QTS Co-CEO Tag Greason On The Data Center Outlook

from TD Cowen Insights · host TD Securities

Recorded on 08/12/25We spoke with QTS's Co-CEO Tag Greason at TD Cowen's 11th Annual Communications Infrastructure Summit. Mr. Greason discusses the evolution of QTS since being taken private by Blackstone in 2021, the state of hyperscale AI demand, and the bottlenecks for data center capacity delivery. In addition, Mr. Greason highlights his observations of the enterprise data center market, trends for data center development yields, and lessons from prior infrastructure buildout cycles. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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This episode was published on August 20, 2025.

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