Veteran short seller Jim Chanos has a new target in his sight: the humble data centre.
In June, Chanos — who won big bets on the downfall of US energy group Enron and the German payments company Wirecard — announced that his eponymous investment firm is raising several hundred million dollars for a fund that will take short positions in US-listed data centre groups.
He argues that the move towards the cloud, predominantly driven by big tech groups like Microsoft, Amazon and Google, is the “enemy” of bricks-and-mortar real estate investment trusts like Equinix and Digital Realty.
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