Global data center colocation market to hit $327.3B by 2035, growing at 14.5% CAGR driven by digital infrastructure demand.

Long-term demand for digital infrastructure remains strong despite risks, favoring data center and cell tower REITs.

Brad Thomas remains optimistic about the long-term demand for digital infrastructure, particularly favoring data center and cell tower REITs over highly leveraged AI cloud providers. He argues that data center moratoriums are unlikely to cause a rece...