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28.06.26 - 16:32
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AI Startup Firmus to Build Indonesia Data Center With Nvidia (Bloomberg)
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Firmus Technologies Pty Ltd. will build its first data center project in Indonesia as part of a partnership with US chip giant Nvidia Corp., which the Australian artificial intelligence infrastructure firm said is expected to win it as much as $30 billion in committed offtake agreements in its first six years....
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27.06.26 - 15:24
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Forget the AI Chipmakers. For 0.47% This Fund Owns the Companies Building the Data Centers (24/7 Wall St.)
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If you own VanEck Semiconductor ETF (NASDAQ:SMH) for AI exposure, you are betting on the same handful of chip designers everyone else holds. SMH is the default vehicle for the trade: a concentrated basket led by NVIDIA, Taiwan Semiconductor, and Broadcom that has produced the headline gains of the AI cycle. The case for owning ... Forget the AI Chipmakers. For 0.47% This Fund Owns the Companies Building the Data Centers...
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