Corporate M&A & Infrastructure Investment

A wave of landmark deals—including a $1.17 billion CoreWeave contract and SoftBank's pursuit of chip designer Marvell Technology—marks a decisive shift in AI spending from speculative hype to sustained, capital-intensive enterprise infrastructure investment. As hyperscalers and sovereign wealth-backed conglomerates commit billions to AI buildout, investors are grappling with the valuation discipline required to sustain returns. The deals expose both the enormous commercial opportunity and the ge