May 2, 2022
CITI Fellows: Shane Greenstein
Martin Marshall Professor of Business Administration at the Harvard Business School. Shane presented findings from his latest paper, "Where the Cloud Rests: The Economic Geography of Data Centers."
This study provides an analysis of the entry strategies of third-party data centers in the United States. Shane will share two observations from the evidence:
1) Technical change is urban-biased because providers of third-party data centers trade off the tensions between buyer demand for proximity and costs of supply, which vary with density; and
2) Localized demand and economies of scale shape entry decisions.