Artificial intelligence (AI) is fundamentally transforming data center infrastructure, driving unprecedented demands for power, cooling, and computational capabilities. This transformation, accelerated by technological advances such as Nvidia's Blackwell architecture and major initiatives like the Stargate Project, is reshaping the future of datacenter design and operations, and posing new challenges and opportunities for real asset developers. New competition from newly famous companies like Deepseek, probably have accelerating effects on the demand for infrastructure to enable continued innovation. This evolution of a new take on data centers as an asset class will create profound opportunities for all ecosystem participants.
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