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For his "Executive Decision" segment, Cramer spoke with Paul Szurek, president and CEO of CoreSite Realty (COR - Get Report) , the data center REIT with shares that are up 34% for the year and sport a 3.4% dividend yield.
Szurek said that CoreSite has a differentiated product from most traditional data center companies in that they offer scaleable solutions in close proximity to major network nodes. This allows its customers to house their applications next to the population centers that matter most for faster speed and performance.
When asked about what the inside of a data center looks like, Szurek said CoreSite features multiple rooms with varying levels of power and cooling performance, depending on what the situation calls for. All of the engineering in a data center focuses on managing power and cooling to the highest degree possible.
Will better, faster processors and GPUs put a damper on CoreSite's growth? Szurek said that historically, as processing power increases, new uses for data are found, keeping the demand for data centers well ahead of the available supply.
Cramer said that investors are looking for a less volatile way to play the technology revolution, CoreSite is the way to go.
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