Sector Deep Dive in Datacenters: The Digital Infrastructure #263

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.DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transactions or an investment advice and does not substitute any legal, tax or financial advice. Bergos AG does not accept any liability for the accuracy, correctness or completeness of the information. Bergos AG excludes any liability for the realisation of forecasts or other statements contained in the publication. The reproduction in part or in full without prior written permission of Bergos is not permitted.