Digital Edge DC: Balancing AI Growth and Sustainability Ahead of Potential Stake Sale (Update)
AI Supercycle and Sustainability Accelerating: The prior initiation report's core investment theses are tracking positively, driven by the...
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Digital Edge DC: Building Out Across Asia Pacific (Initiation)
Aggressive Regional Expansion: Digital Edge DC (“Digital Edge”) is rapidly growing its footprint across the Asia Pacific region by developing...
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Curator's Cut: Indonesia Stabilizing, Compute Capital & Shipping Surges
This ​Curator's Cut highlights Indonesian equities, the capital intensity of the data center build-out, and shipping opportunities.
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