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Global X Funds Global X Data Center & Digital Infrastructure ETF
As of May 30, 2026 at 08:42 UTC
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About Global X Funds Global X Data Center & Digital Infrastructure ETF
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Latest News
5 articlesNebius Group has secured approximately $49 billion in contracted backlog from major AI spenders including Nvidia ($2B investment), Meta ($27B deal), and Microsoft ($17.3-19.4B deal), positioning neoclouds as essential infrastructure providers. The article outlines five investment plays on the neocloud boom, including direct neocloud bets and data center REITs, while acknowledging execution risks and potential cannibalization as hyperscalers build proprietary capacity.
Four major tech companies are projected to spend over $625 billion combined on AI infrastructure and data centers in 2026. However, uncertainty remains about profitability returns from these massive investments, with Microsoft recently experiencing an 11% stock drop due to slowing Azure revenue growth despite accelerated spending plans. The article suggests that data center and infrastructure companies may be better positioned to benefit from this buildout than the hyperscalers themselves.
The Vietnam mobile payments market is rapidly growing, driven by increasing smartphone and internet usage, contactless payments, and government support. E-wallet providers MoMo, ZaloPay, and VNPay dominate the market, but challenges remain in digital infrastructure and cybersecurity.
