November 22, 2024

Global Data Centre Insights 2024

Data centres are at the forefront of the digital economy, driving global transformation through cloud adoption, artificial intelligence, and compliance with data sovereignty regulations. Recognizing their strategic importance, A&M has developed an in-depth report exploring the market dynamics, investment opportunities, and trends shaping this rapidly evolving sector.

This report also provides a detailed analysis of the U.S. and Australian data centre markets, offering critical insights into regional trends.

Key Highlights

  1. Compelling Investment Thesis
    Data centres have emerged as a high-performing asset class within digital infrastructure, delivering robust shareholder returns and long-term stability.
  2. Drivers of Growth
    1. Digital Transformation: Increasing reliance on cloud services for scalability and efficiency.
    2. Artificial Intelligence: Rising demand for advanced computational power and storage.
    3. Data Sovereignty Regulations: Accelerating need for in-country data hosting solutions.
  3. Stable Revenue Streams and Long-term Contracts
  4. Hybrid asset classes

Read the full report here

 

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