Digital Infrastructure

Bouygues CEO Olivier Roussat warns Europe risks its sovereignty by over-relying on US digital infrastructure, especially in AI and satellite communications like Starlink. He stresses the need for European autonomy in these critical sectors, suggesting domestic solutions over dependence on foreign providers. Bouygues’ bid to consolidate the French telecom market reflects this ambition for a stronger European digital ecosystem.

Despite geopolitical headwinds and market pullbacks, the economy’s shift to a compute-driven model offers investors opportunities. Companies building essential digital infrastructure, like cloud computing and AI, exhibit secular growth resilient to short-term shocks. Dominant players in this space, such as Amazon with AWS, demonstrate sustained performance by providing mission-critical services with inelastic demand. This structural transformation in reliance on computing power presents a long-term investment thesis.

An Oracle office in Dubai sustained minor damage from falling debris during Iran’s retaliatory actions. This incident highlights the growing vulnerability of tech infrastructure to geopolitical conflicts, as Iran has declared numerous tech companies, including Nvidia, Apple, and Google, as “legitimate targets.” Experts note tech assets are now considered integral to conflicts, potentially leading to future attacks on data centers and cloud platforms.

Mistral AI is investing €1.2 billion in Swedish digital infrastructure, focusing on AI data centers. This move aims to enhance European AI capabilities and bolster the continent’s digital sovereignty. The investment will establish advanced data centers and high-performance computing, supporting localized AI development. This initiative, in partnership with EcoDataCenter, marks Mistral AI’s first major infrastructure project outside France and is set to operate by 2027.

Riot Platforms has appointed Jason Chung as its new CFO, effective March 1, 2026, succeeding Colin Yee. Chung, currently Head of Corporate Development & Strategy, will integrate finance with strategic growth initiatives. This move aims to enhance alignment between financial operations and the company’s long-term objectives in digital infrastructure. Yee will transition to Senior Advisor.

words.New Era Energy & Digital (NASDAQ: NUAI) denied a December 11 short‑seller report, calling its claims “factually inaccurate” and urging investors to rely on SEC filings. CEO E. Will Gray II said the company remains focused on delivering integrated power‑and‑data projects in the Permian Basin, a growing digital‑infrastructure hub. With $112 million in assets and cash through 2026, New Era highlights its “powered land” and “powered shells” model, while noting execution risk, potential valuation volatility, and ongoing financing needs for future growth.

BetterInvesting Magazine will feature Vertiv Holdings Co. as its “Stock to Study” in December 2025, providing investors with an in-depth analysis of the company’s fundamentals, including sales trends, earnings, profit margins, and ROE. The report aims to offer a comprehensive understanding of Vertiv’s financial health and market position within the growing digital infrastructure sector. The same issue will also include a fundamental review of CVS Health Corp. BetterInvesting is a non-profit dedicated to investment education.