Our theme of Internet Infrastructure Stocks – which includes a diverse set of companies that sell hardware and software that underpin the Internet — had a rough 2022, declining by about 39% through the year, amid supply chain disruptions and a shortage of semiconductors. However, the theme remains up by about 12% thus far in 2023, outperforming the S&P 500 which gained about 4% over the same period. So are things likely to get better this year?
Capital spending on data centers by major public cloud players such as Amazon
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Within our theme, Nvidia stock has been the strongest performer, rising by about 60% year-to-date, as investors entered the stock, which lost almost 50% in 2022, amid optimism about demand for AI chips. On the other side, Juniper Networks
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The AI boom has catapulted Nvidia’s stock to an all-time high. The GPUs by Nvidia are the best-in-class hardware for supporting AI work
Maryland State Retirement and Pension System has made $250m (€230.6m) worth of infrastructure commitments through funds managed by DigitalBridge Partners and
A coalition of environmental advocacy groups will petition the Biden administration to propose rules that require stricter enforcement for cleaning up left
The newly-launched Investment Dashboard allows users to explore infrastructure projects across t