The Company That Controls 70% of AI Infrastructure
Big Tech's Secret Landlord Has an Energy Problem
Dear Reader,
There's a company that quietly controls the backbone of the entire AI revolution... And 99% of investors have no idea it exists.
While everyone fights over AI chips, this company owns something far more valuable: The physical locations where ALL AI happens.
The numbers are staggering:
270+ data centers in 70+ cities across 30+ countries
10,000+ companies as customers (including most Fortune 500)
$2+ billion in quarterly revenue (and growing)
Every AI company MUST use this infrastructure. Amazon, Microsoft, Google - they're all customers. NVIDIA just made this company their exclusive partner.
This company doesn't compete with Big Tech - they collect rent from ALL of them.
Business is booming: Revenue up 8%, operating income up 26%, net income up 48%.
Good investing,
Rachel Gearhart
Publisher, The Oxford Club