Sector Deep Dive in Datacenters: The Digital Infrastructure #263
Description
This week, we speak with Florian Rubli, CFA (Equity Portfolio Manager), and Anita Colic (Equity Analyst) about the datacenter market – the digital backbone of AI, cloud, and global connectivity. We break down growth drivers, hyperscaler capex strategies, geopolitical forces, and the race for efficiency in power and cooling technologies.
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