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The Next Big Theme: May 2025

Source: SeekingAlpha

2025-05-26 01:45:00 ET

Summary

  • The U.S. data center market entered 2025 with strong momentum.
  • After initially proposing an 8% budget cut for the armed services, the Trump administration is reversing course due to mounting geopolitical tensions and bipartisan pushback.
  • Big Tech players will collectively spend over $300 billion on AI-focused infrastructure this year to support the growing demands of AI development.

Data Centers & Digital Infrastructure

Data Center Demand Persists ...

Read the full article on Seeking Alpha

For further details see:

The Next Big Theme: May 2025
Global X AgTech & Food Innovation ETF

NASDAQ: KROP

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