Hey all,
I have recently started following a really interesting chap called Benedict Evans. As I reviewed a slide dec of his this morning I was fascinated by a stat about Data Centres, and the building of them. According to Benedict and to the source (US Census) data centre construction in the US is set to overtake office construction.
without putting you on the spot (sorry if I am) I know you have mentioned data centres and it is clearly an opportunity for the whole industry. I would welcome your thoughts and anyone else's! From my POV I will now be seeking lenders who will, or who, have supported data centre construction in the past 12 months. As well as who is preparing to support it. In truth, I haven't heard too much noise about it, but that's probably because I haven't been listening. That is about to change.
Links to Benedict as well if you want further info....