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Ray Wang @rwang07 on x 14.2K followers
Created: 2025-07-18 11:28:29 UTC
Goldman Sachs on Global Data Center: "Little has changed in terms of the health of supply/demand in the short term - occupancy rates remain at or near record highs for third-party leased datacenter facilities across most US markets, and our own checks suggest that inflationary pressure on build costs are more than offset by rising lease pricing."
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