The landscape of U.S. equities is abuzz with anticipation as artificial intelligence (AI) cements its place as a transformative force in the technology sector. In a recent analysis by$高盛(GS.US)$, optimism for AI integration remains robust, yet valuations steer clear of the vertiginous heights of previous market bubbles. Goldman Sachs' insights reveal that market-implied long-term growth expectations hav...
AMT just cut their dividend by almost -5%, they sold some assets to BAM which is a move i didnt love (ill show you why) and i also go over AMTs AFFO multiple and payout ratio! every important number you want to see! $美国电塔(AMT.US)$$布鲁克菲尔德资产管理(BAM.US)$$数字房地产信托公司(DLR.US)$$SBA通信公司(SBAC.US)$
The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure. alphaedgeinvest... $数字房地产信托公司(DLR.US)$
This venture is primed to tap into the increasing data center demand by cloud-computing companies and AI growth. It plans to allay concerns on power, land, and water use with cooling systems not requiring water.
Digital Realty's resolution with Cyxtera is seen as strategic, boosting its financial position and ability to provide sustainable value to stakeholders, says CIO Greg Wright.
CEO Andy Power credits accelerating same-capital cash NOI growth to de-leveraging and reinvestment. Company's same-capital net operating income growth outlook for 2023 updated to 6.0%-7.0%, up from 4.0%-5.0%.
$DigiCore Reit USD(DCRU.SG)$ $Cyxtera Technologies(CYXTQ.US)$ $数字房地产信托公司(DLR.US)$ Brookfield Infrastructure Partners and Digital Realty Trust are reportedly TWO of the SIX bidders eyeing to acquire Cyxtera during the restructuring process. Bankruptcy Court for the District of New Jersey has authorized steps to attract new equity interests to maximize value for first lien lenders. 1. Stalking Horse Deadline - 16 Aug 2023 2. Final Bid Deadline - 18 Aug 2023 3. Auction - 30 Aug 20...
AI Demand is Here, but Largely Accruing to Private Players - We've tracked >50 MWs of AI leasing in Q2 from smaller GPU-based platforms like CoreWeave, Denvr Dataworks and Lambda Labs. There are also multiple 100-200 MW hyperscale requirements in the market, signifying demand remains very strong. Over the next 5 years, we estimate GPU deployments could equate to 1.5-2.0 GWs of annual demand, or 25-50% of total industry leasing for the third-party market (in addition to hyp...
Chen Kiat : Very informative