- BUY Keppel DC REIT and Digital Core REIT as hyperscale tenants accounted for sizeable 67% and 75% of rental income respectively. Downgrade Mapletree Industrial Trust to HOLD as its enterprise tenants are susceptible to non-renewal.
- - Read this at SGinvestors.io -
AI revolution changes industry landscape.
- The advent of generative AI and large language models has caused a dramatic shift in the data centre landscape. AI requires high-performance computing with massive parallel processing and vast storage. Training of AI models consumes an enormous amount of electricity. Comparatively, a ChatGPT query uses nearly 10x the electricity compared with a Google search.
- - Read this at SGinvestors.io -
- The huge increase in demand and inherent economies of scale has led to a preference to build hyperscale data centres.
AI-driven demand accelerates construction of hyperscale data centres.
- Read more at SGinvestors.io.
