AI 5 March 2026 - 10 March 2026

Vertiv Holdings Co rolled out a new industrial-grade uninterruptible power supply on Tuesday, targeting factories and rugged environments—an expansion of its power-protection range just before its expected S&P 500 debut on March 23. “Industrial sites deal with electrical instability, heat, and airborne contaminants—conditions that traditional UPS systems aren’t designed for,” said Greg Funk, vice president of modular power converters at Vertiv. Timing is key here: Vertiv’s looking to ride the AI-driven data-center boom into sustained expansion. Back in February, the company projected 2026 net sales between $13.25 billion and $13.75 billion, with adjusted earnings per share of $5.97 to $6.07. Fourth-quarter organic orders surged 252%, driving backlog up to $15 billion. That backlog, CEO Giordano Albertazzi said, gives Vertiv “clear

Wix.com launched a $1.75 billion tender offer Thursday, putting $80 to $92 per share in cash on the table as part of a push to accelerate its buyback. Shares jumped 10.9%, ending the session at $92.94, Reuters reported. This comes as software stocks have been under heavy pressure. Since late October, the S&P 500 software index has dropped 28%, with AI's potential to shake up the sector fueling investor anxiety. “I don’t think the buybacks are enough,” said Peter Tuz, president of Chase Investment Counsel.

Booking Holdings jumped about 8% on Thursday after a report said OpenAI is scaling back plans to build direct bookings into ChatGPT, easing a worry that chatbots could cut out online travel agencies. Expedia gained more than 12% and Tripadvisor rose about 5%. Bernstein analyst Richard Clarke called the development “incrementally positive” for online travel agencies in a note. Why it matters now: investors have been trying to price a fast shift in how people plan trips, with chat-based search and “agent” tools threatening to reroute traffic away from travel apps and the ads that feed them.

ESPOO, Finland, March 6, 2026, 15:15 EET Nokia Oyj late Thursday released its 2025 annual report and filed the U.S. Form 20-F, opening the books on a year that saw the Finnish telecom equipment company land over 2.4 billion euros in orders from AI and cloud clients.

Broadcom Inc projected current-quarter revenue at roughly $22.0 billion and outlined plans for AI chip sales topping $100 billion by 2027. The stock jumped nearly 4.8% early Friday. First-quarter revenue climbed 29% to $19.31 billion. This update carries weight. Broadcom supplies custom AI chips and networking hardware to some of the largest cloud players, so its results are a real-world measure of ongoing AI infrastructure investment. The likes of Alphabet, Microsoft, Amazon, and Meta together are predicted to pour over $600 billion into AI-related infrastructure this year.

Nvidia has halted output of its H200 AI chips designed for China, rerouting manufacturing at Taiwan Semiconductor Manufacturing Co toward its upcoming Vera Rubin line, according to the Financial Times, which cited two sources familiar with the shift. Reuters was unable to independently confirm the details. TSMC declined comment. Nvidia also did not reply to a request for comment. This shift is significant—U.S. export restrictions have transformed Nvidia's once-simple China sales into a maze of permits and compliance. Product plans keep getting reworked, and now the uncertainty is starting to affect production choices as well, not just the deals with customers.

Austin, Texas, March 5, 2026, 16:42 Oracle Corp is planning to slash thousands of jobs, aiming to relieve cash pressures linked to its massive AI data-center expansion, according to Bloomberg News on Thursday. The company would not comment.

Microsoft landed an 18-month memorandum of understanding with Chile’s Codelco on Thursday, setting up a framework to pilot artificial intelligence, advanced analytics, automation, and digital security across the mining giant’s operations. The agreement nudges Microsoft’s AI ambitions further into the industrial sector—territory that falls outside its core business of office software and cloud services. Timing here isn’t incidental. Microsoft wants to prove its AI expansion can land real-world deals, though the ramp-up keeps attracting questions about its electricity needs. Just a day before, the company, along with Alphabet, Amazon, and Meta, made a White House commitment to finance new power for data centers.