Datacenters are increasingly attractive to investors due to customer lock-in and stable cash flows. The AI boom creates a surge in demand for datacenter space, positioning businesses as a captive market. At the Datacloud Global Congress, speakers highlighted innovative financing methods to support expansion. Natalia Akst from Macquarie Asset Management emphasized high barriers to entry, stable revenue through long contracts, and mission-critical services as main investment drivers, reinforcing datacenters' appeal amidst growing competitive landscapes in the sector.
When your contracts come to an end, your customers typically prefer to stay at your datacenter.
When we look at infrastructure assets, we always try to find those infrastructure characteristics.
It has to be mission critical and delivering essential services to society.
It takes a lot of capital, a lot of effort. It takes access to a pipeline of powered sites.
Collection
[
|
...
]