Data Centers

Data Center Potential Will Reveal Itself Unexpectedly Over Many Decades

Cable television visionary John Malone could have owned a substantial portion of AOL before it was AOL. Where it perhaps becomes more ironic is that it was Malone’s TCI that was laying the cable throughout the U.S. in the 1970s that set the stage for broad internet access decades later. Said another way, over twenty years […]

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The Data Center Proliferation Must Be About Much More Than Data

With Amazon, it was never about the books. No doubt Amazon began as an online bookseller, but what made its stock attractive through years of losses is what books represented. If Amazon could modernize buying habits with an online bookstore, it could eventually be what it became: an everything store. Markets are a look

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