Yazılar

AMD Supports Crusoe AI Expansion

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AMD is reportedly backing a $300 million loan for cloud computing startup Crusoe to finance the deployment of its AI chips.

The arrangement includes a guarantee mechanism allowing AMD to lease back its own hardware if Crusoe is unable to secure sufficient demand from AI developers.

The financing, led by Goldman Sachs, will be supported by the equipment being installed at a new data center project in Ohio.

Crusoe, originally launched in the cryptocurrency sector, has shifted its focus toward building cloud infrastructure for artificial intelligence applications.

The initiative reflects a growing trend among semiconductor companies to support emerging AI-focused cloud providers.

DoorDash Shares Rise on Strong Outlook

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DoorDash shares climbed after the company issued a strong forecast for first-quarter marketplace order value, signaling continued growth in delivery demand.

The company expects gross order value to reach between $31 billion and $31.8 billion for the current quarter, surpassing market expectations.

Rising demand for online grocery and retail delivery has supported expansion beyond traditional restaurant services. DoorDash reported a significant increase in total orders during the fourth quarter, reflecting sustained consumer interest in convenience-based shopping.

To support future growth, the company plans to overhaul its technology infrastructure in 2026, integrating multiple platforms under a unified system.

While these investments may impact short-term profitability, analysts suggest the strategy could strengthen long-term competitiveness in an increasingly crowded delivery market.

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.