AI•
Tech Giants Fuel Unprecedented AI Infrastructure Build-Out
Technology giants are investing trillions of dollars in a global AI infrastructure arms race, building vast data centers and competing for critical resources.
Marcus Bell
Marcus Bell is a senior technology market analyst for Neurozzio, specializing in the semiconductor industry, corporate finance, and AI infrastructure. He reports on market trends, corporate valuations, and the strategic investments shaping the tech sector.
5 Articles
34 Total Views
Joined October 2025
Languages
English
Areas of Expertise
Technology Market AnalysisSemiconductor IndustryCorporate FinanceAI Infrastructure
Latest Articles by Marcus Bell
Tech Policy•
The Soaring Cost of AI is Creating a New Tech Monopoly
The massive cost and energy demands of AI data centers are doubling annually, concentrating the power to develop advanced AI in the hands of a few tech giants.
Investment•
Nebius Stock Surges Amid AI Growth and Microsoft Deal
Nebius Group N.V. stock has surged nearly 500% in the past year, driven by explosive growth, bullish management outlook, and a key partnership with Microsoft. While its $28 billion market cap raises v
Investment•
Snowflake Stock Surges Amid AI Customer Growth
Snowflake stock has risen 49% in 2025, driven by its focus on AI and key customers like OpenAI. The company is developing "Snowflake Intelligence" for natural language data interaction and operates on
Business Tech•
Broadcom Growth Fueled by AI and $10 Billion OpenAI Deal
Broadcom's growth is accelerating due to a $10 billion AI chip deal with OpenAI and increased infrastructure spending from major technology companies.