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Data Center USA

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Global data center market expected to grow
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CAGR of over 8.63% between 2021–26
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IT spending in US 2020 on data center systems
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~ $196B increase of 9.7%
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Cloud services, AI and 5G advancement will accelerate growth of data centers
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38% of all hyperscale data centers worldwide in 2019 in US
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more than any other nation
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Deemed as essential infrastructures
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Pandemic boosts data center demand
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Fund Philosophy

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