If you aren’t familiar with the Economic Cycle Research Institute, then I encourage you to check them out. They have an unequaled track record of predicting recessions, and according to their CEO, Lakshman Achuthan, there’s no double dip recession on the horizon. This should be welcomed news to data center investors, as they open their wallets and pour money into the space. According to GI Partners, over 80% of new development is concentrated within four companies – Google, Microsoft, Digital Realty Trust and Equinix. By our estimates, those figures are about to change. You can see the full story from ECRI via their website or the following link – No Double Dip.
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