Jefferies Archives

AI fatigue? The market may be rotating, but the infrastructure boom is not going anywhere

The sharp rally in AI stocks finally looks like it's catching its breath. But dig a little deeper and the actual infrastructure story hasn't lost an ounce of momentum. A…

Team VAINETRA July 12, 2026

Artificial Intelligence

AI firms may shift workloads from cloud to on premise infrastructure as security concerns rise: Jefferies

As AI models become cheaper and cybersecurity risks grow, enterprises may increasingly move AI workloads from public cloud platforms to their own infrastructure, according to a Jefferies report.

Team VAINETRA June 28, 2026

Artificial Intelligence

AI infrastructure boom powers Taiwan’s fastest economic growth in nearly 50 years

The global AI infrastructure race is reshaping economies. Jefferies says massive investments in AI chips, semiconductor manufacturing and data centres helped Taiwan post its fastest economic growth in nearly five decades.

Team VAINETRA June 28, 2026

Artificial Intelligence

Chinese AI models shake up global AI race again as lower costs challenge US leaders

Chinese AI models are emerging as serious competitors to US AI leaders. Jefferies says lower cost models such as GLM 5.2 could accelerate AI adoption while driving fresh demand for data centres, memory chips and computing infrastructure.

Team VAINETRA June 28, 2026

Data Centres

Amazon AWS leads North America’s data centre race with 10.6 GW capacity

The battle for artificial intelligence supremacy is increasingly becoming a battle for data centre capacity. A recent Jefferies analysis of the top 15 data centre operators and owners in North…

Team VAINETRA June 7, 2026