Oracle delays some OpenAI data centre projects to 2028 due to shortages, but Abilene, Texas site remains on track with 96,000 ...

The world of bits moves fast. The world of atoms doesn’t. And data centers are where those two worlds collide.” ...

With memory and networking becoming new bottlenecks, the Index added exposure to firms like SK Hynix, Broadcom and Astera ...

Every big leap in tech today seems to be powered by data centres, yet almost no one asks if these buildings are actually making any money? Companies are pouring in billions every few months, power ...

TDIV shows semiconductor exposure and AI tailwinds, a high-growth focus on large-cap chip firms and a ~1.3% yield. Check out ...