What is the Right Investment Angle on Data Center Construction?
Okay, Microsoft's Ray Ozzie
comments at the Goldman Sachs technology investment conference in Las Vegas today got me thinking: How do you invest around data center construction? Because here is Ozzie:
In order to continue to seek advantage over Google in online services, Ozzie said that Microsoft will continue to invest in massive data centers, such as its $550 million center recently slated for construction in San Antonio, Texas.
"There should be a recognition that demand exceeds supply with data centers, that's why we need to keep building them," Ozzie said.
So, what is it? Commodity servers? Ick. Power? Tough. Rack providers? Storage providers? Hmmm. I'm open to ideas.
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