The boom is driven by an unprecedented need for computing power and storage for AI applications.

Companies like CoreWeave are buying data center companies (e.g., Core Scientific ) to directly control their infrastructure, increase efficiency, and de-risk expansion.

Smaller facilities located closer to users to reduce latency. 4. Critical Factors to Consider Before Buying Debt Has Entered the A.I. Boom - The New York Times

Facilities where multiple tenants lease space. Good for diversification.