Data center giant Digital Realty: Demand far exceeds construction speed, and the industry has no "bubble"
In response to concerns about an investment bubble and overbuilding in the artificial intelligence (AI) sector, Andy Power, CEO of the world's second-largest data center REIT, firmly refuted the notion of "oversupply." He pointed out that driven by strong demand from hyperscale companies (such as NVIDIA, Amazon, Google, and Meta), data centers are currently in a state of undersupply in an "infrastructure supercycle."
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