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Friday, October 31, 2025

Beyond the Spreadsheet: My Visit to NTT DC REIT and the Conviction in Data's Physical Layer


After work yesterday, I visited a high-security NTT data center. No photos allowed—airport-grade security. But the insights were priceless. Here's a sneak peek at my key takeaways:


🚀 The "Dual-Flywheel" Model: How NTT wins with both enterprise colocation AND hyperscalers.
The Real A.I. Moat: It's not just silicon; it's about finding 5MW of power.
📈 The REIT Structure: De-risked assets, outsourced management, and global scale.

This visit solidified my conviction in the physical layer of the digital economy.
Want the full deep dive? Read the article here: Click link here:

https://bit.ly/ericsharesEp33_NttDcReit_visit

Thank you SGX Group Andrew LerShimona Wong John Lim Amanda Huang for organizing this.

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