A report on the panel discussion at infra/CAPITAL Summit 2026 in Paris, hosted by The Tech Capital and Structure Research After two years dominated by inves...
Data4 CEO warns AI demand surge is outpacing data centre capacity as industry struggles to keep up
In this interview from Paris, Olivier Micheli, pr...
InfraAI’26: National Security vs Innovation: Who Controls the Future of AI Infrastructure?
This panel session examined the growing tension b...
InfraAI’26: Who Will Build AI Infrastructure? The Talent and Pressure Challenge
This panel explored the human challenges behind t...
Ep. 38 - The Land of Giants: Power, Private Capital and the AI Infrastructure Race, with Krupal Raval
In this episode of Great Business Minds, ...
Ep. 34 - Inside the high-stakes race to keep Europe’s data at home, with Olivier Micheli
At the Datacloud Global Congress 2025 in Cann...
Ep. 32 – From Dotcom to AI: Building Japan’s and the World’s Digital Infrastructure Gardens with Dan Kesler and Bill Schrader – Great Business Minds
Welcome to another episode of the Great Business ...
Welcome to Moratorium Monitor, where The Tech Capital tracks national, state and local opposition to data centre development...
From semiconductor manufacturers to cloud service providers, these firms are well-positioned to benefit from the growing demand for AI-powered solutions and the expansion of data center real estate.
Founder and Editor, The Tech Capital
14 Mins
September 19, 2024 | 1:22 AM BST
As artificial intelligence (AI) continues to reshape industries, investors are increasingly seeking opportunities in AI stocks. The digital infrastructure sector, encompassing data centres, cloud computing, and networking technologies, has emerged as a crucial foundation for AI advancements.
Founder and Editor, The Tech Capital
3 Mins|July 09, 2026
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AMD goes data centre first, but laptop customers left in the cold
Speaking at Goldman Sach’s Communacopia and Technology Conference, AMD (NASDAQ: AMD) CEO Lisa Su ...
CoreWeave mulls share sale as valuation could top $23 billion
AI-cloud provider CoreWeave is considering a share sale at a valuation of US$23 billion, Bloomberg ...
‘Buy the dip’ – AI stocks present cuying opportunity, Goldman Sachs advises
Goldman Sachs (NYSE: GS) analysts have urged investors to capitalise on the recent dip in artificia...
Institutional investors adjust positions in Equinix
In a recent filing with the Securities and Exchange Commission, Headlands Technologies LLC disclose...
Oracle shares hit record high following strong Q1 results, enters unexpected AWS cloud partnership
Oracle Corporation's (NYSE: ORCL) shares reached an all-time high following the release of its fisc...
DigitalBridge, IFM-backed Switch considers IPO, potentially valuing data centre firm at $40bn
US data centre operator Switch is reportedly exploring an initial public offering (IPO) that could ...
