data centre

Latest news and analysis on data centre

Equities

Tecogen: unlocking explosive growth in data centre power

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

Forget chips, this could be the biggest AI opportunity

The demand requirements of data centres are creating a challenge and an opportunity for investors around the world.
Sarah Shaw
4D Infrastructure
Equities

A defensive stock riding two megatrends: AI and decarbonisation

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

Data centre investments: real or hype (and the 14 key insights all investors need to be aware of)

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)...
Chris Bedingfield
Quay Global Investors
Equities

Three learnings from NEXTDC’s half-year results

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...
NXT
Gary Rollo
Montgomery
Property

The next big thing for property trusts

Technology has disrupted many industries but commercial property isn’t one of them. Buildings are still buildings, and the predictability of the rents is the source of...
APD
Patrick O'Reilly
Patrick O'Reilly
APN Property Group

NextDC on cloud nine

Robert Frost
OC Funds Management
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