What Increasing Power Demand Could Mean For Data Center REITs
Blackstone(BX) Seeking Alpha·2024-06-05 21:22
Richard Drury/DigitalVision via Getty Images Artificial intelligence continues to drive demand for electricity and those poised to deliver are positioned to capitalize on a once-in-a-lifetime gold rush. In addition to increased demand, AI is instigating a deceleration in gains of energy efficiency causing forward projections around electricity usage to deviate from historical trends. Data centers are one of the most highly impacted segments of this increased demand. Global data center power demand could ...