Data Centers: a Looming Bubble… or Not?
Over the last few months, we have been asked this question several times because of the many announcements of new multi-MW Data Centers projects world-wide. Yesterday morning, after the last announcement of a new 300 MW Data Center project in the new hub of Aragon region (Spain), a very respected senior financer asked us again the Trillion-dollar question: Is there a bubble coming? Will be there enough customers for so many Data Centers? As 30 year Data Center (DC) industry veterans, ours gut feeling is that there is not any significant bubble risk, as the tailwinds in our sector are the strongest ever,and the speed of innovation and adoption of new digital and AI technologies are growing at an amazing speed in all fields… whilst deployment of DCs aren´t happening fast enough.