As data center REITs, Equinix and Digital Realty Trust both benefit from the surge in demand created by artificial intelligence. But their customer profiles are different, says Harold Chen, Director of Commercial Real Estate at Fitch Ratings. Compared with Equinix, Digital Realty has a higher concentration of hyperscaler customers, says Chen. While hyperscaler companies like Microsoft, Meta and Alphabet have the ability to speak for all the rack space in a data center, having hyperscalers as primary customers does mean higher tenant concentration, an important category of risk. Chen makes their comments in the Cool Vector episode, "Equinix vs. Digital Realty: A Fitch Analyst Talks Data-Center REITs." Watch the full interview on the Cool Vector YouTube channel: https://lnkd.in/e45XRZJj Visit the Cool Vector website: https://lnkd.in/eabff4eT #datacenters #digitalinfrastructure #reits #hyperscale
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As the leading global provider of data center, colocation, and interconnection solutions, Digital Realty has been instrumental in shaping the digital infrastructure that underpins our interconnected lives. With a relentless commitment to innovation, sustainability, and customer success, Digital Realty has become synonymous with reliability, scalability, and trust in the world of data centers. By integrating cutting-edge AI technologies, Digital Realty is enhancing its services, optimizing data center operations, and driving new levels of efficiency and insight, ensuring they remain at the forefront of the digital revolution. Know more: https://lnkd.in/e8JgDTB Chris Sharp | Andrew (Andy) P. Power | Cindy Fiedelman | Tony Bishop | Jeffrey Tapley | Tatiana Beale | Danielle Hagel | Jan-Pieter Anten | Terry Murphy | Catherine Davis | Sue Jones | Scott Mills | Tejaswini Tilak | Colin McLean | Phil Barnett | Roddie Samuel | Helen Bleasdale | Brenda Van der Steen #DigitalTransformation #DataCenters #DigitalInfrastructure #Connectivity #Innovation #Sustainability #Collaboration #Technology #DigitalFuture #DataEconomy #DigitalEvolution #DataInnovation #DataDriven #TechTrends #LinkedInArticle #InterglobixMagazine #FutureOfWork #DataStrategy #PlatformDIGITAL #WhereTomorrowComesTogether #TheDataMeetingPlace #AI #ArtificialIntelligence
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#Hyperscale companies are projected to occupy over 60% of data center space by 2029. Currently, they already hold 41% of the global data dormitory capacity, showcasing rapid growth. With generative #AI fueling demand for GPU-based infrastructure, hyperscalers are leading investments in new infrastructure. Over 50% of their capacity consists of self-built facilities, with the remainder in leased server farms managed by companies like Digital Realty and Equinix. #TechTrends #DataInfrastructure https://shorturl.at/IuW64
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Consume AI efficiently and at scale where you want.
Digital Realty is excited to announce the next evolution in high-density deployment support. Building on our high-density colocation offering, we are introducing groundbreaking liquid-to-chip cooling technology in more than half our data centers globally❄️ This innovative advancement represents a significant leap forward in addressing the challenges of high-density workloads presented by #AI and data-intensive applications. Chris Sharp, Chief Technology Officer (CTO), Digital Realty highlighted that "we're proud to align with our customers in evolving their infrastructure to support this cutting-edge liquid-to-chip technology, enabling them to land and expand their deployments efficiently and redefine what's possible in the digital age. With this cutting-edge liquid-to-chip cooling technology, we're not just setting a new standard for high-density deployment support, we're revolutionizing the digital infrastructure landscape." Read more: https://okt.to/tsIWz9 #TheDataMeetingPlace #WhereTomorrowComesTogether #PlatformDIGITAL
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More #HighDensityColo capacity and support from #DigitalRealty. This new solution, featuring direct liquid cooling (DLC) and rear door heat exchangers (RDHx), supports power densities up to #150kilowattsperrack, significantly boosting performance and flexibility. #PlatformDIGITAL - What you need, where you need it, when you need it.
Digital Realty is excited to announce the next evolution in high-density deployment support. Building on our high-density colocation offering, we are introducing groundbreaking liquid-to-chip cooling technology in more than half our data centers globally❄️ This innovative advancement represents a significant leap forward in addressing the challenges of high-density workloads presented by #AI and data-intensive applications. Chris Sharp, Chief Technology Officer (CTO), Digital Realty highlighted that "we're proud to align with our customers in evolving their infrastructure to support this cutting-edge liquid-to-chip technology, enabling them to land and expand their deployments efficiently and redefine what's possible in the digital age. With this cutting-edge liquid-to-chip cooling technology, we're not just setting a new standard for high-density deployment support, we're revolutionizing the digital infrastructure landscape." Read more: https://okt.to/tsIWz9 #TheDataMeetingPlace #WhereTomorrowComesTogether #PlatformDIGITAL
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On the heels of high demand in North America, data center pricing is escalating rapidly. Averaging asking rates for a typical 250- to 500-kilowatt requirement surged 20% year over year across all four major U.S. markets, CBRE says... TRG Datacenters is offering affordable colocation prices despite major price hikes by other #datacenter operators in major markets. Perfect for AI and price sensatice clients. Click here to read the full article… https://lnkd.in/exba2iX5
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🚀 Breaking Ground on the Future of Data Centers in the U.S. 🚀 The data center boom continues across the U.S. with several exciting projects recently breaking ground: Edged has started a $250M data center in New Albany, Ohio, featuring ultra-efficient systems and waterless cooling tech to meet the growing demands of AI and advanced computing. This 24 MW facility is expected to open by July 2025. American Tower is enhancing its Edge network with a new 7,255-square-foot facility in San Antonio, Texas. This is part of a broader strategy to roll out small Edge data centers across the country, starting construction in August 2024. Meta is planning a $700M data center in Rosemount, Minnesota, as part of its continued investment in digital infrastructure. This massive project highlights the ongoing need for increased data storage and processing capacity. Skybox Datacenters is also making waves with its latest build in Columbus, Ohio. Skybox is developing a state-of-the-art data center that will significantly boost the region's digital infrastructure, complementing Ohio's emergence as a key player in the data center market. The U.S. continues to be at the forefront of digital infrastructure development, driven by the relentless demand for cloud services, AI, and digital content. Exciting times ahead for the data center industry! 🌐 #DataCenters #DigitalInfrastructure #AI #CloudComputing #TechNews #Innovation
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Business Account Executive for Market Growth | Market trend | Market Dynamics | Competitive Intelligence📈📊
The Data Center Construction Boom is Here! In North America, major players are making waves in the data center construction sector! Leading contractors like AECOM, Arup, and Jacobs Turner Construction are driving growth, while top colocation giants like Equinix, Digital Realty, and CyrusOne are expanding rapidly. Hyperscale leaders Amazon Web Services (AWS) and Microsoft are aggressively scaling up, especially in key regions like Northern Virginia and Texas, fueling a surge in construction activity. Discover how data center developments are shaping the future in more regions: https://lnkd.in/d6UUBq5e Vantage Data Centers | Honeywell | Digital Halo| Evolution Data Centres |GreenSquareDC™|Yondr Group| Gaw Capital |DSCO Group| Vertiv, Inc #datacentermarket #datacenterconstructionmarket #datacenter #ariztonresearchreveals #marketresearch #marketinsights #marketdevelopment
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Sales Leader | Account Executive | Advocate of AI/ML | SaaS | Cloud | Driving Revenue | Enhancing Customer Experience
Data Centers Set for a $2 Trillion Surge. Global demand is absolutely rocketing.🚀 • Blackstone projects $2 Trillion in global Data Center investments by 2028. • The US alone is expected to see over $1 Trillion in Data Center investment. • New Data Centers are reaching capacities that match those of entire cities. With data use up 50x since 2019, Al and cloud services are creating unprecedented power and network demands. Cogent Communications is the most interconnected #network, delivering #global reach and large #bandwidth connections. Now Optical #wavelengths are available in Cogent’s data centers across the US. #datacenter #cloudcomputing #Al #cogent #connectivity #IPTransit
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Despite the surging demand for data-center capacity, the terms and conditions of long-term contracts between hyperscaler customers and data centers remain relatively stable, says Ed Diffendal, a Managing Director for Infrastructure, Americas, at global investment firm Partners Group. Customers still want to see "reliability baked into the contract" in exchange for a long-term commitment, says Diffendal. Builders of de novo data centers typically use equity as well as debt from the project finance market, where lenders greatly value having highly rated hyperscaler customers as counterparties. The contracts between data centers and customers are typically long-term, often 15 years or more. With these terms, lenders "get very comfortable and can provide debt capital at attractive rates," says Diffendal. Diffendal makes his remarks in the Cool Vector episode, "Partners Group Got the AI Timing Just Right." Watch the full interview on Cool Vector's YouTube channel: https://lnkd.in/eJFcWA8E and Spotify: https://lnkd.in/eg4-hZmb Cool Vector website: https://lnkd.in/eabff4eT #datacenters #infrastructure #debtcapital
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Australia's Data Centre Revolution: Top Stories of 2024 Couldn't do an end of year post without a countdown Given I've spent the last 2 weeks trawling through articles and reports to get up to date with DC developments in Aus, I thought I would share some of the biggest headlines from 2024! 1️⃣ Blackstone's A$20 Billion Acquisition of AirTrunk https://lnkd.in/eMwnMCgd 2️⃣ DigiCo Infrastructure REIT's Market Debut https://lnkd.in/e7Fu94g7 3️⃣ Mandala Report Forecasts DC Investment in Aus to top $26 billion by 2030: https://lnkd.in/eBnhcpMn 4️⃣ CBRE Australia Lender Sentiment Survey reveals data centres are third most preferred sector for investment https://lnkd.in/eEwD6pCc 5️⃣ NEXTDC opens Adelaide's first Tier IV certified data centre https://lnkd.in/epqtmXw5 6️⃣ NextDC launches 75MW Darwin data centre in Northern Australia https://lnkd.in/egYDXq9D 7️⃣ OVHcloud opens a new data centre in Sydney, utilizing advanced water cooling technology to sustainably meet the growing demand for high-performance cloud solutions https://lnkd.in/eZD_M9Jk. 8️⃣ Amazon withdraws plan for 40MW data center in Sydney, Australia https://lnkd.in/e9pvwU5d 9️⃣ Goodman to build 126MW data center campus on former Castrol HQ in Sydney, Australia https://lnkd.in/e5EVGjCJ 🔟 CDC files for 500MW data center campus in Sydney, Australia https://lnkd.in/ecKsQKyc Which story caught your eye this year?
