The Data Center Gold Rush: Premium Intelligence for Sophisticated Investors

Jun 17, 2025

∙ Paid

Executive Summary for Paid Subscribers

The data center sector is experiencing a transformational shift that represents the most significant infrastructure buildout in modern history. With global market size projected to surge from $344 billion in 2024 to $452.53 billion in 2025, we're witnessing unprecedented growth driven by artificial intelligence infrastructure demands1. This premium analysis provides institutional-grade insights into the sector's most compelling investment opportunities, quantitative valuations, and strategic positioning for sophisticated investors.

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