Looking to understand the digital infrastructure powering our increasingly AI-driven world? We dive deep into data centers with two industry leaders:

- John Stewart CEO of Digital Core REIT, the only pure-play data centre Singapore REIT (S-REIT)

- Serene Nah, Managing Director and Head of Asia Pacific, Digital Realty, the world's largest data center operator

Key points we explore:

- How data centers work and why they're becoming increasingly critical infrastructure

- The fascinating business model behind these digital warehouses

- Why Asia Pacific is positioned to be the fastest-growing market for data centers

- How AI is transforming the industry's landscape

- The unique investment opportunity in this rapidly evolving sector

Whether you're an investor looking to understand this emerging asset class or simply curious about the backbone of our digital world, this episode offers valuable insights into one of today's most dynamic industries. Tune in to learn why data centers are being called "the new banks" and how they're positioned to surf the AI wave.

Join us for this illuminating conversation about the infrastructure powering our digital future!

06:38 - What is colocation, how do its business models work?

13:51 - What are your investment criteria and the importance of your right of first refusal?

17:36 - Where do you see the REIT in 5–10 years?

19:00 - What is your focus given demand growth and infrastructure challenges?

24:32 - What are the key growth drivers and trends in Asia-Pacific?

34:50 - What distinguishes AI data centers from conventional ones, and how does sustainability factor in?

40:25 - Do you foresee the possibility of overbuilding data center capacity, and what are the consequences if it happens?

42:53 - Any final thoughts or insights for the audience?

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