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Apollo Analyzes Winners and Losers in Data Center Buildout Delays

Apollo details winners and losers framework for investors

2 Oct 30 · 14d ago · 1 post · 1 source · development 2 of 3

Apollo's analysis identifies operating data centers, power producers, and long-lead equipment makers as winners, while high-multiple AI equities and leveraged developer debt face underperformance; chipmakers encounter mainly timing risk.

Apollo details winners and losers framework for investors
apollo.com

“The bottom line for investors is that a delay would favor assets tied to scarce physical capacity, such as operating data centers, power producers and long-lead equipment makers, while assets priced on on-time delivery would underperform.”

Apollo Chief Economist Torsten Slok

Torsten Slok Chief Economist, Apollo Global ManagementApollo Global Management Investment firm

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2Apollo details winners and losers…3FT Alphaville publishes debt holder…
Oct 28Oct 30Nov 1Nov 3Nov 5Nov 7Nov 9Nov 11now · 9:35 PM ET

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