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https://www.morganstanley.com/insights/articles/thematic-investing-ai-drives-megatrends-2026
Thematic Investing: AI Boom Drives Investment Megatrends | Morgan Stanley
AI has become a common thread across thematic investing, shaping major trends such as tech diffusion, energy, supply chain reshoring and longevity.
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https://www.dasinvestment.com/etf-der-woche-l-und-g-black-friday-ecommerce-logistics/
Black Friday: Wie ETF-Anleger vom Paket-Boom profitieren | DAS INVESTMENT
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https://kpmg.com/us/en/media/news/kpmg-cyber-security-survey.html
Is a Cybersecurity Boom on the Horizon? KPMG Survey Shows Surge in Cybersecurity Investment as AI...
Dec 15, 2025 - According to the 2025 KPMG Cybersecurity Survey, a staggering 99% of security leaders plan to increase their cybersecurity budgets over the next two to three...
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https://www.bbc.com/news/articles/cwy7vrd8k4eo
Google boss says trillion-dollar AI investment boom has 'elements of irrationality'
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https://techstory.in/indias-ai-infrastructure-boom-accelerates-with-11-bn-reliance-led-investment/
India’s AI Infrastructure Boom Accelerates with $11 Bn Reliance-Led Investment - TechStory
Nov 28, 2025 - Reliance JV to Invest $11 Bn in Andhra Pradesh to Build 1 GW AI Data CapacityVisakhapatnam emerges as India’s next mega AI hub as global players race to...
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https://www.millerthomson.com/en/insights/ma-in-canada-trends-insights/how-canada-is-powering-the-global-data-centre-boom-legal-and-investment-insights/
How Canada is powering the global data centre boom: Legal and investment insights | Miller Thomson
Nov 27, 2025 - A data centre is the digital world’s engine room. Every email sent, every photo stored, every video streamed, and every AI-powered tool depends on the...
data centre boomcanadaglobal
https://thetechcapital.com/the-ai-investment-boom-opportunities-and-risks/
The AI Investment Boom: Opportunities and Risks - The Tech Capital
May 21, 2025 - Providing the economic cycle remains stable, and interest rates and capital markets remain steady, the investment bubble may not burst for some time yet, write...
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https://www.mining-technology.com/dashboards/jobs/is-the-mining-sector-seeing-the-beginnings-of-a-cloud-investment-boom/
Is the mining sector seeing the beginnings of a cloud investment boom? - Mining Technology
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https://arstechnica.com/ai/2025/11/googles-sundar-pichai-warns-of-irrationality-in-trillion-dollar-ai-investment-boom/
Google’s Sundar Pichai warns of “irrationality” in trillion-dollar AI investment boom...
Nov 18, 2025 - Sundar Pichai says no company is immune if AI bubble bursts, echoing dotcom fears.
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https://www.mining-technology.com/dashboards/deals-dashboards/is-the-mining-sector-seeing-the-beginnings-of-a-robotics-investment-boom/
Is the mining sector seeing the beginnings of a robotics investment boom? - Mining Technology
Nov 15, 2022 - Robotics deals, jobs and patents have been booming in the last few years. But is the mining sector keeping up?
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https://www.capitalbrief.com/briefing/capital-investment-lifts-64-over-september-quarter-on-data-centre-boom-af87b445-4040-43b8-8dc8-ab6926ef33f3/
Capital investment lifts 6.4% over September quarter on data centre boom — Capital Brief
Nov 27, 2025 - Private new capital expenditure lifted 6.4% over the September quarter in seasonally adjusted terms amid growing investment in data centres and air transport.
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https://finance.yahoo.com/news/indias-adani-seeks-5-billion-175115675.html?ref=biztoc.com
India's Adani seeks up to $5 billion investment in Google data center to join AI boom
Nov 28, 2025 - In October, Google said it would invest $15 billion over five years to set up an artificial intelligence data centre in the southern state of Andhra...
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https://thetechcapital.com/iff25-ai-boom-and-policy-shifts-fuel-resurgence-in-digital-infrastructure-investment-says-barclays-md/
IFF25 | AI boom and policy shifts fuel resurgence in digital infrastructure investment, says...
Jun 3, 2025 - The digital infrastructure investment sector is showing signs of renewed momentum, according to Scott Schaevitz, MD at Barclays Investment Bank.
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https://carboncredits.com/ev-boom-pushes-u-s-clean-energy-investment-to-new-high-75b-in-q3/
EV Boom Pushes U.S. Clean Energy Investment to New High: $75B in Q3 •
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