Georges Elhedery

“One has to be selective,”

Georges Elhedery · said 2026-10-20 · reported 2026-10-21

Elhedery told CNBC that one has to be selective when investing in AI infrastructure.

“You have to look at the quality of the tenancy agreements. You have to look at the pricing of these contracts. Not all of them are of that level of virtuosity that you can support strongly. Some of them may be more challenging.”

Georges Elhedery · said 2026-10-20 · reported 2026-10-21

Elhedery told CNBC that the quality and pricing of tenancy agreements for data centers must be scrutinized, as not all are equally strong.