It's the biggest investment upsurge we have seen since the LNG gas expansion of more than a decade ago: Data centre construction will make or break investors in the years ahead...how to play it?

Emanuel Datt of Datt Capital joins Associate Editor, James Kirby, in this episode.

In today's show, we cover:

* Your jungle guide to the $150bn data centre boom
* The hottest stocks at the centre of the action
* "Picks and shovels' - the service companies investors prefer
* Proxy bets - how money is raised behind the scenes to fuel the boom


See omnystudio.com/listener for privacy information.

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