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Data-Center Asset Deals Hit 2 Record Years as AI Spurs New Exit Vehicles
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MSCI
1d ago
Data-Center Capital Markets Mature, Record Transaction Volumes Driven by AI and New Investment Vehicles
arxiv.org
1d ago
Early) AI Compute Asset PricingWe are grateful to Silicon Data and ORNN for making their new data available to us. Bandi: fbandi1@jhu.edu; Su: ys@jhu.edu. The newest version is available here.
BCG
1d ago
Global M&A Rebound Fueled by AI in 2026 | BCG
gminsights.com
1d ago
Hyperscale Data Center Market Size, Forecasts Report 2026-2035
bernstein.com
1d ago
AI, Oil, and the 2026 Market Outlook So Far | Bernstein