2025-02-10-莱坊-Data_Centres_Emerging_Markets_Report_Q3_2024_12页_1mb

报告摘要

The report focuses on key growth markets in EMEA and APAC, with an emphasis on secondary and tertiary data centre developments driven by eastward cloud migration, diversification in Asia, and African/Middle East expansion.
Emerging markets offer opportunities in cost-effective expansion and proximity to underserved user bases, though infrastructure limitations like power and connectivity can hinder viability.

Rise of AI: AI demand is reshaping data centre design and driving multi-billion-dollar investments. Viable AI sites require high power capacity (400MVA, ideally green) and strong fibre connectivity.
Cloud Expansion:
- Microsoft (Madrid cloud region), AWS (Kuala Lumpur), and Huawei (Cairo) are expanding their footprints.
- Major players: Microsoft, AWS, Google, Oracle, IBM with 38 new region developments planned.
Submarine Cables and Connectivity:
- Chennai, Manila, Dammam: Host multiple existing and under-construction submarine cables.
- Infrastructure deficits (e.g., connectivity) in regions like Berlin can affect lease renewals and project success.

Berlin: High supply growth (38% YoY) driven by NTT GDC's and Maincubes' campus projects. High demand driven by AWS and Google Cloud. Strong focus on AI-ready facilities. NSIT is the dominant operator marketshare.
Chennai: Significant growth potential marked by TikTok's (52MW) and Microsoft's cloud facilities. Low vacancy reflects strong demand. Chennai's industrial growth fuels data centre adoption.
Norway: Sustained demand boosted by Microsoft (Skien facility) and TikTok's needs. Focus on sustainable energy resources. High lease rates due to server demand.
Manila: Stagnant leasing volumes, high vacancy (31%), but attracting public cloud providers. Operators like ePLDT and STT GDC lead.
Dammam: Driven by cloud services from major providers (Google, Microsoft, Oracle). Expanding capacity via dedicated power procurement at SPARK Energy Park.
Melbourne: Growing market due to land availability and reliable power/grid. Less susceptible to land scarcity and power limitations compared to Sydney. Operators like AirTrunk and NEXTDC are expanding significantly.

Population & Internet Users indicate market size and digital readiness.
Interest Rate & Electricity Price (USD per kWh) reflect economic climate and energy cost advantages.
Supply/Take-up data (IT capacity in MW, vacancy %, under-construction pre-let %) shows current activity, demand, and pipeline.

Major operators are investing significantly in EMEA/APAC secondary/tertiary markets.
AI readiness is becoming a critical factor for tractable data centre projects.
Infrastructure deficits (power, connectivity, land) persist and pose significant risks to market viability in certain locales.

展开完整摘要