Connectivity, not capacity, builds moats. Fiber, peering, and cross-connects decide which data centers compound value and which become stranded warehouses.
Wow, this was such a cracking read. I’ve always thought of data centres as giant fridges for servers... but this totally flipped that. The way connectivity quietly builds competitive moats? Brilliant. It’s the financial equivalent of compound interest in cable form.
How are you seeing investors or operators waking up to this hidden layer of value?
Such a great breakdown on data centers. Interesting to see how this progresses.
This detailed breakdown of data center moats is truly insightful.
It's a fundamental shift in how to evaluate these assets.
Makes me wonder if these connectivity advantages will hold as AI workloads reshape latency and power demands. Thanks for the read!
Wow, this was such a cracking read. I’ve always thought of data centres as giant fridges for servers... but this totally flipped that. The way connectivity quietly builds competitive moats? Brilliant. It’s the financial equivalent of compound interest in cable form.
How are you seeing investors or operators waking up to this hidden layer of value?