Great insight - so how does one get invested into this layer? For example, Stargate is owned by the parent companies. I can buy shares of Oracle and get a fraction of that, but I would prefer to find away to get integrated at that layer directly.
Maybe one of the data center REITs like Equinix? Most of the investment opportunities here are, I think, private placements between institutional investors of various sorts.
Thats my impression as well. it’s a well guarded castle they are building a moat around, and they don’t want it shared or answering to other investors.
Great insight - so how does one get invested into this layer? For example, Stargate is owned by the parent companies. I can buy shares of Oracle and get a fraction of that, but I would prefer to find away to get integrated at that layer directly.
Maybe one of the data center REITs like Equinix? Most of the investment opportunities here are, I think, private placements between institutional investors of various sorts.
Thats my impression as well. it’s a well guarded castle they are building a moat around, and they don’t want it shared or answering to other investors.
Which kinda raises other questions. :)
NBIS is your answer.