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5i Recent Questions
Q: Hello,
Can you please provide few recommendations for US REITs related to data centers for AI as well as logistical infrastructure for warehousing for companies like Amazon.
Thank you!
Can you please provide few recommendations for US REITs related to data centers for AI as well as logistical infrastructure for warehousing for companies like Amazon.
Thank you!
- Equinix Inc. (EQIX)
- NextEra Energy Inc. (NEE)
- Xcel Energy Inc. (XEL)
- Miscellaneous (MISC)
- Digital Realty Trust Inc. (DLR)
- Cameco Corporation (CCJ)
Q: So it looks like these data centres for AI are going to use more electric energy than the US has in the near future, the facts are in. So for $50,000 what 5 companies do you invest in for the next 10 years?
Thanks Again
Thanks Again
Q: I know these two companies are date center REITs, but do they diverge in any meaningful way in terms of their businesses, or are they essentially the same? Which one would you prefer now as an investment?
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