Tag: Global X Data Center & Digital Infrastructure ETF
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The AI election: Wall Street braces for midterms amid mounting opposition to data centers
Public opinion faces off against corporate capital spending in the November midterms.
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America’s data center fight is a preview of what’s to come for the rest of the world
America’s fight over data centers is going global. Communities across Europe and Asia are pushing back over the rising costs of the AI infrastructure boom.
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Samsung to inject $1 billion into Nvidia- and KKR-backed AI infrastructure firm
Samsung Electronics and its five affiliates are investing $1 billion in KKR-launched Helix as the group expands its push into global AI infrastructure.
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AI stock valuations may have peaked. Trivariate Research thinks these shares can keep working
Revenue growth could more than offset anticipated contractions in stock multiples for some key AI stocks over the next few years
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Anthropic and OpenAI hunt for smaller data center deals, sources tell CNBC, in race to deploy AI capacity
Anthropic and OpenAI have announced a flurry of AI infrastructure deals over the past year as demand booms.
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Wall Street weighs prospect of an AI slowdown on data center buildout
Investors see a potential AI slowdown as problematic for companies tied to the data center buildout.
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Inside Eaton’s $9.5 billion bet to dominate the AI infrastructure boom
Eaton’s wise acquisition of Boyd Thermal enables the electrical giant to ride the AI wave in new ways.
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