Skip to contentHome page Seeking Alpha - Power to InvestorsOct. 31, 2025 3:40 AM ETS&P Dow Jones Indices2.51K FollowersSummaryReports indicate that AI is a major force driving markets, with nearly 50% of S&P 500 earnings estimated to be directly or indirectly linked to AI.The S&P U.S. Power Infrastructure Select Index and the S&P Data Center, Tower REIT and Communications Equipment Index serve as essential benchmarks for evaluating the performance of companies within these vital sectors that could be a window into AI adoption across the global economy.The S&P Data Center, Tower REIT and Communications Equipment Index has outperformed the S&P Telecom Select Industry Index over the past three years, though it has recently underperformed.Galeanu Mihai/iStock via Getty ImagesBy Abbie ZhangReports indicate that AI is a major force driving markets, with nearly 50% of S&P 500® earnings estimated to be directly or indirectly linked to AI.1 The narrativeThis article was written byS&P Dow Jones Indices2.51K FollowersAt S&P Dow Jones Indices, our role can be described in one word: essential. We’re the largest global resource for index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based upon our indices than any other index provider in the world; with over 1,000,000 indices, S&P Dow Jones Indices defines the way people measure and trade the markets. We provide essential intelligence that helps investors identify and capitalize on global opportunities. S&P Dow Jones Indices is a division of S&P Global, which provides essential intelligence for individuals, companies and governments to make decisions with confidence. For more information, visit www.spdji.com.Copyright © 2016 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved. This material is reproduced with the prior written consent of S&P DJI. For more information on S&P DJI please visitwww.spdji.com. For full terms of use and disclosures please visit www.spdji.com/terms-of-use.CommentsRecommended For YouSeeking Alpha - Power to InvestorsPower to InvestorsFollow usDownload appContact usSubscription Support: subscriptions@seekingalpha.com© 2025 Seeking AlphaTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.