Topic
data centers
Everything our editor has picked under this tag, best first.
ai Semiconductors Are Gushing Cash… Here’s What’s Next in The AI Trade | Ben Pouladian
AI data-center expansion is constrained by energized land and construction labor, not GPUs.
The Monetary Matters Network
data centers Why This $73 Billion Investor is Avoiding Data Centers: “They’re Too Expensive” | Josh Pristaw
Clarion Partners avoids direct data-center development on cost and concentration risk, favoring its $42 billion industrial portfolio and senior…
The Monetary Matters Network
data centers Two Near Net-Net Japanese Electrical Contractors at ~3.5x EV/EBIT with Industry Tailwinds
Japanese electrical contractors trade near net-net valuations at roughly 3.5x EV/EBIT, with data-center demand and Kodensha offering industry support.
Altay Capital - Mostly Value Investing