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@OCIGlobal "5/ Digital Realty and CyrusOne perfected it. They build modular campuses that grow with tenants. For investors this model = digital utilities yield stability inflation linkage. Wholesale anchors the portfolio when markets swing"
X Link @OCIGlobal 2025-10-17T11:25Z XXX followers, X engagements

"2/ Model 1: Retail Colocation Small space big margins. Clients rent racks or cages inside shared facilities. Operators provide power cooling security and network access. High yield per rack but its operationally intense. Think digital office building"
X Link @OCIGlobal 2025-10-17T11:25Z XXX followers, X engagements

"7/ A single Meta or Microsoft campus can exceed XXX MW enough to power a small city. One lease can finance an entire campus. Thats why developers chase hyperscalers: they de-risk financing and attract smaller tenants nearby. Anchor one monetize many"
X Link @OCIGlobal 2025-10-17T11:25Z XXX followers, XX engagements

"9/ Investors now evaluate portfolios by revenue composition not just MW size. Retail = operational alpha. Wholesale = contractual alpha. Hyperscale = structural alpha. Blended portfolios balance yield and risk like smart capital stacks"
X Link @OCIGlobal 2025-10-17T11:25Z XXX followers, X engagements

"4/ Most missed the radical clause: OpenAIs warrant vests as AMD executes power deployments. That means performance reliability and energy delivery are directly tied to equity gain. Hardware software and balance sheets now one system"
X Link @OCIGlobal 2025-10-14T10:05Z XXX followers, XX engagements

"6/ Model 3: Hyperscale Leasing This is the top of the food chain. Deals with AWS Microsoft Meta Google. Multi-megawatt multi-decade contracts. Margins shrink but predictability skyrockets. These tenants dont churn they scale"
X Link @OCIGlobal 2025-10-17T11:25Z XXX followers, XX engagements

"3/ Equinix mastered this model. Its secret Interconnection. By creating dense network ecosystems Equinix turned connectivity from a cost center into a profit engine. Thats why it trades at higher multiples than peers. Retail = service density + network gravity"
X Link @OCIGlobal 2025-10-17T11:25Z XXX followers, XX engagements

"5/ For OpenAI its protection from chip shortages and pricing pressure. For AMD its entry into the top tier of hyperscale compute. Each gigawatt deployed deepens their interdependence the same loop driving Amazons $125B AI buildout"
X Link @OCIGlobal 2025-10-14T10:05Z XXX followers, XX engagements

"8/ Hybrid is the future. AI workloads blur the lines between retail wholesale and hyperscale. Operators like CoreWeave sell compute by the GPU-hour mixing colocation with cloud economics. The next wave = AI-as-a-service inside physical data centers"
X Link @OCIGlobal 2025-10-17T11:25Z XXX followers, XX engagements

"4/ Model 2: Wholesale Colocation Bigger customers longer leases lower churn. Tenants lease whole suites (120 MW). Cloud providers SaaS companies AI firms. Lower margins per kilowatt but stable predictable income. The infrastructure investors dream"
X Link @OCIGlobal 2025-10-17T11:25Z XXX followers, X engagements