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AI & Enterprise
Gartner warns $3.5 trillion AI infrastructure investment risks write-downs by 2030
Market research firm Gartner warned that the AI bubble could burst and said AI infrastructure companies may have to book more than $3.5 trillion in losses by the end of 2030 if investment continues at the current pace. It said AI firms are expected to spend nearly $1 trillion on infrastructure in 2026 and plan an additional $6 trillion from 2027 to 2030. Gartner also forecast large potential write-downs through 2032, with neo-cloud providers hit hardest.
Crypto
Grayscale moves to launch spot Worldcoin ETF, pending SEC and Nasdaq approval
Asset manager Grayscale has begun procedures to launch a spot exchange-traded fund based on the Worldcoin token, WLD. It filed a registration statement with the U.S. Securities and Exchange Commission for the Grayscale Worldcoin ETF, which would track a CoinDesk benchmark rate and list on Nasdaq under the symbol GWLD. The filing details custody and administration partners and flags regulatory risks, token volatility and ownership concentration.
AI & Enterprise
Fourth-quarter global server market hits record high on AI demand; Dell leads, HPE share slips
The global server market hit a record high in the fourth quarter of 2025 on the back of AI infrastructure investment, according to IDC data shared by Network World. Total quarterly revenue topped $125 billion, up more than 50 percent from a year earlier. GPU-equipped systems accounted for more than half of the market, led by demand from large cloud providers and hyperscalers, while enterprises remained cautious on data-centre spending.