$Keppel DC Reit(AJBU.SI)$ next

$Keppel DC Reit(AJBU.SI)$ next Evolution in AI are the Data Centers that host them. With big boys spending money and paying steady rent monthly and increasing amount on renewals. At least for the next 3 years you will probably have a steady income and returns on REITs that manage DCs. Electricity, water & fiber optic are the other business that will gain from this growth. I'm sure you all know where my conversation is headed.

Modified in.11-24

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Comments

khorsoo
11-25
khorsoo
latest news from Bloomberg - AWS as of early 2024 has 400 'colos' and 220 rented 'edge' locations. that's 2024.. and that's only AWS.. MS and Google? not to mention Chinese Hyperscalers like Alibaba and Tencent
BtWin
11-26
BtWin
Maybe too early to invest now. 1.8 maybe a discounted entry price

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