The huge appetite for the energy of the energy calculating works to fuel a global height in the data center. Investors and builders depend on the mutation to continue.
Not since the rise of the industrial revolution, we have witnessed the level of demand for the infrastructure capacity created by the boom of artificial intelligence. It is estimated that a computing energy is needed about 10 times to conduct a chatGP research compared to the regular Google research. According to Coldman Sachs, we can expect to increase the demand for the strength of artificial intelligence by 165 % by 2030; MCKINSEY expects that in Europe alone, it will require the new demand for information technology from $ 250 billion to $ 300 billion in investment, except for power generation energy.
Uncomfortable Amnesty International appetite for energy intelligence, along with the current demand/offer of the workflow/use of artificial intelligence cloud, has shipped investment and developing databases. The data center is a cloud computing resources attachment and storage that allows the delivery of software applications, artificial intelligence training, and any number of additional processing and production applications.
Currently, the United States leads the Power Race of AI, built the largest number of databases in the world. Statista reports that, as of March, the United States was home to 5,426 establishments, followed by Germany with 529, the UK, which reached 523, and China with 449. By 2030, these numbers are expected to increase by about 30-40 %. Globally, investment in databases is expected to reach $ 7 trillion.
Earth and power
How can the investment need to create a data center?
“If someone has a landline in which the data center development is possible, then the value of that land is much higher than what may be absent from this request,” says Tim McGoyer, Rowan Digital Infrastructure, a developer and database builder in the United States. “For example, we see lands in basic markets such as North Virginia exceeding $ 2.5 million per acre, and to suit the development of Amazon Web Services, Google and Microsoft – we usually buy a hundred acres of plus.”
McGuire adds that energy and water are both components of decisive cost, and energy was the issue of gates in most geographical areas.
It indicates that “data centers are very intense for energy”, and even if the energy infrastructure is present to operate it, it may take months to build the inter -delivery if not years. The cost of building these bonds can be high.
Developers who can get capital who can meet these requirements, have a feature he says.
The dynamics related to the availability of energy centers differ, as Gordon Bell, the manager of the Ey-Parthenon digital infrastructure. “Europe faces a particular challenge with regard to energy availability, given some local organizational obstacles to expanding energy infrastructure,” he says. “The same is also true in North America, while the infrastructure in Asia in Asia.
GPU processing units are necessary for all things of artificial intelligence, and some countries face more restrictions on the development of the data center depending on the number of graphics processing units that they can import at any time, adds Bell.
“Countries like Canada, Japan, Australia, and many of them in Europe do not have restrictions on GPU imports,” he says, “which created another catalyst for growth in the market in those areas.”
Also, different countries will provide specific incentives on the development of databases. He adds that some Middle East countries, including the United Arab Emirates, stimulate the development of the data center strongly within its borders.
Funding data centers
Since building a very dense data center, supporters are usually international companies such as Blackstone, as Claus HERTEL, Rabobank Managing Director, is noticed, an active lender in space and developed for his green data center in the Netherlands. Many investors and lenders have relationships with these major companies and have collected large projects financing teams that are active in renewable energy sources, clean technology and digital infrastructure.
“On the basic level, you have project financing, which includes construction, financing and term financing,” says Hertel. “Once the data center is completed, you have a certain time-and on the head of three to four years-where the sponsor can decide how to reach permanent capital or permanent financing. This can be in the form of securities-backed by assets, or securities backed by mortgage, or in a special position in the long run.
Like many of its peers, the digital infrastructure is sponsored in Rawan by a private stock company, says Tim McGuwar.
“Usually, the stock investor will clarify some pre -development costs, which can include obtaining ground parcels and doing some horizontal development,” he noticed. “Rawan does not put debt financing in a place for projects until we have a signed rental contract, because at this point we can obtain very attractive conditions. The super customers who suffer from large public companies, profitable, profitable, providing high investment credit assessments.
The future of investment of the data center
“The context of all this is that the industry has grown greatly over the past two years, and is expected to accelerate forward,” Gordon Bell says. “This only requires more and more capital – more than the capital than many current owners of these assets. They are looking for ways to raise the new capital in addition to the capital.”
He says that one of the possible solutions that began to leak in the market is to enter the specialized money carrying a set of stable assets.
“This would provide some diversification of risks and allow different investors looking for exposure to the area to invest in a fund that carries a set of assets through different markets and different customers,” he says.
“The stable asset deals that we saw for individual facilities or a handful of individual facilities are usually.” “These facilities provide exposure to very specific markets, and in each of these facilities, there is not often only one customer. So, you put a bet on one customer and one market. Special stock deals that have been made so far were in reality, which are the evaluation boxes in the end – which are boxes. You look forward to obtaining exposure to the assets. Capable of investing in this fund.
Whatever the mechanism it accomplishes, the McGuire sees a strong demand for developing the data center to move forward, driven by continuous investment from Easter. Artificial intelligence will be an incentive, but this will require cloud services.
“There is a lot of support for the work of the data center in the foreseeable future,” he expected.
