Bull & Bear drag themselves away from the sporting drama of the 45th Ryder Cup to discuss the impact of the US-UK Tech Prosperity Deal.
Bull is convinced that the £ billions of investments pledged by the US Tech giants such as Microsoft, Google and Nvidia will reshape the UK’s position in global technology. And as the UK expands its digital infrastructure, the deal shines a spotlight on the increasing role of data centres.
The complexity, capital requirements and other barriers to entry mean this property sub-sector will remain the remit of data centre specialists.
But as some of the traditional industrial-focused Reits seeks to expand their data centre footprint and expertise, even Bear is convinced that the story is compelling. It's time to power up!
Enjoy your Sunday. And come on Team Europe!