As the AI data center build out charges ahead at full speed, a new asset class is emerging.
Are data centers the new REIT? Not quite — but Meta’s new mega–data center in northeast Louisiana marks what one expert calls a “decisive shift” in how hyperscalers finance the AI era: by turning data centers into a new investable asset class.
The mainstreaming of AI is turning into a trillion dollar business, yet the two biggest data center real estate firms have lagged…
Hyperscalers are increasingly turning to outside capital in the form of debt to fund the energy-intensive infrastructure.
“Momentum is strong, but if this is irrational exuberance, investors will lose when the music stops,” said Squared Capital's…
Meta is increasing investment at a data center in El Paso, Texas, to $10 billion from $1.5 billion, as the company ramps up…
Rapid technological advancements and the huge sums of money flowing into the data center are posing both risks and rewards for…
Meta is pouring money into the physical and technical infrastructure needed to scale its AI ambitions. The company said Wednesday…
