WS #15202
Enterprise technology spending remains resilient, highlighted by Accenture's 10% premarket surge following a revenue beat and upbeat outlook. In the AI infrastructure layer, Amazon is committing $3 billion to nuclear power for data centers, and Nebius is acquiring Inferize to bolster its token factory inference stack. These developments confirm the long-duration nature of the AI capex cycle, even as broader market sentiment wavers.
AI Infrastructure and Enterprise Tech
Enterprise technology spending remains resilient, highlighted by Accenture's 10% premarket surge following a revenue beat and upbeat outlook. In the AI infrastructure layer, Amazon is committing $3 billion to nuclear power for data centers, and Nebius is acquiring Inferize to bolster its token factory inference stack. These developments confirm the long-duration nature of the AI capex cycle, even as broader market sentiment wavers.