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Outstanding day for LatAm today.

War ending or not… one thing seems highly likely:

None of the major tech companies will go out of their way to allocate capital toward building new data centers or large-scale facilities in the Middle East anytime soon, in my view.

If anything, the clear beneficiary of this shift is Latin America as a strategic alternative.

tavicosta.substack.com/…

Apr 8
at
6:27 PM
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