The Tech Capital Opinion

It’s all about the recalibration of data centre real estate, attendees of the infra/STRUCTURE Summit 2023 agree

The data centre market is growing rapidly, with new players entering and AI driving demand. Consolidation and future waves are expected. Water scarcity is a concern so is power. The architecture of buildings is also about to change.

Updated October 09, 2023 / Original October 09, 2023

The Tech Capital

By João Marques Lima

Founder and Editor, The Tech Capital

9 Mins

October 09, 2023 | 1:57 PM BST

The data centre market is expanding rapidly, with at least one big cloud hyperscaler planning to increase its global footprint by 7x in the next 3-5 years;Consolidation of existing platforms is expected to slow down slightly due to significant M&A activity in the last decade;New players are entering the market, and a second consolidation wave is expected in 5-7 years;Demand for AI is driving new market entrants and increasing data centre capacity worldwide – although 2024 will see a capacity draught;Water scarcity is a major concern, and data centre design is evolving to accommodate increasing power densities and the weight of AI equipment.

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João Marques Lima

Founder and Editor, The Tech Capital

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