#AI infrastructure
articles
Markets
Goldman Sachs: Why Heavy-Asset Stocks Like BMW, ASML Are the Next AI Winners
The bank’s HALO framework targets companies with heavy, durable assets that profit from AI infrastructure spending, givi...
Technology
Global data centre investment surges $235bn, outpacing oil, renewables and property — UNCTAD
New UNCTAD data shows foreign investment announcements for data centres jumped by $235 billion between 2024 and 2025, dw...