Marko Elez

Interesting commentary from a JPM note on a panel at their DC Infra day: "The cost to move a data center is too high so a 15 yr lease is really like 40. Once the tech is in and lights are on, it’s there (they gave an example of how it costs $100m for BoFA to move a data center a few blocks in SF years ago and would be even more costly now). In terms of the challenges in migration of cloud to higher density, they noted that 'MWs are MWs'"