FUNDA
@FundaAI
The full-stack research platform for public equity investors. sales@funda.ai
Joined November 2012
1.2K Following 38.7K Followers
Most existing data center capacity is held by CSPs, while most new capacity in Texas is being added by neoclouds. CSPs can also add capacity outside the U.S. (see $GOOG recent 15bn investment in Malaysia)
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