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“My maxim these days is anything that can spin an engine is going to end up in a data centre,” giftarticle.ft.com/giftarticle/... ‘Picks and shovels’ companies profit from data centre scramble
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Caterpillar and Hochtief among the once-staid industrial stocks lifted by the AI boom
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‘Picks and shovels’ companies profit from data centre scramble
Liz McFall