According to @business, the AI frenzy has driven global equities to record highs and, in Europe, momentum is flowing into industries critical to powering the technology, specifically data centers and power. According to @business, this positions European data center and power equities as the focal AI infrastructure trade in the region with near-term momentum. According to @business, the source does not mention cryptocurrencies or digital assets and provides no direct impact on BTC or ETH.

According to @business, a trio of Chinese hardware makers has become the darlings of China’s A-share market in 2025 as demand for AI computing power soars, highlighting AI infrastructure suppliers as the year’s leading momentum pocket for mainland equity traders (source: Bloomberg/@business, Sep 28, 2025).