Any thoughts on the current AI trend that has been reignited...

  1. 130 Posts.
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    Any thoughts on the current AI trend that has been reignited after NVIDIA’s stellar results and performance and it’s positive inflows for INFRATIL.

    Quite a few data centre companies have been bidded up since then (NextDC as one example which has had a decent run).

    Hoping this plays nicely into CDC’s business and their next revaluation.
 
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