Datacenter market offers us captive customer base, say investors
AI boom sparks surge in bit barn funding as firms tout high barriers and sticky clients What do investors find most attractive about datacenters? One of the simple answers is customer lock-in. "When your contracts come to an end, your customers typically prefer to stay at your datacenter," said one asset firm exec.…

AI boom sparks surge in bit barn funding as firms tout high barriers and sticky clients
What do investors find most attractive about datacenters? One of the simple answers is customer lock-in. "When your contracts come to an end, your customers typically prefer to stay at your datacenter," said one asset firm exec.…