Gravitywell.Research
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Sector

Data Centers · Sector

Grade
G3Sound
Outlook
Positive
Confidence
Medium
Score
59/100
PEHedgeGovt
Rating rationale

Infra-grade cash flows where power is secured, on an AI + data-localisation demand wall — but capital-intensive and power/water-gated. Favour secured-power platforms over greenfield at peak valuations.

Factor scorecard
Demand Outlook92/100 · Strong
Competition48/100 · Intensifying
Capital Intensity30/100 · Very High
Risk-Adjusted Return66/100 · Attractive, cyclical
Rating history
Jun 2026InitiatedInaugural G3 (Sound), outlook Positive.

Point-in-time — grades are reviewed each cycle; every change publishes as a dated action. Snapshot 22 June 2026.

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