Mike Elias of TD Cowen discusses the evolution of data centers, including increased demand, AI's impact, changing capital dynamics, and future growth prospects. He highlights the shift towards larger facilities, geographic expansion, and the potential return of public data center companies.
Mike Elias of TD Cowen discusses the evolution of data centers, including increased demand, AI's impact, changing capital dynamics, and future growth prospects. He highlights the shift towards larger facilities, geographic expansion, and the potential return of public data center companies.