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EUROPEAN DATA CENTRE MARKET UPDATEMitul Patel – Head of EMEA Data Centre ResearchCBRE Data Centre Solutions
AGENDA1. THE MARKETS2. HYPERSCALERS3. HOT MARKETS4. PREDICTIONSTHE DUBLIN MARKET2
THE MARKETS3
WHAT MAKES A ildtoSuit
MAJOR MARKETS - CHARACTERISTICS5
MULTI-TENANT COLOCATIONColocation providers present in more than one major European marketAmsterdam FrankfurtLondonParisDublin Total 7 8 67 55
MAJOR EUROPEAN MARKET SIZESMarket Sizes msterdamFrankfurtMulti-Tenant ColocationLondonParisBuild to SuitHyperscale Self-Build7Dublin
FLAP MARKET GROWTHFLAP Markets - Projected rt20182019AmsterdamUnknown Timing / Longer-Term8Paris
FLAP MARKET TAKE-UPFLAP Markets – Annual Take-Up180160140MW120100806040200201020112012Q3-Q4 72018ProjectionAmsterdam
OPPORTUNITIES & S mationTHREATS10
KEY TENDSHYPERSCALE CLOUD DEMANDM & A / INVESTMENTCONSTRUCTION / BUILD-TO-SUITBREXIT11
HYPERSCALERS12
CLOUD SERVICE PROVIDERS – GLOBAL PRESENCE Amazon — 4 upcoming locations: 1 in North America, 2in Europe, 1 in Asia. Microsoft — 8 upcoming locations: 4 in North America, 2in Europe, 2 in Asia. Google — 8 upcoming locations: 1 in North America, 1 inSouth America, 3 in Europe, 2 in Asia, 1 in Oceania.Source: Atomia13
CLOUD SERVICE PROVIDERS – GLOBAL PRESENCESource: Atomia14
WHERE’S IT ALL GOING?Small ScaleSpeed toMarketOpExColo andBuild-to-SuitSelf BuildMultipleOptionsLow RentalProvisionedSiteOptions15
HOT MARKETS16
MILANColo Market: 30MWCountry Population: 60mn6MW17
MADRIDColo Market: 25MWCountry Population: 47mnHYPERSCALERSTherefore .Acquired by SchneiderNEW OPERATOR 1NEW OPERATOR 2NEW OPERATOR 318
NORDICSColo Market: 40MWCombined Population: 27mn5 markets in 170MW40MW19
EMERGING APAC MARKETSMumbai & ChennaiGoogle’s India Cloud Data CenterTo Open Before The End Of 2017South KoreaMicrosoft Opens SouthKorea Azure Data CentresSouth East AsiaThe Malaysian Government has alreadyearmarked Iskandar for the establishment of asecond hub for data center parks in the country.SuperNAP International opensChonburi, Thailand data center“Indonesia gets seriousabout data centers”20
PREDICTIONS21
2017 PREDICTIONSPredictionResultScoreOver 100MW of Poised to be higher take-upcloser to 120MW 205MW of newsupplyLooking at approx.200MW New USprovidersCyrusOne XParis to"take-off"Slow 2017 for Paristo-dateX22
2018 PREDICTIONSPredictionResultNew-Norm for take-upwill continueFirst 'herd' of Chinesecloud / telco / internetCompaniesContinued heightenedM&A activity“Edge” won’t becomemore of a reality23Score
THANK YOU & QUESTIONS24
Google’s India Cloud Data Center To Open Before The End Of 2017 Microsoft Opens South Korea Azure Data Centres SuperNAP International opens Chonburi, Thailand data center The Malaysian Government has already earmarked Iskandar for the establishment of a second hub for data center parks in the country
