'Built For This Moment': Data Center REITs Equinix, Digital Realty See AI Boom Hitting Inflection Point
Wall Street is suddenly bullish on Equinix and Digital Realty after Q4 earnings reports showed their long-term AI strategy is finally coming to fruition.
AI Is Making Older Data Centers Obsolete, Yet Upgrades Are Rare
Older data centers can't support the IT equipment for cutting-edge applications like generative AI, but it rarely makes sense to upgrade legacy facilities.