data centre

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

The demand requirements of data centres are creating a challenge and an opportunity for investors around the world.

Southern Cross Electrical Engineering says its data centre turnover has increased more than five-fold over the past three years.

If there was one dominant real estate investment theme this past year, it’s data centres. The lure of gaining exposure to the mega-themed Artificial Intelligence (AI)...

Back in October, we made the case that NEXTDC’s (ASX:NXT) material share price underperformance would be temporary and that there were catalysts ahead that would bring...