--- title: "The broader market fell across the board, but AI infrastructure bucked the trend and broke through amidst widespread panic." type: "Topics" locale: "zh-HK" url: "https://longbridge.com/zh-HK/topics/39246909.md" description: "The US stock market has been really tough lately... too many things are causing turmoil. Yesterday, the Dow fell 1.56%, the Nasdaq fell 1.78%, and the S&P 500 fell 1.52%. Unexpectedly weak employment data combined with a sharp surge in international oil prices sent the VIX fear index soaring 22%, reaching its highest level in nearly a year. I believe many friends have been like Vivian these past few days, wanting to just turn off their phones as soon as they open their accounts—out of sight, out of mind. However, amidst this gloom, the AI infrastructure sector has been quietly doing something interesting—rising against the trend. $NVIDIA(NVDA.US) invested 2 billion..." datetime: "2026-03-13T13:45:10.000Z" locales: - [en](https://longbridge.com/en/topics/39246909.md) - [zh-CN](https://longbridge.com/zh-CN/topics/39246909.md) - [zh-HK](https://longbridge.com/zh-HK/topics/39246909.md) author: "[聊美股的Vivian](https://longbridge.com/zh-HK/profiles/16202247.md)" --- > 支持的語言: [English](https://longbridge.com/en/topics/39246909.md) | [简体中文](https://longbridge.com/zh-CN/topics/39246909.md) # The broader market fell across the board, but AI infrastructure bucked the trend and broke through amidst widespread panic. The US stock market has been really painful lately... too many things causing turmoil. Yesterday, the Dow fell 1.56%, the Nasdaq fell 1.78%, and the S&P 500 fell 1.52%. Unexpectedly weak employment data combined with a sharp surge in international oil prices sent the VIX fear index soaring 22%, hitting its highest level in nearly a year. I believe many friends, like Vivian these past few days, have wanted to just turn off their phones the moment they open their accounts—out of sight, out of mind. However, amidst this gloom, the AI infrastructure sector is quietly doing something interesting—rising against the trend. ## **NVIDIA Invests $2 Billion, Giving Nebius Its Stamp of Approval** NVIDIA and Nebius announced a strategic partnership to jointly develop and deploy the next-generation AI hyperscale cloud platform, with NVIDIA investing $2 billion in Nebius. Who is Nebius? Simply put, it's a company specializing in AI cloud computing, a new type of cloud service provider born for AI demand. Currently, several major cloud platforms have frankly admitted to supply shortages, with demand for AI and cloud services exceeding the capacity of existing data centers. Neocloud is here to fill that gap. Upon the news, Nebius's stock price surged over 16% that day. According to its announced target, the Annual Recurring Revenue (ARR) goal is set at $7-9 billion. The partnership aims to help Nebius deploy over 5 gigawatts of computing power capacity by the end of 2030. What does that mean? Roughly enough electricity to power 3.8 million households simultaneously. This isn't NVIDIA's first move. Previously, NVIDIA invested $2 billion each in optical communication companies Lumentum and Coherent, and also invested in chip design company Synopsys and cloud computing company CoreWeave. Jensen Huang is on a buying spree, tying key nodes of the entire AI industry chain to NVIDIA's chariot. ## **Oracle's Earnings Beat Expectations, Cloud Business Explodes** At the same time, Oracle also delivered an impressive report card. Q3 total revenue grew 22% year-over-year to $17.2 billion, with cloud business growth reaching 44% to $8.9 billion. Even more eye-catching is the cloud infrastructure segment—cloud infrastructure revenue (IaaS) reached $4.9 billion, an 84% year-over-year increase. After the announcement, Oracle's stock rose nearly 9% after hours. The company also raised its revenue guidance for next year (FY27) from the market expectation of $86.6 billion to $90 billion. Oracle said something very interesting in its earnings report: the growth rate of AI cloud computing demand continues to outpace the growth rate of supply, and the largest AI cloud users have recently significantly improved their financial conditions. In other words: customers are getting richer, our orders are increasing, and growth for the next few years is almost locked in. ## **Next Week's GTC Conference: See What Big Moves Jensen Huang Has in Store** Another thing worth keeping an eye on is the NVIDIA GTC 2026 conference, which officially opens next week (March 16-19). This is NVIDIA's most important annual technology conference, equivalent to the Spring Festival Gala for the AI community. This year's highlights mainly focus on three areas: technical details of the new Vera Rubin chip architecture, the roadmap for CPO (Co-Packaged Optics), and NVIDIA's ecosystem layout with various computing power partners. Jensen Huang has personally endorsed CPO technology on social media, which has also led to early reactions in the stock prices of optical communication companies like Coherent and Lumentum. After all, the data transfer volume between AI data centers is growing, traditional copper wires can't handle it, making optical communication a necessity. ## **How to Understand All This?** The market is chaotic right now—employment data is problematic, oil prices are rising, the Fed is in a dilemma, and macro-level uncertainty is increasing. In such times, capital instinctively seeks certainty. The AI infrastructure sector provides exactly that certainty. Nebius, a startup, and Oracle, a veteran giant, are simultaneously telling the market with solid data: AI demand is real, orders are real, growth is real. Next week's GTC will be an observation window—if Jensen Huang can present a sufficiently convincing technology roadmap and partnership ecosystem, this sector may have further catalysts in the short term. Of course, valuations in hot sectors are generally not cheap, and volatility is high. Chasing highs in a panicked market requires caution, but if you were already paying attention to the AI infrastructure sector, the data from these past few days at least gives you a confirmation signal that 'the direction is not wrong'. ### 相關股票 - [Nebius (NBIS.US)](https://longbridge.com/zh-HK/quote/NBIS.US.md) - [NVIDIA (NVDA.US)](https://longbridge.com/zh-HK/quote/NVDA.US.md) - [Oracle (ORCL.US)](https://longbridge.com/zh-HK/quote/ORCL.US.md) - [Lumentum (LITE.US)](https://longbridge.com/zh-HK/quote/LITE.US.md) - [GraniteShares 2x Long NVDA Daily ETF (NVDL.US)](https://longbridge.com/zh-HK/quote/NVDL.US.md) - [XL2CSOPNVDA (07788.HK)](https://longbridge.com/zh-HK/quote/07788.HK.md) - [XI2CSOPNVDA (07388.HK)](https://longbridge.com/zh-HK/quote/07388.HK.md) - [YieldMax NVDA Option Income Strategy ETF (NVDY.US)](https://longbridge.com/zh-HK/quote/NVDY.US.md) - [Direxion Daily NVDA Bear 1X ETF (NVDD.US)](https://longbridge.com/zh-HK/quote/NVDD.US.md) - [T-Rex 2X Long NVIDIA Daily Target ETF (NVDX.US)](https://longbridge.com/zh-HK/quote/NVDX.US.md) - [T-Rex 2X Inverse NVIDIA Daily Target ETF (NVDQ.US)](https://longbridge.com/zh-HK/quote/NVDQ.US.md) - [Coreweave (CRWV.US)](https://longbridge.com/zh-HK/quote/CRWV.US.md) - [ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D (ORCL-D.US)](https://longbridge.com/zh-HK/quote/ORCL-D.US.md)