QTS CFO Jeff Berson On Data Center Outlook
About this episode
Jeff Berson discusses the data center outlook and AI demand at TD Cowen's conference.
Recorded on 05/27/26 We spoke with QTS's CFO Jeff Berson at TD Cowen's 54th Annual TMT Conference in New York City. We discussed the current state of AI hyperscale demand, the sources of demand growth including emerging enterprise demand, and indications of the long-term durability of demand. In addition, we discussed returns related to AI investments, the role of credit support for broadening the customer base, and bottlenecks on the supply side, including power, equipment, land, and capital.
People in this episode
Guest: Jeff Berson
Topics covered
- data center outlook
- AI hyperscale demand
- enterprise demand growth
- AI investments
- supply chain bottlenecks
Keywords
- data center
- AI demand
- enterprise growth
- investment returns
- supply chain
Mentioned in this episode
Organizations: QTS, TD Cowen
Places: New York City
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