Every constraint in AMT's data center thesis hardened this quarter. Colocation demand, power procurement, permitting friction, and AI workload pressure all intensified, reinforcing the supply-scarcity pricing environment AMT is building into.
Tessara post-call read · synthesized from the earnings-call transcriptreported Apr 28, 2026
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What moved, what it means for the thesis, and the signal others missed. Every name you cover, the night it prints.