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.