Sector: Imobiliário · 1 fundos · 1 cartas
Data center REIT global. Fund increased allocation no T1 2025 após desempenho fraco do preço da acção no T1. Beneficiária de record low vacancy, demand outpacing supply, more constrained power availability, rising rental rates, e significant pre-leasing antes de capital spend. Secular demand vectors broadening: IT outsourcing, cloud computing, mobile data growth, AI como new wave de demand. Contribuidor positivo T2.
AI workloads from the “Magnificent 7” companies (e.g., Microsoft, Meta, Amazon) are driving explosive demand for data center real estate
"AI workloads das companhias “Magnificent 7” (ex.: Microsoft, Meta, Amazon) estão a impulsionar demand explosivo para data center real estate."
AI workloads from the “Magnificent 7” companies (e.g., Microsoft, Meta, Amazon) are driving explosive demand for data center real estate
"AI workloads das companhias 'Magnificent 7' (ex.: Microsoft, Meta, Amazon) estão a impulsionar demand explosivo para data center real estate."