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Portafolio Strategy Insight

Data Centers: Long Europe

Brian Payne, Head of Portfolio Construction Anthony Thom, Strategist
Private Markets Private Infrastructure Data Center
Publicado en

While the US is the pioneer, Europe will follow suit—more rapidly than expected. It is not a question of if GenAI will boom in Europe, but when. Europe’s Data Center growth is already strong today, but a US-style boom is just around the corner.

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Investigación BCA | Portfolio

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Private Markets
Private Infrastructure
Data Center

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