Tag: #reit
Writing on GPUs, LLMs, MLOps, Kubernetes — and mindset · 1 posts
Data Center Infrastructure Investing — The Picks and Shovels of the AI Buildout ♪ Listenable
Where does the real upside of the AI buildout live. This piece breaks down the data center value chain (real estate/REITs, cooling, power, networking, servers) through a picks-and-shovels lens, weighing both bull and bea
2026-06-18 · 28 min read #finance#data-center#ai-infrastructure#reit#cooling