Compute becomes infrastructure
AI is turning data centres into strategic infrastructure and pushing companies to invest in processors, networking, energy and software together.
Growth has a cost
Demand may be strong while capital expenditure remains high. Investors still need evidence that customers convert these investments into productivity or revenue.
The next constraint
Power availability, manufacturing capacity and deployment skills may matter as much as headline benchmark performance.
Editorial note
This article is for information only. Consider your own circumstances and risk before making a financial decision.