AM AMZN Amazon.com, Inc. 로딩 중... : 애널리스트의 강세 및 약세 의견

Hyperscale customers are increasingly making leasing decisions based on who can secure and deliver power capacity on a predictable schedule, favoring operators with visible power banks. — This shifts competitive advantage to landlords with pre-secured power and development track records, potentially raising barriers for new entrants and benefiting incumbents like DLR.