The rapid adoption of cloud computing alongside the proliferation of artificial intelligence (AI) has driven an explosion in demand for data center infrastructure. Enterprises have been shifting workloads to the cloud for years, and more recently, AI applications that require immense computational power have made data centers the backbone of a technology revolution that remains in the early stages. This surge in demand is driving billions of investment dollars toward high-performance facilities capable of supporting increasingly advanced workloads.
In CRE Services: A Quiet Champion of the Data Center Boom, William Blair’s vertical technology research analyst, Stephen Sheldon, presents what he believes to be an underappreciated beneficiary of growth in this end-market: commercial real estate (CRE) services providers.
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