For Data Centers, Power is the New Real Estate (Literally)

For Data Centers, Power is the New Real Estate (Literally)

Data centers are still the headline, but the real pinch points are power and real estate. Emily Flippen is joined by Motley Fool analysts Anders Bylund and Dan Caplinger to map the data center buildout, the risks of “overbuild,” and where investors can look for exposure without paying bubble prices. Companies discussed: MSFT, AMZN, NEE, GOOGL, HPE, AAON, STRL, DLR, FIX, EME, AMT, EQIX, IRM, STN, SBGSY Host: Emily Flippen, Dan Caplinger, Anders Bylund Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

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Motley Fool Money: 10.28.2011

Motley Fool Money: 10.28.2011

European leaders make a deal. Amazon, Chevron, ExxonMobil, Netflix, and Under Armour report earnings. And BP returns to the Gulf.  Our analysts discuss those stories and share some stocks on their rad...

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Motley Fool Money: 10.21.2011

Motley Fool Money: 10.21.2011

World markets react to the death of Libyan dictator Muammar Qadaffi.   Apple, Chipotle, Intel, McDonald's, and Microsoft report earnings.  And Groupon prepares for its IPO.    Our analysts discuss the...

21 Loka 201139min

Motley Fool Money: 10.14.2011

Motley Fool Money: 10.14.2011

Google reports big earnings.  Hulu says it's not for sale.  And a hedge fund manager gets an 11-year prison sentence for insider trading.   Our analysts discuss those stories and share some stocks on ...

14 Loka 201139min

Motley Fool Money: 10.07.2011

Motley Fool Money: 10.07.2011

Our analysts reflect on the legacy of Steve Jobs and the future of Apple.  We debate the relative merits of the Occupy Wall Street protests, discuss Costco's fee hike, and share some stocks on their r...

7 Loka 201139min

Motley Fool Money: 09.30.2011

Motley Fool Money: 09.30.2011

Amazon introduces a Fiery challenger to the iPad.  Warren Buffett announces a historic buy.  Netflix makes a big deal.  And Groupon takes half-off its revenues.  Our analysts discuss those stories and...

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Motley Fool Money: 09.23.2011

Motley Fool Money: 09.23.2011

HP names a new CEO.  Nike reports big earnings.  Netflix deals with another backlash.  And McDonald's and Microsoft increase their dividends.  Our analysts discuss those stories and share a few stocks...

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Motley Fool Money: 09.16.2011

Motley Fool Money: 09.16.2011

Shares of Netflix tumble after the company reports lower subscriber growth.  Shares of Research in Motion plunge on weaker-than-expected earnings. And Warren Buffett makes a surprising addition to the...

16 Syys 201139min

Motley Fool Money: 09.09.2011

Motley Fool Money: 09.09.2011

President Obama unveils his jobs plan.  Bank of America cuts more jobs.  Yahoo's CEO loses her job.  Hulu considers its suitors. And Groupon calls off its IPO.   Our analysts discuss those stories and...

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