This week, the spotlight was on artificial intelligence with OpenAI and NVIDIA’s groundbreaking US$100 billion partnership aimed at deploying 10 gigawatts of AI infrastructure. This deal emphasizes the critical role of compute infrastructure in shaping the future economy, marking a significant investment in NVIDIA’s systems. In real estate, Keppel DC REIT’s acquisition of Tokyo Data Centre 3 for S$707 million exemplifies strategic growth, backed by a long-term contract with a global hyperscaler. Centurion Accommodation REIT’s IPO saw remarkable demand, underscoring strong investor interest in accommodation-focused REITs, being 16.6 times oversubscribed. Additionally, Singapore’s construction sector is predicted to surge, with demand approaching S$60 billion, driven by major projects and lower interest rates. The anticipated rebound reflects contracts awarded soaring to nearly S$28 billion in H1 2025, signaling robust sector growth. Investors can seek stable dividend returns through selective SG stocks to navigate market uncertainties.
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