Data Center
This theme owns the AI build-out minus the chips — the land, buildings, power and cooling a data centre needs before a single GPU is installed. It is designed to carry no semiconductor exposure. Real estate: Equinix and Digital Realty lease the space. Compute operators: CoreWeave rents GPUs by the hour, while IREN, Core Scientific and Hut 8 convert former bitcoin-mining sites into AI campuses. Power: Constellation and Vistra sell contracted electricity; Bloom Energy supplies on-site fuel cells for sites that cannot wait in a grid queue. Equipment: Vertiv and nVent supply power distribution and liquid cooling. SpaceX is held for its self-built Colossus AI compute. What drives it: hyperscaler capital expenditure, electricity availability and lease signings. The main risk is power — interconnection queues, local opposition and the Texas moratorium can delay projects that are already fully financed.24 小时表现
1.32%
Beta2.33
盘中 | 最后更新于 Aug 28, 2026 10:42:34