Paolo over at Nortia Research has a nice article today on trends in the data center and colocation business, I recommend a read. Basically, he makes the case that the credit crisis is drying up the funds needed for expansion, but that expansion is driven by real demand. The economy may be slowing the growth of that demand, but it quite clearly isn't stopping it.
To me, this is a self-correcting problem ... eventually. A constricted supply with [Read more →]