Bank of America analyst Vivek Arya predicts a surge in hyperscale investments in 2025 driven by major cloud providers’ race to meet the burgeoning demand for AI. He identifies top semiconductor and AI companies poised to benefit, including NVIDIA, Micron, Marvell, and Arm Holdings.
Equinix, Inc. (EQIX) has formed a joint venture with GIC and Canada Pension Plan Investment Board (CPP Investments) to significantly expand its xScale data center portfolio. The JV will invest over $15 billion and add 1.5 gigawatts of capacity for hyperscale customers, primarily focused on AI and cloud services.
