高盛：亚太数据中心-概念化人工智能对数据中心的影响

12 June 2025 | 8:12PM SGT Asia Pacific Data Centers Conceptualising the impact of AI on data centers; Buy Goodman, KDC, Keppel, NextDC, DigiCo Technology development impacts real estate through: (i) driving demand and improving fundamentals, (ii) asset valuation uplift, and (iii) share price re-rating from both earnings growth and multiple expansion. To determine the impact of AI on data centers, we analyse the effect that e-commerce had on logistics during Covid. We believe that we are early in the data ce ...