Tagged: gpus

AI Investment Enters Second Phase As Demand Broadens Beyond GPUs: Research

Kenanga Research said the artificial intelligence investment cycle is entering a second phase in 2026, with demand broadening beyond graphics processing units (GPUs) to inference, AI agents, and commercial applications. The demand, it added, creates opportunities across optical connectivity, power, advanced packaging and semiconductor equipment, the… Read More

Bullish Commits $100 Million to GPU-Backed AI Loans via USD.AI

Institutionally oriented digital assets platform Bullish (NYSE: BLSH) has committed a $100 million stablecoin credit line to USD.AI, a protocol that originates loans against high-performance computing hardware. The facility is intended to fund non-recourse financing for operators building artificial-intelligence infrastructure, with repayment claims anchored to… Read More

AI Infrastructure : GPUs Emerge as Strategic Asset Class in Alternative Investments, Report Reveals

KPMG has indicated that graphics processing units or GPUs, long associated with gaming and high-performance computing, have rapidly evolved into a cornerstone of artificial intelligence infrastructure. Their parallel processing capabilities make them indispensable for training complex models, running inference tasks, and powering data-intensive applications across… Read More

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