Veteran short seller Jim Chanos has a new target in his sight: the humble data centre.
In June, Chanos — who won big bets on the downfall of US energy group Enron and the German payments company Wirecard — announced that his eponymous investment firm is raising several hundred million dollars for a fund that will take short positions in US-listed data centre groups.
He argues that the move towards the cloud, predominantly driven by big tech groups like Microsoft, Amazon and Google, is the “enemy” of bricks-and-mortar real estate investment trusts like Equinix and Digital Realty.
您已閱讀8%(584字),剩余92%(7126字)包含更多重要信息,訂閱以繼續探索完整內容,并享受更多專屬服務。