So Data Center Reits own/provide the physical building/network connectivity/cooling/power systems and the tenants own the servers and IT equipment.
Seeing as how the tenants have to be housed somewhere regardless of what AI system they're using, I'm not seeing how Deepseek is going to reduce demand for Data center space from Tenants ?
DGT Price at posting:
$4.22 Sentiment: Hold Disclosure: Held
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