanced AI capabilities for businesses and developers across the continent.
Hive Intelligence is a crypto data service built by the Hive Intelligence infrastructure company, founded by Rishabh Narang in 2024. It connects AI agents to market prices, wallet holdings, DeFi activity, token security checks and NFT analytics through a hosted Model Context Protocol (MCP) server and command-line tools. Agents discover relevant tools, inspect their parameters…