Business
AI infrastructure investment boom shows strain as projects stall and shares fall
October 20, 2026 at 10:28 AM · Updated 14h ago
Coverage
4 reports · 2 in Arabic, 2 in English · over 17 hours
AJAl Jazeera Arabic
تريليونات تُضخ وأرباح لم تتحقق.. هل ينفجر رهان الذكاء الاصطناعي؟
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CNCNN
Canary in the coal mine or just a bad apple? CoreWeave debt drama roils Wall Street
(opens the publisher’s site)
AJAl Jazeera Arabic
5 مظاهر لانحسار طفرة مشروعات الذكاء الاصطناعي في أمريكا
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TGThe Guardian
Is this the beginning of the end of the AI stock market boom?
(opens the publisher’s site)Investment in US AI infrastructure, projected to exceed $10 trillion from 2025 to 2032, showed strain this year as datacentre projects stalled and investors retreated.
- The Nasdaq 100 fell 5.5% last week.
- At least 47 large US datacentre projects were delayed, canceled, or stalled this year, according to regulatory-information firm Reg Layer.
- Companies including SB Energy, Firmus, and OpenAI postponed planned share listings.
- The IMF last week listed a potential bursting of the AI investment bubble among the top three risks to the global economy.
- Goldman Sachs said AI boom profits remain concentrated among chip makers while other supply-chain firms struggle to turn heavy investment into returns.
- CoreWeave's bond yields surged to distress levels and its shares fell 30% this month amid profitability and interest-rate concerns.
- AI datacentre company Elice Group plunged 32 percent on its South Korea trading debut.