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Sales of data-center operators are on the rise as owners of these firms seek exits and investor interest in owning the physical infrastructure behind advanced AI grows https://t.co/2Fi91v20Jw via @WSJ (2) So suddenly many of the owners of legacy (cloud) data centers want to sell their stakes or go public ($CSRQ). Why? I believe much of it has to with the rapidly increasing costs of the maintenance capex on these properties. $DLR $EQIX (3) And as if on cue, $EQIX’s Chief Business Officer is abruptly leaving the Company. https://t.co/p8S4ySqSE2