Data Center — Buy

Facilities where multiple tenants lease space. Good for diversification.

The boom is driven by an unprecedented need for computing power and storage for AI applications. buy data center

Smaller facilities located closer to users to reduce latency. 4. Critical Factors to Consider Before Buying Debt Has Entered the A.I. Boom - The New York Times Facilities where multiple tenants lease space

Companies like CoreWeave are buying data center companies (e.g., Core Scientific ) to directly control their infrastructure, increase efficiency, and de-risk expansion. and de-risk expansion.