“While the AI spotlight shines on chipmakers and software giants, lesser-known players in infrastructure, real estate, and energy are quietly positioning themselves for massive gains from the data center boom and power demands, offering investors diversified exposure to the technology’s backend growth without the typical hype-driven volatility.” In the relentless march of artificial intelligence, the … Read more
A prominent asset management firm has boosted its stake in Generac Holdings by acquiring over 46,000 shares valued at approximately $7.4 million during the fourth quarter, signaling strong belief in the company’s long-term prospects amid growing demand for reliable power solutions. Despite the stock’s underwhelming one-year performance of just 0.81%—lagging the S&P 500’s gains by … Read more
“South Africa’s colocation data center sector features 55 existing facilities with approximately 355 MW of IT load capacity and 6 upcoming projects adding around 185 MW. Johannesburg dominates with over 70% of planned power capacity, backed by more than $2 billion in projected investments by 2026. Leading operators include Teraco (Digital Realty), Vantage Data Centers, … Read more