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“Amazon will invest $10 billion to build a data center campus in Montgomery County, Missouri”
@TylerDurden
Amazon's $10B Missouri data center campus signals sustained AWS cloud infrastructure capex, bullish for AMZN.
AMZNLONG@ $243.00
$265.64+9.31%
since call Jun 19
peak +12.2%
“Amazon also worked with Ameren Missouri, the local utility company, to ensure the project bears the full cost of connecting to the electric grid, the tech giant”
@TylerDurden
Amazon named Ameren Missouri as its grid partner for the $10B campus, locking in a major new industrial electricity load for AEE.
AEELONG@ $108.25
$110.83+2.38%
since call Jun 19
peak +4.1%
“The announcement adds yet another multibillion-dollar data center project to the construction pipeline, a sign the data center construction boom has room to run”
@TylerDurden
Hyperscale data center construction boom has room to run, driving demand for power and cooling infrastructure suppliers like Vertiv.
VRTLONG@ $337.93
$236.36-30.06%
since call Jun 19
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