With the biggest data center markets for hyperscale cloud
platforms already well served by data center providers – and some of the
biggest ones now oversupplied – the largest growth opportunity today is outside
those metros, in places that haven’t historically been hot markets for data
center real estate.
That’s according to Peter Hopper, co-founder and CEO of the
digital infrastructure-focused investment advisor DH Capital. On Tuesday,
Hopper delivered his annual market overview at 451 Research’s Hosting &
Cloud Transformation Summit in Las Vegas. (DH has been one of the HCTS’s
biggest sponsors for most of the event’s 15 years running.)
But there are still many population centers around the world
that haven’t been saturated with hyperscale cloud infrastructure. Places like
Moscow or Budapest haven’t seen the megawatts upon megawatts of data center
capacity built and leased in the biggest markets, Hopper said. “I would say
that’s probably likely to change going forward.”
As digital content consumption and adoption of cloud
services continues growing, companies will need to build data center
infrastructure in more densely populated metros to support that growth.
“International expansion is key to all the key operators,” he said.
Hopper brought the move into Brazil by Digital Realty as an
example. Digital last year paid $1.8 billion for Ascenty, which operates data
centers in four Brazilian markets, a deal DH was involved in. The facilities
became the San Francisco-based data center provider’s first assets in Latin
America.
Seeing cloud adoption picking up and the low level of cloud
penetration in Brazil, it was a given that a lot of data center capacity would
have to be built there, Hopper said.
“Cloud adoption and cloud growth, both public and private,
is exploding worldwide, and that is driving everything,” he said. “It’s the
most powerful trend in IT out there, and it’s driving M&A and investment
activity across the world.”
Source : More info
No comments:
Post a Comment