You Lead. We Report. with The Tech Capital: Recent Episodes
You Lead. We Report.
Hear it here first from the global leaders in digital infrastructure, from the boardroom to the trading floor directly to your device.
In this podcast interview, The Tech Capital speaks to Natalya Makarochkina, Senior Vice President of the Secure Power Division at Schneider Electric, about how the company supports sustainable growth internationally to meet the demands for faster, flexible, and more reliable data centre deployments.
Makarochkina explains that the demand for capacity from businesses is being driven by various influences, including the need for increased computing power, cloud-based services, and the rise of the Internet of Things (IoT). In high growth regions, there is a greater demand for data centre infrastructure, which has led to the need for more efficient and sustainable solutions.
In terms of infrastructure, Makarochkina notes that there are various breakdowns, including power outages and cooling failures, which can lead to costly downtime for businesses. However, with the new level of capacity and capability available, businesses can utilise these solutions to improve their operations and increase efficiency.
To meet the demand being seen, especially in light of new modes of usage, it is essential to quickly build out capacity. Makarochkina suggests that businesses can utilise modular data centres, which can be constructed quickly and efficiently.
With energy issues being a concern for data centre operators, sustainability is becoming increasingly important. The executive explains that vendors and service providers can help alleviate these pressures by providing more efficient and sustainable solutions.
Assessing the impact of a service provider's operations is important for businesses, and Makarochkina suggests that transparency can be improved by using standardized metrics and reporting frameworks.
Finally, Makarochkina notes that many vendors in the data infrastructure space are on their own transformation and sustainability journeys. To further these ambitions, the industry as a whole can work towards creating more sustainable and efficient solutions.
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The Latin America data centre market witnessed investments of US$6.03 billion in 2021 and will welcome investments of US$9.11 billion by 2027, growing at a CAGR of 7.13% during 2022-2027. The region’s sector has been attracting significant investments in recent years, led by countries such as Brazil, Chile, Colombia, Mexico, Bolivia, And Argentina.
One of its major players is Scala Data Centers, a DigitalBridge (NYSE: DBRG) company, which is currently planning the construction of 28 new facilities which will grow its IT capacity by as much as 1,800% by 2027 in a US$3.5 billion capital commitment.
In this special interview recorded at PTC'23 in Hawaii, chief executive Marcos Peigo, who also serves as a senior advisor to DigitalBridge, talks to The Tech Capital about the challenges and opportunities across the LATAM marketplace.
The CEO also delves into the competitor landscape which has been hotting up in the past 24 months as several foreign investors pour several billions of US Dollars to build existing and new platforms from the ground up whilst upkeeping a healthy M&A flow of deals.
Touching on Scala's journey, Peigo describes kickstarting the company and as well what it has been like to grow this "baby" into one of the largest players on the continent. And according to him, the group has only just started.
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The European data centre marketplace is transforming right before our very own eyes. Whilst headlines have for years focused on Tier 1 markets like London, Frankfurt, and Dublin, now, it is the Tier 2 and even Tier 3 locations that are driving a lot of the overall investment.
Joining The Tech Capital’s João Marques Lima in this extended special interview is one of the key players cementing that investment transition.
With a footprint of 28 data centres across the continent and several projects underway, operator Data4 has rapidly become a large-scale player in recent years.
Chief commercial officer Adam Levine shares his thoughts on the reasons why the demand tide is rising in Europe across key markets and why it is important that operators pay attention to public opinion which has changed in recent years and not always in favour of the industry.
Levine also delves into the company’s digital infrastructure rollout in existing and new markets, and how sustainability and culture play a vital role in its expansion with the key to its success being local ownership.
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Data centres are changing, and at Serverfarm, the business is focused on brining to the forefront of discussions the latest and most disruptive technologies and ideas to help better build that change. A popular avenue that the company has found to do so was by launching a podcast with each season focusing on a critical element of the data centre.
After a successful first season, the Future of Data Centers podcast is back for another season and this time it takes listeners on a journey into the world of DMaaS (Data Center Management as a Service). The three-part series give IT leaders and C-suites the information they need to harness the power of DMaaS.
From clearly defining this game-changing acronym to stacking it up against DCIM and more, this series shows how DMaaS is transforming the data centre industry while saving enterprises millions.
Sitting with The Tech Capital, Serverfarm’s chief marketing officer and senior vice president of sales Arun Shenoy discusses the ins and outs of the Future of Data Centers podcast as well as how DMaaS is changing the data centre as we know it.
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With a boom in data centre deployments globally, M&A activity was always bound to break all records, and so it has happened. One of the top 10 largest transactions in this space took place this year and saw digital infrastructure supplier Vertiv acquire E&I Engineering Ireland and its affiliate PowerBar Gulf for nearly US$1.8 billion.
In this interview, Vertiv's EMEA president Giordano Albertazzi discusses with The Tech Capital how the transaction came to be, how the business integration is taking place and what is next for the global manufacturer.
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Data centres are changing, and at Serverfarm, the business is focused on brining to the forefront of discussions the latest and most disruptive technologies and ideas to help better build that change. A popular avenue that the company has found to do so was by launching a podcast with each season focusing on a critical element of the data centre.
After a successful first season, the Future of Data Centers podcast is back for another season and this time it takes listeners on a journey into the world of DMaaS (Data Center Management as a Service). The three-part series give IT leaders and C-suites the information they need to harness the power of DMaaS.
From clearly defining this game-changing acronym to stacking it up against DCIM and more, this series shows how DMaaS is transforming the data centre industry while saving enterprises millions.
Sitting with The Tech Capital, Serverfarm's chief marketing officer and senior vice president of sales Arun Shenoy discusses the ins and outs of the Future of Data Centers podcast as well as how DMaaS is changing the data centre as we know it.
If you wish to listen to the podcast, visit here for more.
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A group of 16 digital infrastructure executives has come together to launch a new special purpose acquisition company (SPAC) whose business purpose is to effect a merger, capital stock exchange, asset acquisition, stock purchase, reorganisation or similar business combination with one or more businesses.
London-based IX Acquisition Corp., led by CEO Karen Bach, CFO Noah Aptekar and Executive Chairman Guy Willner, has priced its initial public offering of 20,000,000 units at a price of US$10.00 per unit, resulting in a $200 million funding round, plus a $30 million greenshoe to close on October 12, 2021.
The units will be listed on the Nasdaq Stock Market LLC and trade under the ticker symbol “IXAQU” beginning on October 7, 2021.
Speaking to The Tech Capital, Chairman Guy Willner and CEO Karen Bach explain the idea behind IX Acquisition Corp. as well as what happens next for the newest digital infrastructure SPAC in town.
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Asia might not have made many headlines during the 2000s and early 2010s, but the continent is today the epicentre of data centre investment and expansions.
In this interview with The Tech Capital's João Marques Lima, Rangu Salgame, chairman and CEO of digital infrastructure powerhouse Princeton Digital Group, who is on a multi-billion-dollar journey to build his hyperscale footprint across the region, discusses what the drivers are behind the continent’s digital acceleration.
Backed by Warburg Pincus, a global private equity firm, and Ontario Teachers’ Pension Plan, Canada’s largest single-profession pension plan, Salgame’s business dedicates itself to high-growth investments, developments and operating of internet infrastructure including over 20 data centres with presence in key digital economies across Asia including China, Singapore, India and Indonesia.
The company has committed over US$3 billion to projects in the near future, including $1 billion to build data centres in Japan and another $1 billion for site developments in China.
The other $1 billion are split across other countries including India and Indonesia, where the business is set to invest $150 million in a new greenfield development in Jakarta. And there's more to come.
Salgame talks through these plans as well as how Covid-19 affected the expansion projects, what does it mean to break ground in India and whether Princeton is planning other investment rounds, acquisitions, or becoming a REIT, and what new geographies it will be expanding into next eventually driving the portfolio to 1GW of IT capacity across the Asia Pacific region.
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Often deemed as one of the world’s largest investment opportunities, Africa’s data centre economy is posed for great growth this decade, as consumers, businesses and governments digitise.
With nearly 1.4 billion people and expected to reach a population of over 1.7 billion by 2030, Africa’s internet penetration sits at around 43%, below the world’s average of 64%. But things are set to change dramatically and fast.
To discuss this in more detail, joining The Tech Capital’s João Marques Lima is Barney Harmse, group CEO of ICT infrastructure development company Paratus Africa. Harmse talks through the current data centre landscape on the continent as well as the investment sentiment and trends driving growth, including the impact brought upon businesses by the Covid-19 Pandemic.
The chief executive also explains Paratus’ structure and strategy as it becomes one of Africa’s largest digital infrastructure operators servicing 26 countries. With recurring revenues on an upwards trend and credit facilities in place for further development, Harmse also talks about expansion, growth and partnerships.
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Data centre capacity across Europe's main markets is set to grow 21% this year, adding 438MW. But what is driving this rapid expansion, and is it contained to just the big cities of Frankfurt, London, Amsterdam, Paris and Dublin (FLAP-D markets)?
Joining The Tech Capital’s João Marques Lima is Matt Pullen, EVP and managing director for Europe at CyrusOne Inc. (NASDAQ: CONE), to discuss how Europe's hosting monopoly is changing and how the business is building its footprint. CyrusOne recently reported its quarterly results, noting an 11% increase in revenues versus Q2 2020 to nearly US$285 million.
The company operates data centre facilities in North America and Europe, with Frankfurt and London coming up as its two largest hard asset portfolios in the old continent. The operator plans to open new facilities in London, Frankfurt and Paris before the end of 2021, as well as extra sites in the British capital and Frankfurt in 2022.
CyrusOne also owns 61 acres which the company is land banking for future expansion across several markets in Europe. In its latest expansion announcement, the REIT said it has purchase the freehold of a 5-acre site at a prime location in Alcobendas, Madrid, to build a new data centre facility designed to be a single two-story building with 21 MW of power capacity. This is the company’s first planned European facility beyond the FLAP-D markets.
Pullen explains how much the European portfolio weighs on CyrusOne’s overall books and how he expects that to change in the coming years with the several planned expansion. He also gives a rundown of not only how capital will be put to work in Europe, but also shares a glimpse of where the company is looking for heavy expansion, even beyond this region.
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Chris Sharp discusses technology challenges, how legacy interconnection barriers are hindering digital transformation, and what more can be done from here to combine open interconnection and next-generation colocation.
Last March, Digital Realty (NYSE: DLR) outlined a new manifesto for interconnecting global communities around their increasingly most strategic asset: data. And today, the company is announcing another significant step in its plan to create next generation interconnection and colocation, in answer to the explosion of enterprise data globally.
The firm, which operates nearly 300 data centre facilities across the globe, has ramped up efforts to create next-generation interconnection and security capabilities and build the largest open fabric-of-fabrics interconnecting key centres of data exchange.
The move is designed to facilitate and speed up data flows across networks by linking different parts of the networking fabric through a more automated, intelligent, and seamless software deployments to help manage the infrastructure at Digital Realty and partners to better serve customers.
As part of this development strategy, the company said it is working with global provider of fibre-based communications Zayo Group Holdings, Inc., to lay the physical and virtual foundations of a new open fabric.
The collaborative approach aims to unlock trapped value and remove legacy barriers to digital transformation by more closely aligning with the hybrid IT and security considerations of multinational enterprises.
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US-headquartered data centre company Serverfarm, a subsidiary of Serverfarm, LLC, has recently appointed a new vice president of colocation to lead the business in Europe.
The role has been secured by former CEO of Datacenter.com, Jochem Steman who has been tasked with leading the company’s colocation services across some of most critical data centre markets in Europe, including Amsterdam, where Serverfarm owns and operates facilities. Serverfarm said it has developed this position in response to the growing need for colocation spurred by the pandemic.
According to a recent report, the European colocation market is expected to expand at a compound annual growth rate (CAGR) of over 13% from 2021 to 2028. With over 50 data centre facilities under management in North America and Europe, Serverfarm is conducting one of the largest expansion roadmaps in the industry today.
In this interview, Steman talks to The Tech Capital's editor João Marques Lima on what it is like to start an executive role in the middle of a pandemic and he also discusses the current state of the European data centre market and the next landing locations for Serverfarm as the company continues to invest in its expansion across both sides of the Atlantic.
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Israeli real estate developer Azrieli Group (TASE: AZRG) said it will acquire privately-held Norwegian data centre operator Green Mountain for around NIS 2.8 billion (US$850 million).
Green Mountain was until now owned by the Smedvig Family (90%) and Green Mountain and Norwegian real estate firm Smedvig employees (10%).
The company operates three server farms in Norway and has future construction and development potential at these and additional sites of around 520 MW.
In this interview with João Marques Lima, editor at The Tech Capital, Green Mountain’s CEO Tor Kristian Gyland discusses the business and how the deal has taken place, the different investors interested in buying the operator, expansion plans in and out of the Nordic region as well as the shift in investor profile within the Scandinavian and European data centre market vehicles.
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Texas-based Evoque Data Center Solutions has acquired Foghorn Consulting and announced a new solution to ease businesses shifts from an infrastructure-first approach, where workloads are forced into existing infrastructures, to a flexible, “application-first” approach in which each workload utilises the infrastructure it needs.
On the consultancy acquisition, the company said the deal is a key component in the design and implementation of Evoque’s “application-first,” Multi-Generational Infrastructure (MGI) strategy.
In this interview with João Marques Lima, editor at The Tech Capital, Evoque Data Center Solutions' president and CEO Andy Stewart and Peter Roosakos, CTO of Foghorn Consulting discuss the acquisition as well as the colocation provider’s new application-first framework, its benefits and how the business adapted itself to the offering.
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