The current fiber industry landscape bears a striking resemblance to the cable industry of the 1990s and the wireless sector of the early 2000s. To bury lead: what happened then – is what I think will happen now. The cable and wireless “orphans” got adopted and at the...

Tower stocks have been up ~ 15% (1) year-to-date and have significantly outperformed data centers of late. The reasons for this are not overly surprising: lower interest rates, market rotation toward ‘safer’ investment models, the overhang around...

When American Tower (AMT) purchased Coresite in 2021, it represented a sea change for the industry as it was the first time a data center and tower company locked arms. Looking back, it seems this line was cast with great purpose and strategic thought. From an...

The phrase “long pole in the tent” is often used when discussing the relationship between power and data centers.  In our conversations with both the platforms behind and management teams of data centers we are seeing a strong urgency to hire dedicated power...