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 PropTech ETF
NASDAQ: PTEC
PTEC Trading
0.15% G/L:
$39.6313 Last:
15 Volume:
$39.6313 Open:
