Data Centers

Data Center Infrastructure Stocks Win AI Race

As Anthropic and OpenAI approach IPOs, industrial companies providing cooling, power, and grid infrastructure for data centers are positioned to profit regardless of which AI company dominates. Infrastructure is the invisible winner.

Inc42 · The Motley Fool

European Telecom Giants Pivot to Data Centre Investments

European telecommunications companies are repositioning themselves as data centre operators to capitalize on surging demand for cloud and artificial intelligence infrastructure. The pivot represents a major strategic shift for the historically dormant sector.

Il Sole 24 Ore Economia · FT Companies

Asia-Pacific Data Center Sector Navigates Regulation

Data center operators across the Asia-Pacific region face new resource regulations and the risks of regulatory fragmentation across jurisdictions. The sector balances infrastructure expansion with environmental and resource constraints.

The Diplomat