Why is the data centre segment becoming a hot topic recently?

  • Why is the data centre segment becoming a hot topic recently?

    • COVID-19 🡪 lots of people are staying home
    • More demand for data like watching movies, gaming, communication
    • Work from home from post COVID as more ppl are willing to stay at home, resulting in more data use
    • The leases are typically longer and yields are attractive 🡪 though the mgmt. side is complex, there’s less traffic from ppl going in and out
    • Tik Tok just opened a European data centre in Ireland yesterday
    • Increasing cloud services and 5G implementation
      Whilst Hong Kong is moving towards greater adoption of cloud services and the roll out of the 5G network will likely increase data centre demand. Adequate data centre hardware is needed to support the growing demand while catering to the fast growing technology sector.

    According to Cisco’s projection, the Asia Pacific region will have 13.5 billion networked devices/connections by 2023, up from 8.6 billion in 2018, while the number of internet users should grow from 2018’s 2.1 billion to 3.1 billion by 2023.

    Sometimes it’s good to supplement expert advice with your own research as well. Recently I did an episode with Denzity on how you can do real estate research like a pro: https://youtu.be/ZHzeYX_6sjk

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