We’ve been investing for several decades behind the transition to a low-carbon environment and separately, in equitable and reliable digital connectivity for communities around the world.
We’ve been seeing these two sectors converge, as energy factors into every major decision for data centre owners and operators. This is particularly so for the largest users who are now focused on where their energy is coming from before deciding where to locate their investment.
As Gordon Hay explained to the Infrastructure Investor team at the Global Summit in Berlin, “The efficiency frontier of data centres and processes is tapping out from a power consumption perspective, where the demand for compute is massively accelerating and the big buyers want to see a green element to the powering of their data centres.”