DOES ANYONE HAVE EXPERIENCE IN DATA CENTRES, OR KNOW ANYONE WHO DOES?
I am meeting with a company that makes hardware for hyperscale data centres.
Logic would suggest this is the fast growing sector that the shareholder claims it is. However, I would love to sense check this with someone who has experience of the sector, particularly as the shareholders are looking for a racy multiple. Also keen to understand what, if any, disruptive technology threats might be on the horizon to destroy the apparent non stop growth of this sector
Do you work in /have experience in this sector, or know someone who does, and would be prepared to have a brief call?