USA | Digital Infrastructure Equity Research AI Inference and Enterprise Adoption: Why Tier 1 Data Center Markets Matter We believe the AI infrastructure build-out is approaching an inflection point, with AI demand expanding beyond massive super-compute facilities into Tier 1 markets. We expect massive-scale "AI training" clusters will continue to rise in remote, power-rich locations, but inference and enterprise AI deployments will gravitate toward network-dense metro colocation sites for better connectivi ...