The Big AI Trade in Europe Is All About Data Centers and Power
作者：By Margaryta Kirakosian and Sagarika JaisinghaniOctober 4, 2025 at 8:00 AM UTCBookmarkSave
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.
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摘要
A basket of European firms involved in critical technology infrastructure, including data center operators, has rallied 23% this year, surpassing both the Stoxx Europe 600 Index and the Nasdaq 100.