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A report from Equinix (EQIX) estimates data center construction investments rose 24% Y/Y in...
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Friday, January 20, 2012, 6:45 PM ETA report from Equinix (EQIX) estimates data center construction investments rose 24% Y/Y in 2011, to $2.4B, and Paolo Gorgo believes 2012 should be another year of strong growth. Soaring traffic for a slew of web applications is keeping demand high, and is expected to lead to a supply crunch for colocation space. Aside from Equinix, key industry players include COR, DLR, DFT, INXN, and RAX.
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