
Digital Landlords
Grant’s Current Yield Podcast
Data Centers
There's a lot of competition coming to the sector from pretty well financeda people. In europe, you havein a particular concern from energy prices for operational data centers,. That's impacting returns there, making it very painful for existing operators like equinix in ditial realty a in europend. And i think on a holistic basis, there's a few broken business models out there, particularly on the retail colocation side.
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