data centres

Latest news and analysis on data centres

Equities

The New Criterion: the opportunities in - and pitfalls of - the data storage sector

According to NextDC (NXT, $6.39) chief Craig Scroggie, in the next 18 months the world will create more data than that ever produced since mankind emerged from the...
5GN
DXN
+1
Tim Boreham
Tim Boreham
Independent Investment Research
Expert Insights

A structural growth stock the market is overlooking

When it comes to picking small caps, Australian investors are spoiled for choice with around 2,000 small caps listed on the ASX. Gary Rollo, Portfolio Manager of the...
NXT
Livewire Exclusive
Livewire Markets
Equities

Why I think NextDC is undervalued

What’s going on with the share price of data center provider NextDC (ASX: NXT)? Over the past year, it has massively underperformed other firms in both the tech and...
NXT
Gary Rollo
Montgomery
Property

The emergence of digital infrastructure as an asset class

As with most industries, real estate is evolving. Retail real estate has historically been the dominant real estate asset class, but due to the competitive impact of...
5GN
DXN
NXT
+1
Tim Hannon
Tim Hannon
Conrad Capital Group

The New Criterion: small cap exposures to life insurance and data centres

Tim Boreham
Tim Boreham
Independent Investment Research

3 real estate themes with secular tailwinds

James Maydew
James Maydew
AMP Capital
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