The striking thing about Goodman Group’s $25b data centres run
Listening to Greg Goodman, we couldn’t help but be reminded of another large cap’s ambitious organic expansion plans. The investor reception is chalk and cheese.
It takes only two words to mesmerise investors this year: data centres.
They are red-hot. It’s part artificial intelligence, part cloud adoption and part big tech, colliding in the sweet spots where public and private markets and infrastructure and real estate (together “real assets”) meet. Investors are hooked.
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Anthony Macdonald is a Chanticleer columnist. He is a former Street Talk co-editor and has 10 years' experience as a business journalist and worked at PwC, auditing and advising financial services companies. Connect with Anthony on Twitter. Email Anthony at a.macdonald@afr.com
