The Big AI Trade in Europe Is All About Data Centers and Power

(Bloomberg) — As the artificial intelligence frenzy drives global equities to record highs, in Europe the momentum is flowing into industries critical to powering the technology.

A basket tracking shares of 10 European firms such as data center operators and infrastructure providers has rallied 23% this year, beating a 12% advance in the Stoxx Europe 600 Index and even outperforming the Nasdaq 100, home to the US tech heavyweights.…

This data comes from the ChinaPulse.com media intelligence and smart news insights monitoring platform.