)
)
)
The Debate: Single-Asset Purity vs the Converged Value Multiplier
Data centers are not operating in a vaccum, and Investors are increasingly looking at integrated platforms that combine metro fibre, long-haul routes and data centre assets with reliable access to power. While operators are unlocking additional value through multi-asset-class plays. What is a perfect balance for returns vs risk? Convergence or separate deployments?
-
Do vertically integrated models of power, compute and connectivity command higher valuations?
-
Does attaching connectivity to a data centre unlock or dilute value?
-
Are we heading for consolidation or separation in the next cycle