DXN build their own modular data centres and have already been reporting deals for cable landing stations and power companies. Everyone is so focused on the colocation facilities they keep forgetting that there is another aspect to this business that is already generating revenue.
5G will mean plant and equipment at the edge of the network to support it. DXN builds and supplies that plant and equipment. Its not something the NextDC's and Equinixs of the world are currently doing.
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