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Investors Shift to AI Infrastructure Stocks

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As enthusiasm for major artificial intelligence technology firms cools, some investors are turning their attention to infrastructure companies that support the AI ecosystem.

Shares of leading tech firms have faced pressure amid concerns that heavy spending on AI development may not deliver immediate returns. In response, investors are increasingly focusing on businesses that provide the physical backbone of AI expansion, including chipmakers, data center developers and energy suppliers.

Companies linked to infrastructure have delivered strong performance this year, with several posting double-digit gains even as broader technology benchmarks have lagged.

Asset managers are also adjusting their strategies, launching new investment products aimed at capturing growth across AI-related infrastructure segments.

Industry observers note that rising investment in data centers and energy systems is creating opportunities beyond traditional software-driven AI plays.

At the same time, some analysts caution that valuations across AI-linked sectors are becoming elevated, highlighting the need for balanced investment approaches.

Figma Gains on AI-Driven Growth Outlook

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Figma shares climbed sharply after the company issued strong revenue forecasts and outlined its expanding use of artificial intelligence within its design platform.

The software provider projected 2026 revenue between $1.36 billion and $1.37 billion, exceeding analyst expectations. Investor optimism was also supported by Figma’s strategy to deepen AI integration across its creative workflow tools.

The platform, widely used by enterprises and independent designers, enables users to move from concept development to deployment within a single environment.

To strengthen its competitive position, Figma is adopting a hybrid monetization model starting in March. This approach will include selling AI credits to users who exceed built-in usage limits, allowing the company to capture additional value from high-demand features.

While the AI push is expected to enhance growth, increased investment in technology and operations may place pressure on margins in the near term.

If current momentum continues, Figma’s market value could rise significantly.

Global Tech Giants Pledge Billions to India AI

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Major technology firms and industrial groups have announced large-scale investments in artificial intelligence infrastructure during the India AI Impact Summit in New Delhi.

Reliance Industries and its telecom arm Jio revealed plans to invest nearly $110 billion over the next seven years to build AI and data infrastructure. Meanwhile, the Adani Group committed $100 billion toward renewable energy-powered AI data centres by 2035, with expectations of stimulating an additional $150 billion across related sectors.

Microsoft reaffirmed its broader initiative to invest up to $50 billion by the end of the decade to expand AI capabilities across developing regions, with India playing a central role.

Data centre operator Yotta also pledged more than $2 billion to develop one of Asia’s largest AI computing hubs using advanced Nvidia technology.

Further collaboration includes Tata Consultancy Services securing OpenAI as its first client for a new data centre initiative, while Larsen & Toubro announced a partnership with Nvidia to build large-scale AI-ready infrastructure.

These commitments collectively signal a major acceleration in India’s ambition to establish itself as a global hub for artificial intelligence development.