No, yeah. Dupont said that 15% of their revenues came from Facebook. It was listed as a risk in their annual report. FB and et al do still build their own DC's

No, yeah. Dupont said that 15% of their revenues came from Facebook. It was listed as a risk in their annual report. FB and et al do still build their own DC's. Especially where municipalities drop their pants and offer huge tax breaks. But there's still a tremendous amount of "single tenant" purchasing done at the wholesale level by the hyperscale players. I guess my point is that even at the top tier, people value flexibility.