data centre

Data centre stocks just had their worst week in months. William Taylor explains why ETF Shares is launching a data centre ETF anyway.

As stocks hit new record highs and bond yields climb, we break down why markets are defying logic - and where to position your portfolio.

Forget collapsing token prices: to spot the AI data centre top, watch falling GPU rental rates and the tightening terms on industry debt.

Nvidia’s earnings prove the AI surge continues, but expanding capacity and rising debt signal a shift toward critical overbuild risks.

What if the biggest threat to the AI boom isn’t falling demand, but an engineer building data centres faster than anyone expected?

Data centre delays raise bubble fears, but real physical constraints and strong hyperscaler cash flows signal the AI boom isn't over.

AI infrastructure is reshaping the ASX. The margin concentrates in contractors and distributors, not the asset owners.

Infrastructure is offering a generational investment opportunity and Ares is making the most of it.

True to form, Goodman Group delivers on FY25 guidance and keeps data centres front of mind.

With a market cap of just $55M, Tecogen is solving a multi-billion-dollar problem in data centre power—positioning it for exponential upside