Ryan Leung 梁興盛, CFA
@RYANHINGSHING
Buyside equity analyst. Tech/Fin. Investing in tech/semi supply chain. Not investment advice. DM open.
加入 March 2023
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所以，如果未來data center建設受限制，現有data center capacity的CSPs可以漲價。
相反，Neoclouds受到的衝擊最大
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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