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QTS Co-CEO Tag Greason On The Data Center Outlook

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Manage episode 504185176 series 3276203
Content provided by TD Securities and TD Cowen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by TD Securities and TD Cowen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Recorded on 08/12/25

We spoke with QTS's Co-CEO Tag Greason at TD Cowen's 11th Annual Communications Infrastructure Summit. Mr. Greason discusses the evolution of QTS since being taken private by Blackstone in 2021, the state of hyperscale AI demand, and the bottlenecks for data center capacity delivery. In addition, Mr. Greason highlights his observations of the enterprise data center market, trends for data center development yields, and lessons from prior infrastructure buildout cycles.

https://go.td.com/PodcastDisclosure

  continue reading

304 episodes

Artwork
iconShare
 
Manage episode 504185176 series 3276203
Content provided by TD Securities and TD Cowen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by TD Securities and TD Cowen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Recorded on 08/12/25

We spoke with QTS's Co-CEO Tag Greason at TD Cowen's 11th Annual Communications Infrastructure Summit. Mr. Greason discusses the evolution of QTS since being taken private by Blackstone in 2021, the state of hyperscale AI demand, and the bottlenecks for data center capacity delivery. In addition, Mr. Greason highlights his observations of the enterprise data center market, trends for data center development yields, and lessons from prior infrastructure buildout cycles.

https://go.td.com/PodcastDisclosure

  continue reading

304 episodes

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