buffering CEO Steve Schwarzman ي believes أن نمو العميل العام لمركز البيانات سيسوّض نقصًا في العرض في فئة الأصول. ي arguing أن العميل هذه المر facilities سيع加深 الندرة، مما ي creates فرص أجيال للمطورين who can meet the متزايد الطلب على بنيانيا AI.
buffering Comments ت arrive as communities across the U.S. push back against new data center projects due to concerns over energy use، land consumption، and noise. Schwarzman، whose firm is a major investor in digital infrastructure، sees this friction as a structural bottleneck that will limit new supply and drive up values.
buffering Blackstone has been aggressively expanding its data center portfolio، viewing AI workloads as a long-term growth driver. The CEO’s remarks underscore a broader industry trend: as demand surges، regulatory and social hurdles are slowing construction، potentially extending the cycle for established operators.
المصدر: Real Estate Investor · لخّصه HeadlinesBriefing