When meeting with the financial analyst community (especially REIT experts) we frequently get asked why technology analysts can be so bullish on data center growth, especially when other categories of real estate haven’t been strong. So we put two slides together highlighting the macro trends driving data center growth and why this bullish trend is likely to continue.
But will this growth necessarily transfer into larger data centers from a square footage standpoint? Perhaps not. It is likely that data centers will be designed to support higher densities within existing spaces, like this 9MW data center that can scale to 18MW within the same facility.