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[QUOTE="HuskyHawk, post: 3794559, member: 1414"]
Quality Colocation facilities are undervalued in my opinion.  But I get the sense that there are people in finance who don't really quite get what is happening.  Some certainly do.  Data warehouses aren't physical things.  Hardly hear that word much anymore since I worked at Red Brick Systems, the original Data Warehousing company.

That ARK video really maps closely to what I hear.  But it omits some things.  You want to run autonomous electric cars and trucks?  Ok.  What does that require, aside from improved software and batteries?  It requires robust 5G, and it requires distributed (Edge) computing that can bring the latency down to times that won't result in those vehicles killing people.  The amount of compute and data storage required for this future is simply staggering.  And Amazon shows us just how much warehouse space you need for ecommerce.  All those empty K-Mart plazas can become distribution centers.

It's going to be an interesting ride.
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