Catalyst Capital reposted this
I'm happy to share that I recently had the privilege to represent Catalyst Capital at the Platform Conference in Antibes, a key gathering for professionals in the Data Centre industry. This event was a fantastic opportunity to delve deeper into the dynamic and rapidly evolving data centre sector, engaging with industry leaders and pioneers who are shaping the future of digital infrastructure. Throughout the conference, several key takeaways resonated with me, underscoring the shift in the industry's landscape. Notably, data centres are transitioning from being predominantly real estate-focused to becoming intensely driven by power management and efficiency. This evolution is critical as the demand for energy grows, particularly highlighted by the fact that running applications like ChatGPT can consume ten times more power than a typical Google search. Moreover, it became clear that the supply side remains the most significant constraint in scaling data centre operations effectively. Issues like the drying up of equity investments are impacting the pace at which new facilities can be developed. Despite these challenges, the potential for growth in the European market is immense. Currently, Europe only represents 15% of the global data centre market, trailing significantly behind the US. This underdevelopment presents a unique opportunity for Catalyst Capital to leverage our 25+ years of European investment expertise to make impactful entries into this market. The discussions held and knowledge acquired at Platform – Antibes have further equipped us to leverage our expertise and embrace the growth opportunities that data centres present. We look forward to contributing to and thriving in this vibrant industry. #datacentreinvestment #privateequity #ai #alternativeinvestments #digitalinfrastructure