Amazingly, I would have thought that datacenter space would peak at some point as more virtualization, and more CPU power in the same space (4-core and dual-CPUs = 8 cores in 1U) takes hold, but it seems that more and more DCs are being constructed due to strong demand.
There is a publicly traded company called Digital Realty Trust (NYSE: DLR) that focuses on buying and building colocation facilities etc.
They are being upgraded, even though this is a "down" market and we can expect corporate spending to be throttled somewhat.
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