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AI Infrastructure Chief on Agents Reshaping Data Centers, Optical Networking Breakthroughs, Power as the Ultimate Constraint, and the Shape of Compute in 2036","url":"https://stock-news.laohu8.com/highlight/detail?id=1166848546","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1166848546?lang=en_us&edition=fundamental","pubTime":"2026-10-07 12:13","pubTimestamp":1791346402,"startTime":"0","endTime":"0","summary":"The largest capital expenditure buildout in human history is now underway. 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Infratil's Shares Fall as Data Centre Unit Valuation Lowered","url":"https://stock-news.laohu8.com/highlight/detail?id=2673675240","media":"Reuters","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673675240?lang=en_us&edition=fundamental","pubTime":"2026-10-07 11:53","pubTimestamp":1791345183,"startTime":"0","endTime":"0","summary":"BUZZ-NZ Infratil's shares fall as data centre unit valuation lowered** Shares of New Zealand's InfratilIFT.NZdrop as much as 1.7% at NZ$13.5700, hitting their lowest level since September 15** Infrastructure investment copostslowers September quarter valuation for unit, Canberra Data Centres, to A$18.45 billion  compared to A$18.53 billion in the previous quarter** Unit's independent valuation fell slightly, suggesting higher interest rates are starting to weigh on valuations, says Citi** Brokerage adds project cost inflation, regulatory roadblocks, greater competition in data centres could affect earnings** Citi maintains bullish outlook and rates the stock \"buy\" on growth pipeline** Ten of thirteen analysts rate the stock \"buy\" or higher, and three rate it \"hold\" ; their median PT is NZ$17.23 – data compiled by LSEG** Stock up 23% 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