

Sanjay Chandel
789 posts

@sanjaychandel
Project Manager in Museums and Cultural heritage sector in Abu Dhabi, UAE I Glutenfree I










Today President Trump announced a joint venture with SoftBank, OpenAI, and Oracle for investing in AI infrastructure. The partnership, Stargate, plans to build out data centers and the necessary energy generation. The initial investment will be $100 billion and could reach up to $500 billion over the next four years. Public Data Center Plays: $DLR Digital Realty Trust Inc $CONE CyrusOne $EQIX Equinix $TSSI TSS $APLD Applied Digital $GPUS Hyperscale Data $BRPHF Galaxy Digital (plans to uplist $GLXY) Rumored/Planned Data Center Listings: CoreWeave Switch Northern Data AI Yovole Public Data Center Tech Plays: $VRT Vertiv $CRDO Credo Technology $JNPR Juniper Networks $EXTR Extreme Networks $ANET Arista Networks $FFIV F5 $CIEN Ciena












