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Motley Fool Money

Motley Fool Money: For data centers, power is the new real estate (literally) (13/1)

Motley Fool Money

Original Broadcast: Motley Fool Show

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Data centers are still the headline, but the real pinch points are power and real estate. Emily Flippen is joined by Motley Fool analysts Anders Bylund and Dan Caplinger to map the data center buildout, the risks of “overbuild,” and where investors can look for exposure without paying bubble prices. Companies discussed: MSFT, AMZN, NEE, GOOGL, HPE, AAON, STRL, DLR, FIX, EME, AMT, EQIX, IRM, STN, SBGSY. Host — Emily Flippen; Guests — Dan Caplinger, Anders Bylund.

Guests: Dan Caplinger,Anders Bylund

Published:

Motley Fool Money: For data centers, power is the new real estate (literally) (13/1) | Share Radio - Podcasts