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:
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The "Dual-Flywheel" Model: How NTT wins with both enterprise
colocation AND hyperscalers.
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The Real A.I. Moat: It's not just silicon; it's about finding 5MW of power.
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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.
At Eric Wealth Advisory:
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We decode complex strategies into actionable insights and we handle the
execution for you. Most importantly, we free up your time to pursue your other
passions or spend quality time with your loved ones.
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We bridge the gap between investors and management.
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We turn exclusive access into your competitive edge.
1️⃣ Follow me for REIT or SGX deep dives
(next: What's trending, data centre REITs disruption, industrial, top
leadership and management moves, etc).
2️⃣ DM me to discuss how real estate,
equities or reits can diversify your income portfolio.
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Connect at ohlh@phillip.com.sg
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View my profile: https://lnkd.in/dWxD6Vb
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Eric Wealth Advisory Website: https://bit.ly/EricWA
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