4% vacancy, 98% CAGR US colo construction since 2020 "the data center market is bananas" 🚀🚀 Great info Sean Farney JLL, 7x24 Exchange International Adaptive Reuse = #sustainability Value Prop = time-to-revenue Trane = Unlocking Stranded Capacity w/ Mechanical Energy Storage
Yes. It. Is. and this is a great slide and comment from Sean Farney in how the colo market hockey stopped and pivoted very positively towards the developer/land lord. and yes, @JohnSheputis was right with a very early and contrarian call here.
Running an Enterprise DC is an expense few can afford. Even the few that can, would consider outsourcing low criticality load to the cloud.
Sean Farney
4w
That’s the technical term lol. Get on the Adaptive Reuse Trane!
Mara Ervin
4w
Agreed Matthew Caldwell we have to look at the data center as an “everything as a grid” approach. Looking forward to talking with you on how Trane is solving for it.
This will be an interesting problem to solve.
Matthew Caldwell....look forward to hearing your opinions on my message to you.
Adam Gibson
4w
Great insight. Thank you!
Global Director | Data Centers | MBA
4w...